3 main departments to better understand all of your needs
Whatever your profile, we have adapted solutions for you:
Quantalys offers a full range of tools from the customer knowledge to monitoring portfolios over time, including the generation of optimal financial proposals in accordance with the current regulation. Linked to different business software on the market, Quantalys licences come with options that meet the multiple needs of investment advisory structures.
See IFA solutionsOur products
Pro and Pro+ licences
The range of Pro and Pro+ licences is a suite of tools dedicated to the analysis and construction of financial offers for investors. It is aimed at financial advisers and distributors and designers of financial offers. You can work with over 70K products available in France and 400 contracts (Life insurance, Capitalisation, PER, etc.).
Global licence
The Global licence brings together all Quantalys' features including its latest innovations : Multi-currency, Multi-country and Multi-Language management.
Multi+ licence
The Quantalys Multi+ licence is the solution dedicated to asset management companies. It brings together many functionalities such as: the analysis of existing portfolios (backtest), the construction and management of model portfolios, collaborative work in an internal or external network, the possibility of putting your own comments on each fund, the monitoring of collection flows, access to the life insurance database.
Licence Access
The Access licence includes Quantalys tools for non-professional, experienced and autonomous investors (Premium Licence) as well as free access for basic functionalities and newsletters.
Easypack funds Selection
This solution allows you to integrate Quantalys' basic tools and simply present your funds and euro linked product in your Internet/Extranet.
Easypack Delegated Management
Easpypack Delegated Management provides a summary sheet of each discretionary management and generates the associated reports.
Path digital : Subscription and arbitration
A complete digital journey for the final customer and/or the financial advisor, including informations on the financial products of the repository, portfolio simulation and viewing, underwriting in title account and in life insurance, arbitrage, updates daily, calculation and viewing of the portfolio.
Back-Office data terminal
Intended for securities services, and particularly middle and back offices, the back office option provides access to all data relating to the placing of orders and the management of client operations
Tool : Online Investor Center
Give your investors access to a dedicated online space to monitor their portfolios, aggregate their banking and asset data, access to reporting and investment proposals and sign documents.
Tool : Dashboard, Monitoring, Alert and Reporting
Control your investments over time, their adequacy to the investor profile, the quality of the products. Set up a wide range of alerts and generate personalized reports in your colors.
Tool : Portfolio optimisation algorithm
An owned fund selection algorithm that makes it easy to generate high-performance investment proposals. These proposals are personalized (repository, customer constraints) and comply with regulations (MIFID II, duty to provide advice, target markets, costs and charges, etc.).
Tool : Sales support and Unit-Linked advice
Our solution makes it possible to have an up-to-date investor profile and to make an alternative commercial proposal, while respecting the duty to advise.
Tool : Portfolio Distribution
Offer your model portfolios to Quantalys users. They will be directly visible and usable in the Quantalys model portfolio selection model.
Tool : Portfolio valuation
This enables the valuation to be calculated, along with the performance and capital gain of multi-product investment portfolios (UCIs, REITs, ETFs, EMTNs, secondary market securities, etc...). It integrates the characteristics of securities accounts (CTO, PEA, PEE, etc.) and Insurance contracts (Life, Capi, PER, etc.). It manages movements, charges and Corporate Actions. It retrieves and restores data by flows, API, or modular web interface.
Tool : Model Portfolio Selection
Manage your clients' investments using a wide range of model portfolios. Select and compare your range amongst your own creations, the Quantalys portfolios or the portfolios of market managers.
Regulatory path
An entry into digitalised relationship in KYC format and a risk questionnaire that refers to the market.
Financial product data
Access by flows or API to the proprietary Quantalys database for back, middle and front offices. Find all the data and documentation on over 250K financial products: UCIs, REITs, Private Equity Funds, ETF, EMTN, Unit-links, etc.
Quantalys Proprietary data
The Quantalys rating of UCIs, Awards and Ratings of management companies available by flow and API for analysis, digital or print documentation and corporate communications.
Regulatory data
KIID, PRIIPS, EMT, EPT, fees and other MFID II data of financial products accessible by flows or API.
Asset management personalised Fact-Sheet
The Company section enriches the Company's identity card through a dedicated area bringing together key company information.
Quantalys Connect
Regularly obtain financial and asset management news through our newsletters and webinars (manager interviews, training courses, etc.).
Sponsorship and partnerships
Support Quantalys via advertising, partnership and sponsorship on its communication media (articles, studies and thematic observatories) and its digital and face-to-face events.
ESG data
All ESG data available by flows or API: categorisation, intensity, labels and certification, extra-financial data, etc...
Back-Office data terminal
For back-office services, Quantalys provides a terminal that enables access to all data related to placement orders and customer operations management.
Corporate Actions Letter
This letter provides Corporate Actions for all database products.
Valuation and dealing day calendar
We calculate and report the potential dates of future valuations and cut-offs, taking into account the valuation frequencies. This data facilitates the work of back-offices and limits the risk of errors when placing orders.
Transparency
In addition to declarative transparency, Quantalys offers average sectoral and geographical breakdowns of UCIs through statistical transparency using a proprietary calculation algorithm.
Creation of Model Portfolio
Creation of Model Portfolios and managed portfolios using our algorithms to select funds with a 10-year track record.
Ratings, Labels and Awards
Development of rating methodology for financial products and asset management companies.
Insurance and Securities Accounts Analysis
Quantitative and qualitative analysis on : product quality, framework coverage, selection of thematic investment products, ESG analysis, etc...
Thematic and Marketing Studies
Tailor-made study and identification of financial products meeting different criterias (thematic, sector, performance, risk, etc...).
Quantitative due diligence
Automated generation of documentation for quantitative due diligence.