Digital platform for investment advisory

We help banks, wealth managers and other financial institutions within wealth management serve their clients more efficiently, sustainably and in compliance with increasing regulatory demands.

Our investment advisory software workflow covers execution, advisory and discretionary mandates, and is compatible with private, professional as well as institutional investors. The software is delivered as a stand-alone solution or as an API.

Deep Alpha investment modeling software for investment advisory

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Investment advisory software to support and enhance your existing advisory process

Our platform can support your advisors and clients through different steps of the investment advisory process, from client onboarding, to suitability assessment, ESG insights and generation of investment proposals.

To create a seamless workflow, we integrate with 3rd party systems that you already operate. We offer a wide scale of hybrid capabilities from a pure human-led advisory solution to a self-service customer tool.

Deep Alpha Advisory Platform:

 Advisor Tool

  • Modern and efficient tool for investment advisors
  • Friction-free KYC/AML onboarding
  • Dynamic and engaging suitability assessment
  • Hyper-personalised advice engine
  • Multi-goal investing support
  • Embedded ESG screening and themes
  • Compliance-by-design
  • Portfolio analytics & comparison
Screenshot of Quantfolio wealth management software for investment advisory

Robo Advisor

  • The world's first and only certified robo advisor
  • Delivered as a ready-made web app or an API engine
  • Customisable to incorporate your investment philosophy
  • Whitelabel capabilities
  • Connects your digital and traditional channels into a hybrid advisory offering together with Deep Alpha Advisor Tools

Comprehensive Investment Advice Software

Investor Management

Investor Management module is used to register, onboard and manage Investors and works as an Investor register.

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Advice Management

Advice Flows enable advisors to provide guidance via the Advisory Platform, with an option allowing investors to access self-service workflow. These flows utilize the Advice Engine, which is configured to align with customer's investment principles and product platforms.

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Advice Engine

Advice Engine is a core component of the Advisory Platform. The Advisce Engine can be configured to support a customer's investment advisory philosophy and ensure that it is reflected across the platform.

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Analytics Tools

Analytics tools are used by advisors to provide insight to the investors and create engaging investor discussions. The Advisory Platform comes with several tools that can be used by advisors.

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Portfolio Management

Portfolio Management is used to integrate with other systems for processing of advice given through Advisory Platform and for accessing current portfolios for investors when evaluating financial situations or updating/rebalancing an advice.

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Deep Alpha Advisory Platform has integrated compliance technology that safeguards the advisory process. The built-in rules limit the possibility of breaches in the advisory process and ensure that advices given are compliant.

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Quantfolio offers us a digital solution that combines a smooth user experience, intelligent analytics and compliance by design. It is also valuable that Quantfolio is a locally based company allowing for efficient implementation and effortless co-operation. We will initiate the implementation in the Norwegian market and thereafter release it in Sweden through our Stockholm office.

- Helge S. Arnesen, CEO at Alfred Berg Kapitalforvaltning

Quantfolio will help us become more efficient by reducing manual processes and closing compliance gaps. As the initial client assessment is taken care of by the advisor solution it gives us a head start with relationship building and portfolio tailoring.

- David Armann Syversen, Founding Partner at Njord Kapitalforvaltning

We look forward to continue to work with all the creative minds at Quantfolio. Their core capabilities in quantitative modelling and development of digital solutions complement ours in sustainable investments and other areas well, so together we can really step up the pace of innovation. The aim is to boost the client experience and we have identified several opportunities to provide clients with simpler, better integrated services and reporting.

- Jan Erik Saugestad, CEO Storebrand Asset Management

Highlights from Quantfolio's blog

30 May 2023 04:22

Integrated compliance solutions: Compliance-By-Design and why does it matter?

According to Boston Consulting Group, compliance by design means: “Applying a systematic approach to integrating regulatory requirements into manual and...

24 October 2022 03:31

Happy collaboration that started with a “no”. SPV experience with Quantfolio solutions.

Over 200 advisors in SPV bank have been working with Quantfolio Advisory Platform since this Easter. Now we can share some early results from their experience...

23 November 2022 05:01

Storebrand is live with Deep Alpha Advisory Platform.

Now that Storebrand has been live with Deep Alpha Advisor Solution some time, we can share their feedback about working with our platform. “I think the project...