You retain full ownership of the advice and outputs generated by the platform. Our Investment Engine empowers you to embed your distinctive investment philosophy. All our services are accessible via our API suite.
Create mandates, model portfolios, or optimized strategies tailored to various client segments, or allow advisors to build custom portfolios. We provide up-to-date data on your financial instruments, including key regulatory documents such as PRIIPs and KID. Let us handle data management and documentation, or easily integrate your own data through our APIs.
Portfolios can be automatically adjusted to align with each investor's risk score, ensuring that investment strategies reflect their specific risk tolerance. Advisors can also design customized portfolios based on individual objectives, fine-tuning asset allocations to support each investor's unique goals and preferences.
Set up your investment universe yourself using our APIs, or let us handle it for you. Define which products are available for each client segment. Enjoy the flexibility to create multiple fund universes and customize product availability based on specific client profiles.
Our platform uses an investor's risk expectations and investment time horizon to generate a personalized risk score. This score can then be matched with a corresponding risk-level portfolio, ensuring consistent and objective investor assessments.
Quantfolio ensures that advisors adhere to the required MiFID II processes and provides alerts for any missing information. You have the flexibility to define the guidelines and determine the level of autonomy for advisors.
All investor data from our system can be delivered as a report or accessed through our APIs, enabling you to monitor advisor activity and make more informed decisions on how to grow your advisory business.
Seamlessly integrate investor accounts from your CRM or Portfolio Management System into our platform to streamline and enhance the advisory process for client follow up and trade execution.
Our APIs offer endpoints for accessing portfolio and risk insights, such as forecasting, historical performance analysis, statistical data, and other key analytics, delivering valuable information to both investors and advisors.