Enabling digitalisation in trust and corporate services

Quantios has a global presence with our headquarters located in Fleet, London and Cambridge, England, United Kingdom. We also have offices and teams situated in other regions, including Jersey, Guernsey, Cyprus, Hong Kong, Singapore, Malaysia, Australia, Canada, and the Cayman Islands.

Key Quantios office locations are strategically positioned to serve our international client base and ensure comprehensive support and localised expertise for our clients worldwide. This global footprint allows us to stay close to the evolving needs with localised knowledge of Trust and Company Service Providers (TCSPs) across different jurisdictions.

Quantios specialises in providing cutting-edge Entity Management SaaS software solutions for Trust and Company Service Providers (TCSPS). Our core mission is to empower TCSPs with innovative technology that streamlines their operations, enhances efficiency, ensures regulatory compliance, and ultimately drives growth. We offer a suite of sophisticated software products designed to manage complex entity structures, automate regulatory reporting (including AEOI), facilitate seamless digital interactions, and provide valuable insights through data-driven tools. Our solutions are tailored to address the unique challenges and evolving demands of our trust and corporate services clients.

At the core of Quantios is a commitment to innovation and reliability, and a deep understanding of the Trust and Company Service Provider (TCSP) sector. We strive to develop software solutions that are not only technologically advanced but also practical, user-friendly, and directly address the real-world challenges faced by our clients. Our product development is driven by a focus on:

• Simplifying Complexity: We aim to make complex entity management and regulatory processes more manageable and efficient.
• Ensuring Compliance: We prioritise building solutions that help TCSPs navigate the ever-evolving regulatory requirements and reporting landscape.
• Enhancing Efficiency: We focus on automation and streamlined workflows to free up valuable time and resources for our clients.
• Providing Secure and Scalable Solutions: Our SaaS platform is built with robust security measures and is designed to scale with the growth of our clients’ businesses.
• Fostering Long-Term Partnerships: We are dedicated to building lasting relationships with our clients, providing ongoing support and adapting our solutions to their evolving needs.

TrustQuay was a well-established provider of software solutions for the trust and corporate services industry. Its flagship product, TrustQuay Online, was a comprehensive platform for entity management and workflow automation. Following the formation of Quantios through a significant merger, TrustQuay Online has evolved and is now known as Quantios Core. Quantios Core represents the next generation of this powerful platform, incorporating the strengths of TrustQuay Online with further innovations and integrations to provide an even more robust and comprehensive solution for TCSPs.

Quantios was formed through the strategic consolidation of several leading businesses in the trust, corporate services, and legal tech sectors, backed by Hg Capital. These included:

• Microgen: A provider of software solutions for trust and corporate service providers, known for its 5Series platform, a comprehensive solution for trust and fund administration.
• Viewpoint: Another established player in the TCSP software market, offering NavOne, a solution focused on trust, fund, and company administration.
• Touchstone: A technology services provider that had been working with some of the merging entities.
• TrustQuay: Known for its TrustQuay Online platform, now Quantios Core, offering entity management and workflow automation.

Furthermore, in 2024, Klea (klealegal.com), a legal entity management software provider, became a Quantios solution, further strengthening our offering in this critical area. Our combined strengths allow Quantios to offer a comprehensive suite of solutions, including eFileConnect (focused on regulatory filing), Portal (for enhanced digital client servicing) and the evolved Quantios Core, alongside the innovative capabilities of Klea Legal. This unification creates a powerful partner for TCSPs seeking to navigate the complexities of the modern wealth management environment.

Choosing Quantios as your software partner offers several key benefits:

• Comprehensive and Integrated Solutions: We provide a wide range of solutions, from core entity management with Quantios Core (formerly TrustQuay Online) and the strengths of specialised tools like eFileConnect for regulatory filing and the modern entity management capabilities of Klea Legal Entity Management Software. This integrated approach streamlines your technology landscape.
• Deep Industry Expertise: Our team comprises professionals with extensive experience in the trust and corporate services sector. We ensure that our solutions are built and implemented with a genuine understanding of your unique needs and challenges.
• Commitment to Innovation: We continuously invest in research and development to ensure our software remains at the forefront of technological advancements, providing you with cutting-edge tools to stay competitive.
• Scalability and Flexibility: Our SaaS platform is designed to scale with your business growth and adapt to your evolving requirements, without extending or supporting your own infrastructure.
• Enhanced Efficiency and Automation: We focus on automating manual processes and streamlining workflows, such as company secretarial tasks, organisation structure and legal compliance documentation, freeing your team to focus on higher-value activities.
• Robust Regulatory Compliance: Solutions like eFileConnect are specifically designed to help you navigate complex regulatory landscapes and ensure compliance.
• Global Reach and Support: With a global presence, we can provide localised support, knowledge and expertise to our clients worldwide, which is especially useful for large entities with centralised staffing.

At Quantios, the security and reliability of our SaaS solutions are paramount. We employ a multi-layered approach to safeguard our platform and your data, including:

• Robust Infrastructure: We utilise secure and reliable cloud based hosting environments with industry-leading security protocols.
• Data Encryption: We employ advanced encryption methods to protect your data in transit and at rest.
• Regular Security Audits: We conduct internal and external security audits and penetration testing to identify and address potential vulnerabilities.
• Access Controls: We implement strict access controls and authentication mechanisms to ensure only authorised personnel can access sensitive data.
• Data Backup and Recovery: We have comprehensive data backup and disaster recovery plans to ensure business continuity and minimise the risk of data loss.
• Compliance with Security Standards: We adhere to relevant industry security standards and best practices.

We are committed to providing a secure and reliable platform that you can trust.

Quantios’ vision for the future of entity management software for TCSPs is centred on intelligent automation, seamless integration, and enhanced insights. We believe the future will see:

• Increased Automation: AI-powered tools will automate more complex tasks, such as data extraction, compliance checks, and risk assessments.
• Deeper Integration: Our solutions will continue to seamlessly integrate with new critical business systems as they evolve, creating a unified and efficient digital ecosystem for TCSPs.
• Data-Driven Insights: Advanced analytics and reporting capabilities will provide TCSPs with valuable insights to optimise their operations, manage risk, and identify new opportunities.
• Enhanced Collaboration: Platforms will facilitate more efficient collaboration between internal teams, clients, and regulatory bodies.
• Cloud-Native Flexibility: Our continued focus on cloud-native solutions will provide greater flexibility, scalability, and accessibility for TCSPs worldwide.

Quantios is committed to being at the forefront of this evolution, empowering TCSPs with the innovative tools they need to thrive for years to come.

Quantios is dedicated to providing comprehensive support to our clients throughout their journey with us. Our support includes:

• Dedicated Implementation Teams: We provide expert teams to guide you through the implementation process, ensuring a smooth and efficient transition.
• Comprehensive Training Programs: We offer tailored training programs through Quantios Academy to equip your team with the knowledge and skills to utilise our software effectively.
• Ongoing Technical Support: Our dedicated support team is available to answer your questions and provide assistance when needed.
• Regular Software Updates and Enhancements: We continuously update our software with new features monthly, improvements, and regulatory updates, ensuring you always have access to the latest technology.
• Client Success Management: We assign client success managers who work proactively with you to understand your evolving needs and ensure you are maximising the value of our solutions.
• Extensive Documentation and Resources: We provide a wealth of online resources, including user guides, FAQs, tutorials and an online support portal to help you find your solution or get help as quickly as possible.

We are committed to building long-term partnerships with our clients and ensuring their continued success.

There are several ways you can learn more about Quantios and our suite of solutions for Trust and Company Service Providers:

• Request a demo: You can request a personalised demonstration of our software to see how it could benefit your business. Simply click the “Book Demo” button at the top of our website.
• Explore our website: You can find detailed information about our products across the website product pages, news and press releases, and links to our Klea Legal site.
• Contact our sales team: Our knowledgeable sales team is available to discuss your specific needs and answer any questions you may have. Our number is at the top of the page or click to our Contact Us page.
• Follow us on social media: Keep updated on the latest news, insights, and product updates by following us on LinkedIn.
• Attend industry events: We regularly participate in TCSP industry conferences and webinars. We also host in-person events where you can meet our team and get hands-on with the Quantios software. Keep an eye on our website or social media for announcements or contact our team to ensure you are on the invite list for the next event.

We encourage you to reach out and learn how Quantios can help your TCSP business thrive.

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