Investment data aggregation
Consolidate multiple investment books of record into one single source of truth. Deliver multi-custodial, multi-asset class investment strategies, or unlock economies of scale by bringing multiple books of business under one roof.
Client Reporting
Create pixel-perfect, customizable total asset PDF client reports automatically and at scale. Ensure your clients receive timely, accurate and complete pictures of their total wealth.
Portfolio Analysis
Analyze portfolio performance, risk, exposure and other measures with advanced customizable, analytical tools. Empower your Chief Investment Officer, your relationship managers, your C-Suite and your finance team by putting the power of data in their hands.
Client Engagement
Answer client questions instantaneously without the need for lengthy manual data interrogation processes. Share accurate and reconciled data with your inhouse app and portal, or benefit from our integrations with best-in-class providers.
Systems Integration
Design the Target Operating Model (TOM) that you need for your stage of growth, whether you are starting up, scaling up, a large institution or growing through acquisition. Underpin your operating model with accurate, reconciled investment data, unlock its value and integrate best-in-class technologies from 3rd party providers.