Clients

QEngine, our configurable wealth management platform, meets the varying needs of different financial institutions. We work closely with clients to customize and deliver a superior online investment experience for their customers.

Consumer Banks

Address the needs of underserved customers

Retail Brokers

Add valuable wealth advisory services

Wealth Managers

Enhance the productivity of your advisors

Insurers

Strengthen your wealth advisory process

Case studies

Risk-based Investing

Asia’s first discretionary robo solution – digiPortfolio

Effortlessly matching customers with investment portfolios designed for their risk preference

Customized technology to power DBS’s unique investment journeys

Seamless integration with existing systems and on-site support from Quantifeed

Theme-based Investing

Taiwan’s first theme-based investment solution for retail investors – Cathay Robo

Powered by our award-winning QEngine platform and global asset manager, including Conning Asset Management and Franklin Templeton Investments

Accessing thematic investment portfolios through an end-to-end digital investment journey

Goal-based Investing

Hong Kong’s first bank-backed robo-advisor for retail investors – Robo 360

Creates wealth plans to help customers achieve their financial goals

Allows customers to access 50 portfolios with as little as USD100 in just a few taps

Recommends customers an asset allocation portfolio and funds corresponding to their financial goals and risk appetite