FeaturesThe platform
The platform
Your front office, orchestrated.
Introduction & purpose
Quantfolio Platform orchestrates the front-office workflows of financial institutions — onboarding, advice, suitability, and everything between. Built AI-native from the ground up, with agents that execute advisor tasks inside guardrails you control. Run it as a standalone application, or embed it in your existing ecosystem.
ClientPublic pages · self-service
AdvisorsInternal pages · full control
AI agentsAdvisor tasks · inside guardrails
ClientsOne record per relationship
FlowsOnboarding · advice · KYC
Investment enginePortfolios · risk · models
ComplianceRules inside every flow
Quantfolio Platform · compliance guardrails
Your ecosystem · APIsCore bankingCRMMarket dataPMS
One platform — five ways to operate it
Every process in Quantfolio Platform runs as a flow, and every flow can be operated in five ways:
- By your front office — advisors work in the platform as a standard web application.
- By your clients — through public pages, clients complete steps themselves.
- Through APIs — feed data into a flow, or run it end to end from your own systems.
- By your own AI agents — connect them through our MCP server (Model Context Protocol) and let them operate flows inside your guardrails.
- By Quantfolio's built-in agents — the platform ships with its own agents, which execute advisor tasks inside the same guardrails.
Internal pagesYour front office
Public pagesYour clients
Public APIYour systems
MCP serverYour AI agents
In-app AIQuantfolio's agents
One service layerevery rule implemented once
Clients & partiesSuitabilityPortfoliosProcessesEvidence
Same flow, same compliance checks — whoever runs it.
Get started
The quickest way to judge the platform is to see it. Let us walk a flow end to end with you.