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controlcloud

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

Tn

Mission-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

  • library-books
    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.

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    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.

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    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

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    Reduce settlement risk

    Gain efficiencies and scale by automating custodian trade and client notifications, confirmations, affirmations, and settlement instructions.

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    Accelerate investigations

    Increase collaboration and scale throughout and beyond the entire transaction lifecycle while improving transparency across operations functions.

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    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.

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    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.

Control Cloud Regulatory
Control Cloud Securities
Control Cloud Intersystems
Control Cloud Cash
Control Cloud Fee Billing
Free up time to focus on more important tasks
library-books

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.

Vice President of Operations  |  Investment Management Firm

Resolve matching problems and manage data exceptions
library-books

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.

Head of Operations Payments  |  Cash and Securities Provider

Leverage richer data whilst staying compliant
library-books

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.

Product Manager  |  Global FinTech Company

Unmatched efficiency across the entire operations function
library-books

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.

Operations Lead  |  Global Asset Manager

Delivering transformation and return on investment
library-books
We have significantly improved transparency and governance around reconciliation design principles leveraging some of the state-of-the-art functionalities of Control Cloud. Given the complex nature of our architecture am proud that this is one of the very few project that was steered to the finish line achieving the return on investment made.

Project Lead  |  Global Investment Bank

Explore our customer success stories

Insights, made simple

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