10 | Wealth & Finance Fund Awards 2024 Best TCSP Industry Software Company 2024 Quantios is a global leader in SaaS solutions for the trust and corporate services sector. Its platform is a comprehensive front-to-backoffice entity management solution, offering organisations a much-needed means to manage risk and enhance workflows throughout the trust and fund administration industry. The platform encompasses a suite of innovative entity management, client accounting, practice management, compliance, governance, and workflow solutions. Over 600 users currently enjoy its wealth management platform, 24/7 support, and risk management facilities. Owing to its keen interest in digitalisation, Quantios annually surveys firms across private banking, wealth management, family offices, and trust and corporate service providers to assess need for digitalisation solutions across the business landscape. The company’s 2023 survey revealed that 81% of respondents share the belief that their industry needs greater technological innovation. 84% of them believe firms must digitalise their business models to remain competitive which reflects the mission at the heart of Quantios. With its software suite, the company has digitised users’ client servicing, bolstered their compliance, and replaced traditional data management systems with an efficient, cloud-native platform. This has had a highly disruptive effect on the industry; in Chief Marketing Officer Paul White’s words, digitalisation was only accessible to larger, high-budget firms. “This meant that for the thousands of smaller firms, digitalising and automating processes and workflows was out of reach due to the high cost and the requirement for dedicated IT support.” With the advent of Quantios, the opportunity to digitalise workflows was made utterly accessible to all organisations within the sector. “Quantios Core is the first complete end-toend cloud-native SaaS platform that provides fully digital entity management, client accounting, general ledger and practice management. This enables providers to meet their corporate and private wealth clients’ regulatory requirements as well as manage their own business in a simple to use, highly automated way at a significantly reduced total cost of ownership.” The platform is available 24/7 from any device with a browser and internet connection. As cloud-based software, it makes no lofty demands of its adopters, not requiring specialist software components or costly integration with existing workflows. Paul explains that this allows businesses to allocate IT resources to more lucrative projects, such as automation, “rather than ‘keeping-the-lights-on’ management of infrastructure and software updates.” Quantios Core’s benefits to the corporate services and trust administration industry are many: reducing cost of ownership, improving cybersecurity, and future-proofing companies’ technology. With a strong client focus, the Quantios team invests heavily in its professional services team, which is always on hand to deliver each customer’s software package and offer robust post-sale implementation support. “As part of this process,” explains Paul, “different customers have differing needs. For larger global customers, the implementation programme may have multiple phases across multiple jurisdictions. For smaller customers, it’s about helping a business that might be taking its first step along the digitalisation pathway.” Put simply, the team’s job is to bring to life the ambition the customer has in terms of business strategy, helping them to progress along their digitalisation pathway and realise the full value of their Quantios solution. As the company’s services evolve, it seeks to continue disrupting the industry and bring businesses up to speed with a new, innovative trust administration software. Its recent focus is on data quality and data “detached from the core book of records.” With the Quantios platform, data is accurate, timely, and easily accessible. The company’s Digitalisation Pathway helps firms achieve these best practices with the utmost confidence, readying them for the future of scaling up and improving data operations. “By working together,” says Paul, “we believe the trust and corporate services sector will be able to move beyond the current issues and challenges to be able to realise the full benefits to margins, profitability, enterprise value, and client service.” Quantios is revolutionising its sector with automated, scalable trust administration software. Across its client base, it is providing firms large and small the chance to digitise their operations simply, effectively, and reach new heights of profitability. For businesses which were once struggling to meet the demands of today’s digital business landscape, it has provided a groundbreaking go-to solution. Contact: Paul White Company: Quantios Web Address: www.quantios.com Email: [email protected] Telephone: +44 20 7081 3074 Within the trust and corporate services sector, digitisation is lagging behind, exposing companies to process inefficiencies, inaccurate data, and potential security concerns. In 2022, Quantios broke new ground with its flagship product Quantios Core, its cloud-native digital entity management solution. This trust and fund administration SaaS offering is fast earning a reputation within the sector for reliability, scalability, and profit-boosting potential. “ ”
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