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Quai

Sector:
Software & Services
Invested in:
Calculus EIS, Calculus VCT

Quai’s platform administers thousands of individual savings plans at a fraction of the cost incurred by established insurance companies and wealth managers. The Company’s compliant and efficient administration systems provide clients with the ability to drive operational efficiencies. Quai’s systems focus on the provision of two core administration services: Product Administration for mass-market consumer offerings and Portfolio Administration for private client and portfolio managers

Rationale

Quai has 11 customers live on its platform including PJMilton, Punter Southall, Digital Moneybox and Tavistock Investments. Quai is reviewing the possibility of applying for its own FCA permissions. This would expand its range of services, increase margins and reduce reliance on third parties for a key service. In addition, Quai will use the funds to build its own in-house technology team which will increase margins, improve technical quality and customer service.

Latest News

Spotlight On: Quai

As part of our ‘Spotlight On’ series, we focus on Quai Administration Services, a platform Business Process Outsourcer to the high volume personal savings industry Quai’s platform administers thousands of individual savings plans at a fraction of the cost incurred by established insurance companies and wealth managers, with the Company’s compliant and efficient administration systems … Continued

Online technology provider Quai Administration wins new contract with Punter Southall Aspire

Punter Southall Aspire appoints online technology provider Quai as administrator for its forthcoming master trust Punter Southall Aspire has selected Quai Administration Services as the out-sourced investment administrator for its forthcoming Master Trust. The firm has also made a strategic investment in Quai, as it continues its approach of taking stakes in service provider partners, … Continued

Calculus Capital invests in Quai

Private equity fund manager Calculus Capital has invested £2m – via its EIS Fund – into a digital administration services provider that is helping to deliver a low-cost revolution in the pensions, savings and investment industries. Through its proprietary technology platform, Quai provides white-label administration services for personal savings products at a fraction of the … Continued