Data Management, Analytics and Reporting

On-demand access to complete, accurate financial information

Power your critical investment management processes with accurate data. Our dashboards and flexible reporting tools provide real-time insight into your investment operations.

Transform your data into actionable information and insight

Our award-winning data management and visualization solutions consolidate, reconcile, store and deliver information where, when and how it's needed.

Complete Data Aggregation

Market, Custodial and Third-Party Data

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Accounting System Integration

Reconciliation of Daily Positions

Open-Architecture Data Warehouse

Web-Based Reporting and Dashboards

Efficient and reliable data management and reporting

Managed services and technology enable automated aggregation, reconciliation and storage of portfolio, performance, and a wide range of other data.

Retooling the Investment Management Industry’s Performance Yardstick for New Realities

Retooling the Investment Management Industry’s Performance Yardstick for New Realities

Future of Operations: Changing the Nature of Work

Future of Operations: Changing the Nature of Work

Future of Operations Finding a Home for Fintech

Future of Operations Finding a Home for Fintech

5 Considerations to Build a Future-Ready Ops Business Model

5 Considerations to Build a Future-Ready Ops Business Model

Is Your Firm Ready to Future-Proof Operations ?

Is Your Firm Ready to Future-Proof Operations ?

Promise of Transformation

Promise of Transformation

Belay Partners

Fund Overcomes Workflow Inefficiencies with Order and Portfolio Management System

Providing a Front-to-Back Office Solution From Trading Through Portfolio Accounting for Broad Asset Classes

Providing a Front-to-Back Office Solution From Trading Through Portfolio Accounting for Broad Asset Classes

Broadridge Acquires Paladyne Systems

The acquisition of Paladyne significantly expands Broadridge's solutions, including mission-critical applications for asset managers that allow them to streamline and manage their business effectively.

Report Manager

Performance Reporting

Complete Performance Reporting and Absolute Attribution Analysis.

Analytics Master

Analytics Master

Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis

Eric Bernstein Discusses How a ‘New Normal’ Operating Model for Hedge Funds Has Emerged Since the Financial Crisis

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