Winston Capital Partners
Quant Reports gives me the ability to publish our group of fund managers highly detailed fund factsheet reports every month with interactive content and visuals, giving our prospective investors new ways to engage with the information we provide, and distinguishing us from our competitors. They provide fully automated and dynamic reports which use digital publishing technologies. By moving from traditional static reporting to a dynamic publishing approach, our costs are reduced and the process is streamlined to enable personalised, engaging and timely research opinions from a single source of content. Quant Reports deliver an end-to-end publishing system that helps me streamline my business and eliminate inefficiencies from the reporting process.
Carbon Wealth Management
I knew I wanted to create something that was Quant Reports provided me with the ability to publish our five model portfolio reports to digital devices with interactive content, giving our clients new ways to engage with the information we provide, and distinguishing us from our competitors. They provide fully automated and dynamic reports which use industry-standard publishing technologies. By moving from traditional static reporting to a dynamic publishing approach, our costs are reduced and the process is streamlined to enable personalised, interactive and timely research opinions from a single source of content. Quant Reports has provided me with an end-to-end publishing system that helped me streamline my business and eliminate inefficiencies from the reporting process.
Dynamic Asset Consulting
Apart from benefitting from a considerably reduced production time, the implementation of Quant Report’s solution also broadened the scope of our fact sheet production by making it more concise and visually attractive to read. We produce reports for our managed discretionary accounts across five different portfolios, which include two reports for each. Previously, we were using another provider which offered only static reports and we were having to compile multi-asset data in-house which was extremely complex. The diversity and multiplicity of sources, combined with last-minute changes, were the main obstacles. It was also exceptionally time-consuming, and we got to the point where we managed to publish our documents when they had already become partly obsolete. With Quant Reports solution, we are now able to move publication to the first half of each month, and we have shortened the production time by automating the reporting process.
Clearwater Portfolio Management
Our objective was to provide detailed and in-depth reporting for our investment committee and our investors. When the time came to choose which solution would deliver this service, Quant Reports impressed us greatly. I liked the fluidity and simplicity of Quant Reports fact sheets when producing several communication documents. We produce four reports each month - two client-facing and two committee facing. The fact that they also developed content automation was critical, saving us time and costs. The power of networking is evident in all industries, but it is especially important in the fund management sector. We heard that a colleague at Winston Capital had adopted a Quant Reports solution which met their expectations perfectly and this confirmed our choice. Through its business expertise, Quant Reports was an excellent solution to our requirements.
Demeter Wealth Management
I knew I wanted to create something that was going to give people clarity and security. After speaking with Quant Reports I realized they had the skill set to develop something better and unique, not only that, it would be reflective of my own philosophy and give me a framework to build my business around. I believe that it's the right of every individual to feel their wealth is protected. At the core, we both want the same outcome which is to care for the client through the provision of genuine engagement and the delivery of researched, considered, and well communicated investment solutions. Quant Reports took my vision and ideas from the ether, created a report piece to support my story, made it scalable and replicable for my advisors so that we have a consistent, centralized message, and created products that reflect the innate side of what I truly believe about wealth management.
Start Automating Your Factsheets & Reporting
Improve client satisfaction by delivering delivering whitelabel high-impact, customized communications providing clients with the information they want, how and when they want it - get in contact for information about available solutions and pricing
