Enterprise Data Management EDM Concept
Financial-data discipline centralising, validating, governing, and distributing critical data across financial institutions. It supports portfolio, risk, reporting, and compliance workflows.
Defined by Gresham Tech
sameAs: https://en.wikipedia.org/wiki/Enterprise_data_management
Evidence
"Effective data management enables firms to meet regulatory requirements by producing accurate, timely reports for bodies like the SEC, FINRA, and Basel Committee, reducing the risk of non-compliance, fines, and reputational damage."
Enterprise Data Management (EDM) for Financial Services | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"Much of today's regulation is data-centric, relying upon the aggregation and reusability of data. Enterprise Data Management (EDM) is a single platform for consolidating data, interrogating it in real time and distributing it to downstream systems"
Regulatory Reporting Software | Streamline Compliance with Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Control Cloud Platform
Control Cloud is Gresham Tech's automated reconciliation technology platform tailored to the needs of the financial services industry. It supports multi-algorithm matching across cash, positions, NAV, trades, securities, OTC, and ETD at 500K transactions per second processed in-memory, and uniquely handles n-way reconciliations across three or more data sources in a single run. Business users can configure and modify reconciliation controls directly without specialist involvement, enabling new end-user computing reconciliations to go live within a week.
Defined by Gresham Tech
Evidence
"Control Cloud is a leading provider of automated reconciliation technology tailored to the needs of the financial services industry. Our solutions support a range of specialized domains, encompassing compliance, intersystems, nostro accounts, payments, and investment management."
Enterprise Data Management for Financial Services | Gresham Tech — published by Gresham Tech
retrieved 27 Aug 2026
"500K transactions per second processed in-memory. Multi-algorithm matching applies the right logic to the right data — across cash, positions, NAV, trades, and securities."
Control Cloud — published by Gresham Tech
retrieved 27 Aug 2026
"Control Cloud: Centralizes investment management workflows by integrating positions, transactions, cash, collateral, and reporting in a unified platform that eliminates departmental silos."
Enterprise Reconciliation Software | Gresham Technologies — published by Gresham Tech
retrieved 27 Aug 2026
"Business users configure and modify reconciliation controls directly, without specialist involvement. New end-user computing reconciliations go live within a week."
Control Cloud — published by Gresham Tech
retrieved 27 Aug 2026
Connect Cloud Platform
Connect Cloud is Gresham Tech's real-time financial connectivity platform, providing rapid and intelligent connections to hundreds of entities for regulatory reporting and data delivery. It serves two distinct positions in the transaction lifecycle: first-touch compliance infrastructure for FINRA-registered broker-dealers (capturing trades via FIX connectivity and reporting to FINRA TRACE and MSRB within sub-minute windows), and end-of-pipeline delivery for institutional buyers such as asset managers, banks, and custodians. It offers 350+ pre-built, Gresham-maintained connectors to 80+ regulatory and trading venues worldwide, and includes LLM-assisted transformation logic that automates approximately 80% of ISO 20022/SWIFT MT-MX mapping effort.
Defined by Gresham Tech
Automated Reconciliation Concept
Automated Reconciliation is the process of programmatically matching, validating, and resolving discrepancies across financial data sets — such as positions, cash, and transactions — without manual intervention. Gresham Tech delivers automated reconciliation through its Control Cloud platform, supporting all asset types, high data volumes, and complex use cases across the back office. The approach reduces costs, mitigates risk, and frees operations teams to manage exceptions rather than performing manual heavy lifting.
Defined by Gresham Tech
sameAs: https://en.wikipedia.org/wiki/Data_validation_and_reconciliation
Evidence
"Reconciliation software automates the comparison of financial data across different systems to identify discrepancies and exceptions. It eliminates the need for manual, spreadsheet-based reconciliation that traditionally consumed significant back-office time."
Enterprise Reconciliation Software | Gresham Technologies — published by Gresham Tech
retrieved 27 Aug 2026
"Cost and time savings: Automated reconciliation eliminates manual spreadsheet work and can reduce reconciliation times by over 50%, turning week-long processes into tasks completed in hours or days."
Enterprise Reconciliation Software | Gresham Technologies — published by Gresham Tech
retrieved 27 Aug 2026
"The automated reconciliation cycle significantly reduces manual effort, minimizes errors, and accelerates the entire process, allowing firms to handle increasing transaction volumes with ease."
Use Case | Payments — published by Gresham Tech
retrieved 27 Aug 2026
Gresham Tech Gresham Organization
Gresham Tech is a financial technology company that has spent over three decades building enterprise data management technology, domain expertise, and financial connectivity solutions for buy-side and sell-side institutions. Gresham Tech offers a suite of products including Control Cloud, Connect Cloud, Prime EDM, Opus EDM, Pulse Data, and associated managed services. The company positions itself as a specialist partner for financial institutions seeking to centralise, validate, and distribute data without large in-house investments.
Defined by Gresham Tech
Evidence
"That's why Gresham has dedicated the last three decades to building distinctive technology, fostering deep domain expertise and delivering data automation at scale. That's how we're able to transform the complexities of mission-critical data operations into simple workflows that empower you to focus better on your own customers."
Enterprise Data Management for Financial Services | Gresham Tech — published by Gresham Tech
retrieved 27 Aug 2026
"Comprehensive solutions for financial services, including EDM, ESG, trading/regulatory connectivity, and end-to-end data services."
Enterprise Data Management for Financial Services | Gresham Tech — published by Gresham Tech
retrieved 27 Aug 2026
"Trusted by hundred of firms globally to deliver data automation and data services freeing up time for them to focus on what matters."
Enterprise Data Management for Financial Services | Gresham Tech — published by Gresham Tech
retrieved 27 Aug 2026
"Financial institutions can trust Gresham to outsource data management tasks like cleansing, validation, and reporting, to access advanced tech and expertise without large in-house investments. Choosing the wrong partner can be costly."
Enterprise Data Management (EDM) for Financial Services | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Reference Data Management RDM Concept
Reference Data Management is the discipline of sourcing, validating, enriching, and distributing standardized values and definitions — such as security identifiers, counterparty data, and instrument attributes — across an organization's systems. Gresham Tech addresses this domain through its EDM platform, enabling firms to establish a single source of truth for customer, instrument, and counterparty data used across multiple systems and processes. It supports use cases including client onboarding, KYC, AML, risk and credit analysis, and product and fund data management.
Defined by Gresham Tech
sameAs: https://en.wikipedia.org/wiki/Reference_data
Prime EDM Platform
Prime EDM is Gresham Tech's enterprise data management platform that validates and cleanses market data into business workflows across a variety of use cases. The platform consolidates, normalises, and automates the integration of pricing and reference data, security master files, and time series histories, delivering actionable insights to financial services clients. It serves as a comprehensive solution for managing market data quality and distribution across the enterprise.
Defined by Gresham Tech
Evidence
"Specialised software solution designed to help financial institutions effectively manage, organize, and utilise their vast volumes of market and reference data. Prime EDM centralises data from over 100 sources providing users a modern the self-service tool for end to end data management."
Prime EDM: MDM, Data Lineage & Governance Platform | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"Prime EDM's comprehensive data model, designed to handle various asset classes, is populated through seamless integrations with leading data providers. This includes access to reference data, market data, and reliable price evidence."
Use case – Risk Data + Management — published by Gresham Tech
retrieved 27 Aug 2026
Opus EDM Platform
Opus EDM is Gresham Tech's AI-ready enterprise data management platform designed to turn siloed data into on-demand, real-time insights for financial services firms. Built as a holistic data ecosystem, it unifies structured and unstructured data from internal and external sources, legacy systems, and modern infrastructure into a single accessible platform. It offers capabilities including a Data Dictionary, product and account master, trade data management, data lineage, exception management workflows, and backtesting, all delivered as a SaaS solution.
Defined by Gresham Tech
Evidence
"Opus EDM is a holistic, AI-ready data ecosystem that turns siloed data into on-demand, real-time insights. Designed from the ground up to handle today's complexities, it integrates seamlessly with existing and emerging data sources, unifies structured and unstructured data, and streamlines it all into a single, accessible platform."
Opus EDM – AI-Ready EDM Platform — published by Gresham Tech
retrieved 27 Aug 2026
"The platform connects structured and unstructured data, internal and external sources, legacy systems and modern infrastructure into a single platform. Third-party APIs, file uploads, cloud-based data and transactional databases are all supported via open table formats."
Opus EDM – AI-Ready EDM Platform — published by Gresham Tech
retrieved 27 Aug 2026
"Yes. Rich metadata, data lineage tracking and time-travel capabilities provide the clean, contextualized data foundation that predictive models require."
Opus EDM – AI-Ready EDM Platform — published by Gresham Tech
retrieved 27 Aug 2026
"By combining operational expertise with enterprise EDM technology, organizations can accelerate data integration, improve data consistency across systems, and ensure high-quality datasets are delivered to the front, middle, and back office."
EDM as a Service | Opus Data Management – Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Pulse Data Service
Pulse Data is Gresham Tech's complete data aggregation and feed management service designed for buy-side investment managers and service providers. It consolidates securities, cash position, and transaction information by connecting to more than 6,000 unique data feeds from over 1,600 global sources, moving approximately $20 trillion in assets daily across more than 110,000 accounts. Pulse Data eliminates the burden of establishing and maintaining direct links with data providers, supporting reconciliation, NAV, fund accounting, performance, compliance, and client fee billing workflows.
Defined by Gresham Tech
Evidence
"Pulse Data is the complete source for accurate, reliable data that consolidates securities, cash position and transaction information for buy-side firms and service providers. It connects with more than 6,000 unique data feeds from over 1,600 global sources."
Pulse Data Enhance Investment Management with Premier Data Feeds & Automation — published by Gresham Tech
retrieved 28 Aug 2026
"Operations teams start every day chasing late files, ambiguous SWIFT messages, inconsistent formats and custodian credential changes that break overnight feeds. Pulse manages the entire onboarding, collection and normalization lifecycle so clients connect once and never see the disruption."
Data Services and Connectivity | Streamline with Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Regulatory Compliance in Financial Services Regulatory Compliance Concept
Regulatory Compliance in Financial Services is the practice of ensuring that internal records, positions, and reporting align with requirements set by regulatory authorities across jurisdictions. Gresham Tech treats reconciliation as a core enabler of compliance, providing built-in audit trails, automated reporting, and data lineage to support regulatory examinations and obligations. The concept encompasses both ongoing operational controls and the reconciliation of data submitted to trade repositories and regulators.
Defined by Gresham Tech
sameAs: https://en.wikipedia.org/wiki/Regulatory_compliance
Evidence
"For financial firms, reconciliation software is essential for risk management and regulatory compliance, ensuring that positions and obligations accurately reflect reality across all counterparties and systems."
Enterprise Reconciliation Software | Gresham Technologies — published by Gresham Tech
retrieved 27 Aug 2026
"Audit trail and compliance controls: Every reconciliation action should be fully traceable. Comprehensive audit trails, data lineage, user activity tracking, and reporting capabilities help support governance, regulatory requirements, and operational transparency."
Enterprise Reconciliation Software | Gresham Technologies — published by Gresham Tech
retrieved 27 Aug 2026
"Gresham centralises and streamlines the regulatory reporting process, integrating all regulations and data sources into one unified hub. The flexible, future-ready framework guarantees that you have the intelligence, control, and transparency for your bottom line."
Regulatory Reporting Software | Streamline Compliance with Gresham — published by Gresham Tech
retrieved 27 Aug 2026
EDM Regulation SoftwareProduct
EDM Regulation is a named product within Gresham Tech's Enterprise Data Management platform that standardises and validates data and documentation in a central hub to ensure the right data is available in the right format at the right time to support regulatory compliance. It enables firms to aggregate, analyse, and normalise data to create golden copy masters across all data types, and facilitates data policy, governance, stewardship, and a transparent audit trail. EDM Regulation is designed to streamline regulatory reporting obligations across multiple regimes including MAS, EMIR, MiFID, FINRA CAT, and TRACE.
Defined by Gresham Tech
Evidence
"EDM Regulation standardises and validates data and documentation in a central hub to ensure the right data is available in the right format at the right time to support compliance."
Regulatory Reporting Software | Streamline Compliance with Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"The EDM Regulation product allows you to aggregate, analyse and normalise data to create golden copy masters across all data types. It facilitates data policy and governance, stewardship of data assets and a transparent audit trail."
Regulatory Reporting Software | Streamline Compliance with Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Regulatory Reporting Concept
Regulatory Reporting is the process financial institutions use to collect and submit data about their business activities to government regulators, covering areas such as trade activities, customer interactions, risk management, and capital adequacy. Gresham Tech positions regulatory reporting as a data-centric discipline that requires advanced technology systems to accurately capture, validate, and submit information under strict deadlines and across multiple regulatory regimes. The scope of regulatory reporting has grown significantly since the 2008 financial crisis and now encompasses transaction reporting, position reporting, risk reporting, capital adequacy reporting, conduct reporting, and operational resilience reporting.
Defined by Gresham Tech
FINRA TRACE Reporting TRACE Service
FINRA TRACE Reporting is a named capability within Gresham Tech's Connect Cloud platform. Gresham Tech automates TRACE submissions to meet the current 15-minute reporting window. The service is designed for broker-dealers trading fixed income instruments and maintains complete audit trails for FINRA examinations.
Defined by Gresham Tech
Evidence
"The only purpose-built FINRA TRACE and clearing-and-settlement solution for small-to-mid broker-dealers. Never submit to FINRA late; eliminate the risk of disciplinary actions."
Data Services and Connectivity | Streamline with Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"TRACE for Corporates, Agencies, securitized products and Treasuries; MSRB municipal reporting in the same workflow; BNY Pershing clearing and settlement; FIX 4.4 trade capture from OMS/EMS."
Data Services and Connectivity | Streamline with Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"Our service automates your FINRA TRACE submissions for Corporates, Agencies, Securitised Products and Treasuries. Never submit to FINRA late. Eliminate the risk of disciplinary actions. Built for the 1-minute TRACE requirement that's coming."
FINRA TRACE Reporting Automation for Broker-Dealers | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
ISO 20022 Migration MT to MX Migration Concept
ISO 20022 Migration is the process of transitioning financial messaging from legacy SWIFT MT formats to the modern ISO 20022 XML (MX) standard. Gresham Tech addresses this through Connect Cloud's pre-built MT-MX mappings, which are designed to reduce the complexity and time burden of building custom format translations from scratch. The migration encompasses support for major market usage guidelines including CBPR+, HVPS+, Target2, Lynx, and Fedwire.
Defined by Gresham Tech
Evidence
"Transitioning between SWIFT MT and MX (ISO 20022 XML) formats is complex and time consuming. Instead of building mappings from scratch, use our pre-built, high-quality MT-MX mappings. They are easy to customize for your specific needs, saving you time and effort."
Connect for message services | ISO 20022 migration | MT to MX — published by Gresham Tech
retrieved 27 Aug 2026
"Our solution captures the full intricacies of ISO 20022 standards which includes support for many market usage guidelines including CBPR+, HVPS+, Target2, Lynx and Fedwire."
Connect for message services | ISO 20022 migration | MT to MX — published by Gresham Tech
retrieved 27 Aug 2026
"Prevent issues by adopting the ISO 20022 standard, widely used in the industry, for both announcing corporate actions and managing related communications. Our solutions aggregate and transform data provided by custodians holding customer funds to help mitigate risks and integrate new standards."
Sourcing Corporate Actions Data for Financial Institutions | Gresham Tech — published by Gresham Tech
retrieved 27 Aug 2026
EMIR Refit EMIR Refit Regulation Regulation
EMIR Refit is the updated European Market Infrastructure Regulation reporting regime that raises regulatory standards for both buy-side and sell-side financial firms. Gresham Tech positions its Control Cloud Regulatory solution as an immediate response to EMIR Refit, automating reporting, reducing penalty risk, and improving regulatory reporting efficiency. The regulation has been accompanied by stricter enforcement and recent fines, underscoring urgency for firms still relying on outdated systems.
Defined by Gresham Tech
Evidence
"EMIR Refit presents an opportunity for firms to automate data processes and prepare for upcoming regulations, with recent fines underscoring the urgency of compliance amid stricter enforcement."
Optimize EMIR Refit Compliance with Gresham's Automated Solutions — published by Gresham Tech
retrieved 27 Aug 2026
"While EMIR Refit poses challenges for both buy- and sell-side firms, Gresham's Control Cloud Regulatory solution offers an immediate solution, automating reporting, reducing the risk of penalty costs, and improving overall regulatory reporting efficiency."
Optimize EMIR Refit Compliance with Gresham's Automated Solutions — published by Gresham Tech
retrieved 27 Aug 2026
"As EMIR Refit raises regulatory standards, firms must proactively enhance reporting practices. Buy-side firms should regularly align timelines with sell-side counterparts, while the sell-side conducts thorough testing of data and reporting ahead of the new regime."
Optimize EMIR Refit Compliance with Gresham's Automated Solutions — published by Gresham Tech
retrieved 27 Aug 2026
"Throughout the years, regulators have been working on refining initiatives such as EMIR, MiFID, Dodd Frank, and more. These tweaks and adjustments may appear superficial, but for operations teams, they can still bring great pain."
Use Case | MIFiD — published by Gresham Tech
retrieved 27 Aug 2026
Risk Data Management Risk Data Concept
Risk Data Management is the discipline of sourcing, consolidating, deriving, and governing market and risk data for use in internal and external risk systems. Gresham Tech addresses this use case through Prime EDM, enabling business users to define custom derivation and validation rules, construct risk factors, build price proxies, and maintain full data lineage without IT intervention. The practice spans price consolidation, time series completion, and seamless integration with market data providers across all asset classes.
Defined by Gresham Tech
Evidence
"Our business rules management capabilities empower firms to tailor their risk factor construction and proxy rules to their specific sources and markets. This ensures optimal data management throughout the entire lifecycle."
Use case – Risk Data + Management — published by Gresham Tech
retrieved 27 Aug 2026
"Our system allows clients to proxy missing time series data points while maintaining full data lineage for compliance purposes."
Use case – Risk Data + Management — published by Gresham Tech
retrieved 27 Aug 2026
Data Quality Intelligence DQI ProprietaryTerm
Data Quality Intelligence (DQI) is a named capability within Gresham Tech's Prime EDM platform designed to capture performance and data risk metrics at each stage of the data journey. It enables organisations to complete their data management workflow and accelerate data-driven decisions by providing continuous measurement of quality and risk throughout end-to-end data preparation processes.
Defined by Gresham Tech
Evidence
"Finally, you are ready to complete your data journey and accelerate data driven decisions. Prime EDM's Data Quality Intelligence (DQI), has been designed just for that. DQI captures performance and data risk metrics at each stage of the data journey."
Prime EDM: MDM, Data Lineage & Governance Platform | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Data Dictionary SoftwareProduct
Data Dictionary is a named capability within Gresham Tech's Opus EDM platform that surfaces data definitions, provenance, ownership, and change history through a web-based portal. It resolves the problem of business users lacking visibility into an organisation's available data and governance framework, enabling them to treat data as a strategic asset. Delivered as part of the SaaS platform, it offers reduced total cost of ownership, streamlined upgrades, and scalability.
Defined by Gresham Tech
Evidence
"Many business users lack visibility into their organisation's available data and governance framework, limiting their ability to treat data as a strategic asset."
Opus EDM – AI-Ready EDM Platform — published by Gresham Tech
retrieved 28 Aug 2026
EDM as a Service EDM-as-a-Service Service
EDM as a Service is a managed service offering from Gresham Tech that combines the full capabilities of the enterprise data management platform with cloud infrastructure and operational support teams. It enables organizations to deploy enterprise-grade data management without building or maintaining their own infrastructure, with Gresham specialists handling day-to-day data operations including onboarding, validation, enrichment, and exception management. The service delivers scalable data management across the enterprise while maintaining governance, automation, and data quality controls.
Defined by Gresham Tech
Evidence
"Deploy enterprise-grade data management without the overhead of building and maintaining your own infrastructure. EDM-as-a-Service combines the full capabilities of the EDM platform with cloud infrastructure and operational support to rapidly deliver scalable data management across the enterprise."
EDM as a Service | Opus Data Management – Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Sustainability Data Management as a Service Service
Sustainability Data Management as a Service is a specialised managed service from Gresham Tech that enables organizations to aggregate, validate, and operationalize ESG data without expanding internal operational teams. Gresham specialists manage the ingestion, mapping, validation, and mastering of sustainability datasets from multiple providers, standardizing data across frameworks such as SFDR and TCFD to support consistent reporting and regulatory alignment. The service provides centralized oversight and monitoring across ESG data quality, coverage, and completeness.
Defined by Gresham Tech
Evidence
"Sustainability Data Management as a Service enables organizations to streamline complex ESG data processes without expanding internal operational teams. Our specialists manage the ingestion, mapping, validation, and mastering of sustainability datasets from multiple providers while maintaining strong governance and quality controls."
EDM as a Service | Opus Data Management – Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"Our services support the full lifecycle of sustainability data management, including entity matching, cross-provider alignment, data validation, and exception management. ESG data is standardized and mapped across frameworks such as SFDR and TCFD, enabling consistent reporting and regulatory alignment."
EDM as a Service | Opus Data Management – Gresham — published by Gresham Tech
retrieved 27 Aug 2026
DevOps Services Service
DevOps Services is a professional services offering from Gresham Tech designed to help financial services firms manage infrastructure, data onboarding, and regulatory reporting requirements. The service covers cloud deployment across GCP, AWS, OCI, and Azure, cybersecurity provisioning, resource scaling automation, and API management. It can be delivered standalone or combined with Gresham's managed services for a comprehensive end-to-end solution.
Defined by Gresham Tech
Evidence
"Financial services firms encounter frequent changes in data sets and reporting requirements. Our DevOps services offer solutions to streamline infrastructure, ensuring efficient management and rapid adaptation, while supporting evolving regulatory reporting solutions."
Services – DevOps Services — published by Gresham Tech
retrieved 27 Aug 2026
"Our services can be deployed in public or private clouds, with experience in GCP, AWS, OCI and Azure. We offer standalone expertise or can combine our DevOps services with our managed services for a comprehensive solution."
Services – DevOps Services — published by Gresham Tech
retrieved 27 Aug 2026
"We specialize in decoupling management from underlying infrastructure, enabling resource scaling through turn-key processes and automation for streamlined operations, enhanced flexibility, and efficient use of resources, including integration with reconciliation software tools."
Services – DevOps Services — published by Gresham Tech
retrieved 27 Aug 2026
Managed Reconciliation Services Service
Managed Reconciliation Services is an outsourced reconciliation offering from Gresham Tech built on the Control Cloud platform, allowing financial institutions to delegate reconciliation operations to Gresham's domain experts. The service frees internal resources for higher-value activities while providing scalable, customisable reconciliation workflows that handle complex data volumes. It combines Gresham's technology and seasoned reconciliation expertise to improve accuracy, reduce manual effort, and maintain governance and transparency over reconciliation design principles.
Defined by Gresham Tech
Evidence
"By outsourcing your reconciliation tasks to our experts, you can free up your internal resources to focus on higher-value activities. Our scalable platform can easily adapt to your growing business needs, ensuring that your reconciliation processes remain efficient and effective."
Managed Services — published by Gresham Tech
retrieved 27 Aug 2026
"Maintain full control over your reconciliation processes while benefiting from our expertise and technology. Our advanced tools and methodologies help you achieve greater accuracy and efficiency in your reconciliations, reducing the risk of errors and inconsistencies."
Managed Services — published by Gresham Tech
retrieved 27 Aug 2026
"We leverage the latest technology and tools to streamline your reconciliation workflows, enhance accuracy, and reduce manual effort. Our platform is designed to handle complex reconciliations efficiently, regardless of the volume of data."
Managed Services — published by Gresham Tech
retrieved 27 Aug 2026
Entity Matching & Cross-Reference Data as a Service Entity Matching Service Service
Entity Matching & Cross-Reference Data as a Service is an AI-powered managed service from Gresham Tech that provides firms with a consolidated view of holdings across public and private assets. The service uses AI and ML engines, including the Kensho Link AI engine, to match entities from structured and unstructured data sources, validate corporate hierarchy relationships, and surface cross-reference data against millions of public and private companies. Confirmed records are published from an Entity Master into client systems such as deal origination, portfolio monitoring, private credit, and data warehouse platforms.
Defined by Gresham Tech
Evidence
"Our Kensho Link AI engine draws on our extensive data estate, alternative data collection and our team of data experts to resolve private entities against BECRS with a validated, auditable match. Possible matches are routed to our Research User Interface, where our specialist team reviews and confirms them before they're published to your entity master."
Entity Matching & Cross-Reference Data as a Service | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"Confirmed records are published from our Entity Master into your deal origination, portfolio monitoring, private credit and data warehouse systems."
Entity Matching & Cross-Reference Data as a Service | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Trade Reporting Concept
Trade Reporting is the regulatory obligation requiring financial firms to submit details of their trades to designated regulatory venues and repositories. Gresham Tech addresses trade reporting through its Connect Cloud platform, which provides format-agnostic connectivity to any regulatory venue via over 80 adapters, standards, and transformations. The need for reliable trade reporting is growing as firms navigate complex environments driven by digital transformation and evolving regulations.
Defined by Gresham Tech · general term: Trade Reporting
ESG Data Management ESG Data Concept
ESG Data Management is the practice of aggregating, validating, standardizing, and governing environmental, social, and governance data across multiple providers and frameworks. Gresham Tech positions ESG Data Management as a core capability of its data management platform, enabling organizations to consolidate ESG indicators from corporate disclosures, third-party datasets, and industry sources into a consistent data model. The discipline supports investment analysis, regulatory reporting, and compliance with frameworks such as SFDR and TCFD.
Defined by Gresham Tech
Evidence
"Map and structure ESG data to support evolving regulatory frameworks such as SFDR and TCFD. With standardized data, validation controls, and transparent lineage, organizations can streamline reporting and ensure compliance with increasing regulatory demands."
ESG Data Management Platform | Gresham Tech Solutions — published by Gresham Tech
retrieved 27 Aug 2026
"Ensure transparency and trust in ESG data with full visibility into data sources, transformations, and lineage. Automated validation and exception management workflows help maintain data accuracy and consistency, supporting investment analysis, product development, and regulatory reporting."
ESG Data Management Platform | Gresham Tech Solutions — published by Gresham Tech
retrieved 27 Aug 2026
Message Transformation Concept
Message Transformation is a core capability within Gresham Tech's Connect Cloud platform that enables fast, powerful conversion between any financial messaging formats — including SWIFT MT/MX, SEPA, ESMA, DTCC ISO 20022, FIX, and FpML — with built-in validations and market practice rules. The capability is delivered through an extensive library of pre-built data definitions and standard transformations, reducing the operational burden of maintaining format mappings as standards evolve. It can be deployed into existing environments including Java, .NET, REST, and API architectures.
Defined by Gresham Tech
Evidence
"Accelerate transformation with fast, powerful conversion from any format to any format, with built in validations and market practice rules. Access a comprehensive library of ready to use standard transformations including SWIFT MT/MX, SEPA, ESMA, DTCC ISO 20022, FIX, FpML and more."
Connect for message services | ISO 20022 migration | MT to MX — published by Gresham Tech
retrieved 27 Aug 2026
"Transformation can be deployed into existing environments and architectures such as Java, .NET, REST and API."
Connect for message services | ISO 20022 migration | MT to MX — published by Gresham Tech
retrieved 28 Aug 2026
"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."
Connect for message services | ISO 20022 migration | MT to MX — published by Gresham Tech
retrieved 27 Aug 2026
Connect Cloud Payments SoftwareProduct
Connect Cloud Payments is a named solution within Gresham Tech's Connect Cloud platform designed to help banks and firms manage the complexity of multiple payment methods — including traditional bank transfers, credit cards, digital wallets, and cryptocurrencies. It seamlessly integrates with existing systems, automating data collection, normalization, and matching across multiple platforms and message formats. The solution addresses the challenge of heterogeneous data formats and processing timelines inherent in modern payments infrastructure.
Defined by Gresham Tech
Evidence
"Gresham's Connect Cloud Payments solution seamlessly integrates with existing systems, automating data collection, normalization, and matching across multiple platforms and message formats."
Use Case | Payments — published by Gresham Tech
retrieved 27 Aug 2026
"Banks and firms are adapting to to multitude of payment methods, including traditional bank transfers, credit cards, digital wallets, and emerging cryptocurrencies, each with their own data formats and processing timelines."
Use Case | Payments — published by Gresham Tech
retrieved 27 Aug 2026
Position & Transaction Aggregation Concept
Position & Transaction Aggregation is a core capability within Gresham Tech's Enterprise Data Management platform that provides a single, consolidated view of transactions and positions across multiple systems and formats. It enables firms to standardize instrument cross-reference and asset hierarchy so that common positions and trades are identified seamlessly, while supporting enrichment, mastering, and real-time distribution of data. The capability includes a complete, timestamped audit trail for every position and transaction change, built to support regulatory scrutiny such as ESMA data quality requirements.
Defined by Gresham Tech
Evidence
"Gresham EDM provides a single, consolidated view of transactions to help enhance business-wide analysis and reporting. Standardize instrument cross-reference and asset hierarchy so common positions and trades are identified seamlessly across systems."
Position & Transaction Aggregation | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"Every position and transaction change carries a timestamped, auditable trail — built to support regulatory scrutiny such as ESMA data quality requirements."
Position & Transaction Aggregation | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
Corporate Actions Data Management Corporate Actions Processing Concept
Corporate Actions Data Management is the discipline of sourcing, validating, cleansing, standardising, and processing information about events — such as dividends, stock splits, mergers, and spin-offs — that affect securities and shareholders. Gresham Tech addresses this discipline by aggregating and linking corporate actions data across custodians, market data providers, and company announcements to eliminate manual errors and ensure accurate downstream portfolio and accounting updates. The practice requires combining automated processing for routine events with human oversight for complex scenarios, and integrates reconciliation to confirm that all updates have been correctly applied across trading systems, accounting platforms, and client records.
Defined by Gresham Tech
Evidence
"Managing corporate actions data effectively is essential for financial institutions to make informed decisions, mitigate risks and ensure compliance. While the challenges are significant, implementing best practices and a systematic approach can greatly improve the handling of this complex information."
Sourcing Corporate Actions Data for Financial Institutions | Gresham Tech — published by Gresham Tech
retrieved 27 Aug 2026
"The corporate actions processing lifecycle covers everything from the initial announcement of a corporate event to when all updates are completed in your systems and client records. It starts with capturing corporate action information from sources such as market vendors or regulatory announcements. After capturing the data, it goes through validation and enrichment to confirm accuracy, standardise formats and include any extra details required for processing."
Sourcing Corporate Actions Data for Financial Institutions | Gresham Tech — published by Gresham Tech
retrieved 27 Aug 2026
Index and Benchmark Management Benchmark Management Concept
Index and Benchmark Management is the discipline of onboarding, validating, and governing index and benchmark data within financial data workflows. Gresham Tech addresses this through automated onboarding across benchmark files and vendors, systematic constituent verification against market data and research, and a complete timestamped audit trail linking every change to its source. The solution integrates directly with a product master to enable comparative analysis and allocation functions without manual reconciliation.
Defined by Gresham Tech
Evidence
"Automated onboarding across benchmark files and vendors eliminates infrastructure cost and reduces operational risk."
Index and Benchmark Management | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"Constituents are systematically verified against market data and research, ensuring accuracy and integrity across every benchmark."
Index and Benchmark Management | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
"Every benchmark change carries a timestamped, auditable trail — built to support regulatory scrutiny such as ESMA data quality requirements."
Index and Benchmark Management | Gresham — published by Gresham Tech
retrieved 27 Aug 2026
MiFID II MiFID Regulation
MiFID II is the Markets in Financial Instruments Directive, a European regulatory framework that Gresham Tech identifies as having reshaped European financial markets by introducing higher standards for transparency, investor protection, and market efficiency. Compliance requires firms to validate, reconcile, and enrich data to meet rigorous reporting and best execution obligations. Gresham's Control platform is positioned as a purpose-built solution to help firms navigate MiFID II requirements efficiently.
Defined by Gresham Tech
Evidence
"MiFID has reshaped the European financial markets, introducing higher standards for transparency, investor protection, and market efficiency. Navigating these complexities requires a trustworthy, scalable solution that ensures firms meet their obligations efficiently."
Use Case | MIFiD — published by Gresham Tech
retrieved 27 Aug 2026
"Our platform validates, reconciles, and enriches data at every point, ensuring that all information remains consistent and compliant with MiFID II's rigorous standards."
Use Case | MIFiD — published by Gresham Tech
retrieved 27 Aug 2026
"Gresham ensures your data is accurate & timely for regulatory submission by automating validation, reconciliation, and reporting processes."
Use Case | MIFiD — published by Gresham Tech
retrieved 27 Aug 2026
FRTB Fundamental Review of the Trading Book Standard
FRTB (Fundamental Review of the Trading Book) is a Basel Committee market risk capital framework that Gresham Tech identifies as introducing sweeping changes to market risk management, including P&L attribution tests and risk measurement requirements. It demands a high degree of consistency between front and middle office data, consistent sources, snap times, and risk factor derivation methods. Gresham Tech positions FRTB compliance as requiring centralized data pools, auditable sourcing processes, and a fundamental review of data architecture to retire legacy frameworks.
Defined by Gresham Tech
Evidence
"FRTB has introduced sweeping changes to market risk management, including P&L attribution and risk measurement. Essentially, it adheres to the same notion of a solid data foundation as many other regulations. Augmenting current infrastructure sets institutions up for dealing with the challenges that the revised framework brings."
Use Case | Fundamental Review of the Trading Book — published by Gresham Tech
retrieved 27 Aug 2026
Master Data Management MDM Concept
Centralized EDM discipline creating trusted master records across customer, entity, product, and fund data.
Defined by Gresham Tech
Data as a Service Service
Outsourced Prime EDM service managing financial data from acquisition through validated distribution.
Defined by Gresham Tech
Managed Data Services Service
Managed Data Services is an outsourced offering from Gresham US (RECS) that handles the aggregation, normalisation, and delivery of investment data on behalf of buy-side clients, leveraging the Pulse Data platform to connect to thousands of global data feeds and move data across accounts, custodians, and counterparties without clients managing direct data-provider relationships.
Defined by Gresham Tech
Product and Account Master SoftwareProduct
EDM capability controlling product and account creation, maintenance, workflows, and downstream distribution.
Defined by Gresham Tech
Evidence
"EDM's product and account master streamlines the creation and maintenance of products, replacing email and spreadsheets with a single, controlled workflow."
EDM Product and Account Master | Gresham — published by Gresham Tech
Control Cloud Cash SoftwareProduct
Control Cloud application automating cash reconciliation, discrepancy management, and real-time cash-position visibility.
Defined by Gresham Tech
Control Cloud Fee Billing SoftwareProduct
Control Cloud application automating client fee calculations, invoicing, approvals, reporting, and revenue workflows.
Defined by Gresham Tech
EDM Managed Services Service
Managed service providing ongoing EDM operational support, platform optimization, workflow management, data-quality monitoring, governance, and reliable distribution.
Defined by Gresham Tech
Evidence
"EDM Managed Services provide ongoing operational support for enterprise data management environments, ensuring platforms remain optimized, scalable, and aligned with evolving business needs. Our specialists work alongside internal teams to manage workflows, monitor data quality, and maintain reliable data distribution across systems."
EDM as a Service | Opus Data Management – Gresham — published by Gresham Tech
Managed Data Services Service
Managed service outsourcing investment-data collection, consolidation, integration, monitoring, and delivery using Pulse Data and Gresham operational expertise.
Defined by Gresham Tech
Data Management as a Service Service
Managed service outsourcing daily data onboarding, validation, enrichment, mastering, exception management, and governance while preserving client visibility and control.
Defined by Gresham Tech
Evidence
"Data Management as a Service enables organizations to streamline complex data workflows without expanding internal operational teams. Dedicated data specialists manage the onboarding, validation, enrichment, and mastering of datasets while maintaining strict governance and quality controls."
EDM as a Service | Opus Data Management – Gresham — published by Gresham Tech
Control Cloud Regulatory SoftwareProduct
Control Cloud application consolidating validation, reconciliation, automation, controls, and real-time data for multi-jurisdiction regulatory reporting.
Defined by Gresham Tech
Evidence
"This integrated reporting software platform provides high-quality, accurate data in real-time, automates complex processes, and ensures transparency across multiple jurisdictions. Easily ingest data from any source or format, creating a harmonised reporting model that meets rigorous regulatory standards."
Control Cloud – Regulatory — published by Gresham Tech
"Integrate all your regulatory reporting needs into one comprehensive regulatory reporting platform."
Control Cloud – Regulatory — published by Gresham Tech
Control Cloud Investment Management SoftwareProduct
Control Cloud application automating investment-management reconciliations, exceptions, notifications, confirmations, affirmations, settlement instructions, and operational controls.
Defined by Gresham Tech
Evidence
"Gain efficiencies and scale by automating custodian trade and client notifications, confirmations, affirmations, and settlement instructions."
Control Cloud – Reconciliation solutions Investment management — published by Gresham Tech
"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 – Reconciliation solutions Investment management — published by Gresham Tech
retrieved 28 Aug 2026
Control Cloud Intersystems SoftwareProduct
Control Cloud application for intersystem reconciliation, rapid control deployment, exception management, analytics, governance, and regulatory-reporting oversight.
Defined by Gresham Tech
Evidence
"Accelerate the launch of new controls by up to 97% with our self-service wizards."
Control Cloud – Intersystems — published by Gresham Tech
"With Control Cloud Intersystems, you can boost operational efficiency, optimise resource allocation, and mitigate risks effectively. Whether you're handling simple reconciliations or complex, multi-layered controls, our platform provides the power and flexibility to centralise your data management and strengthen your financial operations."
Control Cloud – Intersystems — published by Gresham Tech
retrieved 28 Aug 2026
Control Cloud Securities SoftwareProduct
Control Cloud application automating securities position and transaction reconciliation across buy-side and sell-side operations.
Defined by Gresham Tech
Evidence
"Reconciling security positions and transactions is a critical control for all market participants."
Control Cloud | Securities — published by Gresham Tech
Connect Cloud STP SoftwareProduct
Connect Cloud application automating straight-through processing through low-latency connectivity, parsing, enrichment, transformation, business rules, and onward processing.
Defined by Gresham Tech
Connect Cloud Message Services SoftwareProduct
Connect Cloud application for message transformation, validation, standard mappings, and flexible runtime deployment.
Defined by Gresham Tech