Solution introduction
Quantify is the first SaaS/web fund portfolio (mutual funds, AIF and ETF) allocation software dedicated exclusively to financial advisors that uses mathematical models based on the latest academic research and enriched with the macro-economic forecasts of our financial analysts
It offers independent professionals a level of financial and computer technology usually reserved for large institutions by systematizing management of their clients’ portfolios and optimizing investment decision traceability, without infringing on their prerogatives
An offering dedicated to professionals
Quantify is a professional robo-allocator based on the investment universe defined by the human advisor. It guides and assists them in composing and arbitraging their clients’ portfolios, which are classified in five risk profiles using a quantitative approach combined with a macro-economic analysis. It does not replace the advisor when it comes to finding the best match between the client’s risk appetite and their yield objectives or investment horizon, but it provides them with the tools needed for improved risk management of their clients’ portfolios, while helping to meet the regulatory requirements for justifying arbitrage decisions. It is therefore intended not for individuals, but for asset management professionals seeking to compete with the new FinTech players on an equal footing. Quantify does not access the individual portfolios of the advisor’s clients. Rather, it manages standard portfolios based on risk profiles and investment universes. The adviser decides if and how to replicate the recommendations on their clients.
