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Wealth Utilities

Qdeck

Investment data and analytics for smarter RIA decisions.

"Qdeck provides RIAs with a comprehensive platform for investment data aggregation, analysis, and reporting. It empowers firms to gain deeper insights into portfolio performance, risk exposures, and market trends. Qdeck helps advisors make data-driven decisions and communicate investment strategies effectively to clients."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #424 in Wealth Utilities
Validated Adoption
3 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Investment data aggregation and analysis
Customizable reporting and visualizations
Portfolio performance monitoring
Risk management tools
Client communication and reporting

Primary Use Cases

Portfolio analysis and reporting
Investment strategy development
Client performance reviews

Agentic Intelligence Briefing

"Qdeck helps RIAs leverage investment data and analytics to improve portfolio performance and client outcomes."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data
Advanced analytics capabilities
Streamlined investment management workflows

Adoption Hazards

Pricing can be opaque without direct contact
Integration with specific custodians may require custom work

Stack Compatibility Profile

How Qdeck integrates into institutional RIA stacks.

3 Firms Analyzed
Bill.com
100%
Stack Correlation
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
Morningstar Office
100%
Stack Correlation
Interval
67%
Stack Correlation
NDEX
67%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1FactSet
2Morningstar Direct

Value Proposition

"Qdeck empowers RIAs with superior investment data and analytics to make informed decisions and deliver exceptional client outcomes."

Audit Your RIA Stack

See how Qdeck fits into your overall tech efficiency score.

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