data science, microservices, wealthtech and finance
City of London, London
Joined August 2011
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Spreadsheets, word docs and emails can be error-prone and inefficient.
#automate your documentation and messaging workflows, ensuring a smooth and compliant process for managing clients' wealth.
#wealthtech #modelportfolios #ifa #quattro #circadiansaas #PA360
Struggling to scale your wealth business? Use Quattro to add clients not headcount, thanks to our powerful #automation platform.
#wealthtech #modelportfolios #ifa #circadiansaas #quattro #PA360
Quattro empowers you to optimize your investment management operations and enhance client communication with its advanced SaaS platform.
#wealthtech #modelportfolios #ifa #circadiansaas #quattro #PA360 #automation
We're excited to showcase our innovative SAAS solution for IFAs at #PA360.
Stop by the Supplier Hub to see how Quattro helps you maintain model portfolios and two-way client communications.
#wealthtech #modelportfolios #ifa #circadiansaas #quattro #PA360 #automation
Does your IFA business spend hours on client review meetings collecting fund-switching discretions?
Quattro handles 1000s of client response in the same time.
Come see us at #PA360
#wealthtech #modelportfolios #ifa #circadiansaas #quattro #automation
Attention all #PA360 IFAs! Looking to streamline your investment management? Check out circadiansaas.com to discover how Quattro scales your execution.
See you at the Supplier Hub on Wednesday.
#wealthtech #modelportfolios #ifa #circadiansaas #quattro #PA360 #automation
Don't let manual processes hold you back. Quattro can help you automate your investment management workflows and save you time and money in the process.
#wealthtech #modelportfolios #ifa #circadiansaas #quattro #PA360 #streamline
Discover a smarter way to manage your clients' investments with Quattro - the innovative SAAS solution for IFAs.
Learn more at circadiansaas.com
#wealthtech #modelportfolios #ifa #circadiansaas #quattro #PA360
Hey IFAs. Ready to revolutionise execution of your investment strategy? Quattro maintains model portfolios keeping clients fully informed throughout.
Check us out at circadiansaas.com and #PA360 next week.
#wealthtech #modelportfolios #ifa #circadiansaas #quattro
Updating your Model Portfolios
It's time to start building those recommended fund switches for our clients' M x N-thousand accounts...
#wealthtech #fintech #modelportfolios #investments #ifa #advice #fundswitch #circadiansaas #quattro
Quattro Promise:
Thirty secs later and your 20 strategic asset allocations have been rebalanced.
Anyone in the team can now inspect those outputs at their leisure.
Quattro Reality:
Take the afternoon off. Job done.
Tomorrow we'll rank all the funds - no rush.
#wealthtech #fintech #modelportfolios #investments #ifa #advice #fundswitch #circadiansaas #quattro
...your Fund Switching costs could be as low as:
£40 / client.
Heck, you might even be using Quattro.
#wealthtech #fintech #modelportfolios #investments #ifa #advice #fundswitch #circadiansaas #quattro
If you haven't costed the per client process, here are some good rules of thumb:
#wealthtech #fintech #modelportfolios #investments #ifa #advice #fundswitch #circadiansaas #quattro