Quantios
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.
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.
