Everything You Need For Modern Investment Operations

The open data hub for investment operations. Connect and ingest data from any source, format, or provider. Structure and model data to match your operational needs. Harmonize identifiers and resolve entities with AI assistance. Maintain full lineage, versioning, and audit trails.

Add an agentic AI layer without losing control. Extract structured data from documents automatically. Build custom agents with knowledge and tool access. Embed AI directly into workflows and validations. Full isolation, auditability, and governance controls.

Automate repetitive tasks and complex processes. Build workflows visually with drag-and-drop simplicity. Trigger automations on schedules, events, or conditions. Chain actions across data, notifications, and integrations. Include human approvals and escalations when needed.

Work together across teams and with clients. Share views, dashboards, and data with granular permissions. Collaborate on tasks with comments and assignments. Create client portals with branded experiences. Track activity and maintain complete audit trails.

Deepen insights with independent analytics. NAV oversight, fees analytics, price validation, and portfolio attribution. Connect external providers like Clarity AI, MSCI, or Bloomberg. Generate signals that flow into investigation workflows. Combine internal and external analytics in a unified context.

Connect to your entire operational ecosystem. Pre-built connectors for major data vendors and systems. REST and GraphQL APIs for custom integrations. Webhooks and event streaming for real-time sync. Secure file transfer with SFTP and cloud storage.

Enterprise-grade security and controls. ISO 27001, NIST 800-53, DORA, and GDPR compliant. SSO/SAML integration with your identity provider. Customer-managed encryption keys and data residency. Role-based access control with full audit trails.