Precision reporting designed for all your managed accounts
Automate, customise, and deliver consistent, branded reports across all your models and accounts — saving time while maintaining complete accuracy and compliance.
Create, manage, and distribute performance reports across multiple models with total consistency and zero duplication.
Save hours of manual work by automating updates, performance data, and disclosures across every client portfolio.
Provide transparent, regulator-ready reporting that builds trust and strengthens adviser-client relationships.
Deliver personalised, white-label outputs tailored to each client’s investment mix and brand requirements.
Connect directly with Netwealth, Hub24, Praemium, BT, and more. Simplify reporting, reduce double-handling, and maintain full control across every platform.
Gain deeper insights into complex portfolios with advanced attribution and performance analysis tools that help you stay ahead.
Deliver fully branded reports at the firm or adviser level. Strengthen trust and showcase professionalism with customisable, client-ready templates.
SMAs are booming. Managers juggle multiple platforms and brands. Quant Reports makes it easy to deliver fast, accurate, white-label reports built for growth and scalability.
Direct platform integrations with our Data Studio and Data Warehouse give you the power to customise, analyse, and grow without manual work or compromising quality.
Portfolio analytics
Get a complete view across funds, models, and asset classes. Quant Reports helps you monitor exposure, attribution, and performance from one intuitive platform.
Fund data management
Automate data collection, cleansing, and validation across all your sources. Maintain a single, reliable data foundation for faster, error-free reporting.
