In the rapidly expanding niche of Separately Managed Accounts (SMAs), asset consultants managing multiple clients grapple with the intricacies of diverse portfolios across multiple platforms, each with unique white label requirements. The demand for efficiency, accuracy, trustworthiness, and speed of delivery intensifies. Quant Reports provides a bespoke solution tailored precisely for this growing segment.
Platform Integrations
Integrate seamlessly with renowned platforms such as Netwealth, Hub, Praemium, BT, and more. Quant Reports' comprehensive integration capabilities simplify the investment manager's role, enabling a more hands-off approach while maintaining full oversight.
Integrated Scalability
With Quant Reports, seamlessly integrate with DataLab for platform adaptability, and tap into a vast universe of data through DataHouse. This synergy allows for effortless scaling of your reporting process, accommodating an increasing number of portfolios and clients while ensuring unparalleled efficiency and accuracy.
White Label Customisation
Empower your clients to shine in their unique light. Quant Reports' white label reporting is tailored to align with each client's brand identity and specific requirements, ensuring their services stand out distinctively in a crowded market, thereby enhancing their brand's trustworthiness and recognition.
Tailored Reporting & Analytics
From in-depth analysis to concise summaries, Quant Reports' Performance Analytics package offers a vast array of widgets and outputs. This versatility ensures that every investment firm, regardless of its unique needs, finds the perfect reporting solution tailored just for them.
Defined Investment Approach
Utilize balanced, coherent, and personalised reports to illuminate the distinctiveness of your investment approach. Leveraging the specialized features of Quant Reports for SMA reporting, reinforce client relationships and distinctively position your services in the marketplace.