Quantios Market Research Report

Company Overview

Name

Quantios

Mission of the Company

To be the platform of choice that enables governance, operations, and investment anywhere in the world, leading digital transformations in the Wealth, Trust, and Corporate Services (TCSP) industry.

Founding Information

Founded: TrustQuay, one of the legacy companies, was founded in 1974, and the current entity Quantios was established following the merger and rebranding of TrustQuay and Viewpoint in 2023.

Founders

No information is available on the specific founders for Quantios or its legacy entities.

Key People

Guy Harrison: Chief Executive Officer

Robert Browning: Chief Operating Officer & Managing Director

Joe Sefton Jenkins: Chief Technology Officer

Adrian Akers: Chief Product Officer

Grant Jones: Chief Revenue Officer

Carrie Holt: Head of M&A and Strategy

Mel Mariner: Global Head of HR

Ben Donnelly: Chief Financial Officer

Paul White: Chief Marketing Officer

Headquarters

No information is available on the specific location of the headquarters.

Number of Employees

Over 300 skilled professionals.

Revenue

No information is available regarding the company's revenue.

Known For

Quantios is known for being a global provider of SaaS solutions for the Wealth, Trust, and Corporate Services industry, leading digital transformations and ensuring seamless global compliance with streamlined administration.

Products

Quantios Core

Description: A fully cloud-native SaaS platform for Trust and Corporate Services, offering capabilities like efficient entity management, accounting, billing, and fortified data governance.

Key Features:

Seamless entity management and operational agility.

Streamlined data governance ensuring accurate and reliable data.

Microsoft 365 integration enhancing collaboration and efficiency.

Quantios vPoint

Description: A comprehensive solution for entity management, corporate governance, and co-sec operations, ensuring compliance and efficient administration.

Key Features:

Integrated accounting, entity, and professional services management.

Efficient compliance and reporting across jurisdictions.

Secure document management and access control.

Quantios eFileConnect

Description: A platform streamlining regulatory filing compliance, handling multi-jurisdictional challenges effectively.

Key Features:

Automatic regulatory reporting.

Secure data transmission and enhanced security.

Extensive jurisdictional filing support.

Quantios Portal

Description: Enhances client service through a personalised digital interface to streamline communication and document collaboration.

Key Features:

User-friendly interface and secure data management.

Automated notifications and invoicing.

Brand integrity assurance and streamlined client onboarding.

Quantios NavOne

Description: A comprehensive back-office solution for on-premise or private cloud deployment, enhancing operational efficiency.

Key Features:

Embedded financial solutions and client management.

Automated compliance tracking.

Flexible workflow solutions and data governance.

5Series

Description: A platform empowering businesses with automation, enhanced control, opportunities for growth, and robust data security.

Key Features:

Regulatory assurance and streamlined financial operations.

Comprehensive risk and compliance management.

Secure data management designed for user-centric operations.

Recent Developments

Acquisition of Klea: In October 2024, Quantios acquired Klea, an AI-powered legal entity management tool, to enhance their legal entity management capabilities and accelerate corporate service automation.

New Products Launched

Merger and Rebranding: The rebranding of TrustQuay Viewpoint to Quantios in June 2024 following the merger of TrustQuay and Viewpoint in May 2023.