Uniting Clients
and Wealth Managers

Qadra offers cutting-edge solutions for modern and efficient investment management


Why choose Qadra

Since 2019, we have been developing cutting-edge solutions to help wealth managers and their clients build success stories

Portfolio monitoring and reporting for clients and advisors
Integrated portfolio creation and optimisation tools
Creation and sharing of customised investment proposals
Commercial pipelines management
Digital communication and engagement tools
Digital client onboarding and sign-up processes

our methodology

A modern and modular approach

We are leaders in user experience innovation for clients, consultants and management companies. We innovate every day guided by our guiding principles:


We believe in technology as a tool to generate growth, freeing up time and resources to dedicate to our customers.


An open platform that offers personalised services and integrates with leading third-party solutions.


Clients and Wealth Managers can collaborate in a digital environment designed for them and their relationship.

scalable architecture

Customisable modules

Qadra Platform is our wealth management platform, modular and focused on digital front-office processes. Our modularity allows for a very high level of flexibility and customization.


Total Wealth

An interactive vision that enables you to neatly visualize and control the aggregated wealth of your clients.


Core Module

A totally digital and interactive relationship management that allows you to fully understand the objectives, criticalities and behavior of your customers.


Acquisition Module

We enable the acquisition of new customers through digital channels. We allow you to efficiently manage your pipelines and engage prospects interactively.


Onboarding Module

Our customer profiling processes have been designed on the basis of Mifid2, the customer onboarding process is completely digital and automated, for a better customer experience and leaner processes.


Investing Module

Our Investing Module allows you to work in a single environment: from portfolio creation, to sharing with the client, to implementation and daily management.

about us

State-of-the-Art Tech solutions

Qadra is a company born in 2019 from the union of the experiences of a multidisciplinary team. We are an innovative and constantly growing company, both in Italy and abroad.

Average Age
Codelines produced