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More than a business operating system – it’s your single source of truth that transforms Trust and Corporate Services. AI-powered and updated monthly, it delivers anytime-anywhere access from any device.
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Unlock new possibilities with AI
Maximise opportunities, increase productivity, and extend capabilities beyond your existing resources by automating manual tasks and accelerating decision-making with AI-powered tools.
Speed up operations with AI that produces board minutes, financial statements, and other key documents — freeing teams to focus on higher-value work.
Quickly interpret reports, summarise data, and extract key information using intelligent automation that supports faster, more informed decisions.
Power efficiency to enable scalable growth
Maintain a single source of truth and leverage automation to reduce overhead and enable scalable, sustainable operations.
Enable effective entity management by centralising records for entities, shareholders, and beneficial owners, with secure storage and quick access to key documents.
Use configurable workflows and auto-generated documents to ensure consistency and efficiency across routine processes without increasing administrative burden.
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.
Stay compliant and secure across jurisdictions
Confidently meet global regulatory and statutory obligations with centralised risk management, trusted data governance, and data quality rules aligned to compliance needs.
Manage regulatory obligations across operations with a unified approach that reduces risk exposure, ensures oversight, and keeps compliance on track.
Streamline KYC screenings, AEOI (FATCA/CRS), and statutory filings with automated processes and data formats aligned to evolving global requirements.
Ensure accuracy and consistency through defined quality rules, governance frameworks, and APIs that support secure and reliable data exchange across systems.
Attract, retain, and empower talent
Equip employees with intuitive, browser-based tools designed for ease of use and seamless interoperability with Microsoft 365, while enabling continued development and growth through Quantios Academy.
Access powerful capabilities from any browser, with Microsoft 365 integration that enables smooth collaboration, communication, and day-to-day efficiency.
Drive engagement and innovation through Quantios Product Advisory Groups and Customer Hubs, where employees contribute ideas, offer input, and influence ongoing platform enhancements.
Equip teams with structured, role-specific training to maximise proficiency in Quantios Core, while earning CPD credits and building skills that go beyond traditional responsibilities.
Unlock revenue potential and strengthen client relationships
Automate time-consuming processes to free up capacity for growth, ensure accurate billing, and deliver high-quality experiences that build trust and create referenceable clients.
Track time, manage work-in-progress, and generate accurate invoices with minimal manual effort so your team can focus on high-value client work and revenue generation.
Real-time oversight across internal operations, client accounting, and investment management, supported by banking integration that enables automated reconciliation, accurate reporting, and data integrity.
Empower clients with secure, real-time access to financial data and service requests through the Quantios Portal, enhancing transparency and strengthening long-term relationships.
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.
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.
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.
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.
Trusted across the globe
Clients enjoy streamlined compliance tracking, regulatory reporting, and stringent data security measures, including GDPR compliance and thorough audits, ensuring robust data protection.
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.”
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
- Quantios Academy
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 Management*
- Data Quality Rules
- Quantios Academy
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 Management*
- Data Quality Rules
- Final accounts
- Security transaction interface
- Statement reconciliation
- Fee sweep
- Workflows
- Treasury
- Quantios Academy
Making Tax Digital (MTD)
Quantios Core is compatible with Making Tax Digital (MTD)
Don’t just take our word for it...
Request your Quantios Core Demo.
Send us your details and explore the solution live.
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.
Proudly built on the Microsoft platform
Quantios Core, our Software as a Service solution, is built on top of Microsoft Dynamics 365 Business Central.
Frequently Asked Questions
Entity management refers to the processes and tools used to oversee and administer a company’s legal entities (e.g. corporation subsidiaries, LLCs, partnerships, or trusts) from initial company formation. This includes maintaining compliance with regulations, managing governance documents, tracking regulatory filings, and ensuring accurate record-keeping. It is critical for businesses to avoid legal penalties, streamline complex governance tasks, and centralise entity-related data. Without proper entity management, organisations risk operational inefficiencies, regulatory compliance breaches, and disjointed decision-making.
Entity management software automates compliance tracking, ensuring deadlines for filings (e.g., annual returns, tax submissions) are never missed via efficient document storage and management. It stores governance documents (e.g. certificates, board resolutions) securely, provides audit trails, and generates real-time reports for stakeholders. By centralising entity data and automating reminders, the software reduces human error, simplifies audits, and ensures adherence to local and global regulations; vital for multinational corporations or businesses with complex structures.
Key features to look for include:
- Document management: Secure storage and version control for legal documents.
- Company secretarial tools: Scheduling and automated alerts for filing deadlines, tracking regulatory compliance filings.
- Role-based access: Permissions to protect sensitive data.
- Reporting tools: Customisable dashboards for stakeholders and automated AEOI reporting.
Integration capabilities: APIs to sync with accounting, business management, CRM, or ERP systems.Scalability, user-friendly interfaces, and robust customer support are also essential for adapting to evolving business needs.
Yes, entity management platforms such as Quantios Core offer integration with technology partners via APIs or pre-built connectors. They can sync with business management software (e.g. Microsoft Dynamics 365), CRM systems (e.g. Salesforce), or ERP solutions (e.g. SAP) to streamline data flow. This eliminates manual data entry, reduces data duplication, minimising errors, and ensures consistency across platforms. For example, updates to entity ownership in the system can automatically reflect in both financial and compliance reports.
Primary users include:
- Compliance officers: Monitoring regulatory requirements.
- CFOs and finance teams: Tracking entity-related financial obligations.
- Legal teams: Managing entity registrations, compliance, and governance.
- Company secretaries: Overseeing regulatory filings, board meetings, and statutory records.
The Quantios Core platform’s collaborative features also allow cross-departmental access, ensuring HR, tax, and operational teams stay aligned with entity data.