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 IFA
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.).
The Global licence brings together all Quantalys' features including its latest innovations : Multi-currency, Multi-country and Multi-Language management.
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.
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 : 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.
An entry into digitalised relationship in KYC format and a risk questionnaire that refers to the market.
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...
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.
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.