Audience
Retail and institutional financial services firms searching for a tool to modernize, automate, and scale personalized, compliant investment workflows
About Quantfolio
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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Key Features:
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Client Onboarding: Our user-friendly interface guides you through customizable data entry, intelligent document scanning, and face recognition for enhanced security. A configurable workflow ensures a seamless onboarding process.
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Tonic KYC: All your KYC (Know Your Customer) needs on one platform
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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Integrations
API:
Yes, Quantfolio offers API access
No integrations listed.
Company Information
Quantfolio
Founded: 2015
Norway
www.quantfol.io
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Product Details
Platforms Supported
Cloud
iPhone
Android
Training
Documentation
In Person
Support
Phone Support
Online
