Technology Awards 2023 – Best Portfolio Management Solution

Best Portfolio Management Solution



Best Portfolio Management Solution

Alex Ypsilanti

co-founder and CEO

Ross Milward

co-founder and CTO

Winning the Best Portfolio Management Solution award perfectly reflects how we bring innovation through our ‘Build, Distribute, Manage’ solutions and capabilities.

I want to thank our amazing team for their consistent efforts and dedication. Of course, none of this would be possible without the support and trust of our clients.

It’s an exciting time for us here at Quantifeed as we continue to forge ahead and push boundaries in the wealth management industry. This marks an exciting chapter in our journey, and we are committed to building and powering the next generation of digital wealth platforms for financial institutions in Asia, EMEA, and the US. Watch this space!

What was behind the judges’ decision?

  • Quantifeed demonstrated to the judging panel that it continued to develop its business among the wealth management and private banking communities during the period under consideration for the Technology Awards, including the onboarding of new relevant clients
  • The company has meaningfully enhanced its proposition to the industry following the acquisition of UK-based fintech Alpima, including an artificial intelligence-based portfolio check – including tailored portfolio recommendations – and Next Best Action, providing data-driven insights on portfolio optimisation
  • During Quantifeed’s presentation to the Technology Awards judging panel, the company’s executives were able to present a number of convincing advisor-led use cases that were pertinent to the region, showcasing how the solution is being used to deliver tangible results to private banks and wealth managers

What we said

“We are honoured to present the prestigious Best Portfolio Management Solution award to Quantifeed at Asian Private Banker’s Technology Awards 2023. With its commitment to simplifying, automating, and enhancing portfolio management procedures at private banks, Quantifeed has redefined the landscape of wealth management,” said Daniel Shane, editor of Asian Private Banker and chair of the Technology Awards judging panel.

“By streamlining complex processes, Quantifeed has empowered private banks to optimise their portfolio management strategies with ease and efficiency. Through its expertise, Quantifeed has succeeded in simplifying the intricate and set new benchmarks for automation, empowering private banks to achieve exemplary results.”

Contact Us
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