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Quantios 5Series

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Entity management, accounting & more for wealth managers

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About Quantios 5Series

Quantios 5Series is a trust and corporate administration software for wealth managers. The platform comprises a range of integrated modules including entity management, accounting, investments, time and expense tracking, billing, document storage, and more. Designed to support the needs of trust administrators, fund administrators, accountants, family offices, law firms, company secretaries, and more, Quantios 5Series can be adapted to the needs of each business.

With the entity management module, users can store and manage client data, view client documents, and manage meetings and diaries. The accounting mobile facilitates the management of client, corporate, and fund accounts and offers features such as balance sheets, profit and loss statements, and general ledger management. Businesses can also manage their investments, billing, time, expenses, transfers, and documents from within the Quantios 5Series platform.

Quantios 5Series integrates with third party document management and creation software such as Microsoft Office via standard API. Quantios operates on a Microsoft SQL database for secure data storage.