Data management built for every account type
Purpose-built to simplify data across every portfolio and account type for accurate, consistent reporting.
Model
portfolios
AI syncs model data across platforms in real time, ensuring performance updates and client reports stay perfectly aligned.
Separately managed accounts
Unify and standardise portfolio data across custodians with intelligent validation that keeps every report consistent and compliant.
Managed discretionary accounts
Leverage predictive AI tools to detect anomalies, manage data drift, and maintain transparency at scale.
Individually managed accounts
Create fully personalised, automated reports with adaptive templates that adjust based on live performance data.
Quant Reports simplifies complex data workflows — integrating sources, validating inputs, and automating transformations to keep every report consistent, compliant, and ready to share.
Prebuilt for leading platforms including Hub24, Netwealth, Praemium, BT, and more. Maintain seamless connectivity and real-time updates.
Advisor software solutions
Integrate with common advisor tools to ensure consistent data flows between systems without manual handling.
Commentary auto-script
Automate narrative commentary across reports with dynamic templates that save hours of manual writing.
Create bespoke benchmarks tailored to client mandates for precise, performance-based comparisons.
Connect with custodians, record keepers, and fund administrators through secure, flexible plugin integrations.
Data transformation
Eliminate spreadsheet work with automated data mapping and transformation for faster, error-free reporting.
Track performance trends with powerful, interactive visual analytics designed for depth and clarity.
Identify and quantify risk across portfolios using deep analytical modelling for better decision-making.
Empower managers with reliable, validated data that replaces guesswork with confidence.
Reveal where alpha is generated through allocation, selection, or benchmarking with precision attribution tools.
AI & integrations
Automate complex reporting workflows and connect data sources seamlessly. Unlock efficiency and accuracy by linking systems, eliminating manual work, and accelerating delivery.
White-label branding
Build branded, compliant reports powered by your unified data. Strengthen your identity across every output with automated design consistency and control.
