White label
Your brand, your message, your reporting
Tailored for asset consultants, fund managers and dealer groups. Customise every detail — from layouts and colour palettes to content and disclosures — and deliver professional, compliant reports that look and feel entirely your own.
Reporting is a brand surface Reporting is a brand surface. For asset consultants and dealer groups whose clients never see the Quant Reports name, every output has to read as in-house work. Configure your layouts, colour palette, typography and standing disclosures once, and every report type below inherits them — factsheets, quarterly reports, committee packs and SMA statements included.
All your reports refined, white-labelled, and ready to share
Purpose-built to simplify data across every portfolio and account type for accurate, consistent reporting.
Fund factsheets
Create fully branded, compliant factsheets in minutes with automated data syncing and styling.
Fund factsheetsQuarterly reports
Share market insights and portfolio performance with polished, on-brand quarterly reports.
Committee reports
Deliver concise portfolio summaries and performance insights that help drive investment decisions.
Research reports
Generate professional research outputs tailored to analysts, advisers, and clients.
Advice documents
Personalised documents designed for planners and advisers, backed by real-time portfolio data.
Optimised managed accounts & multi-asset reporting
Quant Reports empowers wealth managers and investment teams to deliver consistent, compliant, and beautifully branded reports across every platform.
Fund factsheets
Create polished, compliant, and fully branded factsheets in minutes.
Fund factsheetsFund data management
Automate, validate, and centralise your data to ensure every report is accurate, compliant, and ready to share.
Fund data managementModel portfolios
Simplify SMA, MDA, and IMA reporting with tailored, scalable, white-label outputs.
Model portfoliosUnder the hood
Built from these parts of the platform
Reporting on behalf of someone else means their brand, their disclosures, their delivery.
Unified data, smarter reporting
Power every report with a single, reliable source of truth. Centralise data, eliminate inconsistencies, and scale reporting with total confidence.