The Platform

Built for the Way
Financial Firms Actually Work.

QuantFrame is not a point solution. It is an operating layer — connecting governance, portfolio analytics, and AI agent workflows across every function of a financial firm. From Form ADV to live IPS compliance, in one platform.

Onboarding
Ten Minutes to Your First Score

Drop your governance document and the Onboarding Agent reads it — generating your first portfolio BAL Score automatically, before you configure a single setting.

Platform Modules
One Platform. Every Role.

QuantFrame Studio delivers purpose-built modules for each layer of the investment workflow. Every module shares the same IPS data spine and writes back to the same BAL Score.

CIO · Advisor

Portfolio construction and optimization. IPS constraints enforced at every run.

Advisor · Client

Client-facing governance portal. IPS alignment in plain language with a timestamped compliance record.

CIO · Advisor

Live risk monitoring and scenario analysis. Per-position IPS status tracked in real time.

Research · Operations

AI agent sandbox for investment research, client communications, and workflow automation.

For Compliance & Audit
The SEC Audit Story.

When an examiner asks whether your AI stayed within client mandates, QuantFrame gives you a timestamped, auditable answer — not a manual paper trail assembled after the fact.

📋
End-to-end governance chain

The complete governance record is documented from your regulatory filing to each client portfolio decision. Nothing is reconstructed after the fact.

Timestamped IPS compliance

Every IPS acknowledgement, rebalance decision, and override is logged with a timestamp. Examiners see the record — not your reconstruction of it.

🔍
AI decision auditability

Every AI-generated recommendation is traceable to the IPS constraints that governed it. Q-Agents cannot act outside their bounded parameters.

📊
BAL Score as audit artifact

Your governance score over time is a compliance artifact. It shows that your AI governance architecture was intact — before returns tell you it was not.

Who It's For
Built for Advisory Firms First.
Next Generation Advisory

QuantFrame is designed for the firm that deploys AI deliberately — with governance architecture that keeps every decision within mandate.

The friction is closer than you think

The real competition isn't other platforms — it's the manual processes your compliance team still relies on to reconstruct audit trails after the fact.

Governance before scale

Pilot access is invitation-only because the firms on this platform are building something that matters. Governance architecture first — then scale.

Announcement
New Book
AI in Finance book cover
AI in Finance
Agentic Financial Organizations
Ravi S. Bhagavatula, PhD, CFA
Prof. P.K. Prasanna Kumar
Launch
Apr / May 2026
Email for Updates
Ready to Generate Your First Portfolio BAL Score?

QuantFrame® is invitation-only at launch. Request pilot access and generate your first portfolio BAL Score — before you configure a single setting.

Pilot Access