Quanfolio
Curated by SignalWealth management software suite streamlining operations for financial institutions.
Overview
Quanfolio is a wealth management software suite aimed at improving the operations of banks, wealth managers, and financial institutions. The platform incorporates various fintech tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, utilizing artificial intelligence (AI) and machine learning for predictive analytics. Quanfolio offers secure, real-time data aggregation, which provides a comprehensive view of clients and supports personalized investment advice. The platform includes compliance technology to ensure adherence to regulatory requirements, and its application programming interfaces (APIs) facilitate integration with external financial services. This solution addresses the operational needs for efficiency and compliance in wealth management.
Key facts
- Founded
- 2015
- Headquarters
- Bergen, Norway
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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- Commercial model
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Contact
- Primary office
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