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.
Private markets use case
Consolidated private asset data can be viewed side-by-side with public asset data for a complete view of a firm's holdings across private and public markets. Both can be segmented to understand exposure by parameters such as industry or geography, with look-through capabilities to drill down on fund hierarchies to the underlying assets.
The platform links disparate issuer and party data to create a common view of these entities, increasing the transparency of potential exposure. Robust data lineage functionality provides transparency into where data came from, who touched it and which rules were applied — with access permissions grantable at both the system and individual level.
our solutions
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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How do you handle unstructured documents like capital call notices?
How does Entity Link avoid duplicate or mismatched records?
AI-enabled identification searches across private universes and merges disparate records into a consistent view, with a confidence score on every match.
How does this reduce operational risk?
EDM mitigates operational risk by automating processes — such as reconciliation — that are managed manually at many organizations, with customizable business rules and robust data validation to build confidence in the data you use.
Can we see private and public holdings together?
How is the platform hosted and supported?
How long does implementation typically take?