Built for RIAs.
Designed for scale.
Deploy Agentic AI and sub‑advisory mandates that plan, act through your tools, and report outcomes — without changing how your teams work.
Quantel can help
With a Non-Compete Clause and AI-enabled Quantel app, we help RIAs scale, while RIAs retaining full client ownership.
Choose your engagement.
Some RIAs want an AI associate to scale their team. Others want a sub‑advisory partner to strengthen their investment core. Many use both — AI to run the practice, and Quantel mandates to run a sleeve.
Agentic AI for your firm
Automate the mundane: research, tear sheets, portfolio proposals, tax suggestions, and client‑ready drafts — so advisors spend more time advising.
Best for: operational leverage + consistency.
Example prompt
“Create a tear sheet for the Miller household portfolio (YTD, 1Y, 3Y, risk, attribution), then draft a client‑ready summary.”
Research
Stocks, memos, comparables
Tear sheets
Performance, risk, attribution
Drafts
Client‑ready language
Sub-advisory sleeve allocation
You retain the relationship and advisory control. Quantel manages the allocated sleeve actively within defined parameters and transparent oversight.
Best for: differentiated performance + risk architecture.
RIA owns the relationship
Quantel manages the sleeve
RIA workflows — automated end to end.
The most valuable part isn’t one feature — it’s connecting them into repeatable, firm‑wide workflows that your team can run consistently.
Portfolio review in minutes
Create tear sheets on demand
Build & propose optimized portfolios
Client communications that scale
Your RIA’s 24×7 Agentic AI associate.
Everything an associate does — now on command: research, reporting, portfolio construction, tax actions, and client communications. A live workspace where you can ask, review, and approve — with dashboards that stay aligned to your book of business.
Your accounts
- M
Miller Household
Joint taxable · $2.4M
- J
Johnson 401(k)
Retirement · $890K
- S
Smith Family Trust
Trust · $1.2M
- D
Davis IRA
Retirement · $445K
Ask Quantel AI
“Draft a sleeve proposal for our growth‑oriented clients and show the impact on their risk bands.”
Quantel Managed Strategies.
For RIAs seeking managed strategies that integrate seamlessly into your practice. Retain client ownership and visibility while outsourcing active management, research, and risk processes to Quantel—without losing oversight or control.
Growth
Systematic equity and multi-asset strategies designed for investors focused on building wealth over time. Transparent rebalancing and clear rationale for every change.
Frequently asked questions
Quick answers to common questions. Can't find what you need? Reach out.
We manage actively designed portfolios across public markets, alternatives, and structured opportunities. Our focus is disciplined growth with risk awareness — not speculative trading.
No. Portfolios may include equities, ETFs, structured notes, and select alternative opportunities such as private investments, depending on suitability and goals.
Traditional managers often rely on static allocation models. We actively manage portfolios with attention to risk, tax efficiency, and market conditions.
Yes. We manage retirement accounts, brokerage accounts, trusts, and other investment structures — coordinating them under one strategy.