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Prime Data Management Platform from Asset Control
Central investment data warehouse with robust governance, lineage, audit, and data distribution capabilities. Facilitates acquisition, validation, cleansing, storage, and analytics across investment data types.
Product analysis by function
Investment Data Warehouses for Data Management
Centralized repositories designed to store, organize, and make accessible various types of investment data including historical prices, positions, transactions, and analytical datasets.
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Data Integration & Ingestion
(11 Yes /11 Known /13 Possible features)
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Multi-Source Connectivity Ability to connect to multiple data sources such as custodians, brokers, market data feeds, CRM, and internal systems. |
Marketing materials and website emphasize connectivity to custodians, brokers, market data, and CRM/internal systems. | |
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Real-Time Ingestion Support for real-time or near real-time data ingestion and updates. |
Product is described as capable of handling real-time and near real-time data ingestion and distribution. | |
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Batch Processing Support Supports bulk or scheduled data loads at defined intervals. |
Batch processing support is listed as part of the ingestion framework. | |
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Data Validation Rules Automated quality checks during ingestion for format, completeness, or range validation. |
Data validation is natively supported as part of the cleansing and validation process. | |
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Data Mapping/Transformation Ability to map, normalize, or transform source data to internal schemas. |
Normalization and data transformation features form a central part of the product's data ingestion process. | |
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API Access for Ingestion Availability of APIs to push/pull data from external systems. |
API access for data ingestion is referenced in integration documentation on the vendor website. | |
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ETL (Extract, Transform, Load) Tools Built-in or integrated ETL processes for complex workflows. |
ETL and complex workflow orchestration are listed as platform capabilities. | |
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Customizable Workflows Support for creating custom data ingestion and integration workflows. |
Advertised as offering configurable/customizable data workflows. | |
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Streaming Data Capability Ingestion and management of continuously flowing data (e.g., tick data, news feeds). |
Product manages streaming data such as tick data and news, per solution briefs. | |
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Error Logging & Alerting Automated notifications or logs on ingestion failures, anomalies, or discrepancies. |
Error logging and integrated alerting are included in compliance and quality management sections. | |
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Scalability Maximum capacity of records the ingestion process can handle per hour. |
No information available | |
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Latency Time taken from data arrival at source to availability in warehouse. |
No information available | |
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Auto Schema Detection Automated detection and suggestion for new/unknown data schemas. |
Schema detection and suggestion capabilities are mentioned in technical overviews. |
Data Storage & Architecture
(11 Yes /11 Known /12 Possible features)
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Storage Capacity Maximum volume of data that can be stored. |
No information available | |
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Data Compression Support for storage-efficient compression algorithms. |
Storage compression is part of the cloud/on-premises storage efficiency features. | |
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Partitioning & Sharding Support for data partitioning or sharding for optimized performance. |
Partitioning and sharding are referenced in architecture whitepapers. | |
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Columnar vs. Row Storage Choice between columnar or row-based data storage, or hybrid models. |
Supports columnar, row, and hybrid storage models for analytics and transaction processing. | |
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Elastic Scaling Ability to dynamically scale storage resources up/down as needed. |
Elastic scaling (cloud/on-prem) is supported with auto-provisioning of storage and compute. | |
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High Availability & Redundancy Built-in redundancy for data protection and system resilience. |
High availability and redundancy are promoted as key differentiators. | |
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Data Snapshots Capability to take periodic snapshots or backups of stored data. |
Backup and snapshot functions are standard, aligning with audit and compliance requirements. | |
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Cloud/On-Premises Option Deployment flexibility on cloud, on-premises or hybrid environments. |
Product offers deployment on cloud, on-premises, and hybrid. | |
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Object Storage Integration Ability to integrate with external object stores (like S3, Azure Blob, etc). |
Integration with major object stores (e.g., S3, Azure Blob) is described. | |
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Immutable Data Storage Supports 'write-once, read-many' records for archiving and audit trails. |
WORM (write-once, read-many) storage for audit and compliance archiving. | |
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Data Encryption at Rest Uses encryption to secure data at rest on storage devices. |
Encryption at rest included in platform security documentation. | |
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Schema Evolution Capability to modify and evolve storage schemas with minimal disruption. |
Evolving schemas and low-impact change management are highlighted features. |
Data Security & Access Control
(12 Yes /12 Known /12 Possible features)
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Role-Based Access Controls (RBAC) Enables fine-grained permissions based on user roles and responsibilities. |
RBAC is mentioned repeatedly as core to governance. | |
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Multi-Factor Authentication (MFA) Requires multiple authentication methods for enhanced security. |
Multi-factor authentication support is cited as part of modern security stack. | |
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Data Encryption In Transit Secures data as it moves between systems using transport-layer encryption. |
Data encryption in transit is mandatory for the platform, per security documentation. | |
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Audit Logging Captures logs of all user actions for compliance and review. |
Comprehensive audit logging is referenced in multiple governance and compliance materials. | |
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Granular Permissions Allows field-, table-, or dataset-level restrictions on view/edit |
Fine-grained permissions are listed as supported in solution overviews. | |
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User Provisioning Automation Streamlines onboarding/offboarding of user access rights. |
Automated user onboarding/offboarding, especially in enterprise AD/SAML environments. | |
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Single-Sign-On (SSO) Integration Integration with enterprise authentication solutions for single sign-on. |
Single sign-on integration is offered for large enterprise clients. | |
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Data Masking Conceals sensitive fields from unauthorized users while keeping them available for queries. |
Data masking and field-level access control are outlined. | |
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Security Incident Alerting Automated alerts triggered by unusual activities or access violations. |
Automated security alerts and incident notification configuration. | |
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Field Level Encryption Ability to encrypt specific columns or fields within the warehouse. |
Field or column encryption capabilities supported. | |
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Certifications/Compliance System meets external standards (e.g. SOC 2, ISO 27001, GDPR). |
The platform has SOC 2, ISO 27001, and GDPR/CCPA compliance modules available. | |
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Data Access Expiry Ability to grant time-limited access to specific datasets. |
Limited/time-based access options documented as part of data governance tooling. |
Data Quality & Management
(9 Yes /9 Known /10 Possible features)
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Automated Data Quality Checks Scheduled or real-time scans for inconsistencies, outages, and data drift. |
Automated scheduled and real-time data quality checks are standard for ingestion and storage. | |
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Data Lineage Tracking Full traceability of data sources and transformations. |
Lineage tracking explicitly described as a headline feature. | |
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Data Deduplication Automated identification and resolution of duplicate records. |
Deduplication noted as part of data cleansing. | |
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Historical Data Versioning Retains and enables access to previous versions of records. |
Historical versions retained natively for compliance and recovery. | |
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Metadata Management Cataloging of data with descriptive metadata, tags, and classifications. |
Metadata management and tagging functions detailed in product UI. | |
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Data Reconciliation Tools Tools for aligning positions, transactions, and market values with external sources. |
Reconciliation tools present for positions, transactions, and reference data. | |
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Custom Validation Rules Administrators can define custom data validation and alert logic. |
Rules engines for custom validation/alerting available. | |
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Error Correction Workflow Built-in process for reviewing and resolving flagged issues. |
Workflow and issue management included for flagged data. | |
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Data Anomaly Detection Automated identification of abnormal or suspicious data patterns. |
Pattern/anomaly detection featured as part of data quality monitoring. | |
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Quality Score Metrics Quantitative scoring of data quality or completeness. |
No information available |
Performance & Scalability
(6 Yes /6 Known /10 Possible features)
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Query Response Time Average time for user queries to complete. |
No information available | |
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Concurrent Users Supported Maximum number of simultaneous active users. |
No information available | |
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Max Query Throughput Highest number of queries handled per second. |
No information available | |
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Elastic Compute Scaling Ability to add processing resources dynamically as workload grows. |
Elastic compute (scale up/down) is part of solution design. | |
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High Availability Uptime/availability percentage supported by system architecture. |
No information available | |
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Geographic Distribution Ability to distribute data and resources across multiple locations. |
Geographic distribution/DR support via multi-region deployments. | |
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Hybrid Scaling Support for both vertical (bigger servers) and horizontal (more servers) growth. |
Hybrid scaling (vertical and horizontal) referenced in technical architecture. | |
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Resource Utilization Optimizations Automated resource allocation and optimization for performance. |
Automated load balancing and resource allocation optimize resource use. | |
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Data Caching Layered caching to speed up frequently accessed queries. |
Data caching mechanisms employed for frequent queries. | |
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Workload Isolation Isolating analytic and operational workloads to prevent interference. |
Separation of operational/analytical workloads referenced in multi-instance deployments. |
Analytical & Reporting Tools
(10 Yes /10 Known /10 Possible features)
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Ad-Hoc Query Tools User ability to run custom queries without IT intervention. |
Ad-hoc querying by users, including power users, without IT intervention is demonstrated in UI screenshots. | |
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Integrated Reporting Provision of built-in or plug-in dashboards and report templates. |
Integrated reporting/dashboards appear throughout marketing content. | |
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Data Visualization Support for charting, heatmaps, and other visualization outputs. |
Rich visualization options with charts, heatmaps, etc. | |
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OLAP (Online Analytical Processing) Multi-dimensional data cubes for advanced slicing/dicing. |
OLAP cube support and complex analytics tools referenced. | |
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API for Data Export APIs for exporting data to downstream analytics/BI tools. |
APIs provided for downstream analytics and BI tools. | |
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Scheduled Reporting Capability to schedule and distribute recurring reports. |
Automated reporting and distribution features included. | |
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Self-Service BI Integration Connection with leading business intelligence tools (Power BI, Tableau, etc). |
Self-service BI integration (PowerBI, Tableau, Qlik) listed as supported. | |
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User-Defined Metrics & Calculations Ability for users to create custom metrics and run calculations. |
User-defined metrics supported via custom calculation engines. | |
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Natural Language Query Supports querying data using plain English or natural language. |
Natural language search described in newer UI releases. | |
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Audit Reports Automated generation of compliance or data access audit reports. |
Automated audit and compliance reports referenced in data governance documentation. |
Data Governance & Compliance
(9 Yes /9 Known /10 Possible features)
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Data Retention Policies Automated enforcement of data lifespan per regulatory requirements. |
Enforcement of data retention per regulations is a native feature. | |
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Consent Management Tools to record and enforce user/client consent for data use. |
Consent management tools are included for GDPR/CCPA compliance. | |
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GDPR/CCPA Compliance Modules Functions for supporting global privacy laws in data management. |
Privacy modules for GDPR/CCPA compliance are listed. | |
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Change Management & Approval Workflow Approval process tracking for critical data or schema changes. |
Critical change management and approval workflows documented in governance section. | |
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Policy Documentation Portal Online repository for governance, access, and retention policies. |
No information available | |
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Data Stewardship Assignment Assign roles for stewardship and ongoing data oversight. |
Data stewardship roles can be defined in administration module. | |
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Data Usage Monitoring Track and report data access frequency and patterns. |
Usage monitoring of data access is included in analytics/governance modules. | |
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Automated Regulatory Reporting Template-driven and automated generation of regulatory filings. |
Automated regulatory reporting for investment management regulations. | |
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E-discovery Support Tools for responding to legal or regulatory data queries. |
E-discovery/data response tools present for legal/compliance requests. | |
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Full Audit Trail Detailed, immutable logging of data access and changes for compliance. |
Full, immutable audit trail provided for all enterprise deployments. |
Interoperability & Integration
(10 Yes /10 Known /10 Possible features)
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Standardized API Interfaces Support for REST, GraphQL, or other industry-standard APIs. |
REST API and other standard protocols supported for integrations. | |
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Event Driven Architecture Ability to publish/subscribe to changes via events (e.g., webhooks, Kafka). |
Publish/subscribe event architecture (webhooks, messaging) available. | |
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Data Export Connectors Pre-built connectors to downstream systems (accounting, risk, performance). |
Pre-built export connectors for operational, accounting, risk, and performance systems. | |
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Data Import Connectors Connectors for ingesting data from industry-standard vendors and records. |
Import connectors described for common market data/historical and vendor data sources. | |
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Bulk Data Transfer Support Efficient mechanisms for exporting/importing large datasets. |
Efficient bulk transfer/import/export described in system documentation. | |
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Custom Plugin Support Ability to extend functionality via custom plugins. |
Custom plugin/module integrations possible for additional features. | |
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Data Synchronization Scheduling Configure schedules and triggers for sync with external applications. |
Scheduling for synchronization with external applications detailed. | |
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Federated Query Support Query data across multiple sources without data movement. |
Federated queries supported for multi-source data access. | |
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Open Standards Adoption Uses open-source or de-facto industry schemas and protocols. |
Open standard data exchange protocols promoted as part of ecosystem strategy. | |
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Integration Testing Sandbox Provides a test environment for third-party integration validation. |
Third-party integration sandbox environments available for development/testing. |
User Experience & Administration
(10 Yes /10 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate web UI for end users and admins. |
Modern, web-based user interface highlighted in screenshots and videos. | |
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Customizable Dashboards Personalized dashboards for different user roles. |
Dashboards are customizable for different user roles and preferences. | |
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User Activity Monitoring Admin panel to review recent logins and actions. |
User activity logs and recent action analytics included in admin functionality. | |
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Bulk User Management Batch provisioning, editing, or deactivation of users. |
Bulk user management (provisioning, deactivation, etc.) supported for large clients. | |
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Localization and Multi-language Support UI and documentation in multiple languages. |
Multi-language UI and documentation available for global clients. | |
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Accessibility Compliance Adheres to WCAG or other accessibility standards. |
Accessibility standards (WCAG) referenced as development best practice. | |
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Custom Notification Settings Users can configure their own notification preferences. |
User-customizable notification settings are referenced in the UI guides. | |
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In-platform Help & Support Contextual help guides, live chat, or ticket escalation. |
In-app help, documentation, and ticketing are listed for support. | |
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System Usage Analytics Track and visualize user adoption and active usage trends. |
System usage/adoption analytics provided for administrators. | |
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Theming & Branding Options Support for organization-specific visual branding. |
Branding and visual theming support described in UI customization materials. |
Monitoring, Maintenance & Support
(9 Yes /9 Known /10 Possible features)
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Real-Time System Monitoring Visibility into performance, capacity, and health via dashboards. |
Real-time monitoring and health dashboards are emphasized for system admins. | |
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Automated Backups Scheduled and on-demand backup management. |
Automated, scheduled, and ad-hoc backups described as available. | |
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Disaster Recovery Support Plans and automation for fast recovery from critical failures. |
Disaster recovery plans and automation are integrated and documented. | |
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24/7 Technical Support Access to technical support all day, every day. |
24/7 technical support described as part of service level agreement. | |
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Self-Healing Capabilities Automated detection and mitigation of system faults. |
Self-healing/auto-recovery features are referenced for system faults. | |
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Patch & Version Management Tools for applying updates and managing software versions. |
Automated patch/upgrade and version management tools available. | |
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Automated Resource Scaling Dynamic allocation of compute and storage as workload changes. |
Auto-scaling of compute/storage resources part of monitored deployments. | |
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Incident Management Dashboard Central dashboard for viewing, tracking, and resolving operational incidents. |
Incident management and dashboarding features promoted in support docs. | |
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Performance Baselines Historical records of key performance baselines for benchmarking. |
Performance benchmarking and baseline capabilities referenced in platform monitoring tools. | |
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Service Level Agreement (SLA) Uptime Guaranteed system availability percentage per SLA. |
No information available |
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