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

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.​

Maximise your wealth potential with our Portfolio Advisory Solution

Empower your advisors with data-driven insights and personalised recommendations.

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.

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.

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 analytics and guide clients to the next-best-actions 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.



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