Golden Door Asset
Fintech Grader
Directory/Wealth Utilities/Qvis
Qvis logoQ
Wealth Utilities

Qvis

Investment Data and Analytics for Smarter Decisions.

"Qvis provides advanced investment data aggregation and analytics for Registered Investment Advisors. The platform enables advisors to gain deeper insights into portfolio performance, risk exposure, and market trends. Firms use Qvis to enhance their investment decision-making and client reporting capabilities."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #309 in Wealth Utilities
Validated Adoption
10 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio performance attribution
Risk analysis and stress testing
Market data aggregation
Customizable reporting dashboards
Investment strategy backtesting

Primary Use Cases

Portfolio performance analysis
Risk management and compliance reporting
Investment strategy development

Agentic Intelligence Briefing

"Qvis empowers RIAs with data-driven insights to optimize investment strategies and improve client outcomes."

Real-time Forensic Synthesis

Competitive Strengths

Robust investment data aggregation
Powerful analytics capabilities
Comprehensive reporting features

Adoption Hazards

Potentially complex implementation
Cost may be prohibitive for solo advisors

Stack Compatibility Profile

How Qvis integrates into institutional RIA stacks.

10 Firms Analyzed
Nitrogen Wealth
100%
Stack Correlation
Riskalyze Online
100%
Stack Correlation
ICM
90%
Stack Correlation
Vi4
80%
Stack Correlation
Bloomberg Tax (BNA)
80%
Stack Correlation
DDW
80%
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

"Qvis empowers RIAs with advanced investment data and analytics to make smarter decisions and deliver superior client outcomes."

Audit Your RIA Stack

See how Qvis fits into your overall tech efficiency score.

Alternative Peer Landscapes

3Equity

Actionable business intelligence for RIA operational excellence.

Deeper Intel

401GO

Simplified 401(k) implementation and management for RIAs.

Deeper Intel

AbsoluteCapital

Comprehensive held-away asset management for RIAs.

Deeper Intel

Absolute Engagement

Unlock client loyalty with data-driven engagement.

Deeper Intel

Acclivity

AI-powered client engagement for modern RIAs.

Deeper Intel

AdvicePay

AdvicePay: Modern billing for modern financial advisors.

Deeper Intel
Golden Door Asset

Company

  • About
  • Contact
  • LLM Info

Tools

  • Agents
  • Grader
  • Calculators

Resources

  • Fintech Directory
  • Benchmark Report
  • Software Pricing

Legal

  • Privacy Policy
  • Terms of Service
  • Disclaimer

© 2026 Golden Door Asset.  ·  Maintained by AI  ·  Updated Jan 2026  ·  Admin