Release Notes 1.17.0
We are thrilled to introduce our new Digital Investment Assessment feature, designed to enhance efficiency in investor interactions, increase investor engagement, and support hybrid advisory models.
Key functionality:
- Customizable Digital Flows: Investors can now access and complete customizable digital flows, which are directly integrated into Deep Alpha sessions. This enables the seamless incorporation of investor-provided data into the advice session, optimizing preparation and participation.
- Seamless Integration with Deep Alpha: The digital investment assessment can be initiated directly within Deep Alpha when creating new investment advice, streamlining the process.
This feature requires activation and configuration tailored to your specific needs. To explore how Digital Investment Assessment can transform your advisory services and to arrange a demonstration, please contact our delivery team.
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We have integrated Target Market Assessment into our order execution process, elevating the pre-order checks to ensure suitability based on investor type and their knowledge/experience. This is also presented in the order execution PDF. This enhancement strengthens compliance and enhances decision-making capabilities, aligning investments more closely with investor profiles. To discover more about how this feature can enhance your operations and to arrange a demonstration, please contact our delivery team.
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We've made several key enhancements to Deep Alpha to optimize the advisory process when utilizing the transaction list and accounts integration:
- Streamlined Transitions: Improved the transition from the advisory page to the proposal page to support scenarios that do not require initial deposits or monthly savings, facilitating portfolio rebalancing.
- Enhanced Analytical Accuracy: All analyses on the proposal page and within the PDF now accurately reflect the total existing holdings brought into the advisory, plus any initial deposits, ensuring more precise analysis.
We have added support for pushing account name through the accounts integration, allow you to display the account name in the financial situation when populating internal holdings.
The Quantfolio team hopes you enjoy the new functionality and enhanced user experience. If you encounter any issues or have any questions, please do not hesitate to reach out to us here Additionally, if you have any suggestions for new features or improvements, please let us know here.ο»Ώ
Release date: TBD Version number: 1.17.0
