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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Many companies globally have faced significant challenges over recent years; however, they are now focusing on innovative strategic initiatives to capitalize on the forthcoming economic recovery. It is crucial for executives to recognize the most promising avenues for business expansion, which requires a deep understanding of their operational dynamics, including which segments are financially beneficial, which are losing money, and where profitable growth potential lies. Additionally, they must ascertain where to allocate resources or consider divestitures, as well as identify which customers contribute positively to their bottom line and which ones may hinder profitability. To achieve this, comprehensive insights into cost and profitability are essential. Challenges can arise from various facets of the organization, such as inefficient processes, unprofitable products or clients, and outdated supply chains that lead to excessive service costs. Unfortunately, management often struggles to accurately identify these underlying issues, as businesses have grown too large and complex, making problem identification increasingly difficult. This complexity can obscure critical insights necessary for effective decision-making and future success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5000 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Quantifacts

Website

www.quantifacts.com/technology-solutions/

Vendor Details

Company Name

Cortell

Website

www.valumaxabc.com

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 

Product Features

Job Costing

Bills of Material Yes 
Budgeting & Forecasting No 
Change Orders No 
Cost-to-Completion Tracking No 
Invoice Management No 
Overrun Reporting No 
Percent-Complete Tracking No 
Production Cost Tracking Yes 
Purchase Order Management No 
Quotes / Estimates No 
Time Tracking No 
Work Order Management No 

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