Industry
Solutions for Asset Owners
Gain transparent oversight, streamline operations, and ensure regulatory compliance across your investments with a single, intelligent platform.
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.
Key Features
- Gain clear investment oversight: Centralise portfolio, fee, and ESG data to improve transparency, strengthen governance, and ensure investment outcomes and service providers can be effectively monitored.
- Automate high-impact processes: Reduce manual effort and operational risk by automating data ingestion, validation, and reporting workflows, allowing teams to focus on analysis and oversight.
- Ensure compliance with confidence: Meet regulatory and fiduciary obligations with traceable, audit-ready data and reports, ensuring ESG, fee, and portfolio information is accurate and defensible.
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
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