Quantfolio Blog / compliance by design

by Eirik Frisvold, on 22 June 2022 10:10

If you feel apprehensive about the coming regulatory changes, you are not alone there. We have been asked many times to clarify what the coming changes actually mean. So here …

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Topics:complianceMiFID IIESGcompliance by designinvestment adviceregulations

by Bjørnar Mundal, on 22 March 2022 09:09

Quantfolio is proud and happy to announce that we are the first FinTech member in FinAut. “By becoming a member we are stating that we want to support FinAut´s mission …

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Topics:company newscompliance by designregulations

by Martin Wik Sætre, on 13 December 2021 11:11

Quantfolio is glad to announce that we have onboarded Sparebanken Vest as a new customer. The deal was signed last week and we are starting implementation straight away. During the …

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Topics:company newsDeep Alpha Advisor Solutioncompliance by designour customers

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 …

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Topics:advisoryautomationMiFID IIcompliance by designrisk assessmentinvestment adviceUXNorwayour customers

by Eirik Frisvold, on 21 May 2021 15:15

Quantfolio is honored to announce the addition of Alfred Berg to our growing client portfolio. Alfred Berg is a Nordic asset manager specializing in Norwegian and Nordic equities and bonds …

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Topics:advisoryautomationSwedenDeep Alpha Advisor Solutioncompliance by designrisk assessmentinvestment adviceUXanalyticsNordicequitiesNorwayour customers