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 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.
Our platform can support your advisors and clients through different steps of 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 pure human-led advisory solution to a self-service customer tool.
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 cooperation. 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