Runs with what you already run.
Compliance software integrations for regulated firms: the administered book from Quantios Core, single sign-on from your identity provider, Excel for everything that leaves the system, and your existing registers and histories brought in at onboarding.
The integrations
Client book sync
Quantios Core
Your administered book syncs from Quantios Core: the entities you run there are the entities you monitor here, with structure, licence type and jurisdiction driving what the obligations library, the risk taxonomy and the starter controls populate for each. Nothing is re-keyed, and no entity is missed because it was not on the list that day.
SAML, every tier
Single sign-on
Microsoft Entra ID or any SAML identity provider. Access is role-based and entity-scoped from the first login; multi-factor authentication and deprovisioning follow your identity provider.
One-click export
Excel
Every register and every report exports to Excel: the committee pack, the auditor's request, the regulator return. What the committee secretary takes into the meeting bundle is what the system holds, without a number retyped.
Imported at onboarding
Your existing data
Registers, risk assessments and monitoring histories come across from your spreadsheets and systems during onboarding, imported for you and checked with you, per entity, so no function and no client starts from zero.
Run something else? Tell us what your stack looks like. Integration scoping is part of the onboarding conversation, not a change request after it.
Talk to the teamQuestions about integrations.
- What does the Quantios Core integration do?
- It keeps the entities you administer in step between the two systems: the client book you run in Quantios Core is the client book Vantage Point monitors, with each entity's structure, licence type and jurisdiction driving what its obligations library, risk taxonomy and starter controls populate. It removes the re-keying of entities and the risk of an entity being missed.
- Which identity providers work with single sign-on?
- Any SAML identity provider, Microsoft Entra ID included. SAML SSO is available on every tier; multi-factor authentication and deprovisioning follow the identity provider, and access inside the product stays role-based and entity-scoped.
- What exports to Excel?
- Every register and every one of the seven report types, one click, so the committee pack, an auditor's sample or a regulator return leaves the system as a workbook that reconciles with the records it came from. Export is to Excel; the product does not claim PDF generation.
- How does existing data come across?
- During onboarding. Registers, risk assessments and monitoring histories are imported from your spreadsheets and systems by the onboarding lead, per entity, and checked with you before go-live. It is part of onboarding, not a project you run yourselves.
- We run something else. Can it be integrated?
- Tell us what your stack looks like. Integration scoping is part of the onboarding conversation, not a change request after it; the product exposes what it holds through export, and the team will say plainly what can and cannot be connected today.
Where the integrations land.
- GuideOnboarding, data import and support: how firms move to Vantage Point
- ModuleEntities: one system for your firm and every client entity
- ModuleReports: board packs and seven report types from live data, Excel export
- SecuritySecurity summary: data residency, access model, standards
- GuideRunning compliance for a client book: delegated monitoring with oversight
See it running on your structure.
A 30-minute walkthrough using your entities, your licences and a real workflow you bring to the call. No slide deck.