Clarity in complexity. Precision in reporting.
delivers enterprise-wide investment data management, Portfolio Risk & Valuation Management, regulatory reporting and risk management solutions — with 35+ years of implementation experience for sophisticated buy-side clients across all asset classes.
powers data management, regulatory reporting and investment analytics for asset managers, pension funds and hedge funds worldwide.
A cloud-based platform and a team of subject-matter experts — integrating, cleansing and monitoring portfolio, risk and regulatory data across every asset class.
Explore EDM → RegAutomated reporting across every mandate — PRIIPs, AIFMD, Solvency II, SFDR, MMFR and more — generated in the exact regulator format.
Explore regulations → Portfolio ManagementARM unifies funds, valuations, risk, LP reporting and compliance for alternative asset managers — AI-augmented, end to end.
Explore ARM →Two headquarters and two representative offices keep us close to our clients across North America, Europe, the Middle East and South Asia.
“ transforms data automation and compliance for institutional investors. Their platform delivers the transparency and analytical depth our portfolios demand.”
Asset managers, banks and financial institutions across North America, Europe and Asia-Pacific rely on — spanning consultancy, product development and regulatory reporting.