+
+

Related Products

  • Dynamo Software
    68 Ratings
    Visit Website
  • Sage Intacct
    8,335 Ratings
    Visit Website
  • Quick Consols
    49 Ratings
    Visit Website
  • Budgyt
    282 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Martus
    145 Ratings
    Visit Website
  • CompUp
    66 Ratings
    Visit Website
  • D&B Connect
    188 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Blockdaemon
    2 Ratings
    Visit Website

About

Connect directly with your custodian banks, asset managers, private equity funds, benchmarks, ESG, or credit rating providers. Get security level reports, enriched issuers data, and gather your liquid and illiquid assets in the same place. No data source will be left aside, as you can incorporate easily into your account all your partners' data, irrespective of the format they use or their level of IT maturity. Enrich your portfolio data thanks to tens of thousands of funds, ETFs, indices, securities, derivatives, and market signals. Link your account with your internal or external research partners to take well-informed and fact-based investment decisions. Benefit from a fully tailored service, by a team of seasoned professionals coming from the financial industry and able to turn your objectives into actionable dashboards and tools. Asset consolidation & data aggregation. Data collection, preparation, and integration.

About

Sandbox Wealth is a unified, enterprise‑grade fiduciary banking platform that centralizes cash management, credit, and analytics for families, business owners, investment advisors, and family offices. It provides custom liquidity rails by integrating complex financial data with banking partners and lenders, offering above‑market interest on cash, streamlined access to credit, and transparency into both liquid and illiquid assets. Users gain robust enterprise‑grade reporting, next‑generation banking insights powered by “Sandbox Navigator” AI, simplified underwriting workflows with a system‑of‑record for lender reporting, and a holistic platform to manage spending, saving, and analytics across personal and business accounts. Future roadmap includes late‑2025 launch of deposits (individual, joint, business checking and savings, multi‑currency global deposits, remote check deposit), virtual and physical cards, and mobile wallet integration.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professionals and users seeking a solution to manage their investment portfolios and ESG performance

Audience

Affluent individuals, families, advisors, or family offices interested in a tool for managing liquidity, credit, spending, and financial analytics

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quantilia
Founded: 2016
France
www.quantilia.com

Company Information

Sandbox Wealth
Founded: 2023
United States
www.sandboxwealth.com

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA

Alternatives

Allvue

Allvue

Allvue Systems
FolioSure

FolioSure

Acuity Analytics

Categories

Categories

Integrations

Apple Pay
Google Wallet
Samsung Pay

Integrations

Apple Pay
Google Wallet
Samsung Pay
Claim Quantilia and update features and information
Claim Quantilia and update features and information
Claim Sandbox Wealth and update features and information
Claim Sandbox Wealth and update features and information