Regime-Aware Investment Intelligence Platform

The Investment Office
Wall Street Never Built for You.

A regime-aware investment intelligence platform that puts a systematic, documented process behind your existing investment philosophy — and connects every client planning problem directly to a portfolio solution, across three integrated tiers.

Purpose-built for the advisor under $300M AUM: too small for a dedicated CIO, too experienced to keep accepting static models and generic assumptions. You already know how you want to invest. Quantelligence turns that into a repeatable, regime-aware process that is documented, scalable across your book, and defensible in every client conversation. Flat-fee. Fully white-labeled. Your philosophy. Our infrastructure.

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40+Model Strategies
3Intelligence Tiers
10 yrsBacktest History
$300MAUM Ceiling We Serve
The Gap No Other Platform Closes

A Strong Philosophy. No Systematic Process Behind It.

Most advisors under $300M AUM already know how they want to invest. What they don’t have is a structured, repeatable process behind that philosophy — one that is documented, regime-aware, and consistent across every client. That is exactly the gap Quantelligence was built to close.

“Most advisors already have an investment philosophy. What they don’t have is a structured process behind it — documented, data-backed, and consistent across every client. That’s what Quantelligence builds.”

Azhar Mansiya, CFA, CAIA — Founder & CIO

Five problems every advisor under $300M faces. Five things Quantelligence solves:

  • Can I defend my positioning when a client calls in a panic? — Quantelligence gives you a live macro regime signal, sector and factor ratings, and a monthly Macro & Market Regime Report — so your answer is always systematic, current, and grounded in a documented process. Not improvised. Not instinct. Evidence.
  • Will this strategy actually fund my client’s retirement? — Decision Intelligence — the planning module within the CIO Intelligence Suite — connects a client’s income needs, savings rate, and time horizon directly to portfolio construction, stress-testing a specific strategy against a specific retirement goal using that strategy’s actual return history. Planning and investing on one platform. No other platform does this.
  • Which strategy belongs in which client account? — 40+ regime-aware strategies across five risk levels and four implementation modes, with a discovery tool, blending capability, and scenario simulation. Serve a broader range of mandates with the same rigorous, repeatable process — without building or maintaining models yourself.
  • Am I running a real investment process or just picking models? — Quantelligence structures your existing philosophy into a documented, regime-aware process — one that adapts as market conditions shift, scales consistently across every client, and produces a defensible answer at every review meeting. That is the difference between a model shelf and an investment process.
  • What does this cost me, and what do I give up? — A flat annual fee with no AUM compression. Full white-labeling. You keep complete discretion over every client account and relationship. Quantelligence runs in the background; your name stays on the front, where it belongs.
What We Do

Your Philosophy. A Systematic Process. One Integrated Platform.

Quantelligence is ACQM’s investment intelligence platform — built not to replace your investment philosophy, but to put a structured, regime-aware process behind it. The models adapt as market conditions shift. The signals are live. The decisions are documented and defensible at every client touchpoint.

What separates Quantelligence from every model marketplace and TAMP is the integration between planning and investing. A client’s income needs, savings rate, time horizon, and risk constraints connect directly to portfolio construction — stress-tested against a specific strategy’s actual return history, not generic asset class assumptions. That connection lives on one platform, not across two separate tools and two separate conversations.

Three tiers. One platform. Start with the regime signal that systematizes your market reading, expand to the full strategy library that scales your process across every mandate, or run your complete Virtual CIO Office through the CIO Intelligence Suite — the process is documented, the infrastructure scales, and your philosophy stays intact throughout.

“Your investment philosophy. A regime-aware, documented process behind it. And a platform that connects every client planning problem to a portfolio solution — on one platform, across three tiers.”
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The Quantelligence Framework

Four Capabilities. One Systematic Process.

Every element of Quantelligence works together across three tiers to transform an ad hoc investment process into something systematic, documented, and scalable — without asking you to change how you invest.

01

Regime-Aware Models That Adapt as Markets Shift

ACQM’s model strategies are governed by TMRRO — the Tactical Macro-Market Regime Risk Overlay. TMRRO combines two distinct assessments each month: a Market Regime Rating (Risk-On or Risk-Off) and a Macro Regime Rating (Bullish, Neutral, or Bearish). Together they determine how tactical exposures are positioned across every strategy. Not static allocations rebalanced on a calendar. A process that responds to the environment the way a CIO does, systematically and without emotion.

02

Your Philosophy. A Documented Process Behind It.

Quantelligence does not replace how you invest. It puts structure behind it — regime signals, sector and factor ratings, and monthly research that turn every positioning decision into a documented, repeatable, defensible answer. Consistent across every client. Auditable at every review. Built on your philosophy, not ours.

03

Scale Across Every Mandate Without More Hours

40+ regime-aware strategies across five risk levels and four implementation modes — Core, Compliance-Lite, Tax-Efficient, and ETF-Only — all governed by the same TMRRO signal. A discovery tool, blending capability, and holdings files ready to push to your custodian. Scale the same rigorous, regime-aware process across every client mandate, without building or maintaining models yourself.

04

Planning and Investing on One Platform

Decision Intelligence — the planning module within the CIO Intelligence Suite — connects a client’s retirement goal, income needs, savings rate, and time horizon directly to portfolio construction, stress-testing a specific strategy against a specific client plan using that strategy’s actual return history. Not generic asset class assumptions. The only platform that closes this gap.

Solutions

Three Intelligence Tiers. One Platform.

Three tiers on one platform. Start with the regime signal that systematizes your market reading, scale into the full strategy library, or run your complete Virtual CIO Office — each tier is complete on its own and additive as your practice grows.

Tier 1 — Market Intelligence

Macro & Regime Signals

ACQM’s TMRRO signal, delivered monthly. A Market Regime Rating (Risk-On / Risk-Off), a Macro Regime Rating (Bullish / Neutral / Bearish), individual asset class ratings (Overweight / Neutral / Underweight), and a detailed Macro & Market Regime Report — giving every positioning decision a documented, regime-aware basis without disrupting your existing workflow or models.

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Tier 2 — Strategy Intelligence

Complete Model Portfolio Suite

40+ regime-aware model strategies across five risk levels and four implementation modes — Core, Compliance-Lite, Tax-Efficient, and ETFs-Only — with a strategy discovery tool, holdings analytics, sector-factor attribution, and scenario simulation. One consistent, documented investment process across every client mandate.

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Tier 3 — CIO Intelligence Suite

Your Virtual CIO Office.

Everything in both tiers, plus Decision Intelligence (goal-based retirement projections built on real strategy return histories), Systematic Edge research, factor and sector ratings, adaptive direct indexing with tax-loss harvesting, strategy blending, and direct CIO access. Planning and investing integrated on one platform. Your Virtual CIO Office.

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Pricing

Transparent Flat-Fee Access.
No AUM Compression. Ever.

Institutional-grade investment infrastructure priced for the independent advisor — so your margins grow with your practice, not against it.

The only platform that stress-tests a specific strategy against a specific client’s retirement goal — using that strategy’s actual return history, not generic asset class assumptions. Planning and investing on one platform. No other platform makes that claim.

Tier 1

Market Intelligence

$6,000
per year  

Macro & Regime Signals — Monthly Market Regime Rating (Risk-On / Risk-Off), Macro Regime Rating (Bullish / Neutral / Bearish), asset class ratings (Overweight / Neutral / Underweight), and a detailed monthly Macro & Market Regime Report.

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Tier 2

Strategy Intelligence

$10,000
per year  

Complete Model Portfolio Suite — All 40+ regime-aware strategies across five risk levels and four implementation modes, plus the discovery tool, holdings analytics, sector-factor attribution, ETF analytics, and scenario simulation.

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Most Comprehensive
Tier 3

CIO Intelligence Suite

$20,000
per year  

Virtual CIO Office for Your Practice — Everything in both tiers, plus Decision Intelligence (goal-based planning on real strategy return histories), Systematic Edge research, factor & sector ratings, adaptive direct indexing with tax-loss harvesting, strategy blending, and direct CIO access.

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Free, No Sign-Up Required

Every Quantelligence model portfolio strategy profile — including detailed historical performance analytics — is available to browse at no cost. See the process before you commit to a tier.

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FAQs

Everything Advisors Ask
Before Getting Started

Answers to the questions independent advisors and RIAs ask most often about Quantelligence’s investment process, implementation, and how it fits an existing practice.

A model marketplace gives you a list of strategies to pick from. Quantelligence gives you a systematic investment process. The core difference is ACQM’s TMRRO signal — a live macro regime overlay combining a Market Regime Rating (Risk-On / Risk-Off) and a Macro Regime Rating (Bullish / Neutral / Bearish) that together govern tactical exposures across every strategy as conditions shift. The process adapts. The decisions are documented. And on Tier 3, every strategy can be stress-tested against a specific client’s retirement plan using that strategy’s actual return history — not a generic assumption. No model marketplace offers any of that.
No — and this is one of the most important things to understand about how Quantelligence is designed. It does not replace your investment philosophy. It puts a structured, documented, regime-aware process behind it. Your existing approach to asset allocation, risk management, and client suitability stays intact. Quantelligence provides the signals, strategies, research, and analytics that make that philosophy systematic, repeatable, and defensible at every client touchpoint.
TMRRO — the Tactical Macro-Market Regime Risk Overlay — is the signal framework that governs every Quantelligence model strategy. It combines two monthly assessments: a Market Regime Rating (Risk-On or Risk-Off, reflecting equity market conditions) and a Macro Regime Rating (Bullish, Neutral, or Bearish, reflecting the broader macro environment). Together they determine how tactical exposures are positioned. For advisors using the 60/40 Overlay Portfolio, TMRRO translates directly into appropriate equity and bond weights each month — a clear, actionable output derived from the framework. The result is a process that responds to the market the way a CIO does: systematically, without emotion, and with every decision documented.
Through Decision Intelligence — the planning module within the CIO Intelligence Suite (Tier 3). Most planning tools project retirement outcomes using generic asset class return assumptions. Decision Intelligence uses the actual historical return profile of each ACQM strategy, stress-testing it against a specific client’s income needs, savings rate, time horizon, and contribution schedule. You can show a client exactly how a strategy would have performed against their plan across real market environments. Planning and investing on one platform, not two separate tools and two separate conversations.
TAMPs take over the investment decision, the client relationship, and charge AUM-based fees that compound as you grow. Quantelligence does the opposite: you keep full discretion over every account, your brand stays front and center, and the investment process runs quietly behind your practice. The fee is flat — it does not grow with your AUM, so your margin expands as your book grows. And unlike a TAMP, Quantelligence never interacts with your clients or manages assets on your behalf at any tier.
You would not change it — you would document and systematize it. Most advisors with a working investment approach still face the same structural gap: decisions that live in their head rather than in a repeatable framework, positioning rationale that has to be reconstructed for each client conversation, and a process that is hard to scale or hand off. Quantelligence puts structure behind what is already working — regime signals, documented rationale, consistent execution across every account — without asking you to adopt a different philosophy.
When markets fall, advisors without a systematic framework improvise. Clients hear different explanations at different times, which erodes trust. With Quantelligence, your answer is always the same: the portfolio is positioned according to the current TMRRO regime signal, sector and factor ratings, and a documented research framework. That consistency — across every client, every call, every market environment — is what separates a practice that reacts from one that advises. It also produces a paper trail that is valuable at compliance reviews and client annual meetings alike.
No changes to your custodial or trading infrastructure are required. You implement ACQM strategies through your existing custodians — Charles Schwab, Interactive Brokers, Altruist, and others — or via your current trading platform (iRebal, Orion Eclipse, Black Diamond, and more). We deliver model allocations with effective date, ticker, and percentage weight for each holding, along with ongoing updates. The process plugs into your existing workflow, not the other way around.
No on both counts. ACQM does not hold custody of client assets and has no direct interaction with your clients at any tier. You remain the advisor of record, fully responsible for and in control of all account decisions and client relationships. Quantelligence provides the investment framework, signals, strategies, and analytics — you apply them within your own custodial and trading workflow, under your own brand.
Quantelligence is built around process, not return promises. The TMRRO framework is designed to reduce the severity of drawdowns during high-regime-risk environments while participating in growth during stable, trending markets — delivering a smoother experience over a full market cycle. Consistent, disciplined execution of a repeatable process compounds more reliably than reactive decision-making over time. We do not promise benchmark outperformance in any given quarter, and all historical data is clearly labeled as backtest or live tracking.
Because AUM-based pricing penalizes you for growing. As your book grows, a percentage-based fee compounds against your margin — even though the cost of delivering the service does not increase proportionally. Flat-fee pricing means the infrastructure that powers your investment process becomes more economical as your practice scales. Your margin expands with your AUM, not against it. That structure was a deliberate design choice, not an afterthought.
It depends on where the biggest gap is in your current process. If you need a documented, systematic basis for market positioning without changing your existing models — start with Market Intelligence (Tier 1, $6,000/yr). If you need a full regime-aware strategy library to serve a broader range of client mandates consistently — Strategy Intelligence (Tier 2, $10,000/yr) is the right entry point. If you want planning and investing fully integrated, with Decision Intelligence connecting client goals directly to portfolio construction — the CIO Intelligence Suite (Tier 3, $20,000/yr) is the complete solution. Every tier is complete on its own and additive if you move up.

Ready to Run a Regime-Aware Investment Process
That Scales Across Your Entire Book?

Join independent advisors and RIAs who have replaced improvised investment decisions with a systematic, documented, regime-aware process through Quantelligence — without surrendering their philosophy or their margin.

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