Act Theme is Awesometacular!

Mifid2 suitability and risk assessment API...

...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:

Skjermbilde 2020-05-29 kl. 10.11.49

ESG screens

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