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, one-click exports 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.
Entra ID, every tier
Single sign-on
Single sign-on with Microsoft Entra ID; SAML on request. Access is role-based and entity-scoped from the first login; multi-factor authentication and deprovisioning follow your identity provider.
One click, every format
Exports
Every register and every report leaves the system in one click: CSV and Excel workbooks, PDF, and board-ready slide decks for the committee pack, white-label for firms running client books. What the committee takes into the meeting 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?
- Microsoft Entra ID, with SAML available on request. Single sign-on is on every tier; multi-factor authentication and deprovisioning follow the identity provider, and access inside the product stays role-based and entity-scoped.
- What can we export?
- Every register and every one of the seven report types, one click: CSV, Excel, PDF or a board-ready slide deck, so the committee pack, an auditor's sample or a regulator return leaves the system reconciling with the records it came from. Firms running client books can white-label reports and send them to clients under their own name.
- 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. Data syncs between systems through API integrations, with Quantios Core the first connector and more following; integration scoping is part of the onboarding conversation, not a change request after it, and the team will say plainly what can be connected for you.
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, white-label 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.