Question 1

What is a model portfolio platform?

Accepted Answer

A model portfolio platform is software that enables SEBI-registered Research Analysts (RAs) and RIAs to create, manage, and distribute curated stock portfolios to their clients. AlphaQuark provides automated rebalancing, trade execution, and compliance tools for professional advisors in India.

Question 2

Is AlphaQuark SEBI compliant?

Accepted Answer

Yes, AlphaQuark is designed specifically for SEBI-registered Research Analysts and RIAs, with built-in compliance features including KYC documentation, audit trails, disclosure management, and regulatory reporting tools.

Question 3

How is AlphaQuark different from Smallcase?

Accepted Answer

While Smallcase is a B2C platform where investors buy pre-made portfolios, AlphaQuark is a B2B platform for SEBI-registered advisors. AlphaQuark enables RAs to create their own branded model portfolios, manage clients, execute trades, and run their advisory business with a white-label mobile app.

Question 4

What features does AlphaQuark offer for Research Analysts?

Accepted Answer

AlphaQuark offers model portfolio creation, automated rebalancing, one-click trade execution across client accounts, performance tracking, client onboarding with digital KYC, compliance management, invoicing, and a white-label mobile app for your brand.