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.


Data Warehouse

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.

With AlphaCert, the NZ investment management company IIS reduced their time spent on cashflow modelling from 4 hours down to 30 minutes per day. 

We work with

The inherent risks in using spreadsheets to manage investment data, and how to mitigate them.

Understanding how an investment data management platform can support your strategy.

What people say

Latest News

[VIDEO] Alpha Chats: GameStop stock saga

On Wednesday, February 10, James Milne, Head of Product at AlphaCert sat down with Stephen Huppert, Independent Consulting and Advisor, to discuss the GameStop stock saga. In particular, looking at what prompted the initial spike and what potential long-term implications the event boasts for small investors, startups and large hedge fund firms in the future.

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Introducing AlphaCert’s new and improved UI

Here’s what you need to know about our refreshed user interface and what it means for AlphaCert users AlphaCert is pleased to announce the launch of the refreshed user interface, which, as of December 2020 has been fully released to all of our customers. The overall goal for the refresh was to enhance the existing

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Making ESG work: A recap from our Virtual Roundtable event

Practical tips for integrating ESG into investment decision making Global interest in environmental, social and corporate governance (ESG) investing is greater today than it’s ever been yet implementing ESG strategies can be a complicated process for superannuation funds and other institutional investors. Currently there are no clear, regulated guidelines to follow. And while the increased

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