New Quantum is a leading provider of core and digital wealth management platforms, offering innovative solutions designed for the new era of financial services simplicity. Their services focus on helping clients harness the power of automation and compliance, allowing for the replication of investment strategies across various investor types seamlessly. With a centralised data source and fast, cost-effective automated solutions, New Quantum streamlines processes such as fact-finding, risk tolerance assessments, digital client agreements, and recurring payments, all accessible from a single dashboard.
Founded in August 2018, New Quantum has quickly established itself as a key player in the financial services industry, providing a hybrid solution that blends automation with human insights. Their collaborative approach aims to simplify and streamline processes for financial advisers, enabling them to deliver a first-class service to their clients. By offering a single, centralised data source and straight-through processing, New Quantum ensures clarity, transparency, and efficiency in wealth management practices.
With a team of experienced professionals at the helm, including CEO Shantanu, Founder Babar, and finance executive Steve, New Quantum brings a wealth of expertise to the table. Their commitment to delivering technology-differentiated solutions and driving critical business transformation outcomes sets them apart in the market. By integrating proprietary software with retail super and IDPS investment offers, New Quantum provides a comprehensive solution for financial planning practices and dealers, empowering them to navigate the complexities of the financial landscape effectively.