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
RoboWork is an all-in-one AI automation platform to create specialized AI agents, chain them into multi-agent workflows, and deploy them internally or publicly in minutes—without writing code. It supports human-in-the-loop reviews, auto-planning and self-reflection, and integrates with your stack via the Model Context Protocol (MCP) and a REST API. The platform unifies top models (ChatGPT, Claude, Gemini, and RoboWorkAI) with auto-selection, provides knowledge bases trained from your files and websites, and offers one-click deploy, embedding, and white-label options. Designed for individuals through enterprises, RoboWork powers 10K+ teams, 50M+ automated tasks, with 99.9% uptime and SOC 2–aligned practices. Common use cases include sales outreach, content operations, customer support, data processing, and back-office automations.
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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
Startup founders, enterprise automation teams, operations managers, marketing agencies, AI consultants, product builders, no-code developers, customer support teams, internal tooling specialists, workflow architects, SMBs scaling operations, teams seeking secure AI automation
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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 VideosNo images available
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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 InformationRoboWork
Founded: 2025
United States
robowork.ai/
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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