Quantilia

Portfolio monitoring platform dedicated to family offices, with asset consolidation, data collection, cross asset portfolio analysis and document generation.

Quantilia platform offers a comprehensive range of solutions enabling family offices to consolidate their accounts, collect and prepare the data they need, run enhanced portfolio analysis and generate reports and documents. With more than 300 already connected data sources, Quantilia covers all asset classes (including private equity, private debt, direct investments, etc.). Flexible and detail oriented, it aims at providing demanding family offices with accurate and reliable tools to pilot their portfolios over the long run.

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What sets Quantilia apart?

"All the data, analysis, and tools you need in a single place, at a reasonable price."
Florian Garivier
quantilia

Category

Consolidated Reporting

Country

France

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Get in touch with Quantilia

Quantilia Florian Garivier

Florian Garivier

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 11-50

Founded

  • 2017

Ownership

  • Owned by management
  • Key staff also have ownership

Incorporated

  • France

Locations

  • Nice
  • Paris

Top 5 Markets

  • France
  • Belgium
  • Luxembourg
  • Monaco
  • Switzerland

Total AUM

  • $70 billion+

Avg. AUM per client

  • $200 million+

Focus

  • Single-family offices

Secondary focus

  • Multi-family offices
  • Fund managers
  • Banks

Number of clients:

  • 30+

What clients say about Quantilia?

"We have worked with Quantilia software for 3 years now, and we appreciate its reliability and accuracy. Thanks to Quantilia, we can focus on our business, and let it take care of our data and portfolio analysis."
Benjamin Benedetto, Almagest Wealth Management

Support & services

Learn what support and services you can expect

Support options

Dedicated contact
In person on site support

Pricing of support

Free support

Onboarding

3 to 6 weeks

Customisation

Data visualisation
Document generation
Specific analysis and ratios
Upload and download formats and methods

Bespoke development

We complete and strengthen the investor systems without replacing the efficient parts. We integrate Quantilia solutions into the client system via API or bespoke upload and download formats.

Added services

Data entry
Software development

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Simple solutions for complex times.