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.
Experienced team. Innovative technology.
Founded in 1990, is a financial technology company which provides enterprise-wide investment data management, fund risk & valuation, and regulatory reporting solutions to buy-side clients worldwide.
Its award-winning proprietary ® platform is the culmination of over 35+ years of implementing enterprise-wide data platforms with a comprehensive data model that supports public and private asset classes and sophisticated portfolio, risk, and compliance managers.
“We help clients streamline their investment and risk data management processes, from asset allocation and execution to risk and performance measurement with full transparency to give them better business insight”
® is built for asset managers, insurance firms, pension funds and hedge funds to help them manage complex public and private assets portfolios and meet their global regulatory requirements.
powers data management, regulatory reporting and investment analytics for asset managers, pension funds and hedge funds worldwide.
sources, integrates and cleanses investment and regulatory data for all public and alternative asset classes.
Explore EDM → RegAutomated reporting across every mandate — PRIIPs, TCA, AIFMD, Solvency II, SFDR, and more — generated in the exact regulatory format.
Explore regulations → Portfolio ManagementARM unifies funds, valuations, risk, LP reporting and compliance for alternative asset managers — AI-augmented, end to end.
Explore ARM →Asset managers and financial institutions across North America, Europe and Asia-Pacific rely on .
“ 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.
Market & reference data, risk analytics and ESG models — unified in one data model.
Founder; sets the firm’s strategy and client direction.
Leads the Regulatory Reporting managed-service delivery.
Leads business development and client relationships.
Heads software development and database architecture for .
Financial Engineering and Risk across fixed income, derivatives and alternatives.
Contact us to learn how can streamline your portfolio management, risk analytics and regulatory reporting.