FeaturesOverview
Explore the Quantfolio platform
Quantfolio Platform runs investment advice as a workflow for banks, wealth managers, asset managers and insurers. It keeps the client record, takes the client through onboarding, KYC and suitability, builds the recommendation or mandate, and produces the signed documentation. Advisors, clients and AI agents use the same flows, and every step runs inside the institution's own guardrails.
- ClientsPerson, company or group — the system of record for the client relationship, where every flow, document and activity lands.
- FlowsYour front-office processes, made executable — and compliant whoever runs them.
- Investment engineYour investment philosophy, encoded once — the same guardrails and house view for every advisor, client and agent.
- PDF templatesTurn what a flow produced into your own documents — signed with the client's national eID.
- Accounts and ordersAccounts, mandates, saving plans and orders that follow the client across the whole relationship.
- IntegrationsRun a flow from your own systems, or let your agents operate it — over APIs, webhooks, MCP and SSO.
- AIAgents that do advisor work inside guardrails you set — with a full audit of every action they take.
- ComplianceCompliance by design: suitability, appropriateness and documentation checks run inside the advice rather than after it, for people and agents alike.
- 3rd party solutionsMorningstar, Idura, Trapets, ENIN, Sumsub and Whereby, integrated and ready to switch on.