Quattro

Our APIs let you scale your wealth business.

Funds ranking, Model Portfolio recommendations, Client Documentation, Client Communications. These are some of the ways we help your business.


Get started in under 5 minutes
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Clients have already entrusted Quattro to run their advice and fund switching process for over £1.5bn of assets.Try it out for yourself.

How does it work?

We give you tools to smoothly run the fund switching process for your wealth advice business, freeing you up to do what really counts - focus on your clients' wealth.

Our Services

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Model Portfolios

Rebalance Model Portfolios simply, quickly and consistently.


Funds perform; the world changes. Information drives your world-view and your model portfolios.


Populate each rebalanced model portfolio with the very best funds.

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Factsheets

Beautiful, data-led documentation.


Present your newly-built model portfolio recommendations using any or our templates and stylesheets.


Add your own text, tailor with your own branding.

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Two-way Investor Communications

Inform clients about their rebalanced model portfolios.


Personalise messaging with intuitive prompts throughout the fund switching window.


Log client discretion and comments.

The Quattro Process

It starts with you and your clients. Discovering how you've mapped your clients' investment journeys takes Quattro about a day.

Model Portfolios. Maintaining broadly diversified portfolios rests near the heart of your business. Those portfolios are a mix of liquid investments across sectors and geographies and are rebalanced regularly as market conditions change.

Clients. You know your clients and their attitudes to risk. Investors’ risk appetites are grouped and mapped across dozens of models.

Communications. Finally, your investors must be kept informed about their wealth and the performance of the strategy. If non-discretionary, when recommending fund switches you'll also gather investor consent.

Investors entrust you as wealth manager because of your track record and your ability to execute a market strategy. Information is key to your business. Add Quattro to scale your execution.

About You

Every wealth firm is different and Quattro must be tailored to you.


You know the data sources you need, your disclaimer language, your clients, the factors driving funds ranking etc.

Config in about a day.

Rebalance Model Portfolios

Your data stores update.


The Investment Management team can rerank all of the funds, rebalance your strategic asset allocations and create your new model portfolios.

Rerun whenever you need.

Create Factsheets

You've provided the templates – or easier still, just used one of our pre-existing templates or stylesheets.


As soon as your data sources (numeric, textual, images) have been updated, automatically build out all of your new factsheets.

Rerun whenever you need.

Investor Communications

Supply the wording for your messaging templates, set up the messaging schedule and run.


Your clients receive dynamic messaging through the acceptance window allowing them to accept or reject your proposed fund switches.

Rerun whenever you need.

Get started in 3 simple steps

Excel, File Manager, Search - Quattro will feel instantly familiar, and the whole team can begin collaborating right away.

Get Key

Open your account. It's free to get started.

Configure

List then upload your inputs & settings and Quattro reshapes itself around you.
We'll be there to help you get this done in no time.

Add Models

Models aren't just financial.
A model is anything that transforms data.
The data can be words, pictures, emails, anything you do at your desk really.
Bring your own or let us build one for you.

Prefer a video?

Data Pipe

Like adding tabs to a spreadsheet.

Initialise data pipe
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But now all the team can work simultaneously.

Sliders

Simple controls for super-flexibility.

Add slider controls
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Your clients will love them - simple set-up; edit whenever.

Model

Anything Excel does, Python and AWS do better.

Add a model
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Bring your own model, or let us build for you.

Our APIs

Unless you're on the tech team you don't need to worry about our APIs. But they are here if you want to read about them.

Well-documented, lightning-fast.

Our APIs are here to give you only what you need, when you need it.

They serve globally and use latency-optimised routing.

The latest serverless approaches allow us to process 1,000s of requests per second.

Activate

Get and verify your key.

Get key
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Once you've got your key, these are the APIs you can use.

Go to any API for details on installation and use.

bookRunner

Rebalancing your Model Portfolios.

models

clientRunner

Prepare Client Documentation.

docs

clientHandler

Handle client communications; gather discretion.

comms

Our Team

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Donal Carville, CEO

Donal has more than twenty years’ experience in corporate & investment banking. From 2005 Donal was in Mizuho’s proprietary area, where he helped establish, build and run a business focused on longevity. Amongst other outside interests Donal also holds a directorship in a medical research company.



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Stefano Salvi, CTO

Stef has over 25 years’ experience in delivering systems having to deal with high volumes of data. He has implemented solutions for challenges faced by large companies in the mining, health, entertainment, oil, and financial industries.



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Keith MacDonald, Chairman

Keith has over 25 years of international experience in banking, accountancy and corporate finance. He has held a variety of directorship activities including public companies listed in NY, London and Dublin. Keith is an angel investor, most notably with Ziylo, a $800mm transaction.



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Matt Sheridan, Data Science

Matt worked in the City for over 20 years where he designed the infrastructure to enable structured credits to be booked and managed as tradable securities.



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Clifford Jackson, Tech

Cliff is a polyglot who enjoys implementing technology to solve difficult problems. Cliff has over 22 years' experience in delivering systems in the banking environment.



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Barry Brennan, Funds

Barry is a corporate financier with over 20 years' international experience at Citigroup in London and Rabobank International where he headed Structured Finance in Ireland as well as the European Financial Innovation Team.



Get in touch

If you would like to hear more about any of our services, please drop us an email and let's see what we can do together.

Or just give us a call on 078 3119 6739.