Quantfolio Asset Management

Financial institutions across Europe spend a disproportionate share of advisor time on administrative tasks rather than client interaction. Quantfolio Asset Management addresses this through a digital advisory platform built specifically for wealth managers and banks, where the core value is replacing manual suitability and onboarding workflows with automated, compliance-integrated flows.

The platform operates across two primary modes. In the advisor-facing Client Advisory module, relationship managers complete suitability assessments, match investors to suitable products, and generate documented wealth plans within a single workflow. In the Self-Service Advisory module, firms can deploy investor-facing digital flows or a branded robo-advisor for lower-touch client segments. Both modes sit on top of an API-based Investment Engine that allows institutions to encode their own investment philosophy and compliance rules directly into the platform.

Key capabilities include:

• Automated risk profiling and portfolio proposal generation
• Instant wealth plan creation with on-the-go digital signing
• White-label configuration to match firm branding and investment approach
• MiFID-aligned compliance documentation built into advisory flows
• API ecosystem supporting integration with external wealth management platforms, including a partnership with Performativ

Clients using the platform have advised more than 5 billion euros through it, with notable adoption among Nordic financial institutions. The platform is marketed to banks and wealth managers rather than directly to family offices, so a single family office evaluating it would typically encounter it through a third-party wealth manager rather than as a direct buyer. Pricing is not publicly disclosed. Firms outside the European regulatory environment may find the compliance architecture, which is built around MiFID, less applicable to their jurisdiction.