data automation, made simple
Grow and scale without your data holding you back
We empower investment managers of all sizes to overcome data challenges and optimize their operations, providing tailored solutions for portfolio analytics, risk management, and regulatory reporting. Our scalable platform adapts to diverse data needs, from startups to global institutions, enabling firms to make data-driven decisions and stay competitive in a rapidly evolving financial landscape.
investment management use cases
Shift focus away from data dramas and back on clients needs
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1 Asset Manager
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2 Custodian or Depository Institution
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3 Private Wealth Manager
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4 Hedge Fund
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5 Trust
1 Asset Manager
Is now the time to look at outsourcing options for your data requirements?
Designed specifically for the buy-side asset management industry, our solutions provide an extensive data catalogue, intelligent fuzzy matching, and patented, intelligent workflows to give back control to asset managers.
Alleviating your team’s workload, made simple.
2 Custodian or Depository Institution
Struggling to efficiently manage and reconcile data in the face of increasing regulatory demands and complex asset management structures?
Built in collaboration with the world’s most innovative banking partners, Control Cloud Securities enables you to automate and optimise your securities, depot, and custodian reconciliations.
Complexity, made simple.
3 Private Wealth Manager
Increasing challenged with managing risk, navigating regulatory changes, and providing personalized investment solutions?
Our specialized services empower private wealth managers by offering advanced portfolio management tools, regulatory compliance expertise, and comprehensive wealth planning solutions.
Enhanced their investment performance, made simple.
4 Hedge Fund
Looking to generate strategic returns whilst navigating a complex and volatile market environment?
Our advanced risk management tools, regulatory compliance solutions, and cutting-edge technology help to enhance your investment strategies and protect investors.
Staying competitive, made simple.
5 Trust
Feeling the crunch of ensuring compliance, managing risk, and effectively fulfilling your fiduciary duties?
We provide expert guidance on trust reporting, regulatory compliance, investment management reconciliation, and risk mitigation so you can optimize asset management, and ensure long-term financial sustainability.
Back to your beneficiaries, made simple.
Explore our customer success stories
Related products and services
Our investment management industry-tailored technology and experienced team are ready to address your unique financial reporting needs.
Discover our comprehensive solutions and expert support options today.
Data mastery, made simple
Insights, made simple
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