Discover how technology can streamline your  investment process

Do your advisors spend 60-70% of their time on post-consultancy creating reports and documentation that meet regulations?

Discover how Quantfolio's advisory software can help advisors save time by reducing admin in the investment advisory process by streamlining compliance and report creation, while also addressing the sustainability demands.

Our Deep Alpha Advisory Platform helps banks, wealth managers and other financial institutions support their advisors and clients through different steps of the investment advisory process, from client onboarding, to suitability assessment, ESG insights and generation of investment proposals.

The platform:

• Provides engaging interfaces for client dialogues
• Takes care of documentation and ensures that all advice given is compliant with the current regulations
• Gives an opportunity for the advisor to input very specific client preferences in sustainability and thematic choices, such as investing in green energy, a specific region, or female-run startups