Investment Advisory & Discretionary Investment Management

investment advisory and discretionary mandate flows are documented and devided into subtopic in menu on the left side deep alpha platform provides a range of possibilities for configuration this document gives an introduction on how quantfolio resources can configure the solution, its possibilities and limitations investment flow investment flow is divided into following steps advice information purpose & risk knowledge & experience financial situation sustainability advisory proposal it is possible to rearrange those steps in the flow, whereas "advisory" and "proposal" tab must remain as the last final steps deep alpha platform quantfolio