Clarity in complexity. Precision in reporting.
delivers enterprise-wide investment data management, regulatory reporting, and portfolio management, risk, and valuation 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, regulatory reporting, fund management, risk, and valuation 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 compliance, 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 as well as to meet their global regulatory requirements.
powers investment and risk data, regulatory reporting and portfolio risk and valuation for the buy-side.
sources, integrates and cleanses investment and regulatory data for all public and alternative asset classes.
Automated and cost-efficient regulatory reports across many mandates — UCITs/PRIIPs KIDs, CCI, TCA, Solvency II, CRR/CRD, AIFMD Annex IV, Form PF, SFDR, ELTIF and more — generated in the exact regulatory format.
ARM helps asset managers manage funds, perform valuations, analyze risk, and provide GP/LP and compliance reporting for private asset managers — AI-assisted, and with scenario analysis, end to end.
Global asset managers and financial institutions rely on .
“ transforms data automation and compliance for institutional investors. Their platform delivers the transparency and analytical depth our portfolios demand.”
Miles Bellman · CEO, Blackmore Capital
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.