Solution introduction
DFMs and IFAs have already entrusted Quattro to run their advice and fund switching process for over £3 billion of assets
And each morning we reprice around 1,000 securities for 400 model portfolios, generating all of the downstream reporting needed by 70 wealth managers
We help your wealth business build, evolve and communicate your model portfolios for clients.
Model portfolios
Rebalance Model Portfolios simply, quickly and consistently.
Funds perform; the world changes. Information drives your world-view and your model portfolios.
Populate each rebalanced model portfolio with the very best funds.
Factsheets
Beautiful, data-led documentation.
Present your newly-built model portfolio recommendations using any or our templates and stylesheets.
Add your own text, tailor with your own branding.
Two-way investor communications
Inform clients about their rebalanced model portfolios.
Personalise messaging with intuitive prompts throughout the fund switching window.
Log client discretion and comments.
