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- Our Solutions to Your Problems
- Transform the Back Office
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- Quantios Core
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- The real cost of digital inertia
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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
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
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
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
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
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
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
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
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Our Story
Our journey to enabling governance, operations and investment anywhere in the world.
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.
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,
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.
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.
Working at Quantios
We are a world-class global team, full of passionate talented individuals. Backed by a united approach, our output is greater than the sum of our parts.
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.