Why Quant Reports?
One platform for every report
Quant Reports works with what you already have. We unify your data, apply your brand, and automatically generate fully compliant, professional reports that will wow your clients. Setup is fast, done with our help, and after that, it runs smoothly on its own.
The pipeline
Data, then Studio, then Publish
One pipeline. Connect the book, configure the analytics, deliver the report.
Data | Connect
Data Warehouse
Pull returns, holdings and benchmarks out of every silo and into one governed, standardised source of truth.
Studio | Configure
Data Studio
Run the analytics — performance, attribution, factors — and explore it through interactive charts and drill-downs. Build the report from a template, then push it into a portal or pull it through the API. The numbers stay live at every step.
Publish | Deliver
Report Studio
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.
Under the hood
Six parts of the platform
Two modules per stage. Connect sources, run the numbers, then publish the pack.
From messy, manual reports to clean, automated delivery
Quant Reports works with what you already have. We unify your data, apply your brand, and automatically generate fully compliant, professional reports that will wow your clients. Setup is fast, done with our help, and after that, it runs smoothly on its own.
- Centralised workflows
Scattered data and disconnected systems
One platform for data, design, and delivery
- Platform automation
Manual formatting in Excel and PowerPoint
Fully automated, white-labelled reports
- Design & branding
Inconsistent branding and templates
Clean, consistent, professional output
- Speed & accuracy
Reports delayed or delivered with errors
Always accurate, always compliant
- Expert assistance
Internal teams bogged down in grunt work
Setup handled for you, after which everything runs seamlessly
Delivery models
Self-service, partner-assisted, fully outsourced, or white-label B2C — pick how you want to run reporting.
White-label B2C
Deliver client ready reports no design work needed.
Self-Service (DIY)
Stay in control with easy-to-manage tools.
Outsourced Expertise
We run the process, you focus elsewhere.
Partner Assistance
Get expert help without expanding headcount.
Platform architecture
Back office · Operations & data teams
Pull returns, holdings and benchmarks out of every silo and into one governed, standardised source of truth.
Middle office · Portfolio managers & performance analysts
Run the analytics — performance, attribution, factors — and explore it through interactive charts and drill-downs. Build the report from a template, then push it into a portal or pull it through the API. The numbers stay live at every step.
Front office · Marketing, sales & distribution teams
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.
Every module in the platform
Documentation
Read the architecture in full
Each stage page lists the modules it owns — what they do, what they connect to, and which teams run them.
Platform documentation
Quickstart, API reference and developer docs for the whole pipeline.
Open the docsPricing
Volume-based reporting plans across every stage of the platform.
See pricingInvestment professionals
Unified tools tailored for investment professionals across diverse market segments
Quant Reports provides a flexible reporting platform that serves all segments of the investment industry, from fund managers to advisers, with tools for portfolios, research, compliance, and managed accounts.
Fund Managers
Asset Consultants
Dealer Groups
Fund Administrators
Family Offices
SMA Managers
Research Houses
Crypto Funds
Platform Providers
How are people using Quant Reports today?
Quant Reports deliver an end-to-end publishing system that helps me streamline my business and eliminate inefficiencies from the reporting process.
Platform specification
Platform integrations
Hub24, Netwealth, Praemium, BT (prebuilt); others more limited but workable
Source types
Platform API, SFTP, spreadsheet upload, custodian feeds, watched folders, licensed vendor data
Data ingested
Performance numbers, investment weights
Refresh
Monthly, weekly or daily by schedule; manual upload any time
Output formats
PDF export, interactive web reports, embeddable website widgets
Report types
Fund factsheets, quarterly reports, committee packs, research reports, SOA inserts, SMA/MDA/IMA packs
Delivery models
Self-service, partner-assisted, fully outsourced, white-label B2C
Hosting region
Australia or Singapore
Tenancy
Dedicated database per tenant
Encryption
In transit and at rest
Certification
ISO 27001
Implementation
Two weeks to three months
Support
Sydney hours; two-hour target at highest severity
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One platform for data, design and delivery
Update once and see it everywhere—save time, stay accurate, and strengthen your brand.