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

Alpha Chats: What the Russia-Ukraine conflict means for your superannuation

James Milne, Head of Product at AlphaCert and Stephen Huppert, Independent Consultant and Advisor caught up to discuss the current Russia-Ukraine conflict, and what it means for the superannuation industry. In this episode, James and Stephen discuss the consequences of this invasion for superannuation funds and other institutional investors, and how they can understand their

What does it take to become a leader in investment data management?

The purpose of this post is to follow on from the content on the data management maturity model and to focus on the role of an EDM platform in helping organisations move up the data management maturity curve.

ESG data and your RI strategy

Intelligent investors know that there is more to what drives investment returns than what gets reported in financial reports. These investors understand that assets don’t thrive if they ignore environmental, social issues, corporate governance or ethical issues (something referred to as ESG). We all recognise that responsible investing (RI 1) will evolve to become more