The complete investment data, analytics and reporting platform
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All your data, in one place
Stop spending hours sourcing, cleaning and consolidating data. Seamlessly integrate data for all your investment and assets in one platform.
AUTOMATE
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
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INTEGRATE
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
CONSOLIDATE
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.
More powerful features at your fingertips
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Resources
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?
8 Sep 2023 | WHITEPAPER
Automated Bookkeeping for Trustees
Discover the key challenges associated with manual bookkeeping, the data architecture needed for automation and how bookkeeping automation can serve as a foundation for the digitalisation of other trustee services.
3 Jul 2023 | BLOG
The data revolution: unlocking potential for trustees
Here are three ways the data revolution is helping trustees futureproof their operations and expand their service offering.
