Institutional Grade Reports Made Simple

Quant Reports leverages the latest in technology and automation to provide an optimal reporting solution for all types of investment professionals

Integrating multiple technologies and services into one

automate the production of your marketing material to control and decide what to show

fully automated factsheet production saving production times with smoother processes

ensure factsheets are compliant with regulations and best market practices

meet client demands with customisable, real-time and digital factsheets

reduce risk by ensuring that your data is accurate, consistent, and up-to-date

incorporate fund widgets into your website that match your existing brand experience

an endless library of analytics to attract and assist researchers and new investors with their due diligence

SOLUTIONS FOR ALL TYPES OF INVESTMENT PROFESSIONALS

FUND MANAGERS

Providing factsheet reporting to any type of fund structure:

+ Hedge Funds
+ Multi-asset Managers
+ Fund of Funds
+ Family Offices
+ Superannuation Funds
+ Sovereign Wealth Funds
+ Fund Administrators

MANAGED ACCOUNTS & PLATFORMS

We are data agnostic and can work with any platform or managed account solution:

+ Investment Advisors
+ Asset Consultants
+ Separately Managed Accounts providers
+ Managed Discretionary Account providers
+ Family Offices
+ Platform Providers

MODEL PORTFOLIO

We can model and reproduce portfolio reports so advisors and dealers can monitor and access in-depth analysis of a centralised model portfolio:

+ Dealer groups
+ Stock Brokers
+ Financial Planners
+ Asset Consultants

QUANTITATIVE REPORTING

We are not limited to performance reporting, we can also provide solution for all your quantitative reporting requirements:

+ Scenario Risk Modelling
+ Stress Test
+ Monte Carlo simulation
+ Strategy backtesting
+ Portfolio mean-variance
+ Frontier reports
+ Quantitative research report

Start Automating Your Factsheets & Reporting

Improve client satisfaction by delivering high-impact customized communications providing clients with the information they want. Contact us for information about available solutions and pricing.