Quantelligence by ACQM | Investment Intelligence Platform for Independent Advisors

The Real Investment Workflow

Eight Steps From Plan to Trade — You Only Run Three of Them Reliably.

Every advisor already builds a plan, constructs a portfolio, and executes trades — reliably, every time. Everything in between — checking risk and constraints, reading the market, catching portfolio drift, turning research into a documented decision, and translating that decision into an approved action — is where the hours go, and where it most often happens by hand, inconsistently, or not at all.

“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.”

Azhar Mansiya, CFA, CAIA — Founder & CEO

The same eight steps, and how each one actually runs today:

Done well, every time

Client’s Financial Plan

Goals, income needs, time horizon and liquidity are captured and documented in your planning software.
Ad hoc or annual calendar schedule

Client’s Risk & Constraints

Usually reviewed once a year at the planning meeting, and rarely checked again against how the portfolio is actually positioned in between.
Ad hoc or reactive

Market & Macro Conditions

Tracked informally — a wholesaler call, a headline, a hunch — rather than as one documented, repeatable read shared across every client and every advisor at the firm.
Ad hoc or calendar schedule

Portfolio Risk Evaluation

Drift, concentration and correlation are checked occasionally — often only once a client calls, or a review is already overdue.
Manual, redone each time

Investment Research & Analysis

Pulling the plan, the market view and the portfolio’s risk into one picture takes real hours per client, rebuilt from scratch, and the depth varies advisor to advisor.
Built, but thinly documented

Decision Making, Portfolio Construction & Documenting

The portfolio gets constructed reliably. The reasoning behind it — and how it ties back to the plan and the research — often gets written down across multiple places that aren’t connected: a note here, an email there, a spreadsheet somewhere else.
Manual, error-prone

Implementing Decisions with an Action Plan

Translating what was decided into actual buy, sell and rebalance instructions, and getting it reviewed and approved, is still done by hand, account by account.
Done well, every time

Execution of the Plan

Trades get placed and settle through your custodian, the same as always.

What We Do

The Same Eight Steps. Now Documented, End to End.

Quantelligence doesn’t ask you to change how you invest or replace your planning software. It fills in the five steps most advisors are running by hand, inconsistently, or not at all — and links all eight into one documented chain, from the plan you already have to the trade that already executes.

1. Client’s Financial PlanYour Planning SoftwareDecision Intelligence
Upload data from your existing planning software, or build the plan directly within Decision Intelligence’s Client Manager.
2. Client’s Risk & ConstraintsDecision Intelligence
Pulled into every portfolio review, not just the annual planning meeting, so it doesn’t go stale between check-ins.
3. Market & Macro ConditionsMarket Intelligence
One documented monthly regime signal and research report, shared across every advisor at the firm.
4. Portfolio Risk EvaluationStrategy IntelligencePortfolio Intelligence
Model Drift, Risk Profile Match and Holdings Analytics check every account automatically, not only when a client calls.
5. Investment Research & AnalysisCIO Intelligence
The regime signal, ratings and strategy library combine into one research view — not rebuilt from scratch, advisor by advisor.
6. Decision Making, Construction & DocumentingCIO Intelligence
The decision, its rationale, and the link back to the plan and the research are recorded automatically as the review happens.
7. Implementing Decisions with an Action PlanImplementation Intelligence
Turned into a concrete buy, sell or rebalance action plan, held for advisor, CCO or supervisor sign-off before anything moves.
8. Execution of the PlanYour Custodian
Trades still execute where they always have — now backed by one documented, approved record from end to end.

Three tiers make it possible to adopt in pieces. Start with Market Intelligence, the regime signal that systematizes step 3. Add Strategy Intelligence for the full model library and client-portfolio tools behind steps 4–5. Or run the complete Virtual CIO Office — including Decision and Implementation Intelligence — through the CIO Intelligence Suite, and close every step in the chain.

“Connect portfolio construction and client-specific planning in one investment workflow — and carry the decision through to an approved action plan.”

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The Quantelligence Framework

Five Capabilities. One Documented Chain — Plan to Execution.

Here is the methodology behind each step of that workflow — how the regime signal is built, how the strategy library scales across every mandate, and how planning, decisions and implementation stay linked in one documented chain across three tiers.

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.

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.

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. None of this requires starting over: keep an existing portfolio as-is, or build a custom one from ACQM models, your own ETFs, or a mix of both — with the regime signal overlaid on whichever you choose. Scale the same rigorous process across every client mandate, without building or maintaining models yourself, and without giving up what already works.

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.

From Decision to Approved Action

Implementation Intelligence, also within the CIO Intelligence Suite, takes the documented decision for an account, client or household and turns it into a concrete action plan — what to buy, sell or rebalance — held for advisor, CCO or supervisor sign-off before anything is implemented. Not just a defensible decision: a defensible record of what was actually done about it.

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.