Qdeck
AI copilot for advisors that answers client questions and builds proposals.
qdeck.comQdeck is an AI assistant that retrieves data, reads documents and drafts proposals and client content. The company's site also mentions trading from within the tool and lists Nasdaq and Moody's as partners.
Press coverage says the company's AI platform dates to 2022 and that its QadvisorGPT product is used by wealth firms such as Keebeck Wealth Management.
What it does
- Client question answering
- Document intelligence
- Proposal building
- Client content
- Model library
Coverage
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