Quantfolio Blog / wealth management

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 Jan Aage Skaathun, on 08 June 2022 16:16

From Zurich - to Stockholm. We are back from the 5th Annual Private Wealth Nordics Forum. At the Forum Quantfolio hosted roundtable discussion with topic: "Sustainable finance, from consumer driven …

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Topics:ESGsustainable financeFinTech eventswealth managementhybrid

by Eirik Frisvold, on 31 May 2022 13:13

So we are back from the Private Banking & Wealth Management Conference & Awards in Zurich, Switzerland. This was a yearly event covering all the leading developments in the industry …

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Topics:advisoryQuantfolioESGFinTech eventswealth management

by Jan Aage Skaathun, on 08 November 2021 10:10

Private Banking & Wealth Management conference in Zurich - Quantfolio shall definitely be there! We are bringing our 2 flagship offerings: - Deep Alpha Advisor Solution - Hybrid Robo Advisory …

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Topics:sustainable financeFinTech eventswealth management