End-to-end advisory suite
Quantfolio provides an end-to-end advisory suite for banks and wealth mangers of all sizes. The suite helps financial institutions to deliver personalized and investment advice, and efficiently manage portfolio through a unified interface.
Investment Advisory
Empower your advisors to seamlessly perform suitability assessment, ensure correct risk profiling, match investors with the right investment products, and accurately document the process to generate a wealth plan. Enjoy a unified flow that’s engaging for both advisors and investors, without any compromise to your company’s investment philosophy.
of investor
Assessment
of investment plan
Analysis
seamlessly produced
Wealth plan
Robo Advisor
Launch your own robo-advisor to provide self-service and personalised investment advice. Reach retail or mass affluent clients.
wealth management
Efficient
investment flow
Tailored
investor acquisition
Scalable
Order Execution
Quantfolio´s order execution flow facilitates a smooth progression from order information to savings plan and auto-generated wealth plan.
Ensure efficient sales and advisory of investment products.
in order management
Efficiency
security in the investment process
Compliance
Integration Capabilities
Quantfolio easily integrates with your existing client relations and portfolio management systems. Integrate yourself using our APIs or let us do it for you.
enabled
API
data flow
Seamless
platform
Integrated
