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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

200 +

Clients using EDM across Financials, Energy, Maritime and Shipping

48 %

Of the top global asset managers use EDM

300 +

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

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    SaaS Deployment

    As a SaaS solution, the Data Dictionary offers benefits including reduced total cost of ownership (TCO), a streamlined upgrade process and scalability.

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    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.

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    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

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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.

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    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?

 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. 

Do users need technical or programming skills to access and work with data?

 No. The interface allows users to query, filter, transform and aggregate data, track data lineage and manage versioning without specialized programming knowledge. Business users can build custom reports and dashboards independently, reducing reliance on IT. 

How does the platform handle data governance and access control?

 Role-based and attribute-based access controls restrict data visibility to authorized users at a granular level. A decentralized data mesh architecture supports federated governance while maintaining data consistency and interoperability across domain teams. 

Can teams bring their own datasets into the platform?

 Yes. Users can import their own datasets by uploading files, connecting to external databases or leveraging APIs directly within the platform. 

What reporting and visualization capabilities are available?

 The platform includes a library of customizable visualizations for dashboards and reports. Users can drill down, filter and explore data, with export options across multiple formats. 

Is the platform ready for AI and machine learning workloads?

 Yes. Rich metadata, data lineage tracking and time-travel capabilities provide the clean, contextualized data foundation that predictive models require. 

How does the platform handle data governance and access control?

 Role-based and attribute-based access controls restrict data visibility to authorized users at a granular level. A decentralized data mesh architecture supports federated governance while maintaining data consistency and interoperability across domain teams. 

Related products and services

Explore the rest of our core products to find the right solution for your business

Pulse Data
Prime EDM
Managed data services
Managed reconciliation services
Managed regulatory reporting services
Free up time to focus on more important tasks
library-books

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

Resolve matching problems and manage data exceptions
library-books

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

Leverage richer data whilst staying compliant
library-books

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

Unmatched efficiency across the entire operations function
library-books

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

Delivering transformation and return on investment
library-books
We have significantly improved transparency and governance around reconciliation design principles leveraging some of the state-of-the-art functionalities of Control Cloud. Given the complex nature of our architecture am proud that this is one of the very few project that was steered to the finish line achieving the return on investment made.

Project Lead  |  Global Investment Bank

Explore our customer success stories

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