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Securing a sustainable financial future for everyone
Our mission
We empower major financial institutions to serve premium investment advice to all their customers. Whether you are dealing with monthly saving plans for your mass market, or multi-goal AIF strategies for your HNWI and institutional clients, Quantfolio’s platform is flexible and usable for all your needs.
Deep Alpha - Advisor Solution (DAAS) is a solution for financial advisors to assess customers' risk and document the advice given to them. The solution provides the advisors an interface to capture information about the end client, document the risk assessment, and produce investment advice. Deep Alpha is a web......
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......