Getting Started with Deep Alpha

Last updated: 03.10.2025

Great to have you here. In this Getting Started section, you'll get a bird's-eye view of the platform. We recommend all new users spend some time here familiarizing themselves with key concepts before diving into your first advisory case.

What does our platform do

Our wealth management platform is built to help you provide premium investment advice efficiently to all your clients. Through intuitive interfaces for both advisors and investors, we make the investment advisory process engaging, efficient, and compliant.

Powered by our investment engine, Deep Alpha allows you to implement your investment philosophy consistently across all client interactions—whether in person, online, or through hybrid channels.

Key capabilities:

• Streamlined advisory workflow from client profiling through proposal generation
• Model and custom portfolio construction
• Portfolio management and rebalancing for existing accounts
• Client-facing proposals with compliance documentation
• Integration with your existing systems and processes

Who uses it

Our platform is designed for financial advisors and wealth management professionals who want to deliver high-quality investment advice efficiently. Whether you're an independent advisor, part of a larger firm, or working within a bank's wealth management division, the platform supports your advisory process from initial client meeting through ongoing portfolio management.

As a trusted vendor to nation-wide Nordic- and European banks and wealth managers we aim to be a responsive partner with a very high focus on customer driven innovation.

What it helps accomplish

Efficient advisory workflow

Move seamlessly from client risk profiling through goal setting, portfolio construction, and proposal generation—all in one platform. Spend less time on administrative tasks and more time with clients.

Consistent investment philosophy

Implement your firm's investment approach systematically across all clients. Whether using model portfolios or custom solutions, ensure every recommendation aligns with your methodology.

Better client experience

Present professional, clear investment proposals that clients can easily understand. Engage clients with intuitive interfaces that make the advisory process collaborative rather than transactional.

Compliance confidence

Built-in documentation and compliance features ensure you capture necessary information and disclosures throughout the advisory process, reducing regulatory risk.

Next steps

Before you start working with clients in the platform, familiarize yourself with these key concepts:

• Investors - How client information is structured and managed
• Flows - The stages from initial meeting to investment proposal
• Sessions - How your work is organized and saved
• Proposals and PDFs - Client-facing documents and outputs
• Investment Philosophy - How to implement your firm's investment approach

Once you're comfortable with these fundamentals, you're ready for working efficiently in Quantfolio.

Updated on: 30/09/2025