One account. Every client.
Several clients, or several subsidiaries, should not mean several logins, spreadsheets and systems. Quantoflow keeps every entity under one roof: data kept apart, access controlled, the whole portfolio in view.
More Clients, Same Overhead
Each new client brings more filings, more data, and more chances for something to slip. Quantoflow is built for that. Run dozens of entities from one dashboard, each kept apart, each set up its own way, all under your control. Multi-tenancy comes with every plan, and users are unlimited, so a new client or a new analyst never changes your price. See how AML Incubator files for its MSB clients.
One login, every client
- Move between entities in seconds
- A separate workspace and data store for each client
- No more signing in and out of different systems
- Unlimited users on every plan
Set up per entity
- Reporting workflows and thresholds configured per entity
- Roles and access control lists, so each client’s team sees only its own data
- Central oversight, local flexibility
The whole portfolio in view
- Every client’s FINTRAC filing status on one screen
- Reporting and documentation consolidated across entities
- An alert when any entity needs attention
Grow the Book, Not the Workload
A new client in minutes
A new workspace is ready in minutes, not weeks. No IT setup, no new system to learn, no extra licence per entity.
Client data never mixes
Each subsidiary and client runs in its own isolated environment. Roles, reports and transactions stay where they belong. Your clients get the privacy they expect; you get a separation that makes the work sustainable.
Work across entities at once
Handle tasks for several entities together, see every client’s filing status in one view, and produce consolidated reports for governance or the board.
Who It's For
Fractional compliance officers
You already carry FINTRAC obligations for several MSBs. Put them in one place, and spend your time on compliance rather than on switching systems.
Financial groups
Subsidiaries and lending businesses across regions, each with its own reporting obligations, governed centrally from the parent.
Multi-brand companies
Business units with different risk profiles, teams and requirements under one roof, held to one standard.
Regional MSB networks
MSBs across provinces or countries, on shared infrastructure, with a clear view of where each one stands.
Why It Pays
Lower cost per client
One platform for your whole book costs a fraction of a system per entity. Each new client adds to your margin, not your overhead.
One standard, applied everywhere
Hold every client to the same quality bar while each keeps the configuration and workflow it needs.
Growth without new headcount
Acquisitions and new clients don’t call for more IT staff, more integrations or more training.
Clients see their own work
Each client’s team can open its own dashboards and reports whenever it likes, and never another’s. You keep control; they get visibility.
Run a Leaner Practice
Book a call and we’ll show you how one account can hold every client you serve.
