Client-ready data when you need it.

Clients want immediate access to accurate and up-to-date information. We help you stay ahead of the competition with automated data aggregation and reconciliation to the asset level—every day.

See It Now
 

Grow your business without adding staff. Eliminate time-consuming tasks.

 

Expert Service Team
We handle more than 1 million client accounts for nearly 1,000 firms—every day.
Reduced Risk
We reconcile client accounts to the asset level, automatically auditing every data point. Our expert data analysts quickly manage exceptions for you.
Deep Custodial Connections
You benefit from single sign-on access, cost basis synchronization, seamless workflows, bi-directional data feeds, and more. We also offer access to Advent Custodial Data®, our network of 900+ custodians, and automatic integration for held-away accounts.
Time Savings
With tools that reduce the time you spend on tedious, manual tasks, you can quickly on-board clients and delight them from the start.
No Hidden Fees
We don't charge you additional fees for updating your prices, ratings, benchmarks, and more.

We take managing your data a step further so you can scale for growth.

Every day, we make sure your data is accurate and up-to-date. And then we supplement it with data that you typically have to pay for separately, like prices, indexes, and ratings. This means you can operate efficiently and scale for growth. True data management, at your service.