Acquisition Module

Acquire and convert new clients with distinctive and engaging features

acquisition module

Why adding this module

Our Acquisition Module allows you to develop and manage customer pipelines for wealth managers, facilitating their conversion through specific engagement tools.


Acquire new prospects

Generate new leads through the creation of registration links and ad-hoc landing pages for each wealth manager.

Pipeline management

Monitoring and management of customer pipelines to evaluate efficiency and progress in acquisition.

Prospect Engagement

Engage prospects with customisable welcome pages, questionnaires and interactive forms. Elaborate data to learn insights and relevant information.

Demo Portfolios

Share customisable model portfolios to engage your prospects with differentiated investment possibilities and portfolio strategies.


Discover our Modules

Qadra Platform is a complete and flexible digital solution for wealth managers. Discover the other modules of our platform: