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Product Description
About this Product
API-led engine with patented RAG for secure data parsing.
Deterministic models deliver accurate financial truth.
Tax insights and compliant notetaker drive advisor value.
About Qdeck AI
Qdeck AI enables the financial industry via technology, machine learning, and enterprise AI, specifically serving RIAs, broker-dealers, banks, and insurance providers. Spun out of an SEC-regulated hedge fund, our core infrastructure was battle-tested in a live quantitative trading environment managing complex high-frequency strategies. Qdeck operates as an institutional OEM engine, allowing firms to white-label custom data solutions, centralize custodian and market data feeds, and deploy secure integrations. Built with a Compliance-by-Design lifecycle, we maintain an institutional security posture backed by active SOC 2 Type 2 compliance, AES-256 data encryption, and robust enterprise authentication protocols.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.