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Description
Quantfolio serves as a flexible, API-based digital investment advisory platform and robo-advisory engine tailored for banks, wealth managers, and fintech companies. This system consolidates and enhances various processes, including client onboarding, suitability evaluations, risk assessments, automated proposal generation, compliant documentation, and investment execution. The core Investment Engine empowers firms to incorporate their unique philosophies through customizable workflows, while the robo-solution facilitates scalable, self-service advisory options aimed at retail and mass-affluent clients. Its order-execution module guarantees a smooth transition from strategic planning to trade implementation, with built-in compliance measures designed to mitigate regulatory risks. Additionally, the platform incorporates ESG factors, white-label branding, and sustainability preferences throughout its operations, allowing institutions to provide personalized, efficient, and compliant investment recommendations on a large scale. Ultimately, Quantfolio positions itself as a crucial tool for financial institutions aiming to innovate and enhance their investment advisory services.
Description
RoboWork is a comprehensive AI automation platform that allows users to effortlessly create custom AI agents, link them into multi-agent workflows, and launch them for internal or public use within minutes—no coding required. It features capabilities such as human-in-the-loop reviews, auto-planning, and self-reflection, while seamlessly integrating with your existing systems through the Model Context Protocol (MCP) and a REST API. By consolidating top models like ChatGPT, Claude, Gemini, and RoboWorkAI with auto-selection, the platform ensures optimal performance, and it also offers knowledge bases derived from your documents and web content. Additionally, RoboWork provides convenient one-click deployment, embedding, and white-label options tailored for various users, ranging from individuals to large enterprises. Currently, RoboWork serves over 10,000 teams and has facilitated more than 50 million automated tasks, boasting a remarkable 99.9% uptime and adhering to SOC 2 compliance standards. The platform is versatile, supporting a wide array of applications such as sales outreach, content management, customer service, data processing, and back-office automation, making it an invaluable tool for businesses looking to enhance efficiency and productivity.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Quantfolio
Founded
2015
Country
Norway
Website
www.quantfol.io
Vendor Details
Company Name
RoboWork
Founded
2025
Country
United States
Website
robowork.ai/