Investment strategy

Optimal solutions for the analysis and construction of your financial offers

Making financial proposals tailored to the client

Investment strategy screenshot

Portfolio construction and optimisation

Make allocation proposals adapted to the client's profile and plans thanks to a rich database of over 60,000 products and 600 contracts

Compare and analyse up to 200 elements: funds, fund portfolios, euro-denominated funds, categories and indices, numerous advanced behaviour indicators

Build optimal portfolios with customisable asset allocations, respecting the user/investment profile

Manage and arbitrate your portfolios from your owned model portfolios or from more than 150 life insurance contracts


Fund and portfolio analysis, reporting

Present your universe of funds and unit trusts on your website

Use the performance table of your fund universe with a search by name / Isin code, category, management company of your universe, life insurance contracts, performance, ratio, indices, stars, etc.

Optional availability of KIIDS prospectuses and full PDF summaries of selected fund lists and Quantalys fund niches

EMT or EET files to meet your compliance and reporting needs

Compare up to 20 funds, and backtest a portfolio with a percentage of funds chosen from your universe, using an investment simulator and scheduled payments (monthly, semi-annual, annual) included


Investment strategy screenshot
Investment strategy screenshot

Model portfolios robo advisor

Take advantage of powerful and flexible model portfolios, built from a pool of several hundred funds easily accessible by investors, via online banks or life insurance

Benefit from the power of the portfolio construction algorithm, specially set up to work on data from the previous 24 months

Exploit the ability of the robot advisor to create long-term outperformance through rigorous selection of funds from the entire database

Use these model portfolios, ready to use, in two clicks, or create customised model portfolios, that can be exported to O2S if needed

ESG analysis of funds

Analyse funds through criteria that take into account climate, technological and demographic change

Use ESG criteria for compliance, research and fund selection

View ESG intensity, approach and criteria, as well as labels, themes and SFDRs (articles 6,8,9 and taxonomy)

Retrieve EET files

Benefit from a source feed from label issuing bodies

Take advantage of the Quantalys ESG Indicator rating, a key indicator for fund analysis


Security is at heart of our approach as a a software provider
More information


Investment strategy screenshot