Asset consolidation
Banks, funds and financial data consolidation
Connect directly with all your custodian banks, asset managers, private equity funds, benchmarks, ESG or credit ratings providers. Get security level reports, enriched issuers data and gather your liquid and illiquid assets in the same place. No data source will be left aside, as you can incorporate easily into your account all your partners data, irrespective of the format they use or their level of IT maturity.
Every piece of data undergoes meticulous categorisation, thorough cleaning, homogenisation, and meticulous preparation for analysis. Our commitment to data integrity and quality means that you can trust the insights derived from our platform to be accurate, reliable, and actionable.
ESG and risk analysis
Sustainable and performing investments
Take charge of your ESG data management, elevate your sustainability strategies to new heights, and streamline collaboration through enhanced ESG processes, even in the context of funds of funds or diversified portfolios. Integrate accurate risk analysis dimensions into your portfolio analysis for more comprehensive insights and informed decision-making.
Slash the time needed to analyse, exploit and categorize data. Benefit from enhanced visualisation tools with custom made display suited to each team and organisation, from portfolio managers to risk analysts.
Cross-asset portfolio analytics
Private Equity, Real Estate, direct participations, infrastructure, derivatives, art,...
Onboard all the assets of your portfolio, including private equity, real estate, private debt or infrastructure, and this for any instrument type, like derivatives, funds and private mandates. Monitor your positions at the portfolio level, or dig into one specific asset class thanks to dedicated modules.
Benefit from tailored views and analysis, enabling you to re-discover your portfolio with the conventions, hierarchies and priorities which matter most to you.
250K
assets mapped
135B+ assets under reporting (USD)
400+ connections with banks, AMs and sources
35+ active clients
"Quantilia brings scalability when it comes to using financial data. In a world where the amount of data is significantly increasing and where data crunching has become absolutely essential, this is a key success factor"
"Quantilia is pleased to work with diversified investors who understand that their success rests on achieving both financial and extra financial performance"
"Quantilia is the tool that was missing on the market to centralise all the required data on the same interface, and moreover providing an optimised user experience"
