Quantfolio Advisor Flow
Streamlined investment
advisory process
Empower you advisor with our modern and intuitive tool to engage clients and prospects in the advisory process, without compromising on your investment philosophy and product offering. Reach your growth targets with integrated compliance logic.
Compliance
Our software has integrated compliance logic that safeguards regulatory compliance in accordance with your thresholds. We call this Compliance-by-Design. This proactive approach minimises errors, ensuring that advice consistently aligns with your specific compliance guidelines. As a result, friction between back and front offices is significantly reduced. Empower your team to concentrate on what truly matters, and let our software expertly handle the rest
Look and feel
Our software can be configured to match your designs and tone of voice, ensuring that it is consistent with the rest of your organisation. This creates trust, enhance user experience and make the solution a natural extension of your digital ecosystem
Investment proposal PDF
Our Investment Proposal feature creates fully customized, ready-to-sign PDFs instantly after each advisory session. These can include essential details like KID, PRIIPs, regulatory information, and session data, eliminating manual compilation and streamlining the process.
Sustainability
Sustainability is seamlessly integrated into our advisory flow, enabling advisors to accurately assess the investor's sustainability preferences. Moreover, it provides clear insights into how the recommended investment proposal aligns with these preferences.
Risk insights
Our risk insight tools provide a clear and intuitive evaluation of an investor’s risk tolerance. Designed for ease of understanding, they help investors make informed decisions while equipping advisors with a detailed view of portfolio risk levels.
Analytics insights
Advisors can provide investors with a comprehensive and detailed overview of the recommended investment proposal. A proposal can address multiple investment goals, and investors gain a clear understanding of how their investments align with each objectives.
Suitability insights
Evaluate an investor’s suitability for advanced financial products by analyzing their knowledge, experience, and investment history with such products. Quickly identify whether any products in the selected investor’s portfolio may be inappropriate based on their profile.
