RPEQ Overview

RPEQ is a robust financial services software solution designed to streamline the management of financial portfolios, regulatory compliance, and reporting for financial professionals. The platform provides tools for wealth management, investment tracking, risk assessment, and financial planning, enabling financial advisors and institutions to deliver personalized and efficient services to clients. With RPEQ, users can monitor asset performance in real-time, ensuring that they stay on top of market fluctuations and make informed investment decisions. The software includes features for generating detailed reports, managing client accounts, and ensuring compliance with financial regulations. Additionally, RPEQ offers advanced analytics and forecasting tools, helping businesses assess market trends and anticipate future financial needs. Its intuitive interface and customizable dashboards make it easy for financial professionals to navigate complex data and gain actionable insights. Whether managing individual portfolios or institutional assets, RPEQ simplifies financial operations and enhances service delivery, improving both client satisfaction and business performance.

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Contact Details

  • Vendor Name RPEQ Crédit
  • Founded
  • Location Canada

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Banking, Computer Software, Education Management, Financial Services, Insurance, Non-profit Organization Management

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RPEQ Features

  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management

RPEQ Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

RPEQ FAQs

RPEQ is a robust financial services software solution designed to streamline the management of financial portfolios, regulatory compliance, and reporting for financial professionals. The platform provides tools for wealth management, investment tracking, risk assessment, and financial planning, enabling financial advisors and institutions to deliver personalized and efficient services to clients. With RPEQ, users can monitor asset performance in real-time, ensuring that they stay on top of market fluctuations and make informed investment decisions. The software includes features for generating detailed reports, managing client accounts, and ensuring compliance with financial regulations. Additionally, RPEQ offers advanced analytics and forecasting tools, helping businesses assess market trends and anticipate future financial needs. Its intuitive interface and customizable dashboards make it easy for financial professionals to navigate complex data and gain actionable insights. Whether managing individual portfolios or institutional assets, RPEQ simplifies financial operations and enhances service delivery, improving both client satisfaction and business performance.

  • No, RPEQ does not offer a free version.

  • Yes, RPEQ offers a free trial.

  • No, Credit Card details are not required for the RPEQ trial.

  • No, RPEQ does not offer an API.

  • RPEQ supports the following languages:
    • English

  • Following are the typical users of the RPEQ:
    • Self-Employed , Small-Business , Midsize-Business

  • RPEQ supports the following deployment:
    • Cloud Hosted

  • RPEQ supports the following devices and operating systems:
    • Web-Based