Features

The key features of Quantifeed’s platform provides users with a seamless digital investment experience.

Plan

  • Risk and goals based assessment
  • Financial planning tools
  • Compliance controls and regulatory adherence

Trade

  • Connectivity to multiple execution platforms
  • Global market access
  • Multiple currencies and security types, including funds

Manage

  • Rebalancing functionality (manual, conditional, automated)
  • Portfolio customization options at various stages of the investment process
  • Performance monitoring
  • Powerful client interaction framework (online/mobile notifications)

 

We help financial institutions respond to an increasingly digital future.

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