QEngine Customer provides a broad range of functions organized in simple journeys to engage your customers and meet their portfolio investment needs on mobile or desktop. It offers multiple investment journeys allowing customers to invest in portfolios based on their risk appetite, life goals or interests in topical themes.

QEngine Customer provides your customers with

Portfolio research and advice

Portfolio order and trade management

Account review and reporting

Top-up and withdraw

Regular savings plan

Portfolio rebalancing

Portfolio monitoring and recommendation

Customer

Engages customers with unique investment journeys to help them manage their wealth according to their individual needs, goals and interests.

QEngine

Engine Advisor allows advisors to efficiently service the portfolio management needs of their customers. The application enables advisors to provide personalized portfolio advice and trading. It allows them to lead customers through different investment journeys and can integrate with QEngine Customer for hybrid propositions.

QEngine Advisor drives efficiency with

Portfolio analytics and research

Advisor-led customer journeys

STP of portfolio transactions

Consolidated account reporting

Account analytics and monitoring

Advisor

Puts tools in the hands of your investment consultants to accelerate their business.

QEngine Portfolio Manager enables investment teams to manage model portfolios and related content for advisors and customers. The application enables portfolio managers to carry out discretionary rebalances and other types of actions in bulk or for single portfolios. It integrates with QEngine Customer and QEngine Advisor to provide comprehensive propositions.

QEngine Portfolio Manager includes:

Model portfolio management

STP of discretionary portfolio transactions

Bulk portfolio rebalancing

Investment content management

Multi-instrument and currency support

Portfolio Manager

Puts efficient portfolio management in the hands of your CIO or portfolio manager.

 QEngine

QEngine Administrator provides visibility to important data and activity on the platform. The application offers functionality to enable enterprise users to support customers, advisors, business operations and technology management. It can integrate with other QEngine applications to provide full visibility across all related activities.

QEngine Administrator enables

User account management

Transaction view and reporting

Transaction exception management

System job management

Platform analytics and reporting

Notification service management

Administrator

Provides intuitive tools to streamline business reporting and platform management processes.