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
Envestnet | Tamarac is a comprehensive advisor technology suite built to help independent RIAs operate with the efficiency and insight of large-scale institutions. The platform integrates portfolio management, trading, performance reporting, and billing into one cohesive system that eliminates data silos and streamlines the advisor workflow. With its powerful Rebalancing and Trading platform, Tamarac allows advisors to execute trades quickly and accurately while maintaining compliance and tax efficiency. Its Client Reporting tools deliver clear, customized reports that strengthen transparency and trust between advisors and investors. The Client Portal gives clients real-time access to performance data, financial documents, and personalized dashboards, deepening engagement and loyalty. Combined with CRM integration and data analytics, Tamarac provides a holistic view of every client relationship. Backed by Envestnet’s enterprise-grade infrastructure, it delivers scalability, reliability, and security that advisory firms can depend on. Ultimately, Tamarac enables firms to deliver a better client experience, improved operational efficiency, and measurable growth.
API Access
Has API
API Access
Has API
Integrations
MoneyGuide
ProTracker Advantage
RightCapital
SaaSTech.io
Zuar Runner
Integrations
MoneyGuide
ProTracker Advantage
RightCapital
SaaSTech.io
Zuar Runner
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
Envestnet
Founded
1999
Country
United States
Website
www.envestnet.com/tamarac
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection