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Qdeck
AI copilot for advisors to research client questions, draft proposals and client content, and act from one platform
Bellevue, WA, USFounded 20221-10 employeesqdeck.comNot yet confirmed by the company
What it does
Qdeck is an AI assistant for financial professionals, aimed at independent advisors, RIAs and larger wealth enterprises, plus technology providers that want to embed it. Advisors type a client question in plain language and get an answer with citations.
Answers are built by retrieval from market data, portfolio analytics, public filings and news rather than from a static model. From the same workspace advisors can generate personalised proposals and reports, create client outreach content, document their response and place trades. Earlier products included robo-advisor and news-analysis tools, and client dashboards and integration tools were added in 2023.
Qdeck says it grew out of hedge-fund AI work dating to 2005 and launched its AI platform in 2022. It is based in Bellevue, Washington, with a team of about ten led by CEO Jag Prakasam. A seven-day free trial is offered; prices are not published.
Best for
- Serves
- RIAs
Features
- Natural-language client question answering
- Cited market and news research
- Personalised proposal generation
- Client outreach content drafting
- Response documentation
Pricing and deployment
- Deployment
- Cloud
Coverage from The Daily Network
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