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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
Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.
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
Strad Pro
Country
United States
Website
strad.com
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management