Quantfolio

We help financial institutions within investment advisory serve their clients more efficiently, sustainably and in compliance with increasing regulatory demands

[Quantfolio @quantfolio]

The rise of Vertical SaaS
https://t.co/FqvIklvETk

[Quantfolio @quantfolio]

How to provide hyper-personalized investment advice under increasing regulatory pressure?
https://t.co/jCbLiFovsL

[Quantfolio @quantfolio]

Deep Alpha Platform Software Update
https://t.co/UCZQjg2cPm

[Quantfolio @quantfolio]

Collaboration, Customization, and Digital Tools: Key Factors for Successful Sustainability Integration in Investment Advisory
https://t.co/iZm0dcntKb

[Quantfolio @quantfolio]

Live webinar: Sustainability Assessment in Investment Advisory
https://t.co/u8i636uqPF

[Quantfolio @quantfolio]

Deep Alpha Platform Update 1.7.0
https://t.co/KLkszvB902

[Quantfolio @quantfolio]

Deep Alpha Platform Software Update (1.8.0)
https://t.co/5Haap3X21a

[Quantfolio @quantfolio]

What is Compliance-By-Design and why does it matter?
https://t.co/WXwS4mRCZw

[Quantfolio @quantfolio]

What is Compliance-By-Design and why does it matter?
https://t.co/iiMp10SOoc

[Quantfolio @quantfolio]

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:
https://t.co/4brj9g1N3c

[Quantfolio @quantfolio]

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:
https://t.co/WjW1nLQ3xN

#advisoryplatform

[Quantfolio @quantfolio]

https://t.co/nDYE9lDcUK

[Quantfolio @quantfolio]

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 >>

https://t.co/OjlEmfFflJ

#advisor #investmentadvice

[Quantfolio @quantfolio]

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.

https://t.co/2H5K54Jx4X

[Quantfolio @quantfolio]

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:
https://t.co/ja9GoeHke6

[Quantfolio @quantfolio]

Deep Alpha Platform Update 1.7.0
https://t.co/7GMPflqOu7

[Quantfolio @quantfolio]

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:
https://t.co/HzXp3dhJts

#advisor

[Quantfolio @quantfolio]

@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.

https://t.co/XJ8OFDZTZB

[Quantfolio @quantfolio]

Bricknode and Quantfolio team up to deliver digital wealth management tools to the advisory sector
https://t.co/7FR4ntmYco

[Quantfolio @quantfolio]

Our eBook highlights the top 10 challenges encountered by financial institutions and how technology can solve them

Find out more >>
https://t.co/tolxYbHJly

#investmentadvice #advisor