Comprehensive wealth management module for large and diversified patrimonies
Why adding this module
Designed and tailored for Family Offices, trustees, and wealth managers, Total Wealth is our most revolutionary module: created to efficiently manage complex and intricate groups of clients. This module enables the monitoring and management of vast and diversified wealth portfolios with utmost efficiency.
Management of client groups
Aggregated visualization and dynamic graphs
Customisable dashboards that adopt different wealth aggregation and analysis criteria.
Asset Classes Analysis
Asset class-specific analysis, based on different tools designed specifically to effectively manage each asset class.
Customized reports generation
Create customisable customer presentation, selecting the assets and accounts you want to include. Securely share the presentations with your clients through the Qadra platform.
Login for different users
Create web logins with customised permits for your clients, their attorneys and advisors. Integrate Qadra’s Digital Onboarding module to onboard new users.
A CUSTOMIZABLE SOLUTION
Discover our Modules
Qadra Platform is a complete and flexible digital solution for wealth managers. Discover the other modules of our platform.