"QST is dedicated to providing our clients with the best technology available. This is a major release of VPM it will add convenience and usability that will allow Registered Representatives and Advisors the ability to enhance productivity and efficiency. We are pleased by the progress that we continue to make on enhancing our technology" said Robert Kendall, CEO of QST.
Upgrade features and Functions include:
New navigation scheme
New look and feel
Multiple watch list
Virtual report builder
Enhanced quote screens
Enhanced Statistical Trade profiles
QST will be delivering several sub-releases of version 2.0 over the next several months in versions 2.1 through 2.6. Version 2.1 will begin the new generation with a sophisticated fundamental screening process and the release of "Virtual Portfolio Builder". This process will allow for style management and enhance the stock selection process for most managers. Versions 2.2 through 2.4 will add many enhanced functions including enhanced trading models, short sales, allocation models, risk analysis and new suite of statistical reports. Version 2.1 will also offer a complete access to financial data for the 8300+ stocks it currently models. Versions 2.5 and 2.6 will introduce trade routing and individual account reporting for selected custodians.
QST provides tools that coordinate all of the day-to-day, quarterly tasks, and functions of investment advisors and Registered Representatives for Separate Managed Accounts (SMA). The web-based service bureau allows easy access to first-rate portfolio construction, investment selection and reporting that increases efficiency while reducing cost.
Headquartered in Gilbert, Arizona, Quantitative Science Technologies, LLC was founded in 1998 and provides software, technology and services to the financial community. Clients include broker dealers, investment advisors, financial planners and other financial institutions. VPM is modeling in the excess of 2 billion dollars of assets.