QServices delivers next-generation Investment Advisory Services, empowering financial institutions and advisory firms to optimize operations, drive smarter investment decisions, and ensure regulatory compliance. As a trusted Microsoft Solution Partner, we combine advanced financial process automation with deep domain expertise to help you transform your investment advisory business.
QServices understands the dynamic needs of investment advisors in today’s fast-paced financial landscape. We leverage automation and Microsoft’s powerful technology stack to streamline your advisory workflows, enhance client engagement, and deliver superior investment outcomes.
Automate client onboarding, KYC, and risk profiling for faster, error-free operations
Streamline portfolio rebalancing, trade execution, and performance reporting with intelligent workflows
Enable real-time compliance monitoring and automated alerts to ensure adherence to regulatory standards
Integrate disparate data sources for unified client and investment views
Deploy and customize Microsoft Dynamics 365 for seamless client management, portfolio tracking, and CRM
Harness Microsoft Power Automate and Power Apps to digitize advisory processes, from client communications to investment proposals
Utilize Azure AI and analytics for predictive portfolio insights, risk assessment, and personalized investment recommendations
Reduce manual effort and minimize errors with automated processes across the investment lifecycle
Automated monitoring, documentation, and audit trails for stress-free regulatory reporting
Leverage advanced analytics and AI to deliver personalized, high-performing investment strategies
Rapid onboarding, transparent reporting, and tailored communications powered by Microsoft solutions
Flexible solutions that grow with your advisory business and adapt to evolving market demands
Microsoft-certified professionals with deep financial services expertise
Proven track record in automating complex investment advisory workflows
End-to-end support from strategy to implementation and ongoing optimization
Transform your investment advisory services with QServices—where financial process automation meets Microsoft innovation.
Contact us today to discover how we can help your firm deliver smarter, faster, and more compliant investment advice.
QServices provides comprehensive investment advisory solutions that help financial institutions and advisors optimize their operations, enhance client engagement, and ensure compliance. Our services leverage financial process automation and Microsoft technologies to deliver efficient, data-driven investment management.
Financial process automation streamlines repetitive and manual tasks such as onboarding, portfolio rebalancing, compliance checks, and reporting. This reduces errors, saves time, and allows advisors to focus on high-value client interactions and strategic decision-making.
QServices utilizes Microsoft Dynamics 365 for CRM and portfolio management, Power Automate and Power Apps for workflow automation, and Azure AI for analytics and predictive insights. These tools help unify client data, automate processes, and deliver personalized investment recommendations.
As a Microsoft Solution Partner, QServices brings certified expertise, access to the latest Microsoft technologies, and proven best practices for financial services. This ensures robust security, regulatory compliance, and seamless integration with your existing systems.
QServices implements Microsoft’s enterprise-grade security features, including encryption, audit logs, and automated compliance reporting. This helps protect sensitive financial data and ensures your firm meets industry regulations
Yes, our solutions are built on scalable Microsoft cloud platforms, allowing your firm to expand operations, handle increased data volumes, and add new functionalities as your business evolves
Have a one on one discussion with our Expert Panel
INDIA : F-190, Phase 8B, Industrial Area, Sector 74,
Mohali, India
CANADA : 55 Village Center Place, Suite 307 Bldg 4287, Mississauga ON L4Z 1V9, Canada
USA :2598 E Sunrise Blvd, Fort Lauderdale,FL 33304,
United States
Founder and CEO
Chief Sales Officer
