Investment strategy
Optimal solutions for the analysis and construction of your financial offers
Making financial proposals tailored to the client
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
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
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