Enterprise Data Management
One golden record for securities, entities, products and risk across every system you run.
One golden record for securities, entities, products and risk across every system you run.
Core use cases
Services
EDM Services
Automate, validate and scale operations with usage and cost visibility.
DevOps Services
Clarifies exposure to complex hierarchies for risk and compliance.
Reconcile, validate and control ‘any and all’ data to automate your back-office operations
Related Products
Core use cases
Cash + Stock Reconciliation
Match cash movements against bank and custodian feeds.
Payments Reconciliation
Reconcile payment flows across banks and rails.
ABOR to IBOR Reconciliation
Reconcile accounting and investment books of record.
Cryptocurrency Reconciliation
Master crypto reconciliation for digital assets.
Bank & Account Reconciliation
Keep internal systems of record in sync automatically.
Source, prepare and send your data for any regulatory requirement
Related Products
Core use cases
Enterprise data automation, made simple.
Award winning reconciliation solution for
investment managers and buy-side firms.
product overview
Mission-critical data assets moved daily
Match rate from several asset management clients
Market leading data library for investment managers
Simplify your firm's reconciliation process with Control. We remove inefficient workflows, incomplete data, manual and redundant effort, and delayed exception resolution. Our innovative automated reconciliation tool automates routine tasks, improves data quality, and provide to help you streamline your operations, enhance your business, and achieve better results.
Designed specifically for the asset management industry, Control Cloud Investment Management helps global buy-side managers and service providers diminish the risk, cost and inefficiency inherent in reconciliation and exception management, as well as across the entire post-trade process.
Control Cloud Investment Management intelligently and dynamically integrates positions, transactions, cash and research data, collateral and margin reporting, failed trades, securities lending, pending trades and corporate actions all within one workflow.
On a single screen, users can see all exception activity and identify the cause and impact of the exceptions, engaging all areas of the reconciliation process at the same time.
Improves middle-office and back-office transparency and scalability across teams. Minimises the impact of mismatched data throughout the firm, troubleshoot breaks related to failed trades, collateral, corporate actions, securities lending and more. These capabilities can be further enhanced when supported by advanced regulatory reporting tools.
product benefits
Gain efficiencies and scale by automating custodian trade and client notifications, confirmations, affirmations, and settlement instructions.
Increase collaboration and scale throughout and beyond the entire transaction lifecycle while improving transparency across operations functions.
Take a holistic approach to reducing risk by managing multiple types of reconciliations on one platform: system to system, P&L, collateral, security master, pricing and others.
Resolve exceptions quickly by allowing only true reconciliation updates to enter the workflow while safeguarding audit trails and record keeping.
Control Cloud Investment Management is a product application within the Control Cloud suite of solutions. Explore the other product applications to find the right solution for your business.
Gresham’s Control is easy for our business users to adopt and use. The application’s controls around signoffs, designating reconciliations to different staff, and data collection have made our process more efficient and seamless, and our team more self-sufficient.
Vice President of Operations | Investment Management Firm
Our recent success and go-live with Gresham’s Control Cloud and the prompt yet comprehensive Proof-of-Concept (PoC) meant the decision to expand our use to include Connect Cloud was easy.
Head of Operations Payments | Cash and Securities Provider
Why should any payments firm build this in-house when there is a specialist like Gresham that focuses on it exclusively? Connect Cloud really takes the pain out of message formatting and simplifies the message transformation space.
Product Manager | Global FinTech Company
The solution allows us to focus on more strategic work. We are now able to manage the exceptions rather than all the manual heavy lifting we were having to do before the switch. It meant that we were able to manage a broader estate of recs ourselves without involving IT and tech experts from the previous vendor.
Operations Lead | Global Asset Manager
Project Lead | Global Investment Bank
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