3 main departments to better understand all of your needs

Data
Solutions
Consulting

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 Key Accounts

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Departments

Profiles

Solutions

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.).

Solutions

Global licence

The Global licence brings together all Quantalys' features including its latest innovations : Multi-currency, Multi-country and Multi-Language ​​management.

Solutions

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.

Solutions

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.

Solutions

Easypack Delegated Management

Easpypack Delegated Management provides a summary sheet of each discretionary management and generates the associated reports.

Solutions

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.

Solutions

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

Solutions

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.

Solutions

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.

Solutions

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.).

Solutions

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.

Solutions

Tool : Portfolio Distribution

Offer your model portfolios to Quantalys users. They will be directly visible and usable in the Quantalys model portfolio selection model.

Solutions

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.

Solutions

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.

Solutions

Regulatory path

An entry into digitalised relationship in KYC format and a risk questionnaire that refers to the market.

Data

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.

Data

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.

Data

Regulatory data

KIID, PRIIPS, EMT, EPT, fees and other MFID II data of financial products accessible by flows or API.

Data

ESG data

All ESG data available by flows or API: categorisation, intensity, labels and certification, extra-financial data, etc...

Data

Corporate Actions Letter

This letter provides Corporate Actions for all database products.

Data

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.

Data

Transparency

In addition to declarative transparency, Quantalys offers average sectoral and geographical breakdowns of UCIs through statistical transparency using a proprietary calculation algorithm.

Consulting

Creation of Model Portfolio

Creation of Model Portfolios and managed portfolios using our algorithms to select funds with a 10-year track record.

Consulting

Ratings, Labels and Awards

Development of rating methodology for financial products and asset management companies.

Consulting

Insurance and Securities Accounts Analysis

Quantitative and qualitative analysis on : product quality, framework coverage, selection of thematic investment products, ESG analysis, etc...

Consulting

Thematic and Marketing Studies

Tailor-made study and identification of financial products meeting different criterias (thematic, sector, performance, risk, etc...).

Consulting

Quantitative due diligence

Automated generation of documentation for quantitative due diligence.