Banks and advisory firms are in a challenging predicament facing increased regulations, heightened cost pressures, reduced margins and escalating customer expectations. At the same time, providing a personalized, multi-channel experience for advisors or active investors is a strategic mandate. To help firms like yours meet both strategic objectives and the increased regulatory and capital pressures they're facing, we developed a portfolio-based solution for advisors. Market-Q is a fully-hosted web and mobile solution, and is available as a private-label offering.
Wealth Management Solutions
Built for investment and wealth management workflows, the Market-Q platform is designed to enable advisors to access client portfolio data alongside global real-time market data, news and tools to analyze securities and holdings.