FidelityFidelity Investments
|
||||||
Related Products
|
||||||
About
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance.
|
About
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Businesses searching for an Online Broker and Trading platform
|
Audience
Retail and institutional financial services firms searching for a tool to modernize, automate, and scale personalized, compliant investment workflows
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
Free
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationFidelity Investments
Founded: 1946
United States
www.fidelity.com
|
Company InformationQuantfolio
Founded: 2015
Norway
www.quantfol.io
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
APS Payroll
Akoya
Claritus
Crypto Backoffice
Diversiview
Dividend.watch
Fintech Sandbox
FirstClose
Kinfo
Medved Trader
|
Integrations
APS Payroll
Akoya
Claritus
Crypto Backoffice
Diversiview
Dividend.watch
Fintech Sandbox
FirstClose
Kinfo
Medved Trader
|
|||||
|
|
|