(k)quote helps your firm support your advisors by building the narrative on why a plan should move forward.
Start your sales process by scanning fee disclosure documents into (k)quote.
Our first to market technology gives your team the ability to build accurate investment and asset weighted fee comparisons in 10 minutes or less.
Best of all, (k)quote can customize it's reports to your team’s sales process & story.
Let us help your team focus on what's important, closing plans (not data entry).
Company Details
- Employees
- 2
- Address
- Simi Valley, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.kquote.com
- HQ
- Simi Valley
(K)quote Questions
(K)Quote's website is http://www.kquote.com
(K)Quote's LinkedIn profile is https://www.linkedin.com/company/k-quote
(K)Quote has
2 employees.
View email and phone details for 2
employees at (K)Quote.
(K)Quote's industry is
Financial Services
(K)Quote's top competitors are
Venrollment,
Bodach Partners,
Pontera,
Future Capital,
Principal Financial Group,
Rpag,
3(38) Investment Fiduciaries,
Erisapedia,
Penelope,
Fiduciary Decisions.
(K)Quote's categories are Financial Services
