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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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
