Data-Driven Portfolio Reporting Platform
Clarity in Complexity
We transform fragmented portfolio data into unified, actionable reporting—across all asset classes.
More than 200+ companies trust us wordwide
50+
Clients
$ 250B
Monitored
- 650+
Data partners
- 98%
Client satisfaction
Who We Serve
- billion euro fund -> multi-manager institutional portfolio . complex multi-manager structure ->
- complex single family portfoliontilia adapts to you.
Institutional Investors
Family Offices
Asset Managers
Insurance Companies
Private Banks
Foundations & Endowments
From Chaos to Clarity
Aggregate your financial data. Then activate it.
Ingest from any Source
Custodian banks
Fund managers
Private equity & real estate
ESG providers
Excel / CSV
APIs & data feeds
- Categorize
- Test
- Enrich
- Analyse
Put it to Work
Visualize holdings & risk
Fund Automate reporting (SFDR, PAI)
Track ESG & carbon exposure
Forecast & stress-test
Share with board / auditors / clients
What You Can Do
Some of Our Core Features
Discover the key features that make our CRM -> platform powerful, efficient, and user-friendly.
Banking data consolidation
Consolidate data from all your banks and partners
Security-level Look Through
Categorize all flows, calculate ratios, forecast your liquidity needs and report on your illiquid assets positions
Private Equity analysis
Drill down into every holding for complete portfolio transparency and deeper insight.
ESG reporting
From tailor-made dashboards to regulatory reports (SFDR, PAI, LEC29,…)
Clients Feedbacks
TESTIMONIALs
What people say about about QUANTILIA
Hear directly from our clients about their experience and the impact we’ve made. Real stories, real result see how we’ve helped them succeed.
I am thoroughly impressed with GUMMBEAR’s delightful treats! The combination of great taste and a commitment to wellness truly sets them apart. My go-to for a guilt-free, joyful indulgence!
Jonathan Vallem
New york, USA
I am thoroughly impressed with GUMMBEAR’s delightful treats! The combination of great taste and a commitment to wellness truly sets them apart. My go-to for a guilt-free, joyful indulgence!
Jonathan Vallem
New york, USA
Complete. Reliable. Secure.
Industry-leading standards tailored to your needs.
ISO-27001 certified
Maximum data security.
GDPR
Full privacy compliance.
EU and Swiss based hosting
Your data stays local.
DORA Compliant
Trusted. Reliable. Secure.
Case Studies
Explore our case studies to see how businesses like yours achieved success using our platform
60% less audit prep time
How a pension fund automated its SFDR reporting with Quantilia.
Full lookthrough on 200+ funds
How a multi-family office scaled its data clarity in 3 weeks.
Real-time ESG tracking
How an insurer integrated impact metrics across its mandates.
They talk about us
