Qdeck.ai, is an AI Co-Pilot for wealth advisors. Qdeck leverages the power of AI to empower financial advisors and asset managers to build, test & execute on high quality investment models and streamline client communications to help them grow and hyper personalize at scale. Our AI co-Pilot clones the wealth advisor and makes them available to their clients 24x7 in turn helping them scale themselves and manage more clients.
Qdeck provides next-generation AI powered technology solutions for financial professionals and institutions, which uses our AI Co-Pilot as the primary way of interacting with Qdeck:
- Qadvisor, a state-of-the-art AI tool and data ecosystem that delivers real-time, actionable insights through a chat interface. Qadvisor processes more than 50,000 news articles every day and is one of the first AI tools capable of providing accurate, auditable citations for every claim that it makes. We also offer a commercial API for partners that wish to use our internally developed AI tools on their own proprietary data.
- Qdeck enables RIAs to upgrade the digital experience they deliver to their customers while effortlessly managing the portfolios of those clients. Financial advisors can launch their own custom Robo-advisor to compete with the likes of Betterment and Wealthfront.
We launched part of our product a few weeks ago. We have filed two patents on our NLP technology and in the process of filing the third one. The team spun out of a 30 year old quant systematic hedgefund that managed close to $2B. They were one of the 8 startups selected out of 250+ startups by Plug N Play tech ventures FinTech program.
Below is a link to the article by a reporter covering AI in wealth tech showing how Qdeck is being used by a financial advisor. This was published in March.
Couple of updates on our side since the new year:
- Qdeck.ai became a partner for Nasdaq’s Dorsey Wright who has 4500 advisors using their service to execute the models offered by them.
- We went live with a large Chicago based advisor $2B+ to offer our co-Pilot to their downstream clients with data controlled by the advisor.
- We just started a new pilot with a large RIA aggregator with 100+ advisors.
- We are currently in talks with two large financial institutions in Japan to do a pilot for their 20,000+ employees to use our AI co-Pilot in Japanese. We already have a Japanese version in production.
- Our first two advisors adopting the whole AI powered automated model execution engine are going live in May.
- Our AI layer now can access data across multiple CRMs, custodians, private data and real time financial news to provide actionable insights to advisors.
- We have a native integration with Moxo.
- Revenue model : SaaS and metered model based on AUM deployed on the models used.
In the News:
Thank you for taking the time to evaluate our startup and looking forward to next steps.
Best Regards,
Jag
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