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What is Quantfolio?

Quantfolio operates as a versatile digital investment advisory platform and robo-advisory solution that leverages an API framework designed specifically for banks, wealth management firms, and fintech entities. This innovative system streamlines and improves a variety of functions, such as client onboarding, conducting suitability assessments, performing risk evaluations, generating automated proposals, ensuring compliance in documentation, and executing investments effectively. At its core, the Investment Engine allows organizations to embed their distinct investment philosophies through tailored workflows, while the robo-advisory component supports scalable self-service options that cater to both retail and mass-affluent clients. The order-execution feature ensures a seamless shift from strategic planning to actual trading, incorporating compliance safeguards that help reduce regulatory risks. Moreover, the platform integrates ESG considerations, enables white-label branding, and respects sustainability preferences in its operations, empowering institutions to deliver personalized, efficient, and compliant investment advice at scale. Moreover, Quantfolio stands out as an essential resource for financial organizations seeking to modernize and elevate their investment advisory offerings in a rapidly evolving market landscape.

What is Comarch Wealth Management?

Comarch Wealth Management is a comprehensive platform that equips you to provide exceptional investment guidance to a diverse clientele, regardless of their evolving needs. Within minutes, you can determine the next steps to take, fostering continuous communication and building enduring relationships. Our system supports both clients and advisors in making informed investment choices methodically. Regardless of the volume of clients or their specific segments, the quality of your service will remain consistently high, irrespective of your advisors' experience levels. The platform enables you to grasp a client's entire investment landscape with just a quick look, facilitating precise recommendations within a single meeting. Accessibility is enhanced through features like a client app, virtual meetings, and collaborative investment ideas. Moreover, staying updated on market trends and client activities becomes simpler, ensuring you remain well-informed and responsive to changes. Ultimately, this approach not only streamlines processes but also strengthens the bonds with your clients.

Media

Media

Integrations Supported

Integrations Supported

Airstack
Check Point Cloud Firewall
Cisco ACI
Dell EMC NetWorker
EGrAMS
Fortinet SD-WAN
HPE Consumption Analytics
Huawei FusionStorage
Juniper Booking Engine
Microsoft 365
Palo Alto Networks Next-Generation Firewalls
Symantec Advanced Authentication
Trend Micro Endpoint Encryption
VMware Cloud

API Availability

Has API

API Availability

Pricing Information

Free
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Quantfolio

Date Founded

2015

Company Location

Norway

Company Website

www.quantfol.io

Company Facts

Organization Name

Comarch

Date Founded

1993

Company Location

Poland

Company Website

www.comarch.com/finance/banking/comarch-wealth-management/

Categories and Features

Wealth Management

Not specified

Categories and Features

Stock Portfolio Management

Client Management
Data Warehousing
For Investment Advisors

Wealth Management

Not specified

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