Trade in manual processes for intentional data architecture
Securely connect and enrich data from all your banks and custodians for a single source of truth.
- 400+ custodian data feeds
- 3,500+ banks through open banking
- Intelligent ETLs with rigorous validations
- Automated data synchronisation
Seamlessly integrate your private and real assets
Connect anything from private equity and direct investments to real estate and collectibles. View all your public and private assets in one place:
- Any asset, any currency, any location
- Portfolio management system for private and real assets
Visualise even the most complex ownership structures
Map your ownership structure across all legal entities such as trusts, LLCs, foundations and personal accounts to individual assets and liabilities.
Insights to help you build intentional data architecture for investment management
21 Sep 2023 | Blog
How your family office should be sourcing wealth data
Family offices now manage complex, multi-asset-class portfolios, with fragmented data sources that comprise disparate, non-standardised data sets. How can these data sourcing challenges be overcome?
3 Jul 2023 | Blog