Quantfolio welcomes Njord Kapitalforvaltning as a new client

by Eirik Frisvold, on 29 June 2021 15:15

Quantfolio is glad to announce the addition of Njord Kapitalforvaltning to our growing client portfolio. Njord is a financial advisor that gives their clients a comprehensive portfolio built up by various asset classes considering horizon, liquidity measurements and financial situation, to provide good risk adjusted return over time.

Njord’s advisor team will use the advisor solution for executing investment suitability analysis of end users, based on the MiFID II regulation requirements. The solutions capture information provided by the end user and calculates a risk score based on the risk preference, knowledge and experience, and financial situation.

“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”, says Hallstein Holbek, Founding Partner at Njord Kapitalforvaltning.

We look forward to working with Njord Kapitalforvaltning. 

 Njord-Kapitalforaltning-bilde

 

Topics:AdvisoryAutomationMiFID IICompliance by designRisk AssessmentInvestment AdviceUXNorwayNjord Kapitalforvaltning