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Investment data management
Keep data consistent across portfolios.
Portfolio and order management
Protect alpha and scale without compromise.
Investment book of record (IBOR)
View accurate positions, exposures, and cash.
Risk and performance
Monitor, model, and manage complex portfolios.
Accounting and reporting
Support every asset and accounting basis.
Pre- and post-trade compliance
Attain end-to-end portfolio compliance oversight.
Alternatives
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Enfusion by CWAN
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Beacon by CWAN
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Regulatory Focus
NAIC
Simplify NAIC reporting.
Solvency II
Automate Solvency II compliance.
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Platform
Platform overview
Investment lifecycle
GenAI
Partners
Products
Solutions
Investment data management
Portfolio and order management
Investment book of record (IBOR)
Risk and performance
Accounting and reporting
Pre- and post-trade compliance
Alternatives
Enfusion by CWAN
Beacon by CWAN
Regulatory Focus
NAIC
Solvency II
Industries
By Firm Type
Asset managers
Banks
Corporates
Energy
Hedge funds
Insurance
Pensions and endowments
Public sector
By Role
Finance and accounting
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Operations
Risk
Technology
Clients
Client stories
Support
Resources
Insights
Blog
Events
Resource center
About us
Who we are
Leadership team
Investor relations
Newsroom
Awards
ESG
Careers
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