Industry
Solutions for Asset Owners
Gain transparent oversight of your investments and your providers, starting with one plugin, configured on your needs and running in hours.
Description
Asset owners face opaque fees, fragmented portfolio data, and complex ESG reporting requirements. Manual processes increase risk, limit transparency, and make it difficult to assess value for money or demonstrate regulatory compliance.
Start with one use case, such as a trusted portfolio view or ESG reporting. Each SPARK plugin harmonises your providers' data, runs the checks with deterministic NGT Tools, and brings a person in only where a decision is needed.
Key Features
- Gain clear investment oversight Bring portfolio, fee and ESG data into one source, so investment outcomes and service providers can be monitored and governed.
- Automate high-impact processes Let plugins handle data ingestion, validation and reporting, so teams spend their time on analysis and oversight.
- Ensure compliance with confidence Meet regulatory and fiduciary obligations with traceable data and reports, every figure reproducible and every run logged.
Relevant Use Cases
- Maintain a trusted view of portfolios
- Streamline ESG compliance reporting
- And more
Data Objects
- Total Portfolio Positions
- Cash Accounts
- Delegate Static Data
- SFDR Reports
- Peer Performance Data
“Asset managers must adapt quickly to meet investors' expectations and having a reliable partner like Next Gate Tech is essential for this transition.”
BJ
Benoît Joseph
Chief Risk Officer, Trustmoore
Bring one use case.