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Increase business efficiency and onboard customers in a fully digital way:
Interactive customer financial profiling, Mifid compliant and which includes the identification of investment objectives (goal-based investing).
Fully digital acquisition of customer data and documents. Integration with company ERP and KYC services for instant information verification.
Digital contracts generation and electronic signature from all relevant parties. Automated saving within yours and your client’s documents area.
Automated generation of investment proposals, compatible with the customer profile, set according to commercial logic.
Qadra Platform is a complete and flexible digital solution for wealth managers. Discover the other modules of the platform:
