Quantifeed collaborates with some of the world’s largest financial firms, delivering leading-edge technologies that boost operational efficiency, and drive additional revenue. We have recently been working with portfolio strategists helping them to deepen the relationship with their clients who are financial advisor groups and other wealth management businesses.
Here are some ways to show how we’ve significantly impacted the business model helping them to improve their competitive edge.
Key Challenge 1
Delivering multiple “families” of model portfolios to a growing client base of independent financial advisor groups
Solution
Quantifeed’s Architect provides the portfolio strategists with a robust tool to rapidly build a “family” of model portfolios for an advisor group. This scalable solution allows teams to seamlessly access real-time data from global market data providers and internal sources. A wide variety of allocation engines, enable quick and accurate creation of a series of model portfolios from low to high risk. Tasks that previously took days can now be completed in a fraction of the time.
Benefits
- Elimination of Manual Processes: Architect replaces cumbersome, error-prone manual tasks, reducing reliance on Excel worksheets and improving output accuracy.
- Cloud-Based Efficiency: Workflows can be shared and supervised from anywhere, with all data processing reflected in real-time.
- Integrated Teamwork: Facilitates easier sharing and monitoring of work, allowing for better resource allocation and the ability to grow without additional headcount.
Key Challenge 2
Engaging CIOs in the model portfolio creation process has been time consuming and unstructured
Solution
Quantifeed’s Architect enables the portfolio strategist to build and then easily share model portfolios within their CIO suite. The CIO can log into Architect and review the proposed portfolios. This streamlines the process of arriving at a finalized set of portfolios. The abundance of analytics and risk metrics available online to the CIO has reduced the time for model portfolio development from months to, in many cases, less than a week.
Benefits
- Elimintation of Manual Processes: Architect replaces cumbersome, error-prone manual tasks, reducing reliance on Excel worksheets and improving output accuracy.
- Cloud-Based Efficiency: Workflows can be shared and supervised from anywhere, with all data processing reflected in real-time.
- Integrated Teamwork: Facilitates easier sharing and monitoring of work, allowing for better resource allocation and the ability to grow without additional headcount.
and more….
Download the full whitepaper here: Quantifeed Whitepaper – Enhancing Portfolio Strategy through Digital Innovation