Quantios Portal streamlines communication and enhances the customer experience, allowing your clients to securely access their information anywhere, anytime, on any device.

User-Friendly Interface

Quantios Portal is designed to be a welcoming and intuitive experience for both administrators and users Accessible home page. The Quantios Portal home page welcomes users with an intuitive layout and clear navigation accessible to all on any device, ensuring a seamless experience from the moment they log in.

Customise the interface with full branding options to align the Quantios Portal seamlessly with your business identity and values, enhancing professionalism and consistency in client interactions.

The Quantios Portal seamlessly integrates with your middle and back-office functions, driving straight through processing and bringing efficiency and service benefits across the board.

Efficient Onboarding and Document Collaboration

Quantios Portal simplifies client onboarding by guiding users through the necessary steps in a structured and intuitive manner.

Streamline onboarding with guided steps, simplifying onboarding for users with clear instructions and intuitive navigation.

Easily upload and manage documents within the Quantios Portal, consolidating them into a single, secure location for convenient access and sharing.

Efficiently share invoices directly through the Quantios Portal, expediting payments and improving recoverability.

Effective Communication and Notifications

Ensure timely updates and clear client interactions with automated notifications.

Stay informed with automated notifications, ensuring timely client updates on important events and tasks, enhancing efficiency and productivity within the Quantios Portal.

Exchange secure messages to facilitate clear and confidential communication between staff and clients, enhancing collaboration and improving relationship management.

Initiate and track tasks seamlessly within the platform, facilitating direct collaboration and efficient task management among users for streamlined workflow processes.

Robust Security

Protect sensitive data against unauthorised access and breaches through encryption protocols and access controls.

Manage information securely within the structured framework of the Quantios Portal, ensuring the granular control of data and that access control measures are in place to safeguard sensitive data.

Communication within the portal is fortified with encryption protocols, guaranteeing the confidentiality and integrity of messages exchanged between users for enhanced security.
“I have been working with Quantios for a number of years. They have made our processes much more efficient. It covers all aspects of the corporate services business requirements, it is very easy to use and efficient. ”
Anita Mirasole, Head – Trusts & Corporate Services GVZH Trustees Ltd
Customer Stories New Zealand Public Trust

Digitalisation enables New Zealand Public Trust to profitably scale.

Don’t just take our word for it...

“In both my training plus the implementation process I have found Quantios representatives to be very attentive and solution driven. Their industry knowledge makes a difference and minimises the time and effort in explaining our requirements.” Sophie Savvopoulou, Head of Operational Excellence Trident Trust Company (BVI) Limited
“Value for money and covers what we need, the Quantios team are fast to respond on technical support issues.” Conrado Sambat, IT Manager Alpadis
“Great company, helpful staff and manage expectations well.” Antony Bentley-Roberts, Assistant Manager Dohle Corporate & Trust Services Limited
“We have been using Quantios since it was first introduced in Gibraltar. In our Group, it is our bible, introducing the use of the software amongst our other offices. Having used other similar software programmes... this is the most complete for our needs.” Jenssen Ellul, Chief Operations Officer Gibro Group
“I have been working with Quantios for a number of years. They have made our processes much more efficient. It covers all aspects of the corporate services business requirements, it is very easy to use and efficient. ” Anita Mirasole, Head – Trusts & Corporate Services GVZH Trustees Ltd
“Above all else, I like the reporting and configuration capabilities. I rate them as excellent.” Karl Formosa, Operations Manager Integrated-Capabilities (Malta) Ltd

Book your free demo

Contact us today to find out how Portal can work for you.