Investment Advisory & Discretionary Investment Management

2min

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:

  1. Advice information
  2. Purpose & risk
  3. Knowledge & experience
  4. Financial Situation
  5. Sustainability
  6. Advisory
  7. Proposal

It is possible to rearrange those steps in the flow, whereas "Advisory" and "Proposal" tab must remain as the last final steps.

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Updated 21 Apr 2023
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