Trustquay
TrustQuay, now known as Quantios as of June 2024, is an innovator in the digitalisation of the Trust and Corporate Services Provider industry. The company provides a comprehensive suite of wealth management software designed to automate and enhance the operations of corporate services, trust, and fund administrators. With a focus on enabling governance, operations, and investment activities globally, Quantios is positioned as a platform of choice for organisations seeking to streamline their services across borders.
The solutions offered by TrustQuay/Quantios are aimed at automating and digitalising the complex operations of trust and corporate services. Their offerings include integrated software platforms that support a wide range of functionalities necessary for efficient management and administration. This includes portfolio management, reporting, compliance, and client relationship management (CRM), all designed to meet the growing demands of the industry.
Key features of the platform are designed to facilitate seamless operations for a diverse client base. With over 450 clients worldwide, including small local providers and large multi-jurisdictional organisations, TrustQuay has demonstrated its capability to adapt and serve a wide range of business needs. Their software is actively used by a community of 35,000 users, fostering solution innovation and continuous improvement.
Technically, TrustQuay's platform is built to offer flexible and robust capabilities, allowing clients to maximise the use of their software. The company's technical consultancy services ensure that clients receive tailored solutions that fit their specific requirements. Furthermore, TrustQuay provides global 24/7 support, ensuring that their clients' operations remain uninterrupted.
Integration capabilities are a core aspect of TrustQuay's offering. The platform supports a wide array of integration options, allowing seamless connectivity with other financial systems and platforms. This includes both technology integrations such as Bloomberg and FactSet, as well as operational integrations with custodians and banks. TrustQuay's approach to integration ensures that clients can leverage existing systems while enhancing their operational capabilities.
Key Features
TrustQuay's platform offers comprehensive capabilities for family offices, focusing on automating and enhancing the efficiency of trust and corporate service providers. The platform is designed to be cloud-based, allowing for flexible and scalable deployment options tailored to the needs of various organisations.
- Portfolio Management
- Reporting and Analytics
- Compliance and Regulatory Support
- Client Relationship Management (CRM)
- Fund Administration
- Multi-jurisdictional Support
- Document Management
- Workflow Automation
- Data Security and Privacy
- Global 24/7 Support
- Technical Consultancy Services
- Business Consultancy Services
- Customisable Dashboards
- Integration with Third-party Platforms
- User Community and Feedback Loop
Use Cases
TrustQuay's platform is designed for diverse implementation scenarios, primarily targeting single family offices, multi-family offices, private banks, and wealth managers. The platform enhances operational workflows, including automated reporting, compliance management, and client engagement processes.
- Automate portfolio reporting for quarterly family meetings
- Streamline compliance processes across multiple jurisdictions
- Enhance client engagement through integrated CRM tools
- Facilitate seamless fund administration and accounting
- Implement customisable dashboards for real-time insights
- Support global operations with multi-jurisdictional capabilities
- Ensure data security and privacy for sensitive client information
- Provide 24/7 support for uninterrupted business operations
- Integrate existing systems with third-party financial platforms
Integrations
TrustQuay offers robust integration capabilities, providing seamless connectivity with a wide range of financial systems and platforms. The platform supports API availability and data connectivity, allowing for efficient ecosystem partnerships.
- Bloomberg
- FactSet
- Custodians
- Banks
- Third-party CRMs
- Financial Data Providers
- Regulatory Reporting Tools
- Accounting Systems
- Document Management Systems
- Business Intelligence Platforms
Related Family Office Software
Related Resources
- Frequently Asked Questions
- Family Office Glossary
- Family Office Services
- Types of Family Offices
- Latest Family Office News
- What is a Multi-Family Office?
- Single Family Office Guide
- Wealth Management Services
- Estate Planning Services
- Tax Strategy Services
- Portfolio Management
- Family Governance
- Administrative Services
- Family Office vs Wealth Management
- Family Office Costs
- Minimum Net Worth Requirements
- Single Family Office Definition
- Multi-Family Office Definition
- Assets Under Management
- Ultra High Net Worth
- Alternative Investments
- Philanthropy & Foundations
- Technology & Cybersecurity
- Lifestyle & Concierge Services
- Personal Security Services
- Regulatory Compliance
- Financial Administration
- Impact & ESG Investing
- Liquidity Planning
- Conflict Resolution & Mediation
- Lifestyle Management
- Trust & Estate Structuring
- Consolidated Reporting
- Next-Gen Leadership Development
- Entity & Legal Structure Management
- Vendor & Service Provider Oversight
- Health & Wellness Services
- Single vs Multi-Family Office
- Family Office Services Explained
- How to Choose a Family Office
- Multi-Family Office Structure
- Family Governance Definition
- Alternative Investments Guide