Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Quantfolio serves as a flexible, API-based digital investment advisory platform and robo-advisory engine tailored for banks, wealth managers, and fintech companies. This system consolidates and enhances various processes, including client onboarding, suitability evaluations, risk assessments, automated proposal generation, compliant documentation, and investment execution. The core Investment Engine empowers firms to incorporate their unique philosophies through customizable workflows, while the robo-solution facilitates scalable, self-service advisory options aimed at retail and mass-affluent clients. Its order-execution module guarantees a smooth transition from strategic planning to trade implementation, with built-in compliance measures designed to mitigate regulatory risks. Additionally, the platform incorporates ESG factors, white-label branding, and sustainability preferences throughout its operations, allowing institutions to provide personalized, efficient, and compliant investment recommendations on a large scale. Ultimately, Quantfolio positions itself as a crucial tool for financial institutions aiming to innovate and enhance their investment advisory services.

Description

Our flexible architecture and cohesive API furnish all the essential components needed to create, evaluate, and launch your digital wealth solutions swiftly. We deliver scalability and reliability for businesses of any scale, with connections that unlock fresh distribution opportunities. By minimizing service expenses, managing changes, and reducing maintenance costs, we enable you to allocate more resources towards attracting clients. Additionally, we assist in addressing the changing demands of a diverse client base by facilitating product growth and multi-channel support. Our future plans include introducing a comprehensive array of features alongside ready-made integrations to a marketplace of specialized service providers, empowering wealth managers to accomplish a wider range of tasks within a single platform. This approach not only enhances efficiency but also fosters innovation in wealth management practices.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Quantfolio

Founded

2015

Country

Norway

Website

www.quantfol.io

Vendor Details

Company Name

WealthOS

Founded

2019

Country

United Kingdom

Website

wealthos.cloud/

Product Features

Product Features

Alternatives

Alternatives

WealthMapper Reviews

WealthMapper

tietoevry
PriceMetrix Reviews

PriceMetrix

McKinsey & Company
Apex AscendOS Reviews

Apex AscendOS

Apex Fintech Solutions