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
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Corporate actions data
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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. -
Reference data
Aggregate, validate, cleanse and security reference data coming from any number of sources and across asset classes to achieve operational efficiency. -
Data cost
optimizationOnboard data sources, ensure regulatory compliance, and manage data costs, uninterrupted. -
Venue connectivity
Gain seamless access to trading venues, real-time data, order execution, and market information. -
Market data
Seamlessly connect, visualise , normalise, and validate your date to ensure the data is accurate, consistent, and complete.
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Custodial data
Secure management and efficient handling of custodial data that acts as a trusted data storage partner. -
Entities data
Consolidate issuer and counterparty data to understand company relationships and their impact on your investments, powered by proven AI. -
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. -
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. -
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
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Superior
complianceEffective 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.
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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.
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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.
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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.
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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.
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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.
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
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