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.
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
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
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.
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