Skip to main content

Enterprise Data Management for Financial Services

made simple

EDM capabilities

Data chaos, made simple

Built for buy-side and sell-side complexity

Financial institutions on both the buy-side and sell-side operate across a growing number of data sources, systems and asset classes. The result is fragmented data estates where reference data, pricing, positions and counterparty information sit in disconnected silos, maintained through manual processes that introduce errors, create reconciliation backlogs and slow down decision-making. For asset managers and hedge funds, this means unreliable data feeding portfolio analytics and risk models. For banks and broker-dealers, it means exposure to reporting failures, compliance gaps and operational inefficiency at scale.

Where transparency reigns

Gresham provides market leading enterprise data management (EDM) capabilities that centralise, validate and distribute financial data across the entire organisation. We aggregate structured and unstructured data from internal systems, market data vendors and third-party providers, applies configurable matching, mastering and enrichment rules, and delivers a single, governed version of that data to downstream systems and teams. The platform covers the full data lifecycle, from ingestion and quality validation through to storage, lineage tracking and controlled distribution, with access available via UI, REST API, R, Python and Apache Spark.

Data management solutions

EDM uses cases

  • checkmark-gradient
    Corporate actions data

    Capture corporate actions data related to your securities of interest and benefit from tight integration with our award-winning corporate actions processing platform.

     

  • checkmark-gradient
    Risk and analytics
    Create a risk and analytics data hub and enrich your securities, accounts, positions or benchmarks with risk and analytics data coming from any number of sources.
  • checkmark-gradient
    Reference data
    Aggregate, validate, cleanse and security reference data coming from any number of sources and across asset classes to achieve operational efficiency.
  • checkmark-gradient
    Data cost
    optimization
    Onboard data sources, ensure regulatory compliance, and manage data costs, uninterrupted.
  • checkmark-gradient
    Venue connectivity
    Gain seamless access to trading venues, real-time data, order execution, and market information. 
  • checkmark-gradient
    Market data

    Seamlessly connect,  visualise , normalise, and validate your date to ensure the data is accurate, consistent, and complete. 

  • checkmark-gradient
    Custodial data
    Secure management and efficient handling of custodial data that acts as a trusted data storage partner.
  • checkmark-gradient
    Entities data
    Consolidate issuer and counterparty data to understand company relationships and their impact on your investments, powered by proven AI.
  • checkmark-gradient
    Positions and transactions
    Aggregate position, trade and transaction data from multiple sources to create a single view across of all your investments, and distribute to teams across the firm.
  • checkmark-gradient
    Private Markets
    Centralise Private Market datasets from multiple sources and combine them with data from across your accounting, CRM, reporting, front office and other internal systems.
  • checkmark-gradient
    ESG
    Aggregate and validate ESG data from multiple vendors, support your sustainable investments and streamline operational processes – powered by proven AI.

Solving data challenges facing modern firms

EDM solutions are purpose-built for the data and operational complexity of financial services. Whether you are a buy-side firm looking to consolidate investment data across securities, pricing, positions, private markets and ESG into one governed hub that feeds portfolio management, risk and reporting workflows. Or a sell-side firm/bank striving to manage reference data at scale, meet regulatory reporting obligations under frameworks including BCBS 239, EMIR and Solvency II, and reduce the manual overhead of cross-system reconciliation.

key benefits

Your data is your competitive edge

  • noun-data-cpu-5635203-1
    Superior
    compliance

    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.

  • noun-secure-cloud-5238424
    Advanced risk control

    Gresham enables financial institutions to manage risks like credit, market, and liquidity risk, supporting better risk modeling and decision-making. Poor data management can lead to miscalculated risks and major financial losses.

  • noun-data-mining-5635137
    Optimized performance

    Streamlined data management reduces manual effort, errors, and speeds up decision-making, leading to cost savings and improved customer service. Gresham helps minimize redundancies and inconsistencies.

  • noun-cloud-setting-5238421-1
    Better customer experience

    Privacy breaches lead to legal issues and loss of trust. Gresham gives financial institutions a 360-degree view of customers, enabling personalized services, better experiences, and higher retention.

  • noun-analytics-5238373
    Improved decision-making

    Gresham's data solutions enable you to make informed decisions on pricing, resource allocation, and market expansion. Poor data management risks costly mistakes and missed opportunities due to incomplete information.

  • noun-flow-chart-5238447
    Cost-saving outsourcing

    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.

Data management, made simple

Related products and services

Our industry-tailored technology and experienced team are ready to address your unique financial service needs.
Discover our comprehensive data management solutions and expert support options today.

Prime EDM
Managed Data Services
Connect Cloud Message Services
Pulse Data
Control Cloud Regulatory
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

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.

26 March 2026

EDM 2026: Data Management Solved

26 March 2026

Federated Analytics: Mastering the Modern Data Architec...

26 March 2026

Tackling the ESG Data Management Challenge at Scale

26 March 2026

Private Asset Data Management for GPs and LPs

26 March 2026

2025 Trends to Watch in Enterprise Data Management

20 March 2026

How Broker-Dealers Are Scaling FINRA Reporting Without ...

13 March 2026

Why TRACE reporting costs more than firms expect

4 March 2026

FINRA TRACE and MSRB Reporting: What’s required and why...