The single source of truth for your investment management data.
Spend less time managing multiple sources of investment data to focus on adding value to your teams’ portfolios.
Stay in control with trusted, validated investment data in one place.
One platform. Multiple abilities.
Are you manually manipulating spreadsheets due to disparate systems and inconsistent formatting? Spending hours validating reports from different providers?
We take feeds from custodian banks, market data providers and internal teams, and bring it all together. The data is then enriched, validated and ready for your teams. Push your clean data into analytics tools like Power BI and Tableau, or Microsoft Excel.
Integrate with leading providers such as BlackRock and Ortec Finance. Hundreds of billions of dollars worth of data is processed on behalf of our customers daily.
Easily aggregate data at all levels, across multiple hierarchies. Drill into risk and exposure across your portfolios.
Transparent and simple history across all records for full auditability. Trace all data changes by process or user, date and time.
Configurable role-based permissions governing user rights and authentication, robust application layer security.
Capabilities are available via the Reporting Data Store. Data storage is optimised for reporting and analysis.
Information & Reporting
Retrieve data quickly, for on-the-fly analytics. An extensible set of Reports, OData interface, or RESTful API.
Access trusted, verified data for users and systems. The highest standards in Integrity, Quality & Technology.
We work with
Three ways to gain an edge on the competition by focusing on the cloud.
What does enterprise data management best practice look like for the investment management sector?
What people say
Off the back of its growth strategy, AlphaCert, the NZ fintech start-up which provides an enterprise data platform for the investment management industry, is expanding into UK with a new footprint in London.
Our London base will enable us to provide a global support model for our customers and look to promote our product further into the UK, Europe, US, and Middle Eastern markets.
Superannuation fund mergers continue to dominate discussion within the industry. VicSuper and First State Super have announced that they will merge on July 1 creating one of the country’s largest super funds – over $125 billion and 1.1 million members. QSuper and Sunsuper are also in talks, with the potential merger likely to create Australia’s largest superannuation fund with more than $195 billion for 1.5 million members.
Data and analytics are central to high performing investment management organisations. 85% of financial services firms see data as their key strategic asset, but only 16% rate themselves strong in extracting value from it. A considered data strategy and a robust governance framework is key to realising and exploiting this value.