Enabling digitalisation in trust and corporate services

Quantios SaaS for TCSP - the new name for TrustQuay Viewpoint - the bold new horizon in Wealth Tech Software Solutions

Our Vision

To be the platform of choice that enables governance, operations and investment anywhere in the world.

Leadership Team

Our leaders have experience in a diverse range of industries, and all have a passion for building great software and providing an excellent service to our customers.

Guy Harrison Chief Executive Officer
Guy Harrison - Chief Executive Officer - Quantios Leadership Team
Guy Harrison Chief Executive Officer

As CEO of Quantios, Guy brings extensive experience in Regulatory Compliance, AML and KYC in highly regulated industries and fast-growth technology. Before joining Quantios in 2024, he led SmartSearch, a leading AML and Compliance software provider. He also served as General Manager at Dow Jones Risk & Compliance in London and was the Global Head of Strategy & Change Management at Goldman Sachs.

Joe Sefton Jenkins Chief Technology Officer
Joe Sefton Jenkins - Chief Technology Officer - Quantios Leadership Team
Joe Sefton Jenkins Chief Technology Officer

Joe has been leading the development and technology organisation at Quantios since July 2017 and has overall responsibility for technology and product development across the firm’s portfolio. His role also encompasses IT & cyber security, DevOps & cloud operations and the Quantios Academy. He is also responsible for the heritage products that are under long-term applications management. Prior to joining Quantios, Joe was the Global Director of Product Development at Fiserv working across a range of different disciplines including fraud detection, KYC, AML and account control, serving some of the world’s largest financial institutions. Joe holds a degree in Geophysics from Leeds University and post-graduate research in seismology at the University of Bristol.

Adrian Akers Chief Product Officer
Adrian Akers - Chief Product Officer - Quantios Leadership Team
Adrian Akers Chief Product Officer

Adrian Akers is Chief Product Officer for Quantios. He has worked in the Trust and Corporate Services sector for over 20 years starting his career as a software engineer having gained a first class bachelor of science honours in Computing and Informatics. Adrian and his product team are responsible for the delivery of a best in class product portfolio, serving enterprise and mid-market customers, whilst ensuring that quality, innovation and the customer voice are at the heart of the products we build for this sector.

Grant Jones Chief Revenue Officer
Grant Jones - Chief Revenue Officer - Quantios Leadership Team
Grant Jones Chief Revenue Officer

Grant has held leadership roles in financial technology companies for the past 14 years and specialises in uniting teams around strategic go to market. Grant joins Quantios following 10 years in the Vista Equity Partners portfolio, where he was responsible for global go to market and the partners ecosystem for Finastra. Most recently, Grant was part of bringing together two market leaders in the alternative investment space to create Allvue Systems. Grant’s role with Quantios includes ensuring customer-centricity is at the heart of everything we do.

Carrie Holt Head of M&A and Strategy
Carrie Holt - Head of M&A and Strategy - Quantios Leadership Team
Carrie Holt Head of M&A and Strategy

Carrie has been working with companies on corporate strategy and M&A in the B2B information services, SaaS and consulting markets for over 20 years. Most recently Carrie has worked in interim or operating partner roles with private equity firms or their portfolio companies, supporting the execution of strategic or M&A projects. Prior to that she spent 15 years at Acuris, a provider of business intelligence and analytics to the global financial, corporate and professional services community as Head of Corporate Development. Carrie brings proven expertise in M&A sourcing, execution and integration, as well as supporting organic growth initiatives.

Mel Mariner Global Head of HR
Mel Mariner - Global Head of HR - Quantios Leadership Team
Mel Mariner Global Head of HR

Mel is the Global Head of HR at Quantios. She joined the business in 2018 and has over 15 years of experience in HR within the software industry. Mel is committed to continually developing the organisation culture and the impact the HR function can have to support the business achieve its strategic goals by means of their most valuable asset – their people. Mel has a degree in Business Studies from Bournemouth University and started her career as a recruitment consultant for Reed before moving into HR and later becoming the HR Manager at ICSA software, a global vendor of compliance solutions.

Ben Donnelly Chief Financial Officer
Ben Donnelly - Chief Financial Officer - Quantios Leadership Team
Ben Donnelly Chief Financial Officer

Ben is a Chartered Accountant who is focused on value creation through growing SaaS businesses, optimising operations and M&A. Ben joins us from A2Mac1, a private equity backed data business based in Paris, where he was Interim CFO. Prior to that, Ben was part of the finance leadership team at Micro Focus plc, a listed enterprise software business where he held multiple roles across finance, M&A and investor relations. Ben started his career as an auditor within Deloitte, before working within their transaction services team supporting a range of businesses in both private and public M&A activities.

Quantios in numbers

0 +

Clients worldwide

0

Offices worldwide

0

Employees

Our Story

Our journey to enabling governance, operations and investment anywhere in the world.

1974 Company founded Microgen founded
1994 Company founded Viewpoint founded
New product Viewpoint Connect launched
1997 Company founded Landsteinar (LCI) founded
2005 Acquisition LCI acquired by Touchstone Group
2008 New product 5Series product launched
2014 New product NavOne product launched
2019 Investment Microgen and Touchstone merger, backed by Silverfleet Capital
2020 TrustQuay launched Microgen and Touchstone become TrustQuay
2021 New product eFileConnect launched
2022 New product TrustQuay Online launched
Investment Hg Capital acquires TrustQuay
2023 Investment TrustQuay and Viewpoint merge, backed by Hg Capital and EQT
2024 Company founded TrustQuay and Viewpoint become Quantios

Awards and Accreditations

As a leading voice in the sector Quantios continues to be recognised by the most respected industry bodies as well as receiving accreditations to enhance our delivery for customers.

Most Innovative Compliance / RegTech Product - WealthBriefingAsia Awards 2025 AwardJune 2025
Most Innovative Client Solution - WealthBriefing Awards Swiss 2025 AwardFebruary 2025
Best Innovative Client Solution 4 Best Innovative Client Solution - WealthBriefing Awards Channel Islands 2024 AwardDecember 2024
Best Compliance Solution Best Compliance Solution - WealthBriefing Awards Channel Islands 2024 AwardDecember 2024
Best TCSP Industry Software Company 2024 - Fund Awards 2024 Best TCSP Industry Software Company 2024 AwardOctober 2024
Quantios suppliers of compliance and regulatory reporting software as a service is a CPD Certification Service member CPD Accreditation
Quantios suppliers of entity management software to the trust and corporate services industry are UKAS & ISO 27001 compliant ISO 27001. Information security management certification. Accreditation
Quantios, formerly TrustQuay Viewpoint Wealth Briefing European Award Winner 2024 entity management and data governance SaaS Best Innovative Technology 2024 - Wealthbriefing Europe AwardMarch 2024
Quantios (formerly TrustQuay) awarded 2024 Fintech Award at Jersey Tech Awards for entity management & data governance SaaS Best Fintech Award. Jersey Tech Awards AwardApril 2024
Quantios (formerly TrustQuay) awarded Fintech Vendor of the Year 2022 CityWealth Magic Circle Awards for Fintech SaaS FinTech Vendor of the Year. Citywealth Magic Circle AwardMay 2022
Quantios (formerly TrustQuay) award for Best Software Supplier of the Year 2022 for entity management SaaS software for TCSP Best Software Supplier of the Year. Citywealth Brand Management AwardJune 2022
Quantios (formerly TrustQuay) award for Best Onboarding Solution. WealthBriefing Channel Islands for entity management SaaS Best Onboarding Solution. WealthBriefing Channel Islands AwardDecember 2022
Quantios (formerly TrustQuay) award for Best Onboarding Solution. WealthBriefing Channel Islands for entity management SaaS Best Innovative Client Solution. WealthBriefing Channel Islands AwardDecember 2022
Quantios awarded Magic Circle technical innovators of the year for their core financial and regulatory reporting software. Technology Innovators of the Year. Magic Circle AwardMay 2023
Quantios awarded WealthTech Provider of 2023 Channel Island for entity management software for trust and corporate services WealthTech Provider of the Year - WealthBriefing Channel Islands AwardDecember 2023
Quantios awarded Best Innovative Solution 2023 - Americas at Wealth Briefing Asia for TCSP entity management software SaaS. Best Innovative Solution. WealthBriefing Americas AwardFebruary 2023
Quantios (formerly TrustQuay) awarded Winner Best Innovative Solution at Wealth Briefing Asia for trust admin software. Best Innovative Solution. Wealth Briefing Asia AwardJune 2023
Quantios awarded Best Onboarding Solution 2023 at Wealthbriefing Europe for Fintech TCSP software client onboarding process Best Onboarding Solution. WealthBriefing Europe AwardMarch 2023
Quantios (formerly TrustQuay) awarded Best Onboarding Solution 2023 at Wealthbriefing Switzerland for TCSP SaaS software. Best Onboarding Solution. WealthBriefing Switzerland AwardFebruary 2023
Quantios (formerly TrustQuay) award for Fintech Vendor of the Year - Magic Cicle Award. TCSP entity management software. FinTech Vendor of the Year. Magic Circle Awards AwardMay 2021
Quantios (formerly TrustQuay) award Best Software Supplier of the Year 2021 - Brand Management Awards for TCSP software. Best Software Supplier of the Year. Brand Management Awards AwardJune 2021
Quantios is a Microsoft Gold Partner and entity management software SaaS platform Powered by Microsoft Business Central. Microsoft Gold Partner Accreditation
Quantios is proud to be accredited as an Oracle Partner helping power their TCSP entity management software SaaS platform. Oracle Partner Accreditation
Quantios (formerly TrustQuay) awarded Jersey Tech Awards Winner 2020 for entity management platform & data governance SaaS Digital Company of the Year. Jersey Tech Awards AwardSeptember 2020
Quantios (formerly TrustQuay) awarded Best Innovative Client Solution - WealthTechAsia 2021. TCSP industry SaaS solutions Best Innovative Client Solution. WealthTechAsia AwardSeptember 2021
Quantios (formerly TrustQuay) awarded Fintech Vendor of the Year 2022 CityWealth Magic Circle Awards for Fintech SaaS FinTech Vendor of the Year. Citywealth Magic Circle AwardMay 2022

Our approach to ESG

Quantios is committed to Environmental Social Governance (ESG) through our effective stewardship of the environment, having a positive impact on people, communities and suppliers as well as being governed and operating ethically.

At Quantios, our commitment to sustainable business practices centres around three core pillars: People, Planet, and Community. This focus is woven deeply into every aspect of our operations.

We continuously refine our governance structure and policies, and provide ongoing training to maintain ethical and compliant operations while prioritising the well-being of our communities and workforce.
Our environmental responsibilities are a top priority. We actively measure our carbon footprint to identify reduction opportunities, setting the stage for ambitious emissions targets. Through effective resource planning and adopting flexible, agile work practices and new technologies, we have significantly reduced our office-based, commuter, and travel emissions.

We are equally committed to minimising our environmental impact by reducing waste,
increasing recycling, and choosing ethical suppliers.

These efforts are part of our broader strategy to sustainably manage our natural resources.
By consistently enhancing our ESG policy and integrating these values across our business activities, we remain focused on making a positive impact on People, Planet, and Community. Our goal is to continually improve and evolve, striving to be the best version of Quantios possible.

People and Culture

Learn about our culture and values that empower our people to challenge the status quo and work with others to develop their full potential.

Frequently Asked Questions

As CEO of Quantios, Guy Harrison brings extensive experience in Regulatory Compliance, AML and KYC in highly regulated industries and fast-growth technology. Before joining Quantios in 2024, he led SmartSearch, a leading AML and Compliance software provider. He also served as General Manager at Dow Jones Risk & Compliance in London and was the Global Head of Strategy & Change Management at Goldman Sachs.

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.

Contact Us