Quantfolio is a leading Nordic WealthTech company within the advisory sector. We empower wealth managers with a unique technology platform enabling hybrid and hyper-personalized advisory with sustainable DNA.
Friction-free, with integration possibilities to ensure data flow between systems, our solutions can support you through the onboarding, mapping and updating of investment proposals.
Our technology enables digital and human advisory, stand-alone or combined in a hybrid solution. Our digital advisor is the world’s first and only authorized advisor certified by a governing body as our data-led approach combines user data and preferences with financial data to provide optimal and unique advice, also catering for sustainability preferences.
We help our clients to drive client engagement, increase insights and support their advisory process.
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