Quantfolio 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.
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eToro
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Pricing
Pricing Starts At:
Free
Free Version:
Yes
Integrations
API:
Yes, Quantfolio has an API
No Integrations at this time
Company Details
Company:
Quantfolio
Year Founded:
2015
Headquarters:
Norway
Website:
www.quantfol.io
Media
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Product Details
Platforms
Web-Based
iPhone App
Android App
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Online Support
Quantfolio Features and Options
Quantfolio User Reviews
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