Quantifi: pricing models, enterprise risk and trading workflows

Risk analysis includes both full revaluation and sensitivity-based P&L explanation, custom scenarios, backtesting and pre- and post-trade views. The front-office trade blotter adds configurable single-line booking; XVA can be calculated on an individual new trade or as the incremental effect on an existing portfolio.[2][22]

The model catalogue spans credit, fixed income, rates, inflation, equities, FX, commodities, loans and hybrids. Published FX coverage includes spot, forwards, non-deliverable forwards, swaps and options, including barrier and touch structures. Credit examples include CDS, indices, tranches and asset-backed products; loan coverage includes syndicated and revolving loans and cash or synthetic CLOs.[3]

Quantifi’s ETL layer is bidirectional and includes reconciliation features. Its microservices architecture exposes individual functions, while the workflow engine can connect external systems. The reporting component uses an in-memory data mart. These components allow an implementation to extend an existing environment as well as assemble a wider operating platform.[6]

Commercial access is arranged through a tailored demonstration and direct discussion. The public product and sales pages do not list a standard licence fee, seat tariff or hosted-service charge. The website terms describe the site as informational and say it is not itself a product or service offer; production rights and service commitments therefore need to be established in the commercial agreement.[13][14]

A separate public trial page advertises 14 days of analytics access in Excel or Python. It is a requested trial of the analytics, rather than a published free tier for the complete enterprise platform. The trial page does not specify an automatic paid conversion or a production-use entitlement.[11]

The hosted offering runs in Microsoft Azure datacentres. Quantifi maintains the cloud infrastructure and provides one contact for infrastructure and application support. Processing capacity can scale with the workload. The technology platform also supports Windows, Linux and macOS, but the public pages do not provide one hardware or operating-system specification that applies to every product and deployment.[7][6]

Implementation is tailored to the customer’s existing systems and instruments. Quantifi says the same team stays involved through sales, implementation and continuing support. Training can cover installation and maintenance, API customization and financial-instrument modelling, with remote or on-site delivery.[10]

For analysis outside a production workflow, the data-science environment supports sandboxed portfolio what-if work, strategy backtesting and the combination of structured and unstructured datasets. The Python API exposes Quantifi’s risk results, data and models for use alongside other analytical tools, giving client teams a route to add their own business logic.[8]

Quantifi advertises 24/7 support, training videos and detailed technical documentation. The public service description gives no severity-specific response or recovery timetable. The client portal requires a username and password and provides request-login and password-recovery routes.[10][21]

The banking front-office offering includes compliance and limit checks, regulatory features and valuation adjustments. CRMS lets institutions configure credit-policy workflows, rating scorecards, overrides and limits. These controls operate on the institution’s exposures and rules; the described service is software for its trading and risk operations.[22][5]

Quantifi announced SOC 2 Type 2 attestation on 19 December 2024, following its Type 1 attestation. It describes an assessment of the operation of its controls over a period, including protection of customer information and vendor oversight. The announcement is a dated statement about the control framework, so the relevant audit report and covered service remain the documents for a current procurement review.[18]

Quantifi dates its founding to 2002 and identifies Rohan Douglas as founder and chief executive. Its current contact directory lists London, New York and Sydney offices. The website operator is Quantifi, Inc.[15][12][14]

In the UK, Quantifi Limited is an active private company, number 05818192, incorporated on 16 May 2006. Its registered address matches the London office on Charterhouse Street.[16]

The UK company’s control register lists Rohan Thomas Douglas with at least 75% of its shares and voting rights and the right to appoint or remove directors. This disclosure is specific to Quantifi Limited.[17]

Operator

Quantifi, Inc.; Quantifi Limited in the UK

Service scope

Pricing and risk models, enterprise exposure and P&L analysis, trading workflows and counterparty credit management.

Customer types

Banks; Asset managers; Hedge funds; Insurers; Pension funds; Brokers; Corporates

Delivery

SaaS; Hosted; API

Pricing publication

Quote only

Platforms

Quantifi Risk; Quantifi Analytics; Quantifi Toolkit; Quantifi Excel / XL; CRMS; Quantifi Analytics MCP Connector

Integrations

Python; C#; C++; Java; Jupyter; Microsoft Excel; Bloomberg Data License and BLP; Intex; Power BI; Tableau

Pricing scope

Direct commercial discussion; a requested 14-day Excel or Python analytics trial is advertised.

Implementation

Tailored integrations, data import/export and API extensions; hosted deployment in Microsoft Azure.

Support

Published 24/7 support, client portal and remote or on-site technical and business training.

Permissions and regulatory scope

Analytical software and configurable compliance, credit-policy and limit workflows for financial institutions.

Provider metadata checked 21 Oct 2026Source 7Source 16Source 5Source 8Source 13Source 4Source 22Source 1Source 19Source 3Source 9Source 21Source 2Source 15Source 10Source 6Source 14Source 11

The Analytics MCP Connector supplies API definitions, implementation guidance and code examples to an AI coding assistant. It is authenticated and read-only: the connector does not execute generated code, calculate prices or access a client’s positions. Code runs in the client’s licensed Quantifi environment, with Quantifi Analytics doing the calculations and the client’s development and release controls continuing to apply.[19]

Quantifi launched closed beta access for existing licensees on 9 June 2026, with selected-client onboarding. The current product description still refers to validation through the beta. The published access route is the account representative or the MCP waitlist, so availability should be treated as controlled access rather than an unrestricted public download.[20][19]