Unprecedented power for next generation wealth
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Unprecedented power for next generation wealth
Transcript of Unprecedented power for next generation wealth
Unprecedented power for next generation wealth
Building next generation
digital wealth platforms for
financial institutions
Quantifeed enables financial institutions to provide
accessible, affordable and customer-centric
investment services
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Scalable wealth management solutions using QEngine,
Quantifeed’s award-winning robo-technology platform
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Digital Wealth Platforms – Case Studies
Risk-based InvestingEffortlessly matching customers with
investment portfolios designed for their risk tolerance and needs
Theme-based InvestingGiving customers convenient access to
investment themes of the day
Goal-based InvestingCreating wealth plans to help customers
achieve their financial goals
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Asia’s Leading Digital Wealth Management
Platform for Financial Institutions
8Years of
experience
+250Wealth
management APIs
+70Staff
5teams in Hong Kong,
Singapore, India, Japan and Australia
HK’s1st
bank-backed robo-advisor
Asia’s1st
discretionary robo solution
Fintech of the
Year 2019 &
3 Times Winning Asia’s Best Robo Advisor Solution
11Wealth management
modules
$25mTotal funding by Franklin
Templeton, Cathay
Financial Holdings and
Lun Partners
Delivering Better Financial Futures for Everyone
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Global
IFA Platform
Hong Kong
Taiwan
Japan---
ThailandIndia
Singapore
Australia
Helping our clients to launch winning
digital wealth management platforms
Market knowledge
Customer Experience
Integration
Delivery track record
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Trusted by Clients across AsiaDigital wealth platforms delivered to Consumer banks, Private Banks, Retail Brokers and Insurance companies
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Trusted by Clients across Asia
Quantifeed has launched digital wealth
platforms to banks and brokers in
Singapore, HK and Taiwan.
These platforms:
• Service Retail and Priority channels
• Offer a variety of investor experiences
• Are hosted on Enterprise and Cloud
• Offer funds and listed investments
Quantifeed’s expertise in solution
architecture, configuration and
integration reduces project delivery risk.
Company LocationCustomer
ExperienceInstruments
Target
MarketHosting
Portfolio
Construction
Singapore RBI Funds / ETFsWealth /
RetailEnterprise
In-house PM
team
Japan RBI Funds Retail EnterpriseAffiliate
AM company
Taiwan GBI and TBI Funds Retail EnterpriseAffiliate
AM company
Thailand RBI Funds / ETFsPrivate
BankingCloud
In-house PM
team
Hong Kong GBI Funds Retail Hybrid Quantifeed
Hong Kong TBI ETFs / Stocks Retail Cloud Quantifeed
Hong Kong TBI ETFs / Stocks Retail Cloud Quantifeed
Taiwan TBI ETFs / Stocks Retail Enterprise Quantifeed
Singapore TBI ETFs / Stocks Retail Cloud Quantifeed
Taiwan GBI ILP Funds Retail EnterpriseAffiliate
AM company
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Quantifeed – your trusted
wealthtech partner
Award-winning robo technologyAlgorithmic investment solutions hosted on
premise or in the cloud to accelerate your
wealth management business
Broad expertiseportfolio construction, regulatory compliance,
and system integration to fast-track your digital
transformation journey
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Unrivalled feature set and financial expertise to
deliver success for financial institutions
A proven track recordA track record of deploying industry first,
fast-to-market digital wealth platforms across
Asia to minimize your project delivery risk
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Asia, HK/GBA/China
READY
• Core Team based in HK
supporting Sales, Product
Development, Delivery
and Support
• Localization – Chinese
UI, regulations, etc.
CUSTOMER
APPLICATION
• Expertise in building and
evolving digital customer
applications for Direct-to-
Customer Journey and
Self-Service Engagement
• Desktop and/or mobile,
ADVISOR
APPLICATION
• Application or APIs to
support Advisor work-
flows and e2e journeys
• Customer onboarding,
advice, proposal,
implementation, servicing
TIME TO
MARKET
• Leverage existing product
capability (QEngine)
• Connectivity to 3rd party
systems and databases
• Experience responding to
tight deadlines; Agile
framework
PRODUCT DESIGN
CAPABILITY
• Strong UI/UX design
capability
• Strong product/market fit,
e.g. DBS, MUMSS
• Focus on digital &
customer experience
• Regulatory, compliance
knowledge
STRONG TRACK
RECORD IN ASIA
• Multiple successful
deliveries and
integrations with large
Distributors across Asia
• Strong delivery presence
in multiple markets
• Cloud, enterprise, hybrid
Our CredentialsPowering digital wealth platforms in Asia, HK/GBA/China
DERIVATIVES
PEDIGREE
• Senior management
• with +10 years from
Technology Consulting,
Investment Management
and Trading Technology
• Strong Quant/Quantdev
capability
FULL E2E
JOURNEYS
• Experience powering full
propositions with pre/spot
sales journeys
• Strong straight-through-
process (STP) of
orders/trades
• Back-office integration
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Quantifeed Wins 5 Fintech Awards in 2020
A recognition of the company’s achievements across Asia
Fintech of the Year (Hong
Kong) 2020
The AssetET Net
Fintech of the Year 2019
Outstanding B2B Robo-
advice Platform 2019
Asian Private Banker
Best Robo Advisor Solution
Asian Private Banker Technology
Awards 2017, 2018 & 2019
Most Promising Fintech Startup
2019
IDC Insights
5 Fastest Growing Fintechs in
Hong Kong
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History and Milestones
Support for funds
added to platform
(previously only
listed
instruments)
Quantifeed
incorporated in
Hong Kong
First client signed First enterprise
deployment
Series A
Asian Private
Banker magazine
Best Robo Advisor
Solution Award
Opened office in Singapore
and appointed key
executives for region
Launched digiPortfolio, Asia’s first
discretionary robo solution
Launched first theme-based
investment solution for Taiwanese
investors
Co-developed Robo 360 – first
bank backed robo in Hong Kong
Entered the Japanese market as
part of “Global Financial City:
Tokyo” Vision
202120202013 2014 2015 2016 2017 20192018
Launched smartphone-based
discretionary investment
service
Asian Private Banker
magazine
Best Portfolio Management
Solution Award
ET Net
Outstanding B2B Rob-advice
Platform Award
Launched DPM solution forThailand’s top private bank
Launched robo bancassurance platform – first bank in
Taiwan to offer ILPs on a digital platform
Impetus Award in the Wealth Management Category
Series B
Series B+
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Overview of SolutionsQuantifeed’s products are packaged into solutions for its customer segments
Customer Segment Example Clients Products included
Customer-Direct +
Discretionary
Consumer Banks• Portfolio Manager
• APIs
Brokers / Banks• Portfolio Manager
• Customer
Customer-Direct
Consumer Banks
• Customer
• Index
• APIs
Brokers• Customer
• Index
Insurance / Bancassurance • APIs
Discretionary Private Bank / HNW • Portfolio Manager
Advisor-Led Private Bank / HNW
• Advisor
• Customer
• Index
Custom Private Bank / HNW • APIs
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Key Industry TrendsDriving innovation and product roadmap
GROWTH OF
WEALTH
• Asian mass affluent
fastest growing wealth
segment in the world
• Opportunity for advised
and discretionary models
as consumers recognize
need to invest
DIGITISATION
OF WEALTH
• Consumers across all
wealth segments demand
more digital engagement
models
• Move from product to
solutions/services
FEES, LIQUIDITY AND
TRANSPARENCY
• Need for automation
• Remove redundant layers
• Evolve outdated model,
e.g., fund manager,
custodian
• Use new technologies
WEALTH AND HEALTH
• Seamless experience
across insurance and
investments
• Platforms offering both
• Insurance selling wealth –
ILP
• Banks selling insurance
• Entry of consumer tech
Welcome to the age of
Wealthcare
THE FUTURE
AGEING
POPULATION
• Demand for retirement
solutions
• Intergenerational wealth
transfer – new generation
expects stronger service
model, engagement
DIVERSIFICATION
• Need for more complex
products – protection,
yield; e.g. structured
products
• Focus on ESG, green
• Private investments
enables financial
institutions to
provide what we call
wealthcare
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Customer Segments Facing Challenges
Private Banks / IFAs
• Lack of automation creating low-value customers that are uneconomical to service
• Digital services not meeting customer expectations or providing sufficient advisor productivity
• Limited digital presence limiting growth potential with younger generations, losing market share to new (more digital) entrants
Consumer Banks
• Offer limited wealth management services to mass affluent and retail customers
• Business model focused on pushing product to customers instead of solving their problems
• Slow to innovate and facing increased competition from more digital entrants
Insurance
• Agents reluctant to sell wealth products due to limited understanding and mis-selling risk
• Poor servicing of customers due to lack of tools and understanding
• Declining margins from traditional (non-wealth) insurance products
Brokers
• Volatile revenue and collapsing margins due to competition and zero-commission trading
• Lack of product and service differentiation
• Declining market share due to more competitive new entrants
Private
Banks /
IFAs
Improve scale, quality, and cost of customer
servicing through intelligent automation and digital
engagement of customers and advisors
Consumer
Banks
Engage all customers with relevant services that
address their financial requirements through digital
platforms
InsuranceEnable agents to offer personalised customer
solutions and grow wealth business
BrokersProvide high-value and differentiated services to
their customers and create more stable, high-
margin revenue streams
The Quantifeed Advantage
[Video] Quantifeed's Solutions and Clients
The Quantifeed Value PropositionQuantifeed delivers a digital advantage across multiple customer segments
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Our SolutionsEnable financial institutions to digitize their wealth management services
ADVISOR-LED
Empower advisors to service the needs of more customers
• Simplify/standardize processes
• Straight-through trade processing
• Manage customers post sale
DISCRETIONARY
Enable portfolio managers to scale their business
• Manage model portfolios
• Automate trade actions• Rebalancing at scale
CUSTOMISED
Create new digital solutions for your customers and business
• Power existing or new
applications• Use wide range of wealth
management APIs
CUSTOMER-DIRECT
Service self-directed customers through a digital channel
• Access underserved customers
• Provide engaging journeys• Leverage existing WM
business
Wealth management
solutions using
Quantifeed’s
QEngine products
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QEngine Advisor is an application for advisors to provide wealth management services to their customers
QEngine Index is a library of quantitative asset allocation and thematic investment strategies
QEngine Portfolio Manager is an application for managing and rebalancing portfolios
QEngine Trading processes orders, trades and back-office activities, and integrates with external systems
QEngine Connectors enables connectivity to existing systems to provide faster delivery
QEngine Administrator is an application to support platform management activities
QEngine Customer is an application for investors to access wealth management services
Customer Advisor Portfolio Manager Administrator
Trading Connectors Index
QEngine APIs provides functionality to power wealth management applications
APIs
Our ProductsPower your digital wealth management solutions with QEngine Products
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QDiscovery
QDiscovery Service defines the digital
wealth management proposition that
maximizes product-market fit and ensures
a successful launch
Design
Design Service creates products that provide engaging end-user experiences and
enhance productivity
Quant
Quant Service develops customized model portfolios and
other investment strategies
Delivery
Delivery Service configures and
integrates QEnginewith in-house and
third-party systems
Support
Support Service responds to operational aspects of the platform
Our ServicesExpertise to help you maximize the value of your solution
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Quantifeed’s Products and ServicesDigital wealth management solutions powered by QEngine
CustomerApplication for investors to access wealth management services
AdvisorApplication for advisors to provide wealth management services to customers
Portfolio ManagerApplication for managing and rebalancing portfolios
AdministratorApplication to support platform management activities
TradingProcesses orders, trades, back-office activities; integrates with external systems
APIsProvides functionality to power wealth management applications
ConnectorsEnables connectivity to existing systems to provide faster delivery
IndexLibrary of quantitative asset allocation and thematic investment strategies
QDiscoveryDefine digital wealth management proposition that maximizes product-market fit
and ensures a successful launch
DesignCreate products that provide engaging end-user experiences and enhance
productivity
QuantDevelops customized model portfolios and other investment strategies
DeliveryConfigure and integrate QEngine with in-house and third-party systems
SupportRespond to operational aspects of the platform
Products Services
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QEngine delivers full breadth across WMPlatform offers +65 functions to cover all major wealth management activities
Use cases
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Driving digital wealth success Powering digital propositions with QEngine
Helping our clients to launch winning
digital wealth management platforms
Market knowledge
Customer Experience
Integration
Delivery track record
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20,000,000
40,000,000
60,000,000
80,000,000
100,000,000
120,000,000
140,000,000
160,000,000
Asset growth in Year 1 (US$)
Assets after Year 1 (US$)+$140m
Customers after Year 1+4,500
Asset and Customer
growth rate in Years 2-33.2x
Platform metrics per market
and client segment
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20,000,000
40,000,000
60,000,000
80,000,000
100,000,000
120,000,000
140,000,000
160,000,000
Asset growth in Year 1 (US$)
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
5,000
Customer growth in Year 1
Assets after Year 1 (US$)+$140m
Customers after Year 1+4,500
Asset and Customer
growth rate in Years 2-33.2x
$19,692Assets per customer
2.3Number of portfolios or goals per customer
94%Inflows coming from regular savings plans
78%Offline acquisition via RM or bank teller
Performance of Digital Wealth PlatformsPlatform metrics per market and client segment
44%Customers are first time investors
58%Customers in age group 25-45 years old
2.1Number of monthly logins per customer
Client segments
mass aff luent and w ealth clients in SG, TW and TH
Product
end-to-end digital platform w ith RBI TBI or GBI journeys
Investment
globally diversif ied multi-asset portfolios of mutual funds or ETFs
Channel
mostly digital, some hybrid (i.e. RM, advisor, branch bank teller)
Product proposition
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Digital Wealth Platforms – Case Studies
digiPortfolioEffortlessly matching customers with investment portfolios designed for their risk tolerance and needs
Mirai ValueMobile app for first-time investors leveraging MUMSS investment team
Robo 360Creating wealth plans to help customers achieve their financial goals
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digiPortfolio
Customer-Direct / DiscretionaryEffortlessly matching customers with investment portfolios designed for their risk tolerance and needs
Using QEngine Portfolio Manager, APIs
Project Highlights
Asia’s first robo based on discretionary management, combining human expertise and technology
Customized technology to power DBS’s unique investment journeys
Fast time to market QEngine implemented with seamless integration in six months
“DBS digiPortfolio addresses issues such as the lack of time, highupfront fees and inertia due to tedious processes. DBS digiPortfoliosimplifies this process, especially for first-time investors."
-Lim Soon Chong, Managing Director and Regional Head of Investment Products and Advisory,
Consumer Banking and Wealth Management Business, DBS Bank
Mirai Value
Customer-Direct / DiscretionaryA discretionary portfolio management service for first-time investors available on smartphone
Using QEngine Customer, Portfolio Manager
Project Highlights
Designed for mobile and localized to Japanese market. Fully integrated with MUFG’s existing trading, CRM and customer account systems
Enhanced features, including shortened rebalancing cycle, funding via ATM (offline to online), file-based trading
Available to all MUFG retail customers. Unique integration to the bank’s ATM service for offline funding options
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“Leveraging Quantifeed’s technology, Mirai Value will empower investors with a professionally
managed, well-diversified portfolio, without the need for advanced financial knowledge. We
have positioned Mirai Value’s “wealth advice supported by leading technology” as one of our
core services, as we would like to support the younger generation’s financial Mirai(future).”- Naoaki Fujitani,
Deputy General Manager,
Mitsubishi UFJ Morgan Stanley Securities
Cathay Robo
Customer-DirectCreating wealth plans to help customers achieve their financial goals
Using QEngine APIs, Trading, Index
Project Highlights
Powering multiple investment journeys to serve more customer segments
Goal-based, Theme-based and Investment linked
Insurance offerings
Enables third-party asset managers to load and manage model portfolios
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“We have developed a strong relationship by working closely with Quantifeed to build our digital
wealth management platform. We’ve experienced first-hand the company’s relentless focus on
servicing its clients and its ability to deploy cutting-edge technology to create digital wealth solutions.”- David Sun
Senior Executive Vice President for Cathay Financial Holdings
Robo360
Customer-DirectCreating wealth plans to help customers achieve their financial goals
Using QEngine Customer, Index
Project Highlights
Hong Kong’s 1st Bank to launch Goal-based Investing Platformcombining world-class asset management and technology
Portfolios personalized for each investor using CITIC's extensive fund universe
Flexible Architecture enabling continuous innovation for multiple future product launches
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“CNCBI is pleased to be the first bank in Hong Kong to deliver a goals-based robo-
investment advisory service to customers. Robo 360’s easy-to-use interface guides
customers seamlessly through their investment journey, from setting goals to
achieving them, making it simple to get sensibly invested in the diverse portfolios.
With a low initial investment amount of USD 100 and fees of only 1%, the service is
a watershed offering which will make goals-based investment much more
accessible and affordable for retail customers in Hong Kong.”- China Citic Bank International
AI-Portfolio Investing
Customer-DirectGiving customers convenient access to investment themes of the day
Using QEngine Customer, Index
Project Highlights
Extensive selection of rigorously constructed thematic, asset allocation and quantitative strategy model portfolios
Portfolios governed by fully transparent and objective rules, avoiding discretionary management biases
Engaging digital journeys to guide advisors and investors
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“EBSHK Direct AI-Portfolio Investing empowers our clients who prefer to manage theirwealth online and to stay ahead of the market with a self-manageable and affordableHong Kong stock portfolio management solution that combines smart data analytics,qualitative and quantitative research."
-Jonathan HsuDirector, Head of EBSHK Direct and Digital Business, Wealth Management and Brokerage, EBSHK
Investment-Linked Policies
Customer-DirectHelping customers achieve their life-goals with investment linked insurance policies
Using QEngine APIs, Trading
Project Highlights
1st Bank in Taiwan launching robo bancassurance platform
Seamlessly Integrated with Cathay Life systems and providing enhanced customer engagement with real-time investment information
Online to offline experience supporting customers and meeting regulatory requirements
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Mandate Service
DiscretionaryA discretionary portfolio management solution
for Thailand’s top private bank
Using QEngine Portfolio Manager
Project Highlights
A discretionary portfolio management solution for UHNW and mass affluent customers to invest in portfolios of offshore ETFs and funds
A tool for portfolio managers to more efficiently manage customer accounts and scale their business through automation
Fast delivery solution that enabled the private bank to monetize and capture the market early with enhanced regulations
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“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.”- Narit Kosalathip,
Head of Wealth Management Group at Kiatnakin Phatra Securities
Thematic Investments
Advisor-ledEnabling multi-family office to offer thematic investments to HNW clients, via advisor or directly
Using QEngine Customer, Index
Project Highlights
Thematic portfolios designed by Quantifeed and third party portfolio managers
Enabling advisors to manage customer accounts and portfolios with efficient trade processing and rebalancing
Improving customer service with transparent and real time performance reporting
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Product Capability
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Quantifeed’s Advice and PM capability
CUSTOMER
APPLICATION
• Customer application or
APIs to power D2C
channel
• Support multiple
investment propositions,
solutions and journeys
PORTFOLIO MANAGER
APPLICATION
• Application or APIs to
support PM work-flows
and e2e journeys
• Manage model portfolios
• Manage, rebalance, view
customer portfolios
ADVISOR
APPLICATION
• Application or APIs to
support Advisor work-
flows and e2e journeys
• Customer onboarding,
advice, proposal,
implementation, servicing
CONNECTIVITY TO
EXISTING SYSTEMS
• Leverage existing
systems and databases –
including core wealth
system (e.g. Avaloq),
market data (e.g.
Morningstar), CRM,
email/SMS gateways
Cloud or hosted PaaS with
broad functionality that can
be customized to suit FI’s
Advice and PM
requirements
QUANTIFEED SOLUTION
ORDER
MANAGEMENT
• Automation of order
generation and
management
• Support straight through
processing of
orders/trades with
minimal manual
intervention
SMART
REBALANCING
• Bulk (i.e. mass) or single
rebalancing of customer
portfolios
• Algorithms to optimize for
drift, speed and other
requirements
• Similar algos for other
portfolio actions
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Model Portfolio Algorithms
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Customer Acquisition
Customer Profiling
Financial Planning
Investment Advice
Investment Purchase
Investment Review
Investment Manageme
nt
Customer Manageme
nt
OnboardingCustomer Fact
Finding
Holistic Current Wealth View
Pre-trade Compliance
Investment Performance
KYC
Investment goal calculators
Model Portfolio Advice Engine
Trade Capture
Account statement
Top-ups, Withdrawals & RSPs
Risk Profil ing
Model Portfolio Research
Order ManagementInvestment
Monitoring & Alerts
Fee Calculation
Projections of wealth view
Suitability
Investor Education & Marketing
Proposal Generation
Exis ting Portfolio Health and Suitability
Lead and Pipeline Management
Model Portfolio Management
Research Content Authoring
Discretionary Rebalancing
Customer Portal
Digital Collaboration
CRMCustomer &
Account View
Cu
sto
mer
Fac
ing
Inst
itu
tio
n
Ad
viso
r /
Po
rtfo
lio M
anag
er
QEngine Client / 3rd Party
Ins trument Universe Management
Position Reconciliation
Model Portfolio Rebalancing
Prospect Creation
Research Content
Scaling your business with QEngine
DPM
Teaser & Marketing
Discretionary Transactions & Close
Roadmap
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Instructions
Buy
Sell
Top-up
Withdraw
Rebalance
Validation
Pre-trade checks
Available funding
Position
Generation
Constraints
Weights / Units
Order optimisation
Drift / targeting
Execution
Order Types
Algo Parameters
Queuing
State management
Aggregation
Allocation
Routing
Exchange rules
Fat-finger checks
Destinations
Trading Destination(e.g. Domestic Broker)
Institution
Trading Destination(e.g. International Broker)
Trading Destination(e.g. Asset Manager)
Buying Power
Available FundingFunding Sources
Back officeTransactions
Trade Reporting
Reconciliation
Corporate Actions
Fees
Customer
Adviser / Agent
Portfolio Manager
Institution QEngine Trading
QEngine Trading
3838Please refer to the disclosures located at the end of this document
Retirement
Income Solutions
Provide investment and consumption advice to retirees
Investment
Aggregation
Provide consolidated financial views and projections
Fractional,
Odd Lot Trading
Lower investment barriers for mass retail
ESG and Climate
Change Options
Strengthen investment choice and align with millennial preferences
Single Instrument
Investment Journeys
Simple wealth management for retail and emerging affluent
Structured Products,
Bonds
Wider instrument range, align with PB1 / IFAs segments
Direct Indexing
Applications
Reduce fund fees, increase transparency
Wealthcheck
features
Stronger financial planning, advice and integration to banking services
GBI Proposition
for Insurance
Wealth solutions through ILP and other insurance channels
Master Ledger
Re-Platforming
Remove unnecessary infrastructure and costs in TA /
custody business flow
Goals 2.0
Create more personalized, wholistic and dynamic investment services
Customer
Acquisition
Leverage 3rd-party data analytics to strengthen end-
customer acquisition rate
3 MONTHS 6 MONTHS 12 MONTHS +12 MONTHS
1. Private Bank
Product Roadmap Highlights
Architecture and Integration
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• Or in point form
• Or in point form
• Or in point form
Quantifeed delivers an open,
modern and evolving
architecture combining
in-house expertise with
industry best practice
Platform service layers
• Or in point form
• Or in point form
• Or in point form
• Microservice based architecture
deployable to cloud or on-premise
• Horizontally and vertically service scaling
to support millions of transactions per day
and headroom for peak periods
• Live with very large financial institutions
with requirements for several million
accounts
• Full account, order, trade position
hierarchy with links for execution and
reconciliation to custody platforms
• API based architecture for ecosystem
extensibility
• Integration Acceleration Technology (IAT)
for streamlined and time-to-market
connectivity
Modern, scalable architecture
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Integrated end-to-end JourneysQEngine integrates with existing systems to power digital wealth journeys
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SaaSCloud
Hybrid On-premPrivateCloud
Examples: execution and custody, listed securities and funds, market data providers, messaging, cloud hosting
Our track record of delivering to Asia’s financial institutions is second to none. The platform architecture provides standalone,
cloud-based, white-labelled solutions for quickest time to market all the way to on-premise for many of our largest enterprises.
Deployment Choice
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Example IAT Connectors
The Quantifeed Integration Acceleration Technology (IAT) enables connectivity to cloud and enterprise systems.
IAT utilises a domain specific language (DSL), integrated test system and plug-in architecture to achieve multi-format and
multi-protocol integrations via a declarative configuration-based or code-based approach. Faster delivery while leveraging
existing platform investments.
Integration Category Protocols Example System Integrations1
Authentication &
Authorization
OIDC, OAuth 2.0, SAML, LDAP, JWT, Custom
TokenActive Directory, Public/Internal SSO providers
Notifications &
MessagesSMTP, SMS, API
2, File
3Mailchimp, Outlook, Twilio
Order ManagementFIX (multiple versions), API
2, Message Queue,
File3, Email
Avaloq, Interactive Brokers, IRESS, Pegasus (NRI),
Saxo Bank, Unitrade
Back Office API3, File, Message Queue Avaloq, Finacle, Pegasus (NRI), Saxo Bank
Asset Management File3
Conning, Franklin Templeton, Quantifeed
Market Data API2, File
3FactSet, Morningstar, Refinitiv
Notes1. Examples are not exhaustive. QEngine via custom interfaces has integrated with other vendor and in -house systems2. REST, SOAP 3. Import/export includes CSV, Excel, PDF
Integration Acceleration
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QEngine Connectors enables connectivity to existing systems to provide faster delivery
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Disclosures
The content of this document / communication is provided for the sole use and benefit of the recipient acting on its own beha lf. It must not be attributed to Quantifeed (except internally on a ‘need to know’ basis to enable
the recipient to use it for its intended purpose). It must not be passed on or otherwise distributed to any third party, or to the public or any section thereof in any place, and may not be relied upon by any such person. It is
not an offer or invitation in respect of any services in any place where such offer or invitation would not be permitted, or would require Quantifeed to obtain any license, permit or consent from any securities regulator. To
the extent permitted by applicable law all express or implied conditions, warranties and other terms are hereby excluded and Quantifeed accepts no responsib ility for such content, save as specifically agreed in writing with
the recipient.
The recipient is responsib le for all content housed on its behalf within Quantifeed Software and must thoroughly review, undertake its own assessment of, adapt (as appropriate) and adopt as its own, any inform ation or
other material provided by Quantifeed to assist the recipient to develop such content.
Quantifeed does not deal in (or arrange dealings in) or advise on securities or other financial products or otherwise execute or route trading orders, nor provide asset management services, in any place. Without limitation,
it does not conduct these or any other activities that are “regulated activities” for the purposes of the Securities and Futu res Ordinance of Hong Kong; nor provide “financial advisory services” as defined under the Financial
Advisers Act, Chapter 110 of Singapore or “fund management” as defined under the Securities and Futures Act, Chapter 289 of S ingapore. Where any person to whom Quantifeed has agreed to supply Quantifeed
Software wishes to carry on or procure any such activities, they and any related licensing or other compliance matters are the sole responsib ility of that person and any other providers procured by it.
