ViewPoint Software Services Limited

What ViewPoint Software Services Limited does

ViewPoint Software Services Limited, doing business as Quantios (formerly TrustQuay, rebranded 2022), is a UK-domiciled private SaaS provider founded in 2017 that builds an AI-native platform for global Trust, Corporate and Fund Services Providers (TCSPs). The company serves enterprise clients in the trust, corporate and fund administration sector, including named customers such as New Zealand Public Trust, Equiom and BTG, alongside global corporates requiring unified multi-jurisdiction entity management via its Klea sub-brand.

The platform unifies front, middle and back-office operations through a suite of products: Quantios AI (agentic intelligence layer), Quantios Core (operational backbone for entity management, compliance oversight, reporting and workflow automation), Quantios eFileConnect (centralized automated regulatory filings), Quantios Portal (client-facing digital servicing), Quantios Academy (CPD-accredited training), and Klea (AI-powered legal entity management). Data centers and operational teams span the UK, Channel Islands, EMEA and APAC (Malaysia), enabling multi-jurisdiction delivery.

Quantios monetizes through enterprise SaaS subscriptions on a quote-based, demo-led sales motion with no publicly disclosed pricing tiers. The company appears bootstrapped with no disclosed external funding rounds, and is led by CEO Guy Harrison (appointed 2024, formerly of SmartSearch and Goldman Sachs) alongside a C-suite including CFO Ben Donnelly, CRO Grant Jones, CPO Adrian Akers, and CTO Joe Sefton Jenkins (founding technology leader since 2017). The go-to-market relies on content marketing, annual Future Focus industry reports, case studies and a dedicated press centre to build category authority in the TCSP SaaS niche.

Name

ViewPoint Software Services Limited

Legal name

Quantios Management Services Ltd.

Website

https://goviewpoint.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

ViewPoint Software Services Limited (dba Quantios) is a UK-based SaaS provider of an AI-native platform for global trust, corporate and fund services providers, delivering entity management, automated compliance filings, workflow automation and agentic AI across multiple jurisdictions.

Ownership category

akta.pro rank

Product category

Trust and Corporate Services Software

NAICS

Software Publishers (51321)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Responsible AI, Security & Privacy Platforms (Safety, Guardrails, PII) (HDAEANAG)

Keywords

• Trust and corporate services
• Entity management software
• Compliance automation software
• Fund administration software
• Legal entity management

Headquarters

HQ city

Lacey

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Platform Subscription: Subscription-based SaaS platform licensing for trust, corporate and fund services providers with global capability across jurisdictions

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

ViewPoint Software Services Limited (doing business as Quantios) sells a subscription-based, AI-native SaaS platform that unifies entity management, compliance oversight, regulatory filings, reporting and workflow automation for trust, corporate and fund services providers operating across multiple jurisdictions. The platform replaces legacy trust administration systems with agentic AI, automated filings, and a digital client servicing portal.

Product overview

Quantios is an AI-native platform for global corporate, trust and fund services providers (TCSPs) offering a unified platform across front, middle and back-office operations. The portfolio consists of Quantios AI (agentic intelligence), Quantios Core (operational backbone), Quantios eFileConnect (automated filings), Quantios Portal (digital servicing), Quantios Academy (training), and Klea (AI-powered legal entity management). The platform unifies entity management, streamlines compliance and provides real-time intelligence across every jurisdiction.

Differentiator

Problem solved

Functional benefit

Brands

• Quantios AI: AI-powered agentic intelligence freeing teams for higher-value work
• Quantios eFileConnect
• Quantios Core
• Quantios Portal
• Quantios Academy
• Klea

Products and services

• Quantios Core
• Quantios AI
• Quantios eFileConnect
• Quantios Portal
• Quantios Academy
• Klea

Quantifiable outcome

• Immediate time saving with straight through processing
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature6 records

Partnerships

One partnership is on record.

• KleacoreTechnology or IntegrationKlea is an AI-Powered Legal Entity Management solution offered as part of the Quantios product portfolio. It is marketed as 'a Quantios solution' indicating a closely integrated product within the platform ecosystem.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wolters Kluwer (CT Corporation): Wolters Kluwer operates CT Corporation, a long-standing entity management, compliance and registered agent software/service suite that directly competes with Quantios Core, eFileConnect and Klea in TCSP and corporate compliance workflows. It is the most comparable scaled player in the same product category.
• Diligent: Diligent provides entity management, governance and compliance software (including BoardEffect and entity management modules) used by corporate and regulated entities, directly overlapping with Quantios's entity management and oversight capabilities. Its board and governance focus makes it a comparable enterprise platform for similar buyers.
• Harbor Compliance: Harbor Compliance offers entity lifecycle management, registered agent services and compliance software targeting businesses and nonprofits, competing with Quantios's entity management and automated filings in adjacent customer segments. It operates its own purpose-built compliance platform similar to Quantios Core/eFileConnect.
• Cogency Global: Cogency Global provides registered agent, entity management and compliance services supported by its own software platform across US and international jurisdictions, directly comparable to Quantios's entity management and compliance filings capabilities.

Broad incumbents

• CSC (Corporate Services Company): CSC is a global leader in corporate, trust and fund services with deep market presence and significant proprietary technology investment, operating in the same industry vertical as Quantios. It is a broader incumbent that competes both as a customer of TCSP software and as a provider of integrated services.
• TMF Group: TMF Group is a leading global provider of corporate, trust, fund and compliance services with a broad portfolio. It competes in the same TCSP vertical that Quantios serves and increasingly relies on or competes with vertical SaaS platforms for entity management and compliance.
• IQ-EQ: IQ-EQ is a major global investor services and corporate services firm covering trust, fund and corporate services — directly aligned with Quantios's primary TCSP and fund services customer segments. It is a scaled incumbent whose technology choices benchmark against Quantios.
• Vistra: Vistra is one of the largest global corporate services and fund administration providers, operating across the same jurisdictions and customer segments that Quantios targets. It is a broad incumbent that often procures or builds competing technology for entity management and compliance.
• Computershare: Computershare is a global leader in corporate trust, share registration and employee equity plans with significant technology infrastructure. It operates in overlapping TCSP-adjacent segments and represents a broad incumbent that competes for similar enterprise mandates and technology-driven compliance work.

Emerging players

• Suralink: Suralink provides compliance workflow and request-management software for accounting and professional services firms, partially overlapping with Quantios's compliance oversight and workflow automation capabilities. It is an emerging, niche player serving adjacent professional services customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/goviewpoint

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ViewPoint Software Services Limited