Data and reporting solutions
Insurance Undertakings and Risk Coverage Institutions.
A unified view of your investments
Access a comprehensive and coherent view of all portfolios, with complete transparency across underlying holdings in both public and private markets, regardless of custodian, asset manager, or data source.
Produce accurate and timely Solvency II calculations, including SCR, MCR, look-through, and capital charges, supported by controlled data processes and detailed documentation suitable for regulatory review.
Benefit from automated collection, processing, and standardisation of all required documents, ensuring consistent inputs for regulatory, actuarial, and internal monitoring processes.
Receive fully aggregated and standardised datasets tailored to your internal models and systems, enabling seamless integration into your existing infrastructure without manual intervention.
A harmonised data framework integrates all custodians, asset managers, and investment vehicles to provide insurers with a complete and standardised view of their portfolios, including full look-through on liquid and illiquid assets. The platform supports Solvency II calculations, capital charges, exposure monitoring, and detailed risk and performance analyses within a controlled and auditable process. Automated data preparation and reporting ensure accuracy and consistency, while delivering outputs that can be seamlessly integrated into internal actuarial, risk, and regulatory systems.
Each engagement begins with a detailed understanding of the insurer’s investment portfolio structure, regulatory obligations and internal governance framework. We recognize that insurance companies operate under strict prudential requirements — from Solvency II lookthrough transparency to SCR calculations and ESG risk disclosures — while managing multi-layered investment structures across mandates, funds of funds and direct holdings. Particular attention is paid to data granularity, actuarial reporting needs and the ability to produce outputs that satisfy both internal risk committees and external supervisory authorities. Direct access to the project team, regular discussions and an open communication framework ensure that the platform adapts to evolving regulatory constraints and delivers full auditability at every level of the portfolio.
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)
