Simplified record maintenance

Reduce time spent managing data with our proven portfolio management system.

Data aggregation
Seamlessly access aggregated data from multiple custodian partners we already work with, including reference data and derived analytics that support the investment decision-making process.
Data automation
Automated data imports and exports that happen when you need them to. Tailored to your specific needs for timely, appropriately formatted, usable and reliable data transfers.
Reconciliation tools
Enterprise reconciliation tools ensure you can access accurate data that is updated for market and investment events.