Advisor OS
The operating system for wealth managers, advisory firms and family offices. Consolidation, pricing, closing, proposals, reporting and client relationships in one governed layer, in your brand, with your team signing every decision.
- Client onboarding and consolidation. Connect pipeline, suitability, documents and accounts to a consolidated view of each client and family, including local, offshore and private assets.
- Middle and back-office automation. Ingest and normalize source data; reconcile movements, positions and cash. Prioritize exceptions by impact, assign responsibility and verify the resolution.
- Intelligence, execution and rebalancing. Research, X-ray and construct portfolios against each mandate. Carry approved proposals through orders, partial fills, settlement and post-trade reconciliation.
- Pricing, closing and evidence. Validate prices, NAV and performance with source history and calculation detail. Publish approved closing versions and trace corrections into affected reports and fee calculations.
- Personalized reports and relationships. Generate and schedule branded client reports. Connect conversations, campaigns, follow-ups and service tickets to the same client history.
- Institutional control. Apply permissions and approval limits across the operation. Automate eligible routine work, escalate exceptions and preserve the evidence behind every material decision.
29 screens in five sections
- Office cockpit
- Alert center
- Approvals and exceptions
- Closing
- Follow-ups
- Tickets
- Conversations
- Client base
- Client workspace
- Portfolio review
- Reports
- Smart allocation
- Allocation proposals
- Market
- Strategy backtest
- Builder
- Acquisition pipeline
- Contact cadence
- Churn prediction
- Templates
- Campaigns
- History
- Revenue
- Office consolidator
- Capsules
- Custody accounts
- Corporate actions
- Holders and transfers
- Instruments
Crypto White-Label
A fully branded digital-asset investing surface for exchanges, brokers and fintechs. Your brand on the front, QINV intelligence and compliance underneath, onchain and offchain on the same rail.
- Curated digital-asset strategies. An institutional shelf of quant crypto strategies with alpha, Sharpe, drawdown and benchmark, ranked and ready for advisor curation.
- Suitability and policy at source. IPS proposals, concentration limits and a full audit trail embedded in every recommendation, advisor-approved before execution.
- Full white-label. Your colors, domain and onboarding, with client workspace, reporting and communication built in.
B2B2C Platform
A complete investing platform an institution puts in front of its own end clients. The partner owns the relationship and the brand; QINV powers research, allocation, compliance and reporting behind it. The same engine runs across traditional and digital assets; the screens below show a digital-asset deployment.
- End-client onboarding. Digital KYC, profiling and suitability, white-labeled to the partner.
- Profile-driven portfolios. Risk-aware allocation and rebalance recommendations for each end client.
- Conversational layer. AI client chat and automated, on-brand reporting.
Embedded / Direct Integration
QINV intelligence delivered directly inside an institution's existing app through APIs. No new front end, no migration. Investing capabilities appear natively in the product your clients already use, powered by QINV.
- API-first. Portfolio analysis and optimization as REST endpoints, documented for partners under NDA.
- Native to your app. Your UI, your governance. QINV runs underneath as the engine.
- Proven at scale. Already powering live investing for partner institutions reaching millions of users.
QINV App
QINV's own consumer app, live in the Brazilian market: AI-managed crypto portfolios with PIX deposits from R$50, AI asset analysis and the Wealth Copilot. The same engine institutions license, proven direct-to-consumer at qinv.com.br.
- Loved by its users. Rated 4.8 on the App Store and 4.5 on Google Play, grown organically with zero marketing spend.
- Runs on agents, end to end. Onboarding to execution fully automated, every step powered by the same APIs that drive the partner platform.
- Track record. Built on years of proprietary quant research and a real fund history.
Open live siteOnchain · Tokenized Infrastructure
Tokenization is pulling managed assets on-chain, and QINV is already there. Our strategies run as smart contracts, self-custodial and fully on-chain, with the full infrastructure built and agent-ready to power this new industry.
- Strategies as smart contracts. The same quant-AI engine that powers the platform, deployed on-chain as tokenized portfolios. Proven track record in Brazil, now onchain and going global.
- Self-custodial, agent-ready infrastructure. Buy with USDC, redeem at NAV, full self-custody. The rails are API-first and agent-ready, built to plug strategies, settlement and reporting into any tokenized platform.
- Ready to power the new industry. Built on Base, Coinbase's Layer 2, the infrastructure is already live in market and ready to power tokenized finance for institutions building this next layer.
Live at qinv.io.
Open live site