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Calypso Risk from Calypso Technology (Adenza)
Enterprise risk management and compliance suite supporting risk aggregation, scenario analysis, market and credit risk, and real-time analytics for investment firms and fund managers.
More about Calypso Technology (Adenza)
Product analysis by function
Enterprise Risk Management Platforms for Risk & Compliance
Comprehensive systems that identify, assess, and manage various types of enterprise risks, including operational, reputational, strategic, and financial risks across the organization.
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Data Integration & Connectivity
(9 Yes /9 Known /10 Possible features)
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Multi-source data ingestion Ability to import data from multiple structured and unstructured sources. |
Calypso Risk mentions ingestion of market data, trade data, and positions from multiple sources including structured (feeds, files) and unstructured (manual uploads), deduced from product documentation and solution briefs. | |
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Real-time data feeds Supports real-time ingestion and updating of risk-related data. |
Real-time risk analytics and dashboards are highlighted across Adenza product pages and demos, implying real-time data feeds. | |
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API support Supports integration via APIs with third-party and internal systems. |
Adenza Calypso Risk advertises comprehensive APIs for integration with market data, trading, and internal systems. | |
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Batch data processing Supports scheduled, bulk updates and ingestion of data. |
Described as supporting scheduled and bulk position/risk data updates; standard in ERM platforms. | |
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Standard file support Ability to import/export data in common formats (CSV, XLS, XML, JSON). |
Product datasheet lists standard formats such as CSV, XML, and Excel supported for import/export. | |
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Data mapping and transformation Tools for mapping source data to the platform’s schema and transforming formats. |
Data transformation/mapping tools indicated in Calypso's technical integration resources and onboarding guides. | |
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Data validation Automatically checks data for integrity and consistency upon ingestion. |
Documentation highlights automated data validations at ingest for critical risk figures. | |
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ETL capabilities Supports extract, transform, load pipelines for managing data flows. |
Product materials refer to support for ETL pipelines and workflows as a core feature. | |
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Cloud and on-prem connectivity Integrates with both cloud and on-premise systems. |
Cloud and on-prem support explicitly mentioned in deployment models. | |
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Scalability of data ingestion The maximum daily volume of data records that can be ingested. |
No information available |
Risk Analytics & Modeling
(9 Yes /9 Known /10 Possible features)
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Market risk calculation Ability to model and calculate exposure to market risks (e.g., VaR, stress tests). |
Market risk modeling and exposure calculation (VaR, scenario analysis) are core advertised capabilities. | |
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Credit risk assessment Quantifies and manages risk exposure to counterparties. |
Credit risk analytics and counterparty exposure management part of the core offering. | |
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Liquidity risk analytics Models fund ability to meet obligations and manage liquidity shocks. |
Liquidity risk analysis specifically cited in product marketing materials. | |
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Operational risk assessment Assesses risks from operational failures, including process, staff or system. |
Provides operational risk assessment modules according to whitepapers. | |
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Risk scenario analysis Ability to run simulations for bespoke risk events. |
Scenario analysis (bespoke risk event simulation) is a highlighted capability for investment and fund management. | |
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Custom risk factor modeling Users can define and implement custom risk factors and models. |
Calypso allows user definition of risk factors and custom models, evidenced in documentation. | |
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Model validation tools Provides tools to validate and backtest risk models. |
Model validation and backtesting tools described in detail in platform admin guides. | |
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Historical risk simulation Allows replay of historical events for impact analysis. |
Historical simulation and scenario replay referenced in solution brochures. | |
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Risk aggregation (across portfolios) Aggregates risk metrics at multiple portfolio or fund levels. |
Risk aggregation across funds/portfolios emphasized as a differentiating feature. | |
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Risk calculation speed The average time taken to complete a full risk calculation cycle. |
No information available |
Regulatory Compliance Management
(9 Yes /9 Known /10 Possible features)
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Regulatory rules library Comprehensive library of rules for key jurisdictions (e.g., SEC, ESMA, FCA). |
Supports multi-jurisdiction rules libraries, including SEC, ESMA, FCA, in compliance section on website. | |
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Automated compliance monitoring Automatically monitors transactions and holdings for breaches. |
Automated compliance monitoring and alerting shown in compliance and audit modules descriptions. | |
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Pre-trade compliance checks Detects potential compliance breaches before trades are executed. |
Pre-trade compliance checks directly described in functionality and product demos. | |
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Audit trails Captures all user and system actions for historical review. |
Audit trail functionality mentioned in compliance and regulatory materials. | |
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Compliance workflow automation Manages approval, exception, and escalation workflows digitally. |
Workflow automation for compliance is available as part of solution config tools. | |
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Documentation management Stores, manages, and retrieves regulatory documents and disclosures. |
Calypso includes document management for regulatory documents and disclosures. | |
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Automated regulatory reporting Generates and submits reports as per local and global requirements. |
Automated regulatory reporting is shown in the regulatory section of official product documentation. | |
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Regulatory change tracking Monitors and notifies on relevant regulatory changes. |
Features regulatory change management and notification per compliance updates. | |
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Breach alerting and notification Sends real-time alerts for any compliance breaches. |
Comprehensive alerting and notification system for breach identification is advertised. | |
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Number of supported jurisdictions Count of regulatory regions (countries) natively supported. |
No information available |
Reporting & Visualization
(8 Yes /8 Known /10 Possible features)
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Customizable dashboards Dashboards can be customized per user or role, with drag-and-drop widgets. |
Dashboards are user-configurable; customizable UI described in platform overview. | |
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Real-time reporting Reports reflect the latest available data and calculations. |
Real-time reporting capabilities are a key selling point. | |
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Scheduled report generation Ability to schedule delivery of regular reports. |
Scheduled report generation is standard in Calypso for compliance and regulatory use. | |
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Export to multiple formats Ability to export reports (PDF, Excel, HTML, CSV). |
Supports multiple report output formats (PDF, Excel, CSV, HTML). | |
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Data visualization tools Offers graphs, heatmaps, and advanced visualization features. |
Offers a variety of advanced visualization options including charts and heatmaps. | |
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Ad-hoc reporting Users can create custom reports without coding. |
Ad-hoc reporting is available for risk/portfolio managers without coding. | |
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Automated distribution System can automatically distribute reports to stakeholders. |
Reports can be distributed automatically by the system to selected stakeholders. | |
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Drill-down capabilities Users can drill down into data for detailed analysis. |
Drill-down in dashboards and reports is possible for detailed analysis. | |
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Interactive visualization speed Average response time for rendering custom dashboard views. |
No information available | |
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Concurrent users supported for reports Maximum number of users that can access reports simultaneously. |
No information available |
Security & Access Control
(9 Yes /9 Known /10 Possible features)
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Role-based access control Assigns data and function permissions by user roles. |
Role-based access control and permissions well-described in security overview. | |
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Single Sign-On (SSO) Integrates with corporate identity providers for access. |
Single sign-on (SSO) via SAML and integration with enterprise IdP supported. | |
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Multi-factor authentication Enforces additional security checks for user logins. |
Multi-factor authentication included for enhanced security. | |
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Data encryption (in transit and at rest) Encrypts sensitive data during transfer and storage. |
Data encryption in transit and at rest mentioned as standard for the offering. | |
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Comprehensive audit logging Maintains detailed logs for all data access and changes. |
Audit logging for data access/changes included in documentation. | |
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User provisioning and de-provisioning Automates the onboarding and offboarding of users. |
User provisioning and de-provisioning automated via admin console. | |
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Granular permission settings Fine-tuned data and function-level access configuration. |
Fine-grained permission settings provided, consistent with segment needs. | |
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Data masking and anonymization Masks sensitive data fields for select users or roles. |
Data masking/anonymization is referenced for regulated environments. | |
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Incident & breach detection Monitors and alerts on potential security incidents. |
Incident detection and security monitoring are listed features. | |
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Maximum concurrent user sessions Maximum user sessions that are allowed simultaneously. |
No information available |
Workflow & Task Automation
(7 Yes /7 Known /10 Possible features)
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Custom workflow builder Visually design and automate multi-step processes. |
Custom workflow builder referenced in workflow/process management modules. | |
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Automated task assignment Routes tasks to responsible users based on defined criteria. |
Automated task assignments and routing supported per workflow documentation. | |
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Approval tracking Tracks approvals, signatures, and acknowledgments digitally. |
Digital approval and signature tracking is supported. | |
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Notification and escalation rules Automated alerts and escalation when timelines are missed. |
Notification/escalation rules can be configured for workflows. | |
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Exception management Tracks and manages process exceptions and their resolutions. |
Exception management is part of task/process automation modules. | |
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Integration with communication tools Integrates with email, chat, or ticketing for notifications. |
Integration with email, chat, and ticketing systems is mentioned. | |
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SLA tracking Measures and reports service-level agreement adherence. |
SLA tracking modules available for client and internal operations. | |
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Parallel processing of workflows Supports simultaneous execution of multiple workflows. |
No information available | |
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Number of customizable workflows Maximum number of custom workflows supported. |
No information available | |
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Workflow execution speed Average time to execute a typical workflow. |
No information available |
Audit & Monitoring
(8 Yes /8 Known /10 Possible features)
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Comprehensive activity logs Captures all system and user activities for review. |
Comprehensive logs for user and system actions referenced in audit sections. | |
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Automated exception logging Automatically records exceptions and unusual events. |
Unusual events and exceptions automatically logged per documentation. | |
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Change management tracking Monitors changes to data, rules, and configurations. |
Tracks change management for data, configurations, and audit purposes. | |
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Periodic review scheduler Automates scheduling and reminders for audits and reviews. |
Audit/review scheduling functionality included for periodic audits. | |
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Forensics and drill-back tools Allows detailed reconstruction and investigation of events. |
Drill-back for audit and forensic analysis features mentioned. | |
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Automated controls testing Regularly tests control effectiveness and documents results. |
Automated controls testing is referenced, especially for compliance/audit users. | |
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Exception alerting Notifies users of irregular events or failed checks. |
Exception alerting systems shown (e.g., if risk limits breached). | |
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Audit report generation Automatically compiles and formats audit-ready reports. |
Audit-ready reports generated automatically for compliance reviews. | |
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Retention period for logs Duration for which audit logs are retained in the system. |
No information available | |
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Concurrent audit users supported Maximum number of auditors that can work simultaneously. |
No information available |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
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Horizontal scalability Easily scales out via additional computing resources. |
Described as horizontally scalable across nodes/instances for high volume clients. | |
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Load balancing Distributes system load across multiple servers or nodes. |
Load balancing referenced as part of enterprise deployment options. | |
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Cloud-native architecture Designed for scalable cloud or hybrid deployments. |
Cloud-native and hybrid deployments are called out in platform literature. | |
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High-availability configuration Supports failover and redundancy for resilience. |
High-availability configurations (failover, redundancy) supported for mission critical risk ops. | |
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Disaster recovery options Provides built-in DR and data backup capabilities. |
Disaster recovery and regular backups mentioned in support/service documents. | |
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Concurrent users supported Maximum simultaneous users during peak usage. |
No information available | |
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Data throughput capacity Maximum volume of data processed per second. |
No information available | |
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Uptime SLA Guaranteed platform availability over time. |
No information available | |
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Average page load time Typical time for loading key dashboards or modules. |
No information available | |
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Processing capacity per fund Number of funds/entities supported without degradation. |
No information available |
User Experience & Usability
(6 Yes /6 Known /10 Possible features)
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Intuitive user interface Interface is easy to navigate and learn. |
Marketing emphasizes an intuitive and user-friendly interface, with demo screens supporting this. | |
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Mobile access Accessible on smartphones and tablets. |
Browser-based with responsive design so mobile/tablet access is available. | |
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Contextual help Built-in help, tooltips, and guided tours. |
Solution includes tooltips and built-in contextual help. | |
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Personalized homepages Users can set and modify their landing screens. |
No information available | |
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Internationalization/localization Supports multiple languages and regional formats. |
Internationalization/localization supported, including major languages and date/currency formats. | |
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Accessibility features Compliant with accessibility standards (e.g., WCAG). |
Accessibility features to meet major standards are included for financial clients. | |
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Custom notifications Users can configure notification settings. |
Custom notification preferences and alert settings are user-configurable. | |
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Keyboard and voice navigation Supports keyboard shortcuts and/or voice commands. |
No information available | |
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Average number of clicks to complete workflow Measures usability and process optimization. |
No information available | |
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Time to proficiency Average time required for new users to become proficient. |
No information available |
Vendor Support & Platform Maintenance
(8 Yes /8 Known /10 Possible features)
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24/7 technical support Vendor offers around-the-clock support services. |
24/7 global technical support service described in customer support section. | |
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Dedicated account manager Customers are assigned a specific contact from the vendor. |
A dedicated account manager is mentioned as standard for enterprise clients. | |
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Proactive system monitoring Vendor monitors health and performance of client deployments. |
Proactive system monitoring is part of their managed services model. | |
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Automatic software updates Platform receives regular, automatic patching and feature updates. |
Automatic software updates/patched supported for managed and SaaS clients. | |
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Comprehensive documentation Up-to-date guides for administration, user, and integration support. |
Comprehensive documentation including user/admin/integration guides is available. | |
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User community and forums Access to community knowledge and peer support. |
User community and forums referenced on Calypso's support page. | |
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Onboarding/training services Vendor offers user onboarding and ongoing training options. |
Onboarding and ongoing training services highlighted in product/service materials. | |
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Service Level Agreement (SLA) metrics Key metrics defined in the support contract. |
Service Level Agreement metrics provided in contract/SLA documentation. | |
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Average issue resolution time Mean time to resolve client-reported production issues. |
No information available | |
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Frequency of major platform updates How often major feature or version updates are released. |
No information available |
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