Benefits

Features

Founders

FAQ

Features

Founders

FAQ

Benefits

Features

Founders

FAQ

AI-Powered

Our AI Automates Asset Management Workflows

Automate key advisor workflows: From data extraction and financial analysis to personalized proposal generation and automated client engagement.

70%

Reduces administrative workload by up to 70%

70%

Reduces administrative workload by up to 70%

70%

Reduces administrative workload by up to 70%

2-3x

Enables firms to onboard 2-3x more clients without increasing staff

2-3x

Enables firms to onboard 2-3x more clients without increasing staff

2-3x

Enables firms to onboard 2-3x more clients without increasing staff

30%

Cuts operational costs by up to 30% through automation and streamlined workflows

30%

Cuts operational costs by up to 30% through automation and streamlined workflows

30%

Cuts operational costs by up to 30% through automation and streamlined workflows

+25%

Boosts retention rates and increases client satisfaction by 25% or more

+25%

Boosts retention rates and increases client satisfaction by 25% or more

+25%

Boosts retention rates and increases client satisfaction by 25% or more

70%

Reduces administrative workload by up to 70%

2-3x

Enables firms to onboard 2-3x more clients without increasing staff

30%

Cuts operational costs by up to 30% through automation and streamlined workflows

+25%

Boosts retention rates and increases client satisfaction by 25% or more

Benefit

Unlock the Power of Automation and Quantum Algorithms

Harness cutting-edge AI and automation to streamline workflows, saving time and delivering faster, more accurate insights.

Automatically pull client data from several sources

Analyze financial data for actionable insights

Create personalized proposals

Benefit

Seamless Integration with Your Existing Systems

Effortlessly connect Quanto with your current tools and platforms, ensuring smooth data flow and improved operational efficiency.

Benefit

Boost Profitability While Enhancing Client Satisfaction

Drive business growth with intelligent automation, personalized services, and improved efficiency that delight your clients and optimize your bottom line.

Ensure timely and relevant interactions

Create personalized proposals

Automate routine tasks

Features

Powerful Features Built for Modern Advisors

From seamless integrations to advanced automation, explore the tools that help you streamline workflows, scale your business, and exceed client expectations.

AI-Driven Data Extraction

Automates gathering and standardizing client financial data from multiple sources, including custodians and legacy systems.

Personalized Proposal Generation

Generates customized financial proposals in seconds, tailored to each client’s unique goals, risk tolerance, and preferences.

Automated Portfolio Management

Handles daily tasks like tax-loss harvesting, rebalancing, and compliance checks, reducing the operational burden.

Client Engagement Tools

AI-powered content generation and drip campaigns to nurture prospects and enhance client relationships.

Real-Time Analytics and Dashboards

Provides actionable insights into portfolio performance, client engagement metrics, and operational efficiency.

Ready to transform your advisory workflow?

Join the next generation of asset management with Quanto. Automate, scale, and deliver more value.

Ready to transform your advisory workflow?

Join the next generation of asset management with Quanto. Automate, scale, and deliver more value.

Ready to transform your advisory workflow?

Join the next generation of asset management with Quanto. Automate, scale, and deliver more value.

Ready to transform your advisory workflow?

Join the next generation of asset management with Quanto. Automate, scale, and deliver more value.

FAQ

Questions? We've got answers for you.

If your question is still unanswered, feel free to reach us anytime or schedule a meeting.

Are you a robo-advisor platform?

Can Quanto integrate with my existing systems?

How easy is it to use Quanto?

Is Quanto secure and compliant?

How much does Quanto cost?

Are you a robo-advisor platform?

Can Quanto integrate with my existing systems?

How easy is it to use Quanto?

Is Quanto secure and compliant?

How much does Quanto cost?

Are you a robo-advisor platform?

Can Quanto integrate with my existing systems?

How easy is it to use Quanto?

Is Quanto secure and compliant?

How much does Quanto cost?

Are you a robo-advisor platform?

Can Quanto integrate with my existing systems?

How easy is it to use Quanto?

Is Quanto secure and compliant?

How much does Quanto cost?

Richard Corral

CEO

Meet the Founders

We’ve been in your shoes. As founders of a successful RIA, we’ve accumulated millions in AUM, generated millions in revenue, and navigated the complexities of scaling an advisory business. We’ve vetted and negotiated with every top wealth-tech platform, understanding firsthand the challenges advisors face.

Our experience spans from leading hedge fund initiatives at CME Group and the Chicago Board of Trade to earning a Master’s in Applied Data Science from the University of Michigan. We’ve built and exited a wealth management firm that rapidly scaled to oversee $500 million in assets.

Now, we're using our expertise to revolutionize asset management with Quanto.

Richard Corral

CEO