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 solutions
Whether they wish to take advantage of the richness of the Multi+ licence or gain visibility, Quantalys offers asset management companies tailor-made solutions to meet their specific objectives. Competitive benchmark, fund comparison, portfolio analyses, communication campaigns, sponsorship; Quantalys' offer is diversified and continuously enriched.See Asset management companies solutions
Key Accounts customers are characterised by their specific needs, in terms of volume or technicality. Often involving several business lines, Key Accounts projects require tailor-made solutions that combine responsiveness, flexibility and scalability. Quantalys provides high added value offers as well as dedicated commercial support and project monitoring.See Key Accounts solutions
Retail customers, who wish to have a tool to monitor financial products and their portfolio, can subscribe to the Premium Licence. It provides the basic functionalities for the individual investor.See Retail solutions
Our products Consulting Asset management companies
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.