Related Products
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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.
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About
RoboCent is a political texting platform built for consultants, candidates, and organizations that need compliant, high-performance voter outreach at scale. Designed specifically for campaigns, RoboCent combines peer-to-peer texting, voice calls, surveys, and live call transfers into one unified voter contact system. Campaigns can run persuasion, fundraising, ballot chase, and GOTV programs using integrated voter data and advanced audience segmentation. Unlike generic messaging tools, RoboCent is purpose-built for political compliance, handling 10DLC registration, carrier approvals, opt-in management, and FCC requirements so campaigns can move quickly without risking deliverability. Programs can launch within hours, and RoboCent’s TextOps team supports execution from setup through deployment, ensuring message quality, compliance oversight, and real-time optimization for campaigns of any size.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Retail and institutional financial services firms searching for a tool to modernize, automate, and scale personalized, compliant investment workflows
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Audience
Political campaigns
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationQuantfolio
Founded: 2015
Norway
www.quantfol.io
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Company InformationRoboCent
Founded: 2011
United States
robocent.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Political Campaign Features
Campaign Analysis
Conservative
Contact Management
Contribution Tracking
Demographic Data
Donor Targeting
Email Marketing
Event Calendar
Fundraising Management
Mapping
Non-Partisan
Online Payment Processing
Progressive
Staff Management
Volunteer Management
Voter Database
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Integrations
No info available.
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Integrations
No info available.
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