Spreading 3Q's Vision
 Datamonitor
(Income Protection, May 2005)
3Q Solutions have developed a ground breaking method of communicating the need for income protection to customers.
- 3Q's unique proposition is its application of behavioural science rather than simply fulfilling the role of a software provider.
- 3Q employed an Interaction Designer as part of their novel approach and used this capability to find out what Friends First customers want and prevented them from taking out income protection.
Read more on this report.
Forrester
(Europe's Advice Tools Multiply - An overview of emerging financial planning technologies, June 2004)
3Q Software Solutions builds an offering for retail finance
firms. Irish-based firm 3Q Software Solutions raised €400,000
in funding last year to develop sales and marketing in the UK and
Northern Europe for its wealth and advice tool aimed at the mass-affluent
market. The financial planning tool includes components for asset
management, protection, borrowing, and cash management, as well
as a module enabling online collaboration between advisor and client.
Read the full report here. 
Celent
"3Q Solutions offers a platform that can help financial
institutions transition from the old product/commission based model
to today’s client-focused, fee-based model through an innovative
goals-based approach to financial planning and management. While
the solution offers a range of capabilities to manage wealth, financial
institutions have the flexibility to pick and choose modules that
fit their immediate needs and then expand on those as they build
out their wealth management platform. This approach is much valued
in the marketplace as the transition to wealth management is often
done as a phased process."
- Isabella Fonseca, Senior Analyst and Pamela Brewster, Senior Analyst
Celent
"3Q Solutions offers a platform that can help financial
institutions transition from the old product/commission based model
to today’s client-focused, fee-based model through an innovative
goals-based approach to financial planning and management. The vendor's
solution provides a unique wealth management approach, as it provides
advisors with a selling tool to help customers meet the financial
coverage they need."
- Isabella Fonseca, Senior Analyst and Pamela Brewster, Senior Analyst
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