Clearstream starts a partnership with wealth technology platform Quantalys Harvest Group to introduce a cutting-edge fund selection and portfolio modelling web tool. This digital solution is now accessible to distributors through the Clearstream client web portal, marking a significant advancement in the financial services sector.

So, the newly launched fund screening web tool empowers distributors to conduct comprehensive searches and apply filters based on various criteria. Proprietary Quantalys Harvest Group categories on ratings, performance, and risk are integrated, allowing distributors to browse investment funds that align with user-specified investment criteria.

This integration of portfolio modelling and fund selection capabilities into the Clearstream platform streamlines the process for distributors. They can now effortlessly select funds, create portfolios, and make well-informed investment decisions with the aid of high-quality, digitally delivered data.

Clearstream & Quantalys Harvest Group New Partnership

Distributors domiciled in France, Italy, Luxembourg, and Switzerland who have entered into a distribution agreement with Clearstream Fund Centre AG in Switzerland can access the web tool free of charge through Clearstream’s client web portal, Xact. This move ensures that they immediately benefit from the front-to-back digital solution for fund selection and portfolio modelling within the Clearstream Fund Services ecosystem.

Moreover, Philippe Seyll, Head of Clearstream Fund Services, expressed his enthusiasm for the partnership, stating, “We continually strive to remain close to our clients by offering a growing range of services, tools, and capabilities. This powerful fund selection and portfolio modelling web tool from Quantalys Harvest Group fits perfectly into the Clearstream fund universe. This important partnership proves that we are listening to our clients and responding to their increasing needs for optimizing fund selection.”

Delphine Asseraf, Harvest Deputy CEO, echoed Seyll’s sentiments, saying, “Quantalys Harvest Group is proud to be a digital partner to Clearstream, extending its fund analysis and portfolio construction solutions to Clearstream clients, for an optimized and innovative user experience. This is another key step in Harvest Group’s European expansion, aiming to offer broader expertise and support to financial professionals in varying jurisdictions.”

The fund selection and portfolio modelling web tool will be gradually out to additional distributors over time, further enhancing the reach and impact of this collaborative initiative.

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