Quantfolio
@quantfolio
We help financial institutions within investment advisory serve their clients more efficiently, sustainably and in compliance with increasing regulatory demands
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How to provide hyper-personalized investment advice under increasing regulatory pressure? hubs.la/Q0215L260
Collaboration, Customization, and Digital Tools: Key Factors for Successful Sustainability Integration in Investment Advisory hubs.la/Q01VB2DZ0
Live webinar: Sustainability Assessment in Investment Advisory hubs.la/Q01SPtSr0
What is Compliance-By-Design and why does it matter? hubs.la/Q01RwV7D0
What is Compliance-By-Design and why does it matter? hubs.la/Q01R7K570
Are you interested in finding out the key #wealthtech industry trends for 2023? This @WealthMosaic report will give you an understanding of the trends impacting the community and how they might play out over the year. Download here: hubs.la/Q01MtbT20
The Deep Alpha Advisory Platform is here to support you through every step of the investment advisory process. It's modular and customizable to meet your specific needs. Find out more about our platform: hubs.la/Q01MlCT50 #advisoryplatform
As you are aware, new regulations were implemented on August 2, 2022 in the EU with regards to investment advisory. Download our checklist for tips and tricks relating to how to be compliant >> hubs.la/Q01zq_SL0 #advisor #investmentadvice
Take a look at the research by @mckinsey that demonstrates how Nordic companies are well positioned to capitalize on the growing global push for sustainability. hubs.la/Q01z9VBq0+
Over 200 advisors at Sparebanken Vest have been using Quantfolio's Deep Alpha Platform since last year. These advisors have found it convenient to use a single tool for all their needs, enabling them to guide clients through advice sessions. More here: hubs.la/Q01HPlW-0
Deep Alpha Platform Update 1.7.0 hubs.la/Q01GKXPF0
Are you looking for a technology platform that empowers wealth managers and enables hybrid and hyper-personalized advisory with sustainable DNA? Then Quantfolio might just be a good fit for you! Find out more about our platform here: hubs.la/Q01FzhkP0 #advisor
Bricknode and Quantfolio team up to deliver digital wealth management tools to the advisory sector hubs.la/Q01CyHGH0
Our eBook highlights the top 10 challenges encountered by financial institutions and how technology can solve them Find out more >> hubs.la/Q01zr4BD0 #investmentadvice #advisor
In our blog, we explore the 5 reasons why you should have a robo advice: - Efficiency - Personal advice for everyone - Compliance - Unbiased advice - Huge opportunities Learn more hubs.la/Q01z9TwS0+ #adisory #robo
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