Advisor OS
The complete operating system for advisors, family offices and wealth platforms. A unified client CRM at the core, institutional quant capsules, suitability-driven allocation, proposals and client distribution on one rail, with every recommendation approved by the advisor before it executes.
- Capsule catalog. Investable strategies in three tiers: QINV Quant with real track record, custom capsules your office builds, and market ETFs. Every capsule is version-stamped with SHA-256 and CVM 21 compliant.
- Suitability-driven allocation. Build each portfolio in three steps: client suitability, policy by asset class, then fill with capsules, with drift and deltas shown live.
- Portfolio X-ray. An AI diagnostic scores every book out of 100 across concentration, suitability, cost and efficiency, current versus ideal, with prudential CVM limits flagged.
- Proposals with a human execution desk. Review and approve across the whole book, with AUM impacted, basis-point upside and an AI rationale per order, and a human in the loop before anything executes.
- Commercial cockpit. AUM, NPS, SLA and a proprietary churn model on one dashboard, with a lead-to-AUM commercial pipeline and a daily alert engine that ties each alert to the revenue it unlocks.
- Native wealth CRM. One unified client base with full relationship history and segmentation, omnichannel WhatsApp and web conversations with AI triage that opens tickets automatically, and targeted campaigns, all in a workspace that runs in advisor or client mode.
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. Live in weeks, not build cycles.
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, drop-in. Optimisation, allocation, compliance and reporting as endpoints into your stack.
- 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