Customer portal

Configuration change request

3min

Intro

This process is used for any configuration change you want implemented in DAP, such as:

  • Text changes
  • Changes to fields
  • Financial model changes
    • Risk model
    • Universe
    • Portfolio
    • Cost model
  • Sustainability assessment
  • Configuration of a new released feature

Steps

  1. Customer - Enters information in the form β€˜Quantfolio Configuration Request From’ (linked below)
  2. Quantfolio - Sends quote for signature/acceptance
  3. Customer - Sign/accepts quote
  4. Quantfolio - Request is put in queue, implemented and invoiced

Link

ο»ΏClick here to request a configuration changeο»Ώ

ο»Ώ

Updated 21 Apr 2023
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