The heart of Qadra. Our Core Module allows you to manage and enable online collaboration for your clients, wealth managers and back-office.
Core Module allows you to manage your front office processes efficiently and digitally, including clients, wealth managers and back office operators in a single digital environment.
Daily monitoring of your clients’ portfolios and their investment goals.
Digital interaction between clients, wealth managers and back-office. Mapping and identification of the client’s objectives, combined with the sharing and implementation of new investment proposals.
Creation and sharing of new investment proposals, also linking them to new investment goals.
Creation and sharing of new investment proposals, also linking them to new objectives.
Qadra Platform is a complete and flexible digital solution for wealth managers. Discover the other modules of the platform: