Robo Advisory Toolbox

SENSIS Advisory Baukasten

QUANVEST offers an automated Advisory Toolbox that allows Investment Consultants to design landing pages and market their offering for specific customer groups or interests

  • Starting point for the online robo advisory would be your investment-process
  • We create a landing-page based on your specific strength in advisory for your specific customer group
  • The page visitor will define his investment preferences and risk appetite that will be matched with your funds, investment styles and asset allocations through our algorithm.
  • The visitor might want to enter more criteria in your online questionnaire and define his interests more precisely
  • Your potential customer will submit his data to your investment advisor – both of them are now best prepared for a first meeting
  • Quanvest would also provide independent risk and return figures for your asset classes and investment products

Quanvest provides algorithms and manages IT-systems on Linux, Windows, MacOS or Cloud based on open source Software as well as SAP HANA Cloud Portal Solution. We host your solution or provide all necessary IT-tools to run them “on-premise” in your IT-environment, See also: >> deployment options. All our solutions are easily integrated in your website oder in-house IT-processing.

Einverstanden (I agree)
Nicht einverstanden (I do not agree)
“Mit dem Aufruf der nachfolgenden Seiten bestätigen Sie, dass Sie professioneller Investor sind und dass Sie weder US-Bürger (gemäß US Securities Act 1933) sind noch Ihren Wohnsitz in den USA, Australien, Kanada, Japan oder Großbritannien haben.

I hereby confirm, that I am professional Investor. I also declare, that I am not US-resident (according to US Securities Act from 1933) and I do not live or have residence in USA, Australia, Canada, Japan or Great Britain.”

Einverstanden (I agree) Nicht einverstanden (I do not agree)