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Why AlphaCert

Supporting the investment industry to drive better investment outcomes
through efficient fund operations and data management.

Whether managing $3 billion or $300 billion, AlphaCert offers highly scalable, cost-effective solutions tailored to your investment data management world. We ensure that our customers have fast, reliable access to their investment data, providing the confidence needed to make accurate investment decisions.
 
Our passion is in advancing the investment industry to drive enhanced investment outcomes through our SaaS-based data management product. We help fund operations and investment data teams by offering solutions that address the common challenges of investment data management from daily reconciliations to regulatory reporting and compliance.

With AlphaCert, investment managers gain a robust, adaptable solution that grows with their needs, ultimately contributing to the enhancement of the entire investment data ecosystem.

Confidence in investment decisions with trusted data

AlphaCert offers secure, high-performance data management features
so you can focus on managing assets, and minimise time managing data.
Consolidate data from external and internal sources into a single industry-standard database, enriching information to fill any gaps. This enables you to aggregate data at all levels of the fund hierarchy quickly. You'll gain a comprehensive view of your asset allocation, risk, and exposure from individual holdings up through each level of your portfolio. 

Have the power at your fingertips to access the exact level of detail you need for each investment scenario, enabling confident and informed decision-making based on robust data.
AlphaCert helps you manage investment risks and control costs by automating data processes and enhancing data governance. Our solutions provide investment operations with clear visibility into data changes, streamlined approval workflows, and comprehensive data audit trails. 

By simplifying complex data, enforcing robust data governance, and integrating with all your upstream and downstream systems, we provide visibility and traceability to ensure efficient, transparent and lower cost operations.

We provide a secure, trusted source of truth, ensuring full operational efficiency and quality automated reporting. Our solutions eliminate risky offline data processes, utilising leading cloud providers and secure file transfer protocols. With role-based permissions, AlphaCert ensures appropriate data access across your organisation. Designed with risk, compliance, and assurance at its core, AlphaCert records every decision and change, offering confidence in meeting auditing requirements. 

By providing a systemised process for data storage and handling, AlphaCert safeguards against common vulnerabilities like email file transfers, offering investment managers unparalleled data security and peace of mind.

Accessing historical data can be challenging, but AlphaCert’s technology and data handling algorithms makes it fast and easy to retrieve exactly what you need, optimising data for reporting and saving time.

Our solutions optimise data for reporting and save time. By automating workflows, data governance and oversight, we eliminate the need to hunt for accurate information, ensuring consistency and reliability for decision-making and compliance. The Operational Data Store (ODS) and Reporting Data Store (RDS) work seamlessly to provide easy access to historical data from any date, streamlining the search process and enhancing accessibility.

Accessing and cross-referencing key information across multiple data sources can be a daunting task. AlphaCert simplifies this by offering powerful tools for easy data access and reporting.

  • The Slicer, akin to a dynamic pivot table, empowers investment managers to analyse their data at any time and at any level, and gain insights rapidly. 
  • Extracts offer a structured view of data sets, like holdings, transactions, or market data, providing focused access to specific information. 
  • For routine and customised needs, Reports offer a systemised, repeatable way to access tailored data on a daily basis. 

These features eliminate the need to spend hours or days manually collating data from various sources to build bespoke reports. AlphaCert also reduces risk by minimising manual processes and replacing them with scalable, systematised and automated workflows.

AlphaCert delivers a verified, trusted single source of truth, ensuring the highest quality data at all times. It automatically flags and alerts any data quality issues, allowing quick adjustments at the source. 

Gain control and confidence that comes with consistent, high-quality data, enabling accurate reporting and informed decision-making.

Revolutionise your data ops

Revolutionise your data operations

AlphaCert is a data transformation partner to the investment management industry, trusted by one of the world's largest superannuation funds.

At the core of its data architecture, we unify, cleanse and transform data feeds from custodian banks, global and local market data providers, and internal teams. AlphaCert will enrich, validate, and prepare your investment data for use by your internal systems, from in Microsoft Excel, Power BI, Tableau, and other analytics tools.

AlphaCert’s modular suite of solutions automates manual tasks, reduces risk, and provides accurate investment data with speed.  Data has never been this easy.

Meet our team

The AlphaCert team is dedicated to simplifying data complexity for customers. We've developed solutions that deliver validated, trusted data and outcomes with speed, accuracy and reliability.

We empower our customers with control and confidence on their investment data to make informed investment decisions.

Phil Full Body Shot 2020-1
Phil Pietersen

Managing Director and Co-Founder

daniel image-1
Daniel McCarthy

Executive General Manager

James Milne
James Milne

Chief Product Officer

Scott Taylor
Scott Taylor

General Manager - Growth & Strategy

Mark MacLeod
Mark MacLeod

General Manager - Australia

We stand by our values in everything we do

We embrace constant learning, seeking out new ideas and technology to fuel innovation and growth.
By challenging the status quo and striving for continuous improvement, we aim to deliver leading solutions
that exceed customer expectations.

People first

We are people first knowing that it’s teamwork that makes the dream work

Invested in customers

We are invested in our customers going above and beyond

Always moving forward

We are always moving forward innovating and growing ourselves and our customers

Ready to maximise your fund’s potential through data?

Let’s explore your most pressing investment data challenges and how your reliance on spreadsheets
and internal solutions may be impacting your fund operations.