ADVISOR-LED

Efficient customer servicing through digital engagement

Achieve more by doing less. Expand customer base, improve service standards, and increase customer engagement on our digital solution made for advisors.

DIGITALLY EMPOWERING ADVISORS

Open architecture to match new investment paradigms

Embrace new and more efficient workflows that will accelerate business processes. Connected systems on our platform enable advisors to reach more customers quickly.

Upgrade and digitise business operations

Offer a transparent overview of products and services quickly at a glance. Empower your advisors with added expertise at their fingertips.

Rapid evaluations and recommendations

Provide comparitive analysis and provide accurate recommendations in real-time. A service that increases sales conversion, revenue, and productivity.

Straight-through processing at a touch

Work seamlessly on a one-stop management system. Simplify and streamline investment and administrative processes from start to finish.​

USE CASE

An elegant investment management solution for Thailand's top private bank

Increase efficiency through automation and deliver best-in-class products that capture the market early.
Enables portfolio advisors to reach more customers and scale their business quickly.

We are pleased to be partnering with Quantifeed to expand our investment services to even more customers. Building on our more than 20 years of providing professional investment advice, the platform will allow customers to invest with ease and in strict adherence to customers’ investment parameters and sound risk management practices.

Narit Kosalathip

Head of Wealth Management Group at Kiatnakin Phatra Securities

FAQ

Quantifeed’s Advisor-Led solution is a best-in-class digital tool made to empower financial advisors to provide an elevated level of customer engagement. The solution makes portfolio management simpler on our investment platform with Quantifeed’s cutting-edge technology.

On the QEngine advisor platform, you can expect to Increase productivity for wealth managers, enhance service to clients with data and intelligence, improve advice to clients regarding investment opportunities, and lower servicing costs to reach a broader range of clients.

  • Integrated workflows on a single platform
    • Simplifies proposal generation and performs straight through processing for orders and trades, all within a single platform. Our platform creates end-to-end workflows from viewing investment products, creating advice, trade processing, and portfolio management.
  • Multiple advice frameworks
    • Includes recommendation engines for risk-based, goal-based, theme-based, and retirement income solutions to suit a variety of needs from investors. The platform also enables hyper-personalisation for better customer experience.
  • Powerful multi-instrument investment analytics
    • Access historical and projected performance of investment products including stocks, ETFs, mutual funds and structured products, and bonds to aid customers in making good investment decisions. Advisors can also perform portfolio health checks and guide clients to the next-best-step easily.
  • Automated and comprehensive post-sales servicing
    • Provide a summarised view of clients’ financial assets and its performance and present clients with market reports and investment guidance relevant to their investment portfolios.
  • A digital touchpoint for customers
    • Empower customers to make investment decisions anytime and anywhere on their smart device. They may also access proposals, portfolio information, and reports independently.

Technology advancement and fintech solutions in the industry have automated many aspects of administrative work, but there is still a need for human financial advisors and wealth managers.

Yes. The Advisor-Led addresses the demands of advisors in handling their clients’ investment needs and supports their day-to-day client management.

Ready to start?

Speak to us today and find out how Quantifeed can help you deliver engaging wealth management experiences and scale to millions of underserved customers.

Ross Milward

Chief Technology Officer &
Co-Founder

Ross Milward leads Quantifeed’s technology and engineering efforts to deliver innovative digital wealth management solutions. Before co-founding Quantifeed, he spent more than 15 years in investment banking, holding senior positions in equity and equity derivatives technology.

His expertise is in developing and managing large-scale enterprise-level global trading and risk systems. A former managing director, Ross has worked for Bank of America Merrill Lynch and Deutsche Bank. He has held multiple global and regional leadership roles, most recently as head of equities technology in Asia. He has worked in Hong Kong, Sydney and London.

Ross holds a Bachelor’s degree in Computer Science with Honours and is a Fellow of the Securities Institute of Australia. He likes pushing his limits through long distance triathlon races.

Michael McDonald

Head of Web Engineering

Michael McDonald builds Quantifeed’s online wealth management web application in order to deliver a user-friendly and integrated experience. Michael has over 11 years of experience in web application development.

As Developer for Crossroads Hong Kong, he and his team set up the infrastructure for its donation and stock management application. As Developer at e-commerce company Synapse Connect in New Zealand, he and his team helped clients build mobile applications like prospersoftware.nz, providing him with a full-stack web development and DevOps skillset, servicing clients and back-office operations.

Michael holds a Bachelor degree in Electrical and Computing Engineering from University of Canterbury New Zealand. He moved to Hong Kong in 2014 and enjoys the outdoors sports such as hiking and cycling.

Joy Sun

Head of Quantitative Engineering

Joy steers Quantifeed’s research and development in systematic investment strategies, portfolio construction and trade execution. Prior to joining Quantifeed, she worked as a quantitative analyst in asset management and proprietary trading firms.

She led development of trading strategies, including design,simulation and risk control, and research in market trend recognition and prediction. Joy earned her PhD in Operations Research from the University of Hong Kong, her MS in Statistics from Nan Kai University and her BS in Computational Mathematics from Dalian University of Technology.

John Threlfall

Head of Site Reliability Engineering

John leads the SRE team in Singapore and is responsible for the overall infrastructure and SDLC of Quantifeed’s technology platform, QEngine. He ensures the design, availability, and reliability meets the requirements of both our internal and external users. He has over 20 years’ experience in the banking industry, with a demonstrated history in transforming back-office technology and developing reliable engineering systems for large financial institutions.

Prior to joining Quantifeed, John held technical and leadership roles at Bank of America Merrill Lynch and Standard Chartered Bank. He holds a BSc degree in Artificial Intelligence from The University of Manchester in the United Kingdom. John moved to Singapore in 2008 and enjoys travelling with his family, football and scuba diving.

Lars Bischoff

Head of Core Engineering 

Lars Bischoff is a lead senior software engineer on Quantifeed’s back-end services, with a focus on trading and external interfaces.

Before joining Quantifeed, Lars had a number of leadership roles across major investment banks including Deutsche Bank, JP Morgan, UBS, and Citi. These roles included designing and implementing systems for Equities and Equity Derivatives Trading. Lars also held roles as country lead for Equities and Equity Derivatives Technology, as well as global lead for Equity Derivatives Trading.

As a former Executive Director in Deutsche Bank and JP Morgan, Lars has extensive experience in building local and global development teams. In this capacity, he also defined and realised the technology direction and innovative platforms in the Equity and Equity Derivatives space for these two organisations. Lars holds a Bachelor of Science degree in Computer Science, from Macquarie University, Sydney.

Chetan Shetty

Head of Product Management

Chetan leads Quantifeed’s product management capability and drives the implementation of features in our product that continuously solve digital wealth management problems for our clients.

Chetan started his career as a software engineer in the aerospace industry working across the entire software development lifecycle. Subsequently he worked in various roles helping large enterprises in Hong Kong solve business problems with process and technology solutions. His experience ranges across aviation, insurance, public sector services and consulting. He has lived and worked across multiple countries and enjoys travelling to new places, tasting new cuisines and occasionally writing his blogs.

Parul Srivastava

Head of Delivery & Singapore Country Head

Parul Srivastava leads Quantifeed’s Delivery function. She enables Quantifeed customers to successfully adopt and launch innovative digital wealth management solutions. Parul brings 18 years of strong experience in the financial services industry, her knowledge edges across the delivery lifecycle and wealth domain areas including AML, KYC, client onboarding and Payments. She is experienced in managing complex , high value enterprise level programs with leading Banks like SCB , BNPP, OCBC and Technology Service providers like Cognizant, BAE Systems , Fenergo. She has worked vastly for APAC and EMEA region deliveries primarily based out of Singapore.

Parul Holds a Master’s in Business Administration in Finance and Accounting and is Certified PMI- Project Management Professional, Scaled Agilist, Scrum Master(CSM) and Product owner (CSPO). Beyond work she is interested in Art and Travel.

Conor Doyle

Head of Pre-Sales

Conor has over 20 years of experience of leading sales and service teams in high-growth financial software vendor organisations. His previous work experience focuses on leading multinational, cross-functional teams in the provision of leading-edge, highly complex and high-value fintech business solutions.

Conor is an expert presenter, negotiator, and business operations manager; able to forge solid relationships with both clients and partners and build consensus across multiple organisational levels. He has demonstrated capacity for leadership and project management, with proven track record of meeting targets, overcoming challenges in real time, and delivering tangible results.

Conor is bilingual (English and Japanese) with strong technical and integration experience and a Mechanical Engineering degree.

Robert Rice

Chief Sales Officer

Robert Rice leads Quantifeed’s sales strategy and works with clients to define and deliver digital wealth management solutions. Based in Hong Kong for over 15 years, Robert has held sales leadership roles in APAC and EMEA at London Stock Exchange Group (formerly Refinitiv), Fitch Solutions, OFX and SNL Financial, leading teams servicing wealth managers, asset managers and financial institutions.

His career is focused on brining innovative platforms, products and solutions to market helping clients meet their objectives. Robert is an appointed Mentor for the Hong Kong Fintech Week advising start-ups and market entrants on various topics and go to market initiatives.

Audrey Wong

Chief Operating Officer &
Chief Financial Officer

Audrey Wong manages operations and financial affairs to deliver on Quantifeed’s business strategy. Audrey joined Quantifeed from Bank of America Merrill Lynch, where she was COO for the equities division in Asia Pacific. Audrey’s tenure at Merrill Lynch included senior assignments in Toronto and New York, before relocating to Hong Kong in 2006 to take a new role as the Finance Head of Equities Derivatives for APR.

Her responsibilities expanded to CFO of APAC Equities in 2011 and CFO for APAC Global Markets in 2013. Audrey holds a Bachelor of Business Administration from Brock University of Ontario. She is also a Chartered Professional Accountant of Ontario and Chartered Financial Analyst. Audrey enjoys biking and swimming with her two children.

John Robson

Chief Commercial Officer

John Robson drives Quantifeed’s client partnerships. He works with financial institutions to assist them in developing their digital wealth management future. Based in Hong Kong for over 30 years, he has held regional leadership roles at JP Morgan, Nomura and Merrill Lynch managing teams which serviced the region’s consumer and private banks.

His career has been focused on the development of investment platforms and products. He has been instrumental in introducing significant product innovation to wealth management platforms in Hong Kong, London and Tokyo.

Alex Ypsilanti

Chief Executive Officer &
Co-Founder

Alex Ypsilanti spearheads Quantifeed’s mission to solve the challenges of digital wealth management.

Before co-founding Quantifeed, he spent fifteen years as an investment banking research analyst. His work enabled investors to improve their risk-adjusted returns and to gain access to a wider range of market strategies and risk premia. Alex, a top ranked analyst by Institutional Investor, had a leading role in the growth of the European ETF market, hedge fund replication and the use of volatility products in portfolios.

A former managing director for Morgan Stanley and Bank of America Merrill Lynch, Alex has built and led teams of derivatives and quantitative strategists in London, Tokyo and Hong Kong.

Alex holds Bachelors and Masters degrees in Information Systems Engineering and a PhD in Mathematical Finance from Imperial College, University of London.