Automate middle and back office, from onboarding to execution, reconciliation, rebalancing and personalized reports. Investment intelligence built in. Your team in control.
Every new client brings accounts, documents, transactions and reports. QINV connects the work across your institution so teams can serve more clients without repeating it in disconnected systems.
Ingest and normalize data. Reconcile positions, movements and cash. Route exceptions with their evidence and financial impact. Your team handles the decisions that need judgment; QINV handles the repeatable work.
Research, construct and rebalance portfolios against each mandate. Connect approved proposals to orders, fills and settlement, with suitability checks, institutional policies and an audit trail throughout.
Trace positions, prices, NAV and returns to their sources, calculations and approvals. Resolve discrepancies before publication. Keep dashboards, client reports and fee calculations aligned to the same approved version.
Connect onboarding, suitability, follow-ups and personalized reporting under your brand. Give every advisor the client context they need, while QINV coordinates the operational work behind the relationship.
The complete wealth lifecycle, unified into one platform your institution owns and operates. 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.
Al Moammar Information Systems (MIS), a listed Saudi systems integrator with four decades of relationships across the Kingdom's banks, leads distribution and adds its own cloud and cybersecurity infrastructure. QINV is the technology layer.
Two fronts: fully branded white-label AI investment products for retail and challenger banks, launched without replacing the core; and a complete operating system for wealth managers, family offices and private banks. Every regulated activity stays with the client institution, under its own CMA and SAMA authorizations.
Screens from the QINV Advisor OS sandbox: live software with illustrative client data. White-label by design: your deployment ships in your brand, your language and your approval rules.
Every mandate is optimized toward its efficient frontier, then supervised by your advisors before it reaches a client.
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. These six services power the six surfaces you can license.
Connect pipeline, suitability, documents and accounts to a consolidated view of each client and family, including local, offshore and private assets.
Ingest and normalize source data; reconcile movements, positions and cash. Prioritize exceptions by impact, assign responsibility and verify the resolution.
Research, X-ray and construct portfolios against each mandate. Carry approved proposals through orders, partial fills, settlement and post-trade reconciliation.
Validate prices, NAV and performance with source history and calculation detail. Publish approved closing versions and trace corrections into affected reports and fee calculations.
Generate and schedule branded client reports. Connect conversations, campaigns, follow-ups and service tickets to the same client history.
Apply permissions and approval limits across the operation. Automate eligible routine work, escalate exceptions and preserve the evidence behind every material decision.
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.
Optimization 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.