Empower Your Business with fund data Management & Reporting Automation

Built for seamless data processing, reporting, and compliance.

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Dashboard view of iQuant Solutions fund data management and reporting platform showing fund data analytics and sector allocation charts.

Integrations with fund administrators:

18

Reporting templates covered:

70+

Funds covered:

800+

Regulations covered:

10+

Streamline Your Fund Reporting and Data Management

We provide a cloud-based platform that automates fund reporting, data management, and regulatory workflows. The platform unifies large-scale fund data handling, report creation, and dissemination in one automated environment, reducing manual effort and regulatory risk.

Platform Features

Reporting Workflow Automation

Create, review, and disseminate regulatory and client reports efficiently with automated approval flows and role-based access.

Share Class Data Management

Update country registration information and static data for all your share classes in the most simple way. Trigger the dissemination to all your recipients at the same time.

Real Estate Data Visualization

Manage and visualize all your key financial and commercial data all at once in one single platform and let manual creation of charts for your client presentation be a thing of the past.

Investor & Shareholder Data Hub

Stop managing your investor and shareholder data in Excel. Find all data and analysis you need in a secure environment.

fund data management dashboard showing the documents module

iQuant Solutions real estate reporting dashboard showing property analytics

Investor reporting dashboard showing portfolio allocation and performance data

fund data management interface displaying document templates and reports

Reporting Workflow

Create, review, approve and disseminate your regulatory and client reports with only a few clicks. Manage user roles according to your preferred workflow model.

Fund data automation platform showing share class configuration page

Share Class Management

Update country registration information and static data for all your share classes in the most simple way. Trigger the dissemination to all your recipients at the same time.

Real Estate

Manage and visualize all your key financial and commercial data all at once in one single platform and let manual creation of charts for your client presentation be a thing of the past.

Investor Data

Stop managing your investor and shareholder data in Excel. Find all data and analysis you need in a in a secure environment with fully accessible audit trails.