One platform, from personal to institutional
The problems scale up; the method stays the same. Quant brings every custodian, entity, and asset class into one accurate picture, then hands you the same enterprise-grade analysis — whether you run one portfolio or a hundred.
Built for how your wealth is actually held
Three audiences, one engine. Each brings its own tangle of accounts and structures — Quant resolves all of it into a single, accurate view of holdings, exposure, and returns.
Family offices
One accurate picture of the entire family balance sheet — every custodian, every entity, every asset class, from listed equities to real estate, private deals, and collectibles. When a principal asks a question, the answer is already in front of you.
Explore- Wealth fragmented across custodians, banks, and entities
- Illiquids and private deals invisible in reporting
- True concentration hidden inside funds and entities
- Consolidation is a slow, manual quarterly exercise
- Reporting to principals and the next generation
- Keeping sensitive family data private and owned
Personal wealth
The institutional-grade view for the investor who has outgrown spreadsheets but doesn't want to hand over 1% of assets to see it. Everything you hold, across every account and asset type, in one place — with the same analysis the institutions use.
Explore- Holdings scattered across brokers, banks, and pensions
- Spreadsheets that break as the portfolio grows
- No look-through into what your funds actually hold
- Crypto and alternatives tracked separately, if at all
- No single view of real exposure, risk, and returns
Advisors & consultants
One platform for every client, not a separate set of tools for each. Manage and analyse every portfolio in the same place, and give each one the same depth — high-touch or not.
Explore- A different tool or spreadsheet for every client
- Inconsistent depth of analysis across client accounts
- Client reporting that eats hours every review cycle
- Portfolio reviews that don't scale as the book grows
- No single view of exposure and risk across the practice
See Quant on your own portfolio
Be one of the first to try Quant in private beta — and tell us what to build next.