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 application connected to Quantfolio APIs.

Features include:

• Multi-type clients: DAAS supports onboarding of persons and companies.
• Client Information: Feature for collecting general information about the end client.
• Risk assessment questionnaire: Feature for collecting information relevant to assessing the end-clients risk tolerance and ability to bear risk. This is divided into three sub-features: Purpose & Risk, Knowledge & Experience and Financial Situation. The solution can support ordinary mutual funds and advanced suitability assessments for alternative asset classes.
• Portfolio- and saving plan generation: Feature for generating portfolios and saving plans for the end-clients. Portfolio generation can be done automatically based on risk class or manually by the advisors, depending on the need of the financial institution. Furthermore, it supports filter functions and thematic choices for clients where that is applied.