Unlock the power of seamless asset and portfolio exploration. Designed for asset managers, it offers intuitive navigation across positions, transactions, clients, and securities. Integrating third-party data into a dynamic dashboard, it delivers real-time insights, driving operational efficiency and empowering swift decision-making. This user-friendly interface is your gateway to enhanced portfolio analysis, ensuring all critical information is at your fingertips.

Accelerate your data integration with prebuilt connectors, designed to streamline processes and reduce delivery risk. Fetch data effortlessly from top market platforms like Aladdin, achieving faster time-to-market and boosting profitability. Our connectors ensure seamless data flow, enhancing agility and enabling swift responses to market changes. Experience optimized delivery efficiency and transform your operational capabilities.

Enhance data integrity and improve accuracy and consistency across systems. Automate reconciliation processes with our custom engine, eliminating separate capabilities and directly identifying breaks. This repeatable process boosts data quality over time, supporting two-way and three-way reconciliations between inter-related data grains. Maintain robust data integrity and streamline operations with our advanced reconciliation solutions.

Revolutionize your data publication with our configuration-driven service, generating outputs from curated tables with precision. Seamlessly integrate with platforms like Aladdin to deliver transactional inputs like trade data and cash flows. Our service guarantees consistently formatted, accessible data, enhancing operational efficiency. Simplify data dissemination and provide stakeholders with actionable insights tailored to their needs, driving informed decision-making.

Achieve unparalleled data reliability with our configuration-driven data quality framework. It offers thorough validation, cleansing, and error reporting, ensuring clean data delivery and error notifications. Apply robust frameworks to data at rest and in transit, define errors per business needs, and integrate seamlessly with dashboards like PowerBI. Empower decision-making with reliable data across systems, maintaining consistency and integrity.

Transform your data landscape by integrating multiple sources to create master datasets tailored to consumer needs. Build multiple masters based on trust rules and scores, harmonizing diverse data streams. This flexibility is invaluable in investment data, ensuring professionals access comprehensive, accurate information. Enable strategic insights and informed decision-making with customized master datasets.

Streamline system connectivity to enhance service levels and reduce operational costs. Leveraging advanced integration techniques, we guarantee seamless data flow and interoperability across diverse platforms. This strategic approach optimizes system performance and elevates service quality, fostering a more efficient and cost-effective operational environment.

Our unified AUM solution integrates finance and sales perspectives, harmonizing financial data with sales metrics for a holistic view of asset performance and client engagement. Enhance decision-making and optimize portfolio management, ensuring seamless alignment between financial objectives and sales strategies. Ideal for the CFO, sales and distribution audiences seeking comprehensive asset insights.

Centralize client data with our enterprise-level data management system, ensuring accurate and up-to-date information. Improve data accuracy and consistency, delivering superior customer service. This solution empowers investment management sales and distribution organizations to efficiently manage client relationships and enhance service delivery.

Consolidate financial product data from multiple sources for improved quality and utilization. Product master provides a single source of truth, streamlining operations and reducing redundancies. Enhance the quality of financial product offerings, seeking operational efficiency.

Enhance data integration with our mapping tool UI, connecting diverse source fields efficiently. Create sources and publications, map them to the Asset Insight data model, and ensure standardization across platforms. This tool reduces confusion and errors, ensuring traceability and accuracy in data integration.

Empower informed decisions with portfolio master, offering comprehensive reporting and analytics on portfolio performance. Access real-time data and alerts through a centralized repository, improving portfolio management and performance tracking. Ideal for investment management firms seeking enhanced portfolio insights.

Utilize risk scenarios and customizable dashboards for a comprehensive view of potential risks. Risk explorer enables proactive risk management and mitigation, ensuring organizations are well-prepared for various scenarios. Tailored for the CFO and CRO offices with a focus on robust risk management strategies.