Stratagem is a proprietary legal and financial analysis software application available to Quantum Financial Society Members. Stratagem produces your QI, your Private Wealth Office Plan, the objective and quantitative reports of your legal and financial position, and other QFS materials.

The premise for Stratagem is that, because everyone’s income and assets exist within a legal and financial system, anyone’s position can be objectively identified relative to that system. Since your legal and financial position can be quantified, it follows that any planning strategy, and its effects on the state of your current planning positions, can be objectively measured.

The objective quantification of your legal and financial position produces a score—called your “QI” or “Quant Index”—that is relative to the completeness and accuracy of the input. This reflects not simply the power and range of Stratagem, but it also manifests the levels to QFS and the use of Stratagem—the more general and less specific your input, the more general the QI, reports and plans that Stratagem generates. Conversely, the more specific your input, the more precise your QI, reports and plans will be.