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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.

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Consumer Banks
Address the needs of underserved customers

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Retail Brokers
Add valuable wealth advisory services

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Wealth Managers
Enhance the productivity of your advisors

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Insurers
Strengthen your wealth advisory process

Case studies

DBS Case
DBS Case

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

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DBS digiPortfolio addresses issues such as the lack of time, high upfront fees and inertia due to tedious processes. DBS digiPortfolio simplifies this process, especially for first-time investors.

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-Lim Soon Chong,
Managing Director and Regional Head of Investment Products and Advisory,
Consumer Banking and Wealth Management Business, DBS Bank

$1,000

Minimum investment amount of SG$1,000

1 min

1-minute investment journey in only 5 clicks

18

18 portfolios covering 3 risk ratings for 2 client segments

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Cathay Case

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 Legg Mason Global Asset Management

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

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We have developed a strong relationship by working closely with Quantifeed to build our digital wealth management platform. We’ve experienced first-hand the company’s relentless focus on servicing its clients and its ability to deploy cutting-edge technology to create digital wealth solutions.

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- David Sun
Senior Executive Vice President for Cathay Financial Holdings ,Cathay United Bank

30+

Over 30 asset allocation portfolios available

300,000

300,000 simulations to determine optimal asset allocation

24/7

Continuous tracking of customer portfolios

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4 simple steps to set up and fund a goal

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Citic Case

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

Citic Case