Investment Intelligence Platform for Independent Advisors
Your Investment Philosophy, Made Systematic.
Quantelligence is the investment intelligence platform for independent advisors: a systematic, documented process behind the investment decisions you already make, with room to grow into more strategies, firm-wide oversight, and investment analysis linked directly to each client’s plan as your practice does. No in-house CIO team required.
It sits on top of your existing investment process and brings two sources of change into the same portfolio review: what is changing with the client, and what is changing in the market. You keep your philosophy, your client relationships, and control of implementation. Flat annual fee. Fully white-labeled. Built for independent advisors who keep control of their investment decisions: the investment office Wall Street never built for you.
Register free to view every model portfolio strategy, its historical performance and compliance documents. Free 45-day Market Intelligence and 60-day Strategy Intelligence trials available.
40+Regime-Aware Strategies
3Intelligence Tiers
6Allocation Models
Flat FeeNot Based on AUM
The Gap Between Philosophy and Process
A Strong Philosophy. Is There a Systematic Process Behind It?
Most independent advisors already know how they want to invest. The opportunity is a structured, repeatable process behind that philosophy — one that is documented, consistent across every client, and accounts for both what is changing with the client and what is changing in the market. That is what Quantelligence was built to provide.
“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 & CEO
Six problems common to independent advisors, and how Quantelligence addresses them:
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, within the CIO Intelligence Suite, links a client’s planning inputs with investment analysis inside the client’s plan: a specific strategy’s actual return history, stress tests and concentration analysis, not only financial planning inputs. You see how the portfolio holds up against the goal across real market environments.
Which strategy belongs in which client account? — 40+ regime-aware strategies across five risk levels and four implementation modes, plus six strategic allocation models with client-ready fact sheets, 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, systematic process — one that accounts for changing market conditions, 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. Additional advisors at your firm are $1,000 per advisor per year, and your Chief Compliance Officer joins at no additional charge.
How do I review every client portfolio and show my reasoning? — Client Portfolios, Model Drift, Risk Profile Match and Impact Analysis show where each account stands against its model, and the Compliance Center keeps a record of what was reviewed, linked and decided for each client, so the evidence is on file when someone asks for it.
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, systematic process behind it. The models adapt as market conditions shift. The signals are live. The decisions are documented and defensible at every client touchpoint.
Your planning process already captures one important source of change: the client’s goals, income, liquidity, time horizon, and life circumstances. Quantelligence adds the other: changes in market and macro conditions. It brings both into the same portfolio review, so investment decisions can be evaluated consistently and at scale.
Where Quantelligence goes beyond a model marketplace is in how planning and investing connect. Decision Intelligence does not only bring financial planning inputs into a plan. It links those planning inputs with investment analysis inside the client’s plan: a strategy’s actual return history, stress tests and concentration analysis, so the client’s goals and the portfolio are reviewed together, 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 systematic, documented process behind it. And a way to connect client planning directly to portfolio construction — across three tiers.”
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 regime-aware strategy, rather than relying only on static allocations rebalanced on a calendar. A repeatable, rules-based process designed to support CIO-level decision-making. For long-term strategic mandates, the six allocation models take the other approach: fixed asset-class weights, reviewed quarterly.
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. Documented 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, plus six strategic allocation models (five risk levels and an Income model), each with a client-ready fact sheet. 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, within the CIO Intelligence Suite, links a client’s planning inputs (retirement goal, income needs, savings rate, time horizon) with investment analysis inside the client’s plan: a specific strategy’s actual return history, stress tests and concentration analysis. Traditional tools bring in only financial planning inputs. Here the investment inputs sit in the plan too, so the goal and the portfolio are reviewed together.
What You Can Unlock
The specific capabilities behind the framework, and which tier includes each. Market Intelligence and Strategy Intelligence are standalone; the CIO Intelligence Suite includes both.
Market Intelligence · also in CIO
Monthly Regime & Asset-Class Signals
TMRRO market and macro regime ratings plus Overweight / Neutral / Underweight asset-class ratings, with a written monthly report to document every positioning decision, and a My Allocation Policy tab to set your firm’s own asset-class ranges.
Strategy Intelligence · also in CIO
Regime-Aware Model Portfolios
40+ model strategies across five risk levels, all governed by the same TMRRO signal, with a discovery tool to find the right fit for each client mandate.
Strategy Intelligence · also in CIO
Four Implementation Modes
Core, Compliance-Lite, Tax-Efficient and ETF-Only versions of the strategy library, so one process can fit different custodians, tax situations and compliance needs.
Strategy Intelligence · also in CIO
Custom Portfolios with Regime Awareness
Blend strategies into a portfolio that fits the client, and analyze holdings, sector-factor exposure and ETF analytics, while keeping the regime signal behind it.
Strategy Intelligence · also in CIO
Strategic Allocation Models
Six asset-class models (five risk levels and an Income model), each with one ACQM-selected fund per asset class. Weights are reviewed quarterly and funds annually, and every model has a client-ready fact sheet to download.
Strategy Intelligence · also in CIO
Client Portfolio Reviews and Compliance Record
Check each client’s portfolio for drift from its model, match it to a risk profile, see the impact of a change, and keep a record of what was reviewed, linked and decided for that client.
CIO Intelligence
Adaptive Direct Indexing
Direct indexing with tax-loss harvesting that adapts to the regime view, for clients where after-tax outcomes matter.
CIO Intelligence
Planning Inputs Linked to Investment Analysis
Decision Intelligence links a client’s goals, income needs, savings and horizon with a specific strategy’s actual return history, stress tests and concentration analysis, inside the client’s plan.
CIO Intelligence
Concentrated Equity Position Strategy
Analyze a concentrated stock position and compare strategies for reducing or managing it, as part of the client’s plan.
CIO Intelligence
Equity Compensation Analysis
Model a client’s equity compensation alongside their portfolio and plan, so a large employer-stock position is part of the same investment conversation.
CIO Intelligence
Stress Testing: Portfolio and Client Plan
Stress-test the portfolio, and the client’s plan itself, against adverse scenarios before the conversation, not after.
CIO Intelligence
Firm Oversight: Approved Universe and Investment Committee
Run the process across the firm: an approved universe of funds, investment committee approvals, firm policies, client exceptions and supervision, with colleagues joining by email invite.
Sample Reports
See What Lands in Your Inbox Each Month
Every month, subscribers receive a written report built for the advisor’s desk: what the signals say, what it means for allocation, and how to explain it to clients. Below are excerpts from the September 2026 editions.
Market Intelligence · also in CIO Intelligence
The TMRRO Signal Dashboard
The monthly market and macro read in one view: Market Model, Macro Model, the composite signal and the resulting portfolio posture.
Tap image to enlarge
Market Intelligence · also in CIO Intelligence
Signal-to-Allocation Guidance
How each signal state translates into positioning for a standard 60/40 and a diversified multi-asset portfolio, so the signal becomes a documented decision.
Tap image to enlarge
Strategy Intelligence · also in CIO Intelligence
Advisor Conversation Guide
From the Research Monthly Insights: common client questions, a recommended approach and framing language you can adapt in your own words.
Tap image to enlarge
Excerpts from ACQM reports dated September 2026, shown for illustration of format and content. Performance before January 2025 is hypothetical backtested performance; from January 2025 it reflects live model tracking and is unaudited. Past performance, hypothetical or actual, does not guarantee future results. Alamut Capital Quant Models is not a registered investment adviser; reports are research for independent advisors’ use and are not investment advice.
Solutions
Three Intelligence Tiers. One Platform.
Three entry points on one platform: systematize the process behind your decisions, scale across more client mandates, or integrate planning with portfolio construction. Start with the one that solves your most immediate problem and expand when a real need emerges. Market Intelligence and Strategy Intelligence are standalone subscriptions; the CIO Intelligence Suite includes everything in both.
Systematize · Tier 1 — Market Intelligence
Macro & Regime Signals
What is the repeatable basis behind your investment decisions?
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. Includes a My Allocation Policy tab to set your firm’s own asset-class ranges.
Can you serve different client mandates without building every portfolio yourself?
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. Plus six strategic allocation models with client-ready fact sheets, and client portfolio reviews with a compliance record. One consistent, documented investment process across every client mandate.
Does your client’s financial plan actually inform portfolio construction?
Everything in both tiers, plus Decision Intelligence (planning inputs linked with investment analysis inside the client plan), stress testing, concentrated equity and equity compensation analysis, firm oversight with an Investment Committee, 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.
Transparent Flat-Fee Access. No AUM Compression. Ever.
Investment research and portfolio infrastructure priced for the independent advisor — so your margins grow with your practice, not against it. Compare the flat fee with the analyst time needed to maintain your own research and model process, the AUM-based fee of outsourcing investment management, or the hours spent rebuilding your rationale for each client conversation.
Link planning inputs with investment analysis in the client’s plan: stress-test a specific strategy against a specific client’s goals, using that strategy’s actual return history rather than generic asset class assumptions.
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, plus a My Allocation Policy tab for your firm’s own asset-class ranges.
Best for: advisors who want a documented, systematic basis for market positioning without changing their existing models.Standalone — does not include Strategy Intelligence.
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, plus six strategic allocation models with client-ready fact sheets and client portfolio reviews with a compliance record.
Best for: advisors who want a full strategy library to serve a broader range of client mandates with one consistent process.Standalone — does not include Market Intelligence.
Virtual CIO Office for Your Practice — Everything in both tiers, plus Decision Intelligence (planning inputs linked with investment analysis inside the client plan), stress testing, concentrated equity and equity compensation analysis, firm oversight with an Investment Committee, Systematic Edge research, factor & sector ratings, adaptive direct indexing with tax-loss harvesting, strategy blending, and direct CIO access.
Best for: advisors who want planning and investing integrated, with investment analysis linked directly into the client’s plan.Includes everything in Market Intelligence and Strategy Intelligence.
Adding colleagues: each additional advisor at your firm is $1,000 per year on any tier. Your Chief Compliance Officer joins at no additional charge.
Free With Registration — No Subscription Needed
Register for free to access every model portfolio strategy document, its historical performance and its compliance documents, with no module subscription required. Then try the modules: a free 45-day trial of Market Intelligence and a free 60-day trial of Strategy Intelligence. For the full platform (CIO Intelligence), contact the ACQM team for trial details.
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. Together, that goes beyond selecting models: a documented investment process, portfolio analytics, and goal-based scenario testing in one workflow.
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 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 ACQM regime-aware model strategy. The six strategic allocation models are not governed by it; they hold fixed asset-class weights that are reviewed quarterly. 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, within the CIO Intelligence Suite (Tier 3). Instead of bringing only financial planning inputs into the plan, it links them with investment analysis. Most planning tools project retirement outcomes using generic asset class return assumptions. Decision Intelligence uses the actual historical return profile of each ACQM strategy, and stress tests and concentration analysis sit in the same plan, set against a specific client’s income needs, savings rate, time horizon, and contribution schedule. You can show a client how a strategy would have behaved against their plan across real market environments.
Many TAMPs take over the investment decision and 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 adjust tactical exposures to the market and macro environment rather than hold fixed allocations. We do not promise outperformance or lower drawdowns in any period. Each strategy profile shows its historical results, with performance before January 2025 labeled as hypothetical backtest and January 2025 onwards labeled as live model tracking (unaudited), so you can examine how it behaved in different market environments. The six allocation models are different: their weights come from a rolling statistical process applied to historical data, so all of their historical results are hypothetical, and their client fact sheets show no performance.
Because AUM-based pricing can compress your margin as you grow. 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. Market Intelligence and Strategy Intelligence are standalone subscriptions — neither includes the other. Only the CIO Intelligence Suite includes everything in both. You can register for free first and explore every model portfolio strategy before choosing.
Registering on the platform is free and does not require a module subscription. It gives you access to all model portfolio strategy documents, their historical performance and their compliance documents. On top of that, Market Intelligence has a free 45-day trial and Strategy Intelligence has a free 60-day trial. For a trial of the entire platform (CIO Intelligence), contact the ACQM team.
No. Quantelligence does not replace your planning software, tax software, CPA or specialist expertise. It is an investment research and portfolio analysis platform that links your planning inputs with investment analysis and market conditions, so client goals and portfolio decisions can be reviewed together. You keep discretion over, and responsibility for, the advice you give.
The allocation models are six strategic asset-class portfolios: Preservation, Conservative, Moderate, Aggressive and Adventurous Growth, plus an Income model assigned the Moderate risk level. Each holds one ACQM-selected fund per asset class, with asset-class weights reviewed quarterly and funds reviewed annually. They suit advisors who want a long-term strategic allocation with a client-ready fact sheet for each model. The regime-aware strategies are different: their tactical exposures change with the monthly TMRRO signal. You may use a different fund in place of a model fund by adding it yourself, but the models stay the same for every advisor.
Yes. Each additional advisor at your firm is $1,000 per year on any tier. Your Chief Compliance Officer joins the platform at no additional charge. Firm-level features such as the Approved Universe, Investment Committee approvals and supervision are part of the CIO Intelligence Suite.
The platform keeps a record of what was reviewed, linked and decided for each client, including the model or strategy chosen, plan versions with the rationale, and a compliance packet you can export. It records evidence of your process. It does not make your firm compliant or replace your Chief Compliance Officer, and you remain responsible for your own regulatory obligations.
Quantelligence is built for advisors and clients in the United States, so account types, tax treatment and regulatory references are US-specific.
Ready to Make Your Investment Process Systematic, Documented, and Scalable?
Put a systematic, documented process behind your investment decisions with Quantelligence — without surrendering your philosophy or your margin.
