Purpose built for investment managers
Event-Driven Architecture
Data Management
Free your data from legacy systems with our modern application programming interface (API). It’s deeply featured, open, and human readable.
Compliance and Audit

Detail and speed
Data Management
Embedded Reconciliation
Operational and performance reporting
Create internal, GIPS-compliant reports for portfolio managers and richly detailed performance reports for clients. Create dashboards for portfolio analytics, attribution, internal rate of return, time-weighted performance, and more.
Accounting book of record
Leverage a double-entry, multi-asset, multi-currency accounting book of record as a standard feature.

Agility and compliance
Implement investment decisions
Order Management
Create orders based on allocation or model-based workflows.
Settlement
Automate post-trade clearing and facilitate broker and custodian communications.

Service and growth
Onboarding
360 degree view
View holdings, performance, call report notes, documents, and account activities.
Client Experience
Investment Book of Record

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