• is now A business unit of

    Finantix acquires Asian FINTECH firm Smartfolios to
    add quant enabled financial advisory and portfolio
    management capabilities to its digital wealth platform
  • Redefining robo

    advisory for

    financial institutions

    Advanced and real-time quantitative investment
    engines and analytics tools to empower all
    stakeholders along the advisory value chain
  • Quant enabled

    advisory and

    investment tools

    Our quantitative approach and enterprise -grade
    technology provides the foundation for advanced
    tools that enable our clients to redefine their
    advisory and investment solutions


Elevate all stages of your digital advisory and investment processes with our real time, quantitive engines and analytics foundation, supporting all your key stakeholders across multiple channels and devices.

Our Features

Inject at each stage of the your wealth management process, from strategy building to investment proposal, from monitoring to rebalancing, the kind of quantitative tools and services that best fit your business vertical, your stakeholders and customer segments, your go to market and engagement strategy.

Advanced quantitative based architecture and data mart enabling deep market data dive, strategy modelling and back testing, simulation, monitoring and reporting

Full House View support along the advisory process: research, design, build, communicate, implement, monitor, measure and optimise

Artificial Intelligence extendable models and features based on reasoning, machine learning and predictions techniques

Full quant based Robo advisory engine with investment portfolio building and rebalancing rules and algorithms, advanced risk analysis, end to end order flow capabilities, portfolio performance reporting and analytics

Platform for all stakeholders involved in the investment process: CIOs and investment specialist, portfolio manager and EAM, relationship manager and financial planner, individual and institutional customers

Extendable with more than 100 components and modules coming from over 15 years Finantix experience with top tier financial institutions

Granular APIs and micro services to accelerate delivery and management of a fully digital B2C or B2B (robo) advisory service for all your business channels and client segments

Available as pure Cloud option or on-premise deployment. Contact us to become part of Smartfolios on demand QuantCloud beta service for selected modules, or simply deploy into your enterprise infrastructure

Comprehensive and differentiated suite of investment models: asset allocations and model portfolios, thematic, fundamental and technical portfolios and generation of tailored investment ideas

Advanced investment analytics and quant based tools to enable and deliver your real-time (robo) advisory and portfolio management services and processes

layout styles

Harness the power of quantitative modelling to provide tools covering the holistic financial advise and investment process flow

  • Robo thematic and personalised portfolios
  • Strategy builder for the CIO office
  • House view distribution
  • Advanced analytics and continuous portfolio fine tuning
  • Wide product taxonomy and real-time thematic-style analysis

At smartfolios, our vision is to build the market leading quant based advisory, insights and portfolio management platform. At all times, we are driven by excellence as we forge long-term, mutually beneficial partnerships based on integrity and trust.

Contact us


9A/B Keong Saik Road
Singapore 089117

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