QUANT REPORTS
Automated investment reporting that builds trust and saves hours
Unify your data, automate reports, and impress investors with professional, on-brand output
Sample Fund
As at 31 August 2026 · AUD · Monthly| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.2% | +0.8% |
| 3 months | +3.5% | +2.9% |
| 1 year | +8.4% | +7.1% |
| 3 years p.a. | +6.0% | +5.2% |
| Since inception | +7.5% | +6.3% |
Illustrative figures for layout purposes only — not a fund record.
Publish — Publish. Every report goes out pixel-perfect and fully branded — as a print-ready PDF, a protected link, or a live embed. A publishing layer polished enough to stand on its own in front of clients.
Case study
Cooper Investors Pty Ltd
Cooper Investors—a 20-year-old Australian fund manager of ten specialist equity funds—now uses a reporting framework that automates data ingestion, reporting (Factsheets & Quarterly Reports), and live website metrics, producing on-brand reports seamlessly.
See the platform
- Centralised Data Connectors
- Integrated Website Widgets
- Fund and Portfolio Reporting
How are people using Quant Reports today?
I liked the fluidity and simplicity of Quant Reports fact sheets
Quant Reports deliver an end-to-end publishing system that helps me streamline my business and eliminate inefficiencies from the reporting process.
Quant Reports provided me with the ability to publish our five model portfolio reports to digital devices with interactive content
The implementation of Quant Report’s solution also broadened the scope of our fact sheet production
Choose a reporting problem
Portfolio analytics
Performance, risk and attribution that match the numbers in the client pack.
Learn moreFund data management
Clean, validate and unify holdings and returns before they hit a template.
Learn moreCommon questions
Common questions
How do you charge?
Per report, with volume tiers. Custom work is priced after a short discovery.
Which platforms do you integrate with?
Prebuilt integrations for Hub24, Netwealth, Praemium and BT. Connectivity with other platforms is more limited, but workable solutions exist.
How long does implementation take?
Between two weeks and three months, depending on the size of the project.
Is there a trial?
A 30-day evaluation, by application. No credit card required. Time-limited and non-production.
Ready to automate your reporting?
Book a demo or see pricing — we’ll show your own data in branded reports.