Enterprise Data Management
One golden record for securities, entities, products and risk across every system you run.
One golden record for securities, entities, products and risk across every system you run.
Core use cases
Services
EDM Services
Automate, validate and scale operations with usage and cost visibility.
DevOps Services
Clarifies exposure to complex hierarchies for risk and compliance.
Reconcile, validate and control ‘any and all’ data to automate your back-office operations
Related Products
Core use cases
Cash + Stock Reconciliation
Match cash movements against bank and custodian feeds.
Payments Reconciliation
Reconcile payment flows across banks and rails.
ABOR to IBOR Reconciliation
Reconcile accounting and investment books of record.
Cryptocurrency Reconciliation
Master crypto reconciliation for digital assets.
Bank & Account Reconciliation
Keep internal systems of record in sync automatically.
Source, prepare and send your data for any regulatory requirement
Related Products
Core use cases
Enterprise data automation, made simple.
data automation, made simple
We empower investment managers of all sizes to overcome data challenges and optimize their operations, providing tailored solutions for portfolio analytics, risk management, and regulatory reporting. Our scalable platform adapts to diverse data needs, from startups to global institutions, enabling firms to make data-driven decisions and stay competitive in a rapidly evolving financial landscape.
investment management use cases
Designed specifically for the buy-side asset management industry, our solutions provide an extensive data catalogue, intelligent fuzzy matching, and patented, intelligent workflows to give back control to asset managers.
Alleviating your team’s workload, made simple.
Built in collaboration with the world’s most innovative banking partners, Control Cloud Securities enables you to automate and optimise your securities, depot, and custodian reconciliations.
Complexity, made simple.
Our specialized services empower private wealth managers by offering advanced portfolio management tools, regulatory compliance expertise, and comprehensive wealth planning solutions.
Enhanced their investment performance, made simple.
Our advanced risk management tools, regulatory compliance solutions, and cutting-edge technology help to enhance your investment strategies and protect investors.
Staying competitive, made simple.
We provide expert guidance on trust reporting, regulatory compliance, investment management reconciliation, and risk mitigation so you can optimize asset management, and ensure long-term financial sustainability.
Back to your beneficiaries, made simple.
Our investment management industry-tailored technology and experienced team are ready to address your unique financial reporting needs.
Discover our comprehensive solutions and expert support options today.
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.