Solution introduction
Quantfolio Robo Advisory is a solution that supports financial institutions to build their own robo-advisors
It comes with a variety of endpoints offering tailored individual saving plans based on risk assessment, an individual investor’s financial situation and investment preferences. The Robo Advisory seeks to support the guidelines defined by the MiFID-II regulations.
The solution comes as Quantfolio Robo Advisory App or as a rest-API. It can be combined with Deep Alpha Advisor Solution to build a hybrid offering.
Quantfolio Robo Advisory comes with a wide range of features that has the objective of assessing an investor risk tolerance, preferences and financial situation and personalizing an investment proposal.
