Quantfolio
HQ Address
Møllendalsveien 1a, 5009, Bergen, Norway
Website Address
Business introduction
Empowering finance with data & technology
Quantfolio is a leading Nordic WealthTech company within the advisory sector
Quantfolio is a leading Nordic WealthTech company helping banks, wealth managers and other financial institutions within wealth management serve their clients more efficiently, sustainably and in compliance with increasing regulatory demands. Quantfolio’s software workflow covers execution, advisory and discretionary mandates, and is compatible with private, professional as well as institutional investors. Quantfolio offers a data powered platform to assist banks and wealth managers deliver compliant advisory journeys and provide individualized wealth proposals both in human led and self-service channels. The technology can be delivered through API´s or with white label front ends for robo advisory and advisor led onboarding.
Quantfolio Solutions
Deep Alpha
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......
business needs
view solutionRobo Advisory
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......
