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.
