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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.

Description

The Q4 Wealth Management System (Q4) delivers tailored modeling, analytics, and reporting solutions specifically designed for your organization's needs. It allows reporting at every tier of your company, from comprehensive bank-wide and division officer reports down to individual account analyses. All analytics and reports are supported by a wealth of detailed data, including the specific assets associated with each account, ensuring maximum accuracy in fee modeling and precise balances in relation to your banking systems. Assessing profitability helps you pinpoint both lucrative and non-lucrative relationships, providing essential insights for strategic negotiations and minimizing discounts on less profitable accounts while safeguarding your valuable clientele. Furthermore, with the ability to aggregate data across all levels of the organization, you can thoroughly assess revenue against expenses for various products, regions, relationship officers, or individual clients. This extensive capability enhances your decision-making process, ultimately driving better business outcomes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Plaid Yes 

Integrations

Plaid No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5000 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

BridgeFT

Country

United States

Website

www.bridgeft.com

Vendor Details

Company Name

Quantifacts

Website

www.quantifacts.com/technology-solutions/

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking Yes 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

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