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
SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. We are powering the future of banking from web, mobile, and at the branch with digital investment advisory services. Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. Find out if high fees, unbalanced allocations and under-diversification are hurting your returns.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
Solution for companies wanting to build a tax-efficient and diversified portfolio
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Pricing
0.25% per year
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationQuantfolio
Founded: 2015
Norway
www.quantfol.io
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Company InformationSigFig
Founded: 2007
United States
www.sigfig.com/site/#/home/am
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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