Data and reporting solutions
Wealth Managers and Discretionary Portfolio Managers.
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.
Generate tailored reports that meet regulatory requirements, address end-client needs, or serve internal stakeholders, supported by reliable data processes and fully auditable methodologies.
Benefit from automated collection, processing, and standardisation of all relevant documents, ensuring consistent, high-quality inputs for client reporting and internal monitoring.
Provide your clients with a unified and accurate view of their overall wealth by consolidating accounts across custodians and asset classes, enabling clear communication and enhanced advisory services.
A broad offering covers the entire data and reporting value chain, from robust data integration and ESG reporting capabilities to advanced performance and risk analytics. The platform enables private banks to automate the production of high-quality reports for clients, internal teams, and regulators while maintaining full transparency and auditability. Consolidation modules provide end clients with a unified view of their wealth across multiple custodians and asset classes, enhancing advisory services and strengthening the overall client relationship.
Each engagement begins with a clear understanding of the private bank’s client segmentation, reporting standards and internal compliance requirements. We recognize that private banks must deliver differentiated, white-label reporting to a diverse client base while maintaining operational efficiency and regulatory alignment. Particular attention is paid to branding guidelines, multilingual output capabilities and the ability to produce tailored documents for each client profile — from UHNW families to discretionary mandates. Direct access to the project team, regular discussions and a transparent communication framework ensure that the solution supports both day-to-day production and strategic enhancements, enabling relationship managers to focus on client service rather than data preparation.
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)
