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 Data Key Accounts
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.
KIID, PRIIPS, EMT, EPT, fees and other MFID II data of financial products accessible by flows or API.
All ESG data available by flows or API: categorisation, intensity, labels and certification, extra-financial data, etc...
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.
In addition to declarative transparency, Quantalys offers average sectoral and geographical breakdowns of UCIs through statistical transparency using a proprietary calculation algorithm.