Customize and automate your data, streamline your reporting, and break down silos to launch faster, easier, and with confidence.





































Deliver second-generation reporting for ETFs and Mutual Funds powered through APIs. Access up to 50 different risk and performance measures, benchmarked against both industry standards and your custom indices. Automate structured outcome reporting, NAV performance, and risk reporting to ensure speed, accuracy and consistency across every investor touchpoint.
An API-driven solution that delivers automated portfolio updates across 40+ data contexts spanning equities, fixed income, and hybrid products. Fully customizable for each fund and ETF, it includes licensed S&P GICS, SEDOL, CUSIP, and S&P Credit Ratings data, deep drilldowns for fund-of-funds and third-party holdings, custom overrides, plus international benchmark coverage and translated security names.
Effortlessly produce fund profiles, factsheets, and sales decks using real-time data integration, including sources like Morningstar, Lipper, and proprietary analytics. Customize branding with consistent themes across all reporting components.
Centrally manage critical fund data and anticipate changes such as new launches or manager updates well in advance. Clearly delineate approved from unapproved data to ensure only accurate information goes live.