OpusEDM
Data quality
assured
EDM solution that collects, connects and curates structured
and unstructured data from internal and external sources.
product overview
Elevate you data quality to the highest standard
Clients using EDM across Financials, Energy, Maritime and Shipping
Of the top global asset managers use EDM
team of data management product and engineering specialist dedicated to EDM
Break down data barriers with a unified data platform
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.
Manage multi-team, multi-product workflows
Complete, accurate and up-to-date investment product and account data is essential for buy-side firms, yet many still rely on email and spreadsheets to launch and manage these, without a central source of truth or integrated workflow processes, resulting in system disconnects, limited transparency and poor data accountability. EDM addresses this through a product and account master solution built on commonalities from client implementations, delivered as a configurable, reusable template with flexible data schema that supports multiple hierarchies across regions, teams and business lines within a multi-team workflow.
Gain deeper visibility into your data assets with Data Dictionary
Many business users lack visibility into their organisation's available data and governance framework, limiting their ability to treat data as a strategic asset. EDM's Data Dictionary resolves this through a web-based portal that surfaces data definitions, provenance, ownership and change history, while also supporting onboarding of data sources outside EDM, a business glossary mapping feature for company-wide definitional consistency, and out-of-the-box customisable fields to accelerate time to market. As a standalone SaaS solution, it deploys quickly for existing EDM clients by leveraging metadata already within the platform.
Data management, made simple
Integrate Data to Create a Single Source of Truth
-
SaaS Deployment
As a SaaS solution, the Data Dictionary offers benefits including reduced total cost of ownership (TCO), a streamlined upgrade process and scalability.
-
Trade Hub
Consolidate, transform and validate your trade data. Often multi-source, EDM distributes to internal and external applications with a fully acknowledged and confirmed workflow.
-
Data Hub
Use EDM as a bi-directional integration layer for the consolidation, validation, cleansing, transformation and distribution of general data feeds. SLAs can be created, data validated and information distributed to customers.
product benefits
Opus EDM
-
User Empowerment
Support business users to access and understand their data by empowering them to onboard new data sources, explore their data and enhance it by adding customizable fields.
-
Data Governance
Increase the organization's confidence in the data used in decision-making by providing visibility into data definitions, relationships, ownership and business terms.
-
Data Optimization
Optimize your data usage by making it easy for users to understand the full range of data available to them. Opus EDM can be used to review overlapping data points sourced from multiple vendors and measure data consumption by internal applications and users.
-
Streamlined Processes
EDM’s product and account master streamlines the creation and maintenance of products. It delivers complete and accurate data for sales and marketing collateral and automates the distribution of a single version of the truth to downstream systems.
-
Customizable Workflows
Flexible UI workflows give you control of the process of creating and managing products and accounts. The workflows include manageable entitlements functionality, which allows you to control who is involved in setting up and editing the details of each product/account, as well as four-eyes approval.
-
Relationship Management
EDM gives you the ability to link related data to products and accounts, and to display it through a web UI. The product and account master solution can also be linked to EDM’s index, position, party and security master solutions or to your existing implementation.
-
Auditability, Data Lineage and History
Benefit from the ability to track data back to its raw source format and access a complete audit trail of any dimensional changes. This transparency includes visibility into historical changes along with the effective dates of those changes.
-
Consolidation and Integration
EDM centralizes data and processes, reducing reliance on spreadsheets and other manual work. The EDM product and account master ensures fully cleansed, authoritative data is being distributed downstream to support reporting, collateral and other mission-critical applications.
-
Exception Management
EDM provides exception management workflows which surface data quality issues and allow the end-user to resolve the exceptions. Trend analysis can also be performed on the platform to track data quality over time.
-
Outsourced Data
Establish an integration layer with outsourced service providers, such as custodians, fund administrators and prime brokers. Reconcile and validate data, reconcile multiple providers and facilitate the integration to a new outsourcer, should the need arise, all on a single platform.
-
Real-time data access and processing
Access up-to-the-second information through swift data ingestion and powerful query engines that enables you to react instantly to market shifts and empowers front-office decision-making with the most current data available.
-
Advanced backtesting and strategy analysis
Unleash the full potential of your data with robust backtesting capabilities, long-term data retention and flexible schemas. Test new investment strategies, analyze historical performance, and identify hidden correlations with ease.
Frequently asked questions
Establish best practices for data management across the organization, create a single source of truth for the key business data you use across multiple systems, applications and processes, and produce quality analysis and reporting based on reliable, accurate data.
What data sources can Opus EDM integrate with?
Do users need technical or programming skills to access and work with data?
How does the platform handle data governance and access control?
Can teams bring their own datasets into the platform?
What reporting and visualization capabilities are available?
Is the platform ready for AI and machine learning workloads?
How does the platform handle data governance and access control?
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
Explore our customer success stories
Insights, made simple
Deep dive into an array of topics and opinions shared by our domain experts. Learn more from articles online or subscribe to our monthly newsletter on LinkedIn.