Investment Data Management

AlphaCert empowers investment teams with seamless, efficient data management solutions, transforming complex processes into a source of competitive advantage. Our secure, high-performance investment data platform centralises and automates data feeds, providing an industry-standard single source of truth for informed decision-making.

Trusted by leading fund managers across the globe, AlphaCert reduces operational overheads and compliance risks, ensuring your team can focus on driving fund performance. Experience the power of simplified investment data management with AlphaCert - where precision meets intuition.

Confidence in your investment data

These features empower investment operations to seamlessly manage data, streamline workflows, and maintain comprehensive control over assets and instruments.

Complete Data Mastery

Centralise, refine, validate and master your data from various sources. With our industry standard data architecture, you can utilise APIs for seamless integration and ensure data integrity throughout your operations.

Intelligent Workflow and Rules Engine

Establish and automate business rules, manage exceptions, and maintain quality control on your investment data. Implement user management and sign-offs for enhanced compliance and efficiency.

Comprehensive Asset and Instrument Control

Gain a 360-degree view of your multi-class assets and instruments, portfolios, funds, external managers and more. Manage complex hierarchies, access market data, and streamline data operations across multiple custodians.

Navigating the complexities of investment data operations

We recognise that investment firms face mounting pressures to streamline operations, reduce operating costs, mitigate risks, and achieve sustainable growth. Our solutions are designed to alleviate these pain points and empower your business to thrive.

Increasingly unsustainable business risk

With operational costs and complexity on the rise, funds know that their time and resources are being invested in low-value activities (like duplicate tasks and manual data handling). This presents significant compliance risks, with regulators continually rolling out new obligations for data security, accuracy and access control.

Trustworthy, easy-to-use reporting

With fragmented data and a heavy reliance on spreadsheets and home-grown databases, funds are pouring hours into producing reports. With no single reporting capability, decision-makers are looking for better, more accurate and low-touch reporting powered by having the right data in the right format at the right time.

Partnerships that enable growth in scale and capability

Outdated, proprietary systems restrict flexibility, hinder innovation, and create dependencies that can impede a fund’s growth. Funds are looking for partnerships that can offer trustworthy advice, reliable support, and SaaS based solutions at the forefront of innovation to simplify their technical architecture and gain freedom from proprietary solutions.

Growing and complex fund operations

Gain speed and efficiency in your investment operations without sacrificing accuracy, quality and scale. AlphaCert is designed to be a key part of an investment fund’s information architecture as the fund grows in size and complexity.

AlphaCert revolutionises investment data management for operations teams, providing a secure, single source of truth that drives operational excellence.

Operations teams rely on AlphaCert to eliminate time-consuming data reconciliation, reduce errors, and ensure operational efficiency. Our robust data warehousing and quality automated reporting provide teams with trusted data, giving them the confidence they need to make informed decisions.

By offering accurate, up-to-date investment data that's accessible when and where it's needed, AlphaCert eliminates wasted time and enhances productivity. Furthermore, its full integration with upstream and downstream systems streamlines workflows, enabling teams to focus on strategic objectives rather than data management tasks.

AlphaCert transforms risk management and compliance for Finance and Risk teams, offering a comprehensive solution that instils confidence.

Our platform provides precise data and a complete audit trail, making regulatory adherence effortless and auditing straightforward. With powerful analysis tools for risk, exposure, and compliance, teams can make informed decisions swiftly and confidently. AlphaCert's single source of truth simplifies regulatory reporting and other business requirements, freeing up valuable time for strategic initiatives.

By leveraging our robust data solutions, Finance and Risk professionals can strengthen their risk management practices.

AlphaCert empowers investment operations teams with a comprehensive data automation solution tailored to their unique needs.

Our platform integrates, aggregates, and automates multiple data sources, providing a single source of truth that delivers deep portfolio analytics and visualisations.

Teams gain access to accurate, validated data and trustworthy insights, accelerating decision-making processes and enhancing data reliability.

The platform's pre-built analytics and visualisations offer comprehensive performance insights, while our solutions allows for bespoke reporting through seamless integration with leading tools like PowerBI and Tableau. By leveraging AlphaCert, investment teams can make precise, data-driven decisions with confidence.

Investment Data Management Platform