Digital advisory platform for compliant, efficient wealth management delivery.
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:
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.
Our clients have advised more than €5B through our platform.
On Quantfolio Asset Management, from a family-office user
Built for Advisors / Wealth Advisors (RIA), Investment Teams.