One cloud platform and a team of subject-matter experts — integrating, cleansing and monitoring portfolio, risk and regulatory data across every asset class.
A cloud-based enterprise data management platform — integrating, cleansing and monitoring portfolio, risk and regulatory data across all asset classes — implemented and run by our subject-matter experts and financial engineers, from deployment through managed services.
End-to-end deployment of the platform with data integration, cleansing workflows and custom dashboard configuration.
Centralized data integration across positions, transactions and reference data, with quality monitoring and governance frameworks.
Building bespoke risk models for alternative asset classes including private equity, real estate, structured securities and infrastructure.
Automated reporting solutions for Solvency II, AIFMD, PRIIPs, MiFID II, Form PF, CRD/CRR, OPERA, CCAR and FRTB.
Multi-vendor ESG data integration with portfolio-level monitoring, reporting dashboards and sustainability-aligned analytics.
Systems integration and data management for real estate, CMBS, private equity, natural resources, hedge funds and funds of funds.
Dedicated valuation methods, risk factors and reporting templates per asset class.
Delivered across Starter, Professional and Enterprise tiers, with role-based access and multi-currency support.
Seamless integration with leading data providers and internal systems for comprehensive portfolio coverage.
Fund administrator, custodian and limited-partner data with automated reconciliation.
Multi-vendor ESG feeds from MSCI, Sustainalytics, Bloomberg and proprietary sources.
Real-time and end-of-day market data from Bloomberg, Refinitiv, ICE and others.
North America, Europe and Asia-Pacific with multi-currency support.
One pipeline carries every asset class from raw feeds to actionable insight.
Data dictionary, integration, reconciliation, normalisation, validation, audit & lineage.
Monitoring dashboards and checkpoints for data quality and availability.
Modeling, proxying, sensitivities, aggregations, performance & attribution, SCR.
Regulatory reports, KPIs, management dashboards, historical analysis and BI.
Asset-liability, risk-adjusted return, asset allocation and product management.
Strategic partnerships with the technology and data providers that power institutional finance.
Azure cloud infrastructure, Azure OpenAI for AI features and Azure Document Intelligence for extraction — enterprise-grade security and scale.
Native integration of Bloomberg market, reference and analytics data directly into the EDM data model.
ESG and sustainability data feeding portfolio-level monitoring, SFDR disclosures and Article 8/9 reporting.