Quantios Core Overview

Quantios Core is a state-of-the-art trust accounting software designed to streamline the management of trust funds for law firms, accounting firms, financial advisors, and other fiduciaries. This software ensures compliance with regulatory requirements while providing an easy-to-use interface for tracking trust accounts, transactions, and balances. Quantios Core allows users to maintain accurate and up-to-date records of all trust fund activities, including deposits, withdrawals, interest, and disbursements, all while adhering to legal and ethical guidelines. It simplifies the generation of trust account reports, making it easier for professionals to manage multiple accounts simultaneously. The software also supports real-time notifications and alerts for key events, such as fund transfers or discrepancies, ensuring greater accountability and transparency. With built-in audit trails and compliance checks, Quantios Core reduces the risk of errors and fraud while simplifying trust account reconciliation. Whether you're managing individual or pooled trust accounts, Quantios Core is a comprehensive solution that enhances accuracy, security, and efficiency in trust accounting.

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Contact Details

  • Vendor Name Quantios
  • Founded
  • Location United Kingdom

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Outsourcing/Offshoring

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Quantios Core Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Case Management
  • Arrow Icon Asset Accounting
  • Arrow Icon Check Writing
  • Arrow Icon Workflow Management
  • Arrow Icon Accrual Accounting
  • Arrow Icon Invoice Management
  • Arrow Icon Task Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Compliance Management
  • Arrow Icon Accounting
  • Arrow Icon Electronic Payments
  • Arrow Icon Data Import/Export
  • Arrow Icon Tax Management
  • Arrow Icon Cross Ledger Posting
  • Arrow Icon Customer Statements
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon General Ledger
  • Arrow Icon Contact Management
  • Arrow Icon Fee Calculation & Posting
  • Arrow Icon Receipt Management
  • Arrow Icon Document Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Trust Accounting

Quantios Core Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Quantios Core FAQs

Quantios Core is a state-of-the-art trust accounting software designed to streamline the management of trust funds for law firms, accounting firms, financial advisors, and other fiduciaries. This software ensures compliance with regulatory requirements while providing an easy-to-use interface for tracking trust accounts, transactions, and balances. Quantios Core allows users to maintain accurate and up-to-date records of all trust fund activities, including deposits, withdrawals, interest, and disbursements, all while adhering to legal and ethical guidelines. It simplifies the generation of trust account reports, making it easier for professionals to manage multiple accounts simultaneously. The software also supports real-time notifications and alerts for key events, such as fund transfers or discrepancies, ensuring greater accountability and transparency. With built-in audit trails and compliance checks, Quantios Core reduces the risk of errors and fraud while simplifying trust account reconciliation. Whether you're managing individual or pooled trust accounts, Quantios Core is a comprehensive solution that enhances accuracy, security, and efficiency in trust accounting.

  • No, Quantios Core does not offer a free version.

  • Yes, Quantios Core offers a free trial.

  • No, Credit Card details are not required for the Quantios Core trial.

  • No, Quantios Core does not offer an API.

  • Quantios Core offers support with the following options:
    • Email , Phone , Chat , FAQs/Forum

  • Quantios Core offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Quantios Core supports the following languages:
    • English

  • Following are the typical users of the Quantios Core:
    • Self-Employed , Small-Business , Midsize-Business

  • Quantios Core supports the following deployment:
    • Cloud Hosted

  • Quantios Core supports the following devices and operating systems:
    • Web-Based