Made with Emergent
Client 360. Lead Pipeline. AI Insights. Analytics. Documents. All in one place.
QIndex One is a modern CRM platform built for family offices and advice firms. Manage client relationships, track your pipeline, automate workflows, and let AI surface the insights that matter — all with the discretion and security your clients expect.
Three live modules powered by your client data, your pipeline, and your team's tasks. Each one replaces an hour of manual prep — try them now on three curated showcase families.
Generate a complete pre-meeting brief from a single client record — portfolio snapshot, key developments, risks, opportunities, and a draft talking-point script.
Uses your existing client data, structures and activity.
Demo runs on three curated showcase families.
Pick a family and generate to see a complete pre-meeting brief.
Where the revenue is sitting and what it needs from your team this week.
Generate a pipeline summary to see priorities, risks and recommended actions.
A complete operational scorecard — overdue items, upcoming deadlines and bottlenecks across the office.
Generate a task brief to see priority items, deadlines, and recommended actions.
Inside the platform, all three briefs run on your live data — clients, leads, tasks, and service lines. Replaces hours of manual work across the entire office.
10+
Integrated Modules
3 AI
Operator Agents
2
External Portals
6
Service Lines
Family offices and advice firms face three interconnected challenges that slow down operations and increase risk.
From scattered information to a unified, AI-powered operating platform in three steps.
Import your client data, link your existing sources, and let QIndex One structure everything into a unified Client 360 view.
Run meetings with AI prep briefs, manage leads through your pipeline, track tasks and compliance dates, and monitor your practice analytics.
Onboard new team members with clear permissions, automate repetitive workflows, and let AI surface the insights that matter.
Ten integrated modules — including three AI operator agents and two external portals — that cover every aspect of running a modern family office.
A unified view of every household, individual, entity, adviser, and operational status in one place.
A full lead management pipeline with Kanban board, qualification tracking, and conversion analytics.
Three proactive AI agents that draft your day, prep your meetings, and flag compliance breaches before they hit.
A dedicated workspace per service line — Family Office, Wealth, Tax, Tax Advisory, Philanthropy, Trustee/Estate/Legal.
Deep operational analytics with pipeline funnels, revenue forecasting, and health scoring.
Securely upload, version, tag, and manage documents tied to each client relationship.
Template-driven workflows with automation rules that trigger based on conditions you set.
A central directory of your team — partners, advisers, consultants — selectable across tasks, client lead/supporting roles, and assignments.
A confidential, mobile-first read-only view for the family — net worth, key dates, family tree, document vault.
Enterprise-grade access controls, audit trails, and compliance tools built for sensitive data.
QIndex One embeds AI intelligence directly into your daily workflows. No separate tools, no context switching. Your team gets smarter insights exactly where they need them.
AI features can be toggled on or off by your organisation owner at any time.
Client Overview
Baker Family Group - 4 individuals, 3 entities, $12.4M AUM across managed accounts.
Key Discussion Points
Annual review overdue by 14 days. Trust deed variation pending signature. New grandchild may require estate plan update.
Risk Flags
Insurance policy renewal in 21 days. SMSF audit documentation incomplete.
$2.4M
Total Revenue Tracked
68%
Pipeline Conversion
94
Client Health Score
Real-time
Adviser Performance
Stop guessing and start knowing. QIndex One provides real-time analytics across your pipeline, revenue, team performance, and client health — all from a single dashboard.
Enterprise-grade security with the flexibility to control exactly who sees what across your organisation.
What a successful QIndex One pilot typically achieves within 4-6 weeks.
Start with a 4-6 week pilot on 1-3 client households. Experience the full platform — Client 360, AI insights, analytics, and automation — before committing.
Request a pilotChoose the plan that fits your organisation. All pilots are credited toward your first year.
Foundations - Single family office, 1 client
The pilot fee is credited to the launch fee on rollout
+ $6,000 AUD one time launch fee
Portfolio - Up to 20 clients
The pilot fee is credited to the launch fee on rollout
+ $20,000 AUD one time launch fee
Includes up to 20 clients
Institution - 21 to 50 clients
The pilot fee is credited to the launch fee on rollout
+ $37,500 AUD one time launch fee
Includes 21 to 50 clients
Bespoke - 50+ clients or advice firms (custom)
Contact us for pricing
Contact us for pricing
Client 360. Lead Pipeline. AI Intelligence. Analytics. All in one platform built for discretion.
Made with Emergent