Investment Management

Minimise your firm’s post-trade burden and better focus on your business

Safeguard your investment operations with proven, automated and managed reconciliation

If your processes and technical infrastructure are weighed down by managing technology and data, your options for growth are seriously limited. Integrating complex systems, collecting data, and manually matching trades introduces numerous types of risk into the process, and are not where investment managers should be spending their precious time and resources. Automated out-of-the-box controls, accessible data, and an expert service team are the best way to take the pressure off your staff while achieving scale, reducing risk, and focusing on what your business does best.

We help firms across the entire investment management universe – from buy-side hedge funds, pension funds, sovereign funds and fund administrators, to wealth managers, private banks and family offices – go beyond automation to alleviate the burden of managing technology and data inhouse. By providing the tools and expertise you need to digitise, right-size and optimise your operations, your firm is better equipped to attain long-term efficiency and growth.

Built for scale, our fast, flexible, data agnostic reconciliation and exception management solutions and managed services provide confident and efficient processing, integrated data, and granular control across the entire enterprise to prevent service failure, financial loss, or reputational damage and risk.

Increase and Improve end-to-end data integrity and trade-matching data aggregation

Increase efficiencies across trade matching, data aggregation, reconciliation, exception management, trade settlement, and client fee billing. Our post-trade workflow solutions, available as a managed service, software-as-a-service or on-premise, streamline middle and back-office processes across your investment operations ecosystem. Fully configurable for complex controls and environments, we provide out-of-the-box capabilities for fast, easy implementation.

With more than 30 years of experience in investment management operations, we empower buy-side and sell-side firms to:

Experience a transformation in your operations with our comprehensive solutions that streamline your processes and save valuable time. By automating manual tasks and bidding farewell to spreadsheets, you can reduce operational risks.

Seamlessly manage complex controls and environments with ease, while gaining access to a vast universe of post-trade data through thousands of feeds, while doing this swiftly and efficiently, you'll no longer need to rely heavily on IT. Free your high value talent from resource intensive, non-strategic tasks and enhance counterparty and investor experiences.

“We were able to leverage Control to create an efficient account reconciliation method which produces timely reporting throughout the cycle. Additionally, the digitisation of the reconciliation process has significantly shortened our reconciliation timeline, tightened controls, and increased the productivity of reconcilers by allowing more time for exception resolution.”
Tammy L. Johnson, Head of Investment Operations & Partner, Globeflex Capital L.P.

Use our solutions for

Data aggregation

Outsourced reconciliation

Automated reconciliation

Operational efficiency

Streamlined client fee billing

Customer stories

Case Study

WCM Investment Management gains operational and cost efficiencies

Case Study

Chandler Asset Management scales client fee billing to exponential asset growth

Where to next?


Learn how Gresham's products can put you in control of your data, operations and growth

Customer stories

See what our customers have achieved with Connect and Control

What we do

Discover the problems we help firms solve

Related insights


Is your firm's fee billing process damaging your client relationships?

While controlling the compliance risks associated with client fee billing is crucial, providing the best possible client experience is just as important. For investment managers, that means ensuring the highest levels of accuracy, consistency and transparency across the fee billing process – from fee calculations and invoicing, to client communications and reporting.

Solving buy-side investment managers' corporate actions data challenge

For decades, there has been significant interest in automating corporate actions processing across the buy-side community. Meanwhile, the global pandemic’s impact on corporate actions has been significant as firms faced fluctuating timelines and high processing volumes amid cancelled dividends, shifted schedules, postponed mergers and acquisitions, and frequent trading halts and restrictions. Collecting corporate actions data should be trivial, but many investment managers still struggle with the process in today's world.