OpenSolution

OpenSolution

Openfinance
OpenSolution Quantfolio

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OpenSolution:

About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
Quantfolio:

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.
OpenSolution:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Quantfolio:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported
OpenSolution:

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
Quantfolio:

Audience

Retail and institutional financial services firms searching for a tool to modernize, automate, and scale personalized, compliant investment workflows
OpenSolution:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Quantfolio:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
OpenSolution:

API

Offers API Not Supported
Quantfolio:

API

Offers API Supported
OpenSolution:

Screenshots and Videos

Quantfolio:

Screenshots and Videos

OpenSolution:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Quantfolio:

Pricing

Free
Free Version Supported
Free Trial Not Supported
OpenSolution:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Quantfolio:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
OpenSolution:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Quantfolio:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
OpenSolution:

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
Quantfolio:

Company Information

Quantfolio
Founded: 2015
Norway
www.quantfol.io
OpenSolution:

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OpenSolution:

Categories

Wealth Management Supported
Quantfolio:

Categories

Wealth Management Supported
OpenSolution:

Integrations

Vertalo Supported
Quantfolio:

Integrations

Vertalo Not Supported
OpenSolution:
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information
Quantfolio:
Claim Quantfolio and update features and information
Claim Quantfolio and update features and information