Quantfolio Investor Flow
Launch self-serviced investor journeys
Engage clients with digital investor journeys with Quantfolio. Use-cases range from full Robo Advisory to allowing clients to do self-assessment prior to an advisor meeting for a full omni-channel user experience.
Competitive Advantage with
our Robo-Advisory Solution
Benefit from our robo-advisory solution's capacity to handle a higher volume of client portfolios and execute more trades efficiently. Significantly reduce operational expenses and seamlessly integrate regulatory updates. Ensure enhanced service quality and adherence to standards.
Modern Design Made Native to Your Brand
Launch a visually compelling Robo Advisor for your potential investors and makes complex financial decision-making seem easy. Our application enables effortless integration of your brand identity, ensuring it it fits seamlessly with your existing customer interfaces.
Designed for modernity and ease of use, our interface delivers a high-end user experience that retail customers seek.
Embed your brand's identity within the application and ensuring a seamless integration with your existing customer interfaces.
Embedded Compliance
Our Robo-advisor is developed to allow behaviour adherence to regulatory practices. The technology assures that every aspect of automated investment advisory is transparent, trackable and continuously compliant. We call this Compliance-by-Design.
You will be benefiting from significant risk & cost reduction in your operations and gain a compliance-driven business advantage.
Modern API Structure
Our foundational API-centric approach enables seamless opportunities to integrate with your existing systems and third-party services, providing an efficient technological and operational environment. Choose whether to build your own client facing journeys or consume our flexible & whitelabeled front ends.
Highly Customizable Investor Flow
Customize the digital investor journeys with tailored suitability questionnaires, portfolios, and specific forms, all powered by our investment engine to align with your unique approach.
Investment Proposal PDF
Investment proposal documentation is automatically generated after an advice session and can be made ready for signing by the investor on-the-fly.
Insight-driven product development
By utilising Quantfolio APIs you can gain insights about the investor’s preferences, investment patterns, demographics and behaviour, in order to adjust your future product offerings.
Authorised Robo Advisor
Our client, DNB, have achieved authorization for their robo-advisor partly powered by our investment technology. Granted by The Financial Industry’s Authorization Schemes FinAut.
