Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • eToro Reviews & Ratings
    4.0 out of 5 stars 32,208 Ratings
  • NMI Payments Reviews & Ratings
    4.6 out of 5 stars 114 Ratings
    Company Website for NMI Payments
  • Monarch Money Reviews & Ratings
    4.9 out of 5 stars 139,855 Ratings
    Company Website for Monarch Money
  • Framnex Reviews & Ratings
    5.0 out of 5 stars 1 Rating
    Company Website for Framnex
  • Planview Software Product Delivery Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Planview Software Product Delivery
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios
  • LIVE Connect Reviews & Ratings
    4.7 out of 5 stars 47 Ratings
    Company Website for LIVE Connect
  • DialerAI Reviews & Ratings
    4.8 out of 5 stars 5 Ratings
    Company Website for DialerAI
  • Acadia Reviews & Ratings
    5.0 out of 5 stars 3 Ratings
    Company Website for Acadia
  • Wallester Reviews & Ratings
    4.8 out of 5 stars 277 Ratings
    Company Website for Wallester

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 Count3r?

Connect your customers' digital journeys to tailored support, enhancing their experience through various interaction methods like face-to-face meetings, phone conversations, video calls, and messaging using our cutting-edge platform. Effortlessly merge customer pathways from your website into personalized advisory sessions. By utilizing our simple JavaScript plug-in on your brand's website, you can monitor visitor behavior while maintaining their anonymity. This plug-in smoothly converts online interactions into customized consultation dialogues, whether they occur in-store or over the phone. Advisors gain crucial insights from these digital engagements via a dedicated application tailored for their needs, ultimately allowing them to operate more efficiently. In an age where many sales associates seem disconnected in the online shopping realm, Count3r equips team members with vital information about products, sales methods, and store details right on their tablets. This approach empowers your sales staff to reclaim their status as trusted shopping consultants, potentially boosting sales figures by as much as 20%. We enable advisors to confidently recommend additional products to every customer across all sections of the store, thereby enhancing overall profitability. By offering outstanding customer experiences that blend the advantages of online shopping with personalized service, you can significantly improve your conversion rates. This strategy fosters a more immersive and gratifying shopping atmosphere that fulfills the expectations of contemporary consumers, ultimately driving loyalty and repeat business.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Dynamics 365
Zapier

API Availability

Has API

API Availability

Pricing Information

Free
Free Version

Pricing Information

$49 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
On-Site Training

Training Options

Webinars
Online Training

Company Facts

Organization Name

Quantfolio

Date Founded

2015

Company Location

Norway

Company Website

www.quantfol.io

Company Facts

Organization Name

Teller

Date Founded

2013

Company Location

Netherlands

Company Website

www.count3r.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Popular Alternatives

Popular Alternatives

Pexip Engage Reviews & Ratings

Pexip Engage

Pexip
5.0 out of 5 stars
TireConnect Reviews & Ratings

TireConnect

Bridgestone