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.
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.
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.
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.