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 ‘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

Click here to request a configuration change