The AI investment infrastructure banks, brokers and advisors plug into their wealth platforms. Research, portfolio construction, advisor-supervised recommendations, compliance review and client reporting, delivered through one API-first, white-label operating system. No core-system migration required.
Wealth teams still build portfolios, suitability reviews, client proposals and reports across disconnected research tools, spreadsheets, CRMs and compliance systems. QINV turns that fragmented workflow into one governed investment engine, without forcing a core-system migration.
Run research, backtests and portfolio optimisation from one API. QINV combines proprietary quant work, mandate constraints and client profiles to generate allocations, rationale and reports your advisors review before anything reaches the client.
Generate risk-aware allocations and rebalance recommendations for each client profile. Advisors stay in control, approvals remain inside your workflow, and every recommendation carries its rationale, inputs and a compliance audit trail.
Deploy only what you need: one API, a white-label advisor workspace, or a full investment operating system. QINV adapts to your brand, permissions, approval rules and the platform you already run.
Carry QINV intelligence all the way to the end investor: digital onboarding, suitability, conversational AI and client-ready reporting on one white-label rail, from first contact to the proposal on your client's screen.
The complete wealth lifecycle, unified into infrastructure your institution builds on. Live in production with partner institutions today, with more signed and in rollout.
QINV augments advisors and institutions. Recommendations, approvals and audit trails stay inside the partner's supervised workflow.
Six core services, one engine. Take the whole operating system, or call only the modules you need into your own platform. API-first by default, white-label by design.
Construction, optimisation and rebalancing to the efficient frontier of every mandate.
Risk-aware, profile-driven allocation with advisor-supervised rebalance workflows.
Modular blocks assembled into the exact platform your institution needs.
Client onboarding and CRM that feed every other service in the stack.
Suitability, disclosure and audit built into every recommendation at source.
Client-ready reporting and house views, generated automatically and on-brand.
QINV is built API-first and sits beneath your brand, governance and advisor workflow. Start with one focused integration, then expand module by module, up to the full operating system.
QINV sits between the systems you already run and the clients you already serve. Your apps, advisors and CRM call the QINV API, the engine returns research, allocations, compliance checks and reports, and every recommendation passes through your approval layer before it reaches an investor. No core-system migration.
White-label and governed by you. QINV runs under your brand, your permissions and your supervisory rules. We are the engine, never the front of the relationship with your client.
From the first client interaction to the final report, every stage of the wealth lifecycle is a QINV API. Call one into your existing platform, or chain them into a full operating system, your brand and your advisors on top.
KYC, client profile and suitability.
Research, signals and multi-model backtest.
Optimisation toward each mandate's frontier.
Advisor-approved orders, rationale per trade.
Suitability, disclosure and audit at source.
Client-ready, on-brand reports generated for you.
Proposals, web and WhatsApp, white-label surfaces.
API-first, plug into existing infra. Every endpoint sits beneath your brand, governance and advisor workflow, with a human in the loop wherever a recommendation becomes a decision.
A dedicated integration track takes you from scoping to production without ripping out what you already run. Start with one module, prove it, then expand to the full operating system on your timeline.
We map your stack, the modules you need first and your compliance and governance rules.
Your team calls the API in sandbox while we configure your brand, permissions and approval workflow.
Launch one module in production, then expand across the lifecycle as adoption grows.
The same infrastructure powers very different businesses. Each starts with the module that matters most to them, then grows into the rest of the stack.
Give every advisor institutional research, suitability and proposals on demand, under your brand and supervision, without rebuilding your core.
Embed portfolio construction, rebalancing and reporting directly into the platform your clients already use.
Run a full investment desk, research, construction, compliance and client reporting, from one workspace, no quant team required.
Launch a fully branded wealth experience for your end users, with QINV running the intelligence behind the screen.
Add regulated investment products and managed strategies to your app, across traditional and digital assets, through one integration.
Bring quant-grade research, multi-asset construction and consolidated reporting in-house, with full control and audit.
We launch each institution through a dedicated integration track, then scale through modular APIs and reusable workflows. A licensed and regulated securities advisory and research firm, regulated in Brazil and registered in the United States.