Quantfolio Information

Quantfolio Platform runs the front office of banks and wealth managers — onboarding, advice, suitability and mandates — as flows that your advisors, your clients and AI agents can all operate. Built AI-native, with agents that execute advisor tasks inside guardrails you control. Run it as a standalone application or embed it in your existing ecosystem. Quantfolio AS was founded in Norway in 2015 and works with private banks, wealth managers, asset managers and insurers across the Nordics and Europe. Clients have advised more than €5 billion through the platform. www.quantfol.io