Wealth management data
Quantios, formerly PRIMACY, is a private banking and wealth management platform providing portfolio management, performance reporting, client servicing, and compliance tools for private banks and family offices.
Who this integration is best suited to
The Quantios integration with AccountsIQ suits private banks, family offices and wealth management businesses using Quantios for portfolio management. Firms managing performance reporting and compliance across investment entities benefit most, as fees and operational costs feed into AccountsIQ for fund-level accounting accuracy for every fund throughout the group.
How Quantios works with AccountsIQ
Investment income, management fees, administration fees, and operational costs from Quantios feed into AccountsIQ for fund-level, entity-level, and group financial reporting. Entities within multi-entity groups can use AccountsIQ for consolidated financial reporting across investment, operating, client, and fund structures. This helps finance teams avoid duplicate data entry and maintain a clearer financial view across complex entities.
FAQs
Does Quantios integrate with AccountsIQ?
Yes. The Quantios integration with AccountsIQ (formerly PRIMACY) feeds investment income, management fees, administration fees and operational costs into AccountsIQ automatically.
How does the Quantios integration support multi-entity reporting in AccountsIQ?
Entities within multi-entity groups use AccountsIQ for consolidated financial reporting across investment, operating, client and fund structures, giving fund-level, entity-level and group-level views from one connected data flow.
Is Quantios suitable for private banks and family offices using AccountsIQ?
Yes. It's built for private banks, family offices and wealth management businesses managing portfolio performance and compliance reporting across investment entities, avoiding duplicate data entry between systems.
