Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Quantfolio serves as a flexible, API-based digital investment advisory platform and robo-advisory engine tailored for banks, wealth managers, and fintech companies. This system consolidates and enhances various processes, including client onboarding, suitability evaluations, risk assessments, automated proposal generation, compliant documentation, and investment execution. The core Investment Engine empowers firms to incorporate their unique philosophies through customizable workflows, while the robo-solution facilitates scalable, self-service advisory options aimed at retail and mass-affluent clients. Its order-execution module guarantees a smooth transition from strategic planning to trade implementation, with built-in compliance measures designed to mitigate regulatory risks. Additionally, the platform incorporates ESG factors, white-label branding, and sustainability preferences throughout its operations, allowing institutions to provide personalized, efficient, and compliant investment recommendations on a large scale. Ultimately, Quantfolio positions itself as a crucial tool for financial institutions aiming to innovate and enhance their investment advisory services.
Description
RoboCent is a political communication tool that enables campaigns to connect with voters through a texting platform. It provides features such as peer-to-peer messaging that allows for personal touches with texts, images, and videos, as well as automated voice messaging for calls, surveys, and call transfers. By integrating voter data, campaigns can develop outreach strategies tailored to precise information. RoboCent adheres to 10DLC registration and FCC regulations, making communication procedures more efficient. Campaigns are able to initiate text and voice campaigns swiftly, often in just a matter of hours. Additionally, the platform's dedicated TextOps team oversees the entire outreach process, offering support for campaigns across various election levels, ensuring that they can maximize their engagement effectively. This comprehensive approach not only enhances voter interaction but also helps campaigns navigate the complexities of modern electoral communication.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Quantfolio
Founded
2015
Country
Norway
Website
www.quantfol.io
Vendor Details
Company Name
RoboCent
Founded
2011
Country
United States
Website
robocent.com
Product Features
Product Features
Political Campaign
Campaign Analysis
Conservative
Contact Management
Contribution Tracking
Demographic Data
Donor Targeting
Email Marketing
Event Calendar
Fundraising Management
Mapping
Non-Partisan
Online Payment Processing
Progressive
Staff Management
Volunteer Management
Voter Database