QADRA PLATFORM
Uniting Clients
and Wealth Managers
Qadra offers cutting-edge solutions for modern and efficient investment management
OUR BENEFITS
Why choosing Qadra
Since 2019, we have been developing cutting-edge solutions to help wealth managers and their clients build success stories
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:
Efficiency
We believe in technology as a tool to generate growth, freeing up time and resources to dedicate to our customers.
Customisation
An open platform that offers personalised services and integrates with leading third-party solutions.
Transparency
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.
module
Core Module
A totally digital and interactive relationship management that allows you to fully understand the objectives, criticalities and behavior of your customers.
module
Acquisition Module
We enable the acquisition of new customers through digital channels. We allow you to efficiently manage your pipelines and engage prospects interactively.
module
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.
module
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.
