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.
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.
Who this integration is best suited to
Suited to private banks, family offices, and wealth management businesses that use Quantios for portfolio management and need fund-level financial data to flow into AccountsIQ.
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