Onboarding
KYC, UBO, sanctions and PEP checks. Client classification and suitability profiling. Hours, not weeks.
Quantfolio Platform
Reimagine what wealth management could be with AI and agents
“What if — onboarding a new client takes twenty minutes, not two weeks.”
Compliant by design - AI Native
Trusted across the Nordics
Every workflow your firm runs.
AI-augmented, governed end to end.
Prospecting
AI agents that watch for life events that actually move money — and draft outreach in your voice, ready by morning.
Investment advice & discretionary management
MiFID II suitability flows for advised clients. Mandate-aligned monitoring for discretionary portfolios.
Wealth plans
Cashflow modelling, scenarios, pension and tax projections. Assisted by agents, reviewed by advisors.
Client reports
Portfolio updates narrated the way you would. Risk, drift, scenarios — explained in language clients actually read.
Compliance monitoring
AI-enhanced surveillance of your flows and the regulatory environment. Flags the change before your regulator does.
Every week without this is growth left on the table.
30 minutes with our team is enough to see how Quantfolio replaces your bolt-on stack, and what AI-augmented advisory actually looks like in production.