Our Solutions -> Product Propositions -> Financial Planning -> Wealth Management

Unlock 3Q's Solution

3Q Solutions financial and wealth planning software modules allow financial services companies to enhance their sales process, delivering a client focused service and achieving higher trust levels among their client base. 

Highly sophisticated yet usable applications are developed which adds context to the financial organisation while selling and also to the client while buying the financial product.

All of 3Q's product set are based on the client's balance sheet with two key underlying principles:

• Reaching financial independence
• Maximising net investible assets

Product Propositions - a client centric approach

The core of 3Q's product is built around creating compelling propositions that will allow the financial organisation to sell more products but also to provide a comprehensive and consistent service to their clients. The core of the product contains asset protection, asset accumulation, income creation, borrowing and cash management.

A financial organisation can pick and choose different products from the different modules which are in line with their product strategy for the year. 

Financial Planning - building financial planning capabilities
Financial planning allows the advisor build a comprehensive financial plan for his/her clients using a variety of data that lends context to the clients overall long term plan. 

Wealth Management - the ultimate client servicing
This introduces the concept of dynamic financial advice, constantly scanning client portfolios and product sets to identify opportunities and problems that should be advised and actioned by clients.  This facilitates the management of both managed and personally held assets, the concept of the client actively engaging in the planning process and the concept of differentiating the service levels according to the target market.