Robo Advisory Toolbox
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.