Quant Reports
Automated investment reporting that builds trust and saves hours
Unify your data, automate reports, and impress investors with professional, on-brand output
Data | Connect. Pull returns, holdings and benchmarks out of every silo and into one governed, standardised source of truth.
Month-end
Checked before it ships
A pack is Valid or it does not go out. Feeds show Synced when the custodian file has landed.
| Source | Status | Detail |
|---|---|---|
| Custodian | Valid | Holdings as at 31 Aug |
| Fund admin | Synced | NAV file, 07:12 |
| Benchmark | Valid | Sample benchmark, daily |
| FX | Synced | AUD overlay |
1 year
+8.4% fund · +7.1% bench
Coverage
96 of 96 packs green
Next run
3rd business day
- $100 billion+in reporting assetsIllustrative
- 10,000+reports producedIllustrative
Case study
Cooper Investors Pty Ltd
Cooper Investors—a 20-year-old Australian fund manager of ten specialist equity funds—now uses a reporting framework that automates data ingestion, reporting (Factsheets & Quarterly Reports), and live website metrics, producing on-brand reports seamlessly.
See the platform
- Centralised Data Connectors
- Integrated Website Widgets
- Fund and Portfolio Reporting
Choose a reporting problem
Fund factsheets
On-brand factsheets in minutes, not a monthly desktop grind.
Fund factsheetsModel portfolios
SMA, MDA and model reporting without duplicating packs per platform.
Model portfoliosPortfolio analytics
Performance, risk and attribution that match the numbers in the client pack.
Portfolio analyticsWhite-label branding
Your layouts, colours and disclosures on every output.
White-label brandingFund data management
Clean, validate and unify holdings and returns before they hit a template.
Fund data managementReady to automate your reporting?
Book a demo or see pricing — we’ll show your own data in branded reports.