Value proposition

Digital platform for investment advisory

Quantfolio is a wealth-tech company serving the largest banks and financial institutions in the Nordics.

Quantfolio develops a digital platform for wealth and pension advisory helping Nordic banks and financial institutions serve clients more efficiently and in compliance with increasing regulatory requirements. We support all steps of the advisory process; from customer onboarding, risk classification, mapping of financial situation, experience, knowledge, and sustainability preferences to generating client proposals.

Quantative trading, Portfolio mangement, Artificial Intelligence, AI, Machine Learning, Finance, and Robo advisory