AI-driven precision across every managed account type
AI-driven automation and seamless integrations built to streamline data, simplify reporting, and deliver faster, more accurate outcomes across every account structure.
AI syncs model data across platforms in real time, ensuring performance updates and client reports stay perfectly aligned.
Unify and standardise portfolio data across custodians with intelligent validation that keeps every report consistent and compliant.
Leverage predictive AI tools to detect anomalies, manage data drift, and maintain transparency at scale.
Create fully personalised, automated reports with adaptive templates that adjust based on live performance data.
Simplifying automation and connectivity across your reporting ecosystem
Quant Reports unifies systems, automates workflows, and enhances reporting accuracy with intelligent, AI-powered integrations.
Connect to platforms like Hub24, Netwealth, Praemium, and BT through AI-managed data pipelines for continuous accuracy and reliability.
Integrate with advisor CRMs and tools via smart APIs that learn and adapt to system changes automatically.
Use natural language generation (NLG) to produce data-backed commentary instantly — compliant, on-brand, and human in tone.
AI analyses benchmark data in real time, revealing performance insights and opportunities faster than manual reporting ever could.
Connect custodians, fund administrators, and record keepers with AI-optimised plugins that sync, clean, and standardise data across systems.
AI automatically maps, validates, and harmonises raw data from any source, reducing errors and speeding up time to report.
Track and interpret performance with intelligent dashboards that automatically highlight trends, outliers, and opportunities.
Use machine learning to detect emerging risks, volatility, and exposure across portfolios before they impact results.
Empower teams with real-time insights generated from validated data — enabling confident, data-backed decision-making without manual effort.
AI reveals where alpha is being generated across allocation, selection, and benchmarks — providing deeper clarity and faster optimisation.
Fund data management
Automate data collection, validation, and transformation with intelligent integrations that eliminate manual work.
Portfolio analytics
Leverage AI-driven performance insights and risk attribution tools that turn complex data into clear, actionable intelligence.
