A unified view of your investments
Access a unified and comprehensive overview of all your assets, aggregating data from every custodian, bank, and investment platform you rely on.
Monitor private equity, real estate, venture, and other alternative investments through rigorous data standardisation and tailored reporting capabilities.
Benefit from detailed analytics covering performance, allocation, exposure, and risk across all asset classes, enabling informed and transparent decision-making.
Produce all portfolio reports and documents without manual intervention, supported by a secure processing environment ensuring accuracy, continuity, and full auditability across your entire wealth structure.
A unified data framework consolidates every custodian account, investment vehicle, and asset class to provide family offices with a complete and dependable overview of their entire wealth. The platform supports detailed performance and risk analyses across both liquid and private assets, backed by stringent data quality controls. Reporting processes are fully automated, delivering consistent and tailored outputs for family members, advisers, and external stakeholders. All calculations, classifications, and structures can be adapted to the specific accounting rules or investment practices of each family.
Each engagement begins with a deep understanding of the family’s structure, investment philosophy and reporting expectations. We recognize that every family office operates differently — from the number of banks and custodians involved to the complexity of asset classes held and the level of detail required by principals or family members. Particular attention is paid to confidentiality, data security and the ability to consolidate diverse holdings into a single coherent view. Direct access to the project team, regular discussions and a transparent communication framework ensure that the solution evolves alongside the family’s needs, delivering reports that are both meaningful and immediately actionable.
Understanding your organisation
Data collection and enrichment
Configuration of dashboards and analysis
Ongoing support and system enhancements
Hear directly from our clients about their experience and the impact we’ve made. Real stories, real results — see how we’ve helped them succeed.
The adoption of Quantilia’s custom analytics solution marks the next step in GATE Advisory’s sustained efforts towards offering high-precision investment opportunities to its clients. The quality of the data and the responsiveness of the team truly set them apart.
Swiss Asset Manager
The outsourcing of data collection and the use of your platform provide the teams with substantial relief and efficiency gains, not to mention the significant improvement in the quality of the data they receive.
French Development Agency
Quantilia has enabled us to centralise the entirety of our multi-asset portfolio information within a single, reliable environment. The platform’s capacity to consolidate data from multiple custodians and managers has significantly reduced our operational workload. The quality and consistency of the reporting delivered to our board have improved markedly.
French Pension Fund
Quantilia has provided us with a robust framework for integrating look-through data, ESG indicators and Solvency risk metrics across complex investment structures. The platform’s ability to adapt to our internal methodologies and regulatory constraints has been particularly valuable. It has become a central component of our reporting infrastructure.
European Insurance Group
Quantilia has allowed us to harmonise reporting across a diverse set of client portfolios, each with its own custodial arrangements and asset mix. The platform’s capacity to standardise data and produce coherent, tailored reports has materially improved the transparency we provide to our families. It has become an essential component of our operating model.
Multi-Family Office
Our organisation required a solution capable of delivering precise, confidential reporting while accommodating non-standard asset classes. Quantilia met these requirements with a high degree of rigour. Its customisable dashboards and automated document production have enabled us to enhance internal governance and significantly reduce the time spent on manual consolidation.
Single Family Office (France)
