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Quantios 5Series
Entity management, accounting & more for wealth managers
Table of Contents
Quantios 5Series - 2026 Pricing, Features, Reviews & Alternatives
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Quantios 5Series overview
What is 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.
Starting price
Alternatives
with better value for money
Quantios 5Series’s user interface
Quantios 5Series reviews
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Quantios 5Series's features
Quantios 5Series alternatives
Quantios 5Series
Starting from
No pricing info
Diligent Entities
Starting from
10000
Per year
Remote
Starting from
29
Per month
Osano
Starting from
119.99
Per month
Quantios 5Series integrations (2)
Top integrations
Quantios 5Series support options
Typical customers
Platforms supported
Support options
Quantios 5Series FAQs
Quantios 5Series has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does Quantios 5Series support?
Quantios 5Series supports the following languages:
English
Q. Does Quantios 5Series offer an API?
Yes, Quantios 5Series has an API available for use.
Q. What other apps does Quantios 5Series integrate with?
Quantios 5Series integrates with the following applications:
Microsoft SharePoint, Microsoft Word
Q. What level of support does Quantios 5Series offer?
Quantios 5Series offers the following support options:
Chat, Email/Help Desk, Phone Support