Customer-Direct
by Quantifeed · Wealth and investment platforms · Hong Kong, Hong Kong
Self-directed digital wealth journeys for retail customers
What Customer-Direct does
- Continuous monitoring and rebalancing of portfolios
What Customer-Direct is used for
- Customers manage their investment portfolios on mobile
- Buy, sell and switch investments
- Assess investor risk profiles
- Manage regular top-ups and withdrawals
- Monitor progress against investment goals
Who Customer-Direct is for
- Wealth and investment managers
About Quantifeed
Digital wealth management software spanning strategy construction, distribution and portfolio operations.
Quantifeed in the vendor registry: its products, features and similar vendors.
Also by Quantifeed
- CIO: Tools to build, customise and visualise investment strategies
- Advisor-Led: Advisor productivity and customer servicing tools
- Discretionary: Platform for discretionary portfolio management businesses
- Operations: Operations platform for servicing and risk management
More in this category: Wealth management and investment platforms.
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Built by Vederca from public sources, last updated 2026-10-18.