+
+

Related Products

  • eToro
    31,115 Ratings
    Visit Website
  • NMI Payments
    111 Ratings
    Visit Website
  • Planview Software Product Delivery
    2 Ratings
    Visit Website
  • Planview Portfolios
    201 Ratings
    Visit Website
  • LIVE Connect
    46 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website
  • DialerAI
    5 Ratings
    Visit Website
  • Wallester
    270 Ratings
    Visit Website
  • SurveyJS
    62 Ratings
    Visit Website

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.

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.

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

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

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

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

No images available

Pricing

Free
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quantfolio
Founded: 2015
Norway
www.quantfol.io

Company Information

RoboWork
Founded: 2025
United States
robowork.ai/

Alternatives

Alternatives

Flowise

Flowise

Flowise AI
RoboVet

RoboVet

Vetsolutions

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Quantfolio and update features and information
Claim Quantfolio and update features and information
Claim RoboWork and update features and information
Claim RoboWork and update features and information