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QCTI Client Discovery


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	PRODUCTS

	QCTI Change Control Management

	QCTI Client Discovery

	QCTI VIOffice

	QCTI/DLFlo Workflow Management

	SERVICES & CONSULTING

	Project Outsourcing

	e-Business

	Recruitment/ Training

QCTI Client Discovery is a software product for the financial advisors, portfolio managers, and plan sponsors; powered by workflow engine. Clients can view their own portfolios and manage their accounts.

The following is the workflow chart of Client Discovery:

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User interface - personal investment profiler:

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User interface - strategic questionnaire:

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User interface - portfolio recommendation:

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User interface - portfolio mandate confirmation:

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