Skip to main content
Speak to an expert

EDM: Product & Account Master

Maintain different hierarchies for individual regions, teams and business lines while managing the complexity of a multiteam workflow.
Speak to an expert

Product and Account Master

Streamlined processes, configurable workflows

EDM's product and account master streamlines the creation and maintenance of products, replacing email and spreadsheets with a single, controlled workflow.
Group 1000003596

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.

Frame 28

Customizable Workflows

Flexible UI workflows give users control of the process of creating and managing products and accounts, including manageable entitlements functionality that controls who is involved in setting up and editing each record, as well as four-eyes approval.

One master. Every region, team and business line.

Request a demo

Relationship management, full auditability

Link related data to products and accounts, then track every change back to its source with a complete, timestamped audit trail.

Pulse Data
Read More
Prime EDM
Read More
Managed data services
Read More
Managed reconciliation services
Read More
Managed regulatory reporting services
Read More

our solutions

Related EDM master solutions

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

Case studies

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.

25 June 2026

Data Lineage Explained: How a Data Dictionary Builds Tr...
Read More

18 June 2026

The Specialist Tax: Why Reconciliation Infrastructure C...
Read More

16 June 2026

Turning ESG Complexity into Trusted Investment Intellig...
Read More

4 June 2026

Solving the Entity Matching Challenge
Read More

3 June 2026

Best Reconciliation Software for Financial Institutions...
Read More

26 May 2026

AI-Native EDM
Read More

13 May 2026

Private Markets Data Intelligence
Read More

13 April 2026

Rebuilding fixed income compliance: A smarter approach ...
Read More
Frequently asked questions

How do you handle different hierarchies across regions and teams?

EDM's flexible data schema lets firms expand the template through configuration rather than customization, maintaining different hierarchies for individual regions, teams and business lines.

Can we bring our own approval workflow?

Yes. UI workflows are fully configurable, including manageable entitlements functionality and four-eyes approval for creating and editing products and accounts.

How is data quality maintained?

Data undergoes user-defined data quality checks before being consolidated, based on configurable business rules, to create a gold copy. Exception management workflows surface issues for resolution, with trend analysis over time.

Can we link products to positions and performance data?

Yes. The product and account master templates support standard relationships with performance data, positions, internal teams such as portfolio managers, and external providers.

What happens to our configuration when we upgrade?

EDM's flexible configuration-based nature and single code base allow client configurations to be seamlessly carried over from version to version when upgrading.

What does implementation actually include?

EDM templates provide an out-of-the-box configuration based on related client projects, encompassing the underlying schema, business exception processes, workflows, UIs and source/target integrations.