...with optional front end "out of the box"
The Quantfolio Risk assessment API let's you
- Assess customers' financial situation, horizon, knowledge and more to be able to provide individual advice
- Integrates with your existing frontend, or delivered with our white label application
- Builds on Quantfolio's proven experience from working with major banks
- Seamlessly integrate with other Quantfolio modules such as Portfolio module, Rebalancing/Re-selection Module, Fund Screener Module to build full robo advisory.
- Customizable to fit with in-house compliance demands
Examples of ready to use FrontEnd: