Control Cloud
Investment
management
Award winning reconciliation solution for
investment managers and buy-side firms.
product overview
Trusted by the world's leading
investment managers
20
TnMission-critical data assets moved daily
99
%Match rate from several asset management clients
6000
+Market leading data library for investment managers
Remove operational risks and overhead costs
Simplify your firms reconciliation process with Control. We remove inefficient workflows, incomplete data, manual and redundant effort, and delayed exception resolution. Our innovative tools automates routine tasks, improves data quality, and provide to help you streamline your operations, enhance your business, and achieve better results.
Simplify your entire
post-trade process
Designed specifically for the asset management industry, Control Cloud Investment Management helps global buy-side managers and service providers diminish the risk, cost and inefficiency inherent in reconciliation and exception management, as well as across the entire post-trade process.
Reconciliation, made simple
Step change your data operations
-
Unified data processes
Control Cloud Investment Management intelligently and dynamically integrates positions, transactions, cash and research data, collateral and margin reporting, failed trades, securities lending, pending trades and corporate actions all within one workflow.
-
Automated cause identification
On a single screen, users can see all exception activity and identify the cause and impact of the exceptions, engaging all areas of the reconciliation process at the same time.
-
Integrated data and cross referencing
Improves middle-office and back-office transparency and scalability across teams. Minimises the impact of mismatched data throughout the firm, troubleshoot breaks related to failed trades, collateral, corporate actions, securities lending and more.
product benefits
Control Cloud Investment Management
-
Reduce settlement risk
Gain efficiencies and scale by automating custodian trade and client notifications, confirmations, affirmations, and settlement instructions.
-
Accelerate investigations
Increase collaboration and scale throughout and beyond the entire transaction lifecycle while improving transparency across operations functions.
-
Increase efficiencies
Take a holistic approach to reducing risk by managing multiple types of reconciliations on one platform: system to system, P&L, collateral, security master, pricing and others.
-
Minimise operational risk
Resolve exceptions quickly by allowing only true reconciliation updates to enter the workflow while safeguarding audit trails and record keeping.
Related products and services
Control Cloud Investment Management is a product application within the Control Cloud suite of solutions. Explore the other product applications to find the right solution for your business.
Gresham’s Control is easy for our business users to adopt and use. The application’s controls around signoffs, designating reconciliations to different staff, and data collection have made our process more efficient and seamless, and our team more self-sufficient.
Our recent success and go-live with Gresham’s Control Cloud and the prompt yet comprehensive Proof-of-Concept (PoC) meant the decision to expand our use to include Connect Cloud was easy.
Why should any payments firm build this in-house when there is a specialist like Gresham that focuses on it exclusively? Connect Cloud really takes the pain out of message formatting and simplifies the message transformation space.
The solution allows us to focus on more strategic work. We are now able to manage the exceptions rather than all the manual heavy lifting we were having to do before the switch. It meant that we were able to manage a broader estate of recs ourselves without involving IT and tech experts from the previous vendor.
Explore our customer success stories
Insights, made simple
Deep dive into an array of topics and opinions shared by our domain experts. Learn more from articles online or subscribe to our monthly newsletter on LinkedIn.