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.

Aggregation

Easily aggregate data at all levels, across multiple hierarchies. Drill into risk and exposure across your portfolios.

Governance

Transparent and simple history across all records for full auditability. Trace all data changes by process or user, date and time.

Security

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.

Quality

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

“Our business was growing rapidly - we had to move from a manual, email and spreadsheet data model to a more automated and scalable environment. The AlphaCert team was instrumental in helping us identify, and move to, a model that allowed us to continue growing quickly, without data collection and access becoming a constraint.”

"AlphaCert would go beyond offerings of mature vendors to develop capabilities that were needed."

"AlphaCert want to understand the customer. They don't just come in and tell you what they think you need, they look at what you've got, how you operate and work with you on what you do need."

"It is their willingness to go beyond and the flexibility their product offers."

Latest News

The Top 3 Key Takeaways from IDT Summit 2020

Key investment management trends to watch The Investment Data and Technology Summit returned this year for its 5th annual event, which unlike previous years, was held online. As sponsors of IDT, AlphaCert was pleased to see wide adoption of this new virtual platform by Summit attendees – which included investment management sector professionals and senior

Market volatility puts a premium on investment data quality

With the New Zealand election and US election happening within weeks of each other, the post-election period can cause market volatility and uncertainty in the financial sector. According to the New York Times, the spectre of a disputed election result in the US is heightening investor nerves, after a period of strong growth. Market uncertainty

How an investment data management platform can support your strategy for managing disruption

Smart technology alone won’t help investment managers respond to disruptive market conditions unless they can ensure it is being provided with the right data. Reliable, accurate and high-integrity data is critical for decision-making in the investment and asset management industry. Managing data effectively is the foundation on which your response to industry disruption is built.