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EMPOWERING YOUR DIGITAL ADVISORY VALUE CHAIN
Elevate all stages of your digital advisory and investment processes with our real time, quantitive engines and analytics foundation, supporting all your key stakeholders across multiple channels and devices.
Inject at each stage of the your wealth management process, from strategy building to investment proposal, from monitoring to rebalancing, the kind of quantitative tools and services that best fit your business vertical, your stakeholders and customer segments, your go to market and engagement strategy.
Advanced quantitative based architecture and data mart enabling deep market data dive, strategy modelling and back testing, simulation, monitoring and reporting
Full House View support along the advisory process: research, design, build, communicate, implement, monitor, measure and optimise
Artificial Intelligence extendable models and features based on reasoning, machine learning and predictions techniques
Full quant based Robo advisory engine with investment portfolio building and rebalancing rules and algorithms, advanced risk analysis, end to end order flow capabilities, portfolio performance reporting and analytics
Platform for all stakeholders involved in the investment process: CIOs and investment specialist, portfolio manager and EAM, relationship manager and financial planner, individual and institutional customers
Extendable with more than 100 components and modules coming from over 15 years Finantix experience with top tier financial institutions
Granular APIs and micro services to accelerate delivery and management of a fully digital B2C or B2B (robo) advisory service for all your business channels and client segments
Available as pure Cloud option or on-premise deployment. Contact us to become part of Smartfolios on demand QuantCloud beta service for selected modules, or simply deploy into your enterprise infrastructure
Comprehensive and differentiated suite of investment models: asset allocations and model portfolios, thematic, fundamental and technical portfolios and generation of tailored investment ideas
Advanced investment analytics and quant based tools to enable and deliver your real-time (robo) advisory and portfolio management services and processes
Harness the power of quantitative modelling to provide tools covering the holistic financial advise and investment process flow
- Robo thematic and personalised portfolios
- Strategy builder for the CIO office
- House view distribution
- Advanced analytics and continuous portfolio fine tuning
- Wide product taxonomy and real-time thematic-style analysis
At smartfolios, our vision is to build the market leading quant based advisory, insights and portfolio management platform. At all times, we are driven by excellence as we forge long-term, mutually beneficial partnerships based on integrity and trust.
We combine over 40 years of markets and investment experience. As a team of cross disciplinary experts with deep industry knowledge and astute data science insights, we are able to both anticipate and capitalize on emerging technologies, regulatory developments and financial innovations.
We provide our clients with a platform and suite of tools powered by quantitative models and enterprise-grade technology that allow them to redefine their wealth management solutions and services. Our platform offers cutting-edge technology and robust advisory and investment tools that make the difference.