Quantfolio @quantfolio

We help financial institutions within investment advisory serve their clients more efficiently, sustainably and in compliance with increasing regulatory demands quantfol.io Bergen, Norway Joined January 2015

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Quantfolio @quantfolio

3 years ago

The rise of Vertical SaaS hubs.la/Q028vp_H0

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Quantfolio @quantfolio

3 years ago

How to provide hyper-personalized investment advice under increasing regulatory pressure? hubs.la/Q0215L260

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Quantfolio @quantfolio

3 years ago

Deep Alpha Platform Software Update hubs.la/Q020FXC10

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Quantfolio @quantfolio

3 years ago

Collaboration, Customization, and Digital Tools: Key Factors for Successful Sustainability Integration in Investment Advisory hubs.la/Q01VB2DZ0

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Quantfolio @quantfolio

3 years ago

Live webinar: Sustainability Assessment in Investment Advisory hubs.la/Q01SPtSr0

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Quantfolio @quantfolio

3 years ago

Deep Alpha Platform Update 1.7.0 hubs.la/Q01SsMBT0

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Quantfolio @quantfolio

3 years ago

Deep Alpha Platform Software Update (1.8.0) hubs.la/Q01SC0n00

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Quantfolio @quantfolio

3 years ago

What is Compliance-By-Design and why does it matter? hubs.la/Q01RwV7D0

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Quantfolio @quantfolio

3 years ago

What is Compliance-By-Design and why does it matter? hubs.la/Q01R7K570

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Quantfolio @quantfolio

3 years ago

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

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Quantfolio @quantfolio

3 years ago

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

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Quantfolio @quantfolio

3 years ago

hubs.la/Q01K6Qsp0

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Quantfolio @quantfolio

3 years ago

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

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Quantfolio @quantfolio

3 years ago

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+

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Quantfolio @quantfolio

3 years ago

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

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Quantfolio @quantfolio

3 years ago

Deep Alpha Platform Update 1.7.0 hubs.la/Q01GKXPF0

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Quantfolio @quantfolio

3 years ago

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

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Quantfolio @quantfolio

3 years ago

@EYnews explain the following: The 4 key strategic themes that are driving the current industry practice toward new models. The 3 key areas firms can act on to begin transforming their models and position themselves for the future. hubs.la/Q01zb6c40+

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Quantfolio @quantfolio

3 years ago

Bricknode and Quantfolio team up to deliver digital wealth management tools to the advisory sector hubs.la/Q01CyHGH0

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Quantfolio @quantfolio

3 years ago

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