We believe technology can transform your investment operations.

Discover why thousands of organizations worldwide trust our cloud service solution for investment data aggregation, reconciliation, accounting, and reporting.

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Market Insight Paper

NAIC Summer 2020 Regulatory Guidance Update

Our insurance experts attended conference calls and tracked the latest NAIC regulatory guidance updates. Download our market insight paper for a summary of the recent changes.

Survey Report

2020 IFRS 9 Survey Report

Insurers, are you ready for IFRS 9? Download the 2020 IFRS 9 Survey Report to learn what you should be doing now in preparation of the IFRS 9 deadline.

The investment data you need at your fingertips.

A unified platform for investment accounting, compliance policy monitoring, risk analytics, portfolio reporting, and investment manager tools.

All fueled by daily, automated data aggregation and reconciliation.

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Trusted by Industry Leaders Worldwide

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Our Client Partnerships

We work every day to help make our clients successful. We don't work on accounts, we work with people. We are not your vendor, we are an extension of your team.

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