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Quantfolio

@quantfol.io

Investment advisory software that covers execution, advisory and discretionary mandates to financial institutions within wealth management.

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About

Description

Quantfolio is a Nordic WealthTech company that specializes in providing investment advisory services to financial institutions. Founded in 2015 by Helge Hannisdal and Jan Aage Skaathun, Quantfolio develops and maintains Software as a Service solutions that empower financial institutions to deliver investment advisory services with increased efficiency and mitigated compliance risk. At the core of their SaaS solution is the Quantfolio Quant Engine, which integrates with leading financial data vendors such as Morningstar and MSCI.


This engine supports investment firms with financial research and enables them to digitize their investment advisory process. Quantfolio's flagship product, the Deep Alpha Platform (DAP), is a highly configurable product platform designed to help investment firms provide services in line with their compliance policies, investment philosophy, and best practice. DAP consists of three main modules: Order Execution, Robo Advisor, and Advice Flow, which can be delivered individually or combined to form a hybrid advice solution.


Quantfolio's Robo Advisor, the world's only of its kind authorized by financial authorities, provides online investment advice based on input from the investor. With a strong management team and renowned board, backed by investors like DNB and Storebrand, Quantfolio is well-positioned to support investment firms in their advisory process. Contact Jan Åge Skaathun, co-founder, and CCO for more information about Quantfolio's services

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Company Type

Privately Held

Company Size

11-50

Year Founded

2015

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