Quantfolio Blog / MiFID II

by Bjørnar Mundal, on 30 August 2023 14:14

This Deep Alpha Platform update introduces exciting new features, multi-lingual support and significant enhancements to existing features. Highlights of the release Investment Advice Flow New error message handling system, strengthening …

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Topics:MiFID IIQuantfoliowealth managementwealthtech

by Bjørnar Mundal, on 07 June 2023 09:09

This Deep Alpha Platform update introduces exciting new features, multi-lingual support and significant enhancements to existing features. Read on for more details from this release update. Highlights of the release …

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Topics:MiFID IIQuantfoliowealth managementwealthtech

by Sanna Lutsoja, on 14 March 2023 11:11

This Deep Alpha Platform update introduces new functionalities, new configuration possibilities and enhancements to existing features. Highlights of the release Order Execution Flow Cost data analytics on Order view Expected …

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Topics:MiFID IIQuantfoliowealth managementwealthtech

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 02 May 2022 13:13

The week after Easter Quantfolio was invited to join the Norwegian delegation travelling to Stockholm Fintech Week. The delegation consisted of members of NCE Finance Innovation and it was great …

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Topics:MiFID IIESGsustainable financeFinTech eventstravel letters

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 Martin Wik Sætre, on 18 March 2020 10:10

Robo advisory is here to stay. Over the last 5-10 years of digitalization efforts, automation has become a key area for most industries. With its very tangible benefits, using robots …

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Topics:advisorycomplianceroboautomationsavingMiFID IIrisk profilinginvestment advice