Powered by Microsoft Dynamics 365 Business Central, Quantios Core revolutionises Trust and Corporate Services with cloud-native, SaaS capabilities, available anywhere, any time, from any device.

Efficient Entity Management

Quantios Core optimises the administration and management of legal entities such as trusts, companies, and partnerships, while seamlessly ensuring accuracy of your book of record.

Keep up to date with your day-to day with Quatios Core. Complete comprehensive risk assessments, manage and mitigate risks, conduct compliance and annual reviews, and prepare statutory forms and filings, including AEOI reporting and meeting specific jurisdictional requirements.

Quantios Core eliminates stress around documation requirements as it systematically handles, organises, and stores critical client service documents, ensuring secure access, efficient retrieval and sharing. For complex needs, there are options for integration with DMS solutions to manage extensive legal, financial, and regulatory records.

Remove the potential for organisational stress by making use of the comprehensive Company Secretarial capabilities of Quantios Core. Managing and scheduling critical events, deadlines, and client activities along with efficient tracking of regulatory filings, meetings, and compliance deadlines are all simple to manage ensuring timely actions and smooth internal coordination.

Accounting and Billing

Quantios Core streamlines time recording and billing, practice accounting, and client accounting, ensuring precise financial operations management, compliance, and comprehensive financial reporting for all your clients.

Make it simple to record and track work-in-progress and client-tailored fee schedules, ensuring accurate and comprehensive invoicing perfectly matched to the type of services you provide.

Quantios Core handles finances with flair, managing sales, receivables, debtor management, purchases, payables, fixed asset accounting, and accurate corporate financial statements, ensuring compliance with financial regulations, and maintaining precise financial records, budgets, and expenses.

Take away concerns managing financial transactions for your clients' legal entities, including detailed financial statements, accurate bookkeeping, asset management, accounts receivable and payable, and compliance with local tax laws and regulations, with the unique accounting functionality within Quantios Core.

Streamlined Data Governance

Quantios Core effortlessly allows adherence to regulatory compliance standards, safeguarding your data against legal and operational risks reinforcing trust and reliability in your business decision-making processes.

Maximise trust in your data quality by providing consistent accuracy, completeness, and timeliness. Quantios Core supports informed decision-making, minimises errors, enhances trust in data-driven processes, and helps meet compliance with regulatory standards.

Streamlining and automating multiple business and operational processes encompassing all levels of criticality, ensuring efficient, compliant, and timely management of tasks and services for legal entities.

Quantios Core enables your business to place data security at the heart of it's identity with robust data security and role-based access controls, ensuring only authorised users access the information they need, enhancing trust, supporting compliance, and safeguarding your critical data.

Effortless Productivity

Quantios Core with Microsoft 365 boosts collaboration and interoperability, streamlining workflows, enhancing communication, and integrating seamlessly with new AI-driven capabilities and familiar tools - reducing onboarding time and increasing efficiency.

Quantios Core includes integration with the latest Co-pilot AI from Microsoft allowing natural language interaction with your data, building detailed analyses, and automating tasks allowing users to interact with their tasks as never before.

Quantios Core integrates seamlessly with Microsoft Teams, enhancing collaboration by allowing real-time data sharing, communication, and decision-making directly within the Teams environment.

Leverage tools such as Word and Excel and PowerBI within your existing operational processes, automating workflows, streamlining mechanisms, and enhancing efficiency by enabling seamless data flow and task automation across applications.

About Quantios Core

Quantios Core is the fully cloud-native Software-as-a-Service platform that accelerates digitalisation and drives automation to elevate your business in the marketplace.

Providing a seamless operational experience, our comprehensive solution stands at the heart of our commitment to accuracy and reliability, ensuring a single source of truth and the definitive book of record.
Designed with the precision to cater to both the robustness required by global firms and the agility needed for regional specialists, Quantios Core is a testament to versatility and targeted functionality.

As an API-first, cloud-native solution, Quantios Core provides secure, real-time access to a single source of truth, anywhere and on any device, harmonising the diverse facets of our clients' operations.
Quantios Core is not just software; it's the engine driving organisations forward, moulding data into a powerful ally for borderless operational excellence, strategic decision-making, and sustained growth.

Embrace a new era of digitalisation and say farewell to manual burdens with Quantios Core, your trusted platform for success. Focus on what truly matters: your clients and the growth of your business.
Client Testimonial
“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

Customer Stories

Customer Stories Deltec

'Out-of-the-box' solutions boost productivity for Deltec's operations.

Customer Stories BTG

Escaping legacy systems, BTG are streamlined for agility and growth.

Customer Stories Moore Global

Automation delivers operational excellence for Moore Global.

Find the right option for you. All of our packages require no infrastructure and scale with your business seamlessly.

Essentials

Ideal for organisations needing specialist entity management software.

  • Entity management
  • Time recording and billing
  • Risk management
  • Compliance
  • Microsoft 365 Integration (ex. SharePoint)
  • Practice accounting
Standard

For organisations seeking enhanced entity management and client accounting capabilities.

  • Entity management
  • Time recording and billing
  • Risk management
  • Compliance
  • Microsoft 365 Integration
  • Practice accounting
  • Client accounting
  • Transaction monitoring
  • Payments and Cash transaction interface
  • Data partitioning
  • Data approvals
  • AEOI (Automatic Exchange of Information)
  • Data Quality Rules
Premium

Offering full functionality and seamless integration with partner ecosystem applications.

  • Entity management
  • Time recording and billing
  • Risk management
  • Compliance
  • Microsoft 365 Integration
  • Practice accounting
  • Client accounting
  • Transaction monitoring
  • Payments and Cash transaction interface
  • Data partitioning
  • Data approvals
  • AEOI (Automatic Exchange of Information)
  • Data Quality Rules
  • Final accounts
  • Security transaction interface
  • Statement reconciliation
  • Fee sweep
  • Workflows
  • Client portal

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
“Quantios is easy for staff to use, and does exactly what the bank wants it to do. The Interface looks good and with good support.” Craig Henwood, Senior Systems Analyst Turicum Private Bank (Gibraltar) Ltd.
“Onboarding Quantios is a great development for IP and I am confident that we will really benefit from Quantios in our daily practice as corporate administrators. ” Suzanne Gujadhur, Managing Director International Proximity
“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 used Quantios for over 20 years at different levels in my profession. Assistance from the local Quantios rep is always of a very high standard. ” Nick Pitaluga, Managing Director Gibraltar International Trust Corporation Limited

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Introduction To Features

Quantios Core distils four decades of TCSP expertise into a proven, scalable platform, meticulously designed to address contemporary industry challenges, ensuring firms not only adapt but excel in their markets.

Unified Platform

A comprehensive suite that integrates entity management, compliance, accounting, and client reporting. Quantios Core simplifies complex processes through its centralised, cloud-based system, accessible via mobile and browser interfaces.

Global Compliance Tools

Stay ahead of international regulatory demands with tools that automate and ensure compliance. From KYC and onboarding to multi-jurisdictional filing regulations, Quantios Core keeps your operations in line with global standards.

Client Service Portal

Enhance client engagement through a secure, intuitive portal that allows for seamless document sharing, communication, and transaction approvals. This feature aims to streamline client interactions and improve service delivery efficiency.

Data Rules

A 24/7 data validation and tracking system that ensures the integrity and accuracy of your data. With Quantios Core, data quality is continuously monitored, reducing errors and enhancing reliability for critical decision-making.

Automated Operations

From automated billing to financial reconciliations, Quantios Core reduces the manual effort required in day-to-day operations, allowing your team to focus on value-adding activities and client service.