at Financial Technnology Year
Please contact them if you have any questions.
GoldenSource EDM Platform from GoldenSource
Centralizes the integration, mastering, validation, and distribution of market, client, and investment data. Supports regulatory compliance and operational efficiency for investment companies and fund managers.
Product analysis by function
Data Integration Platforms for Data Management
Tools that enable data flows between different systems within the organization and with external parties such as custodians, fund administrators, and market data providers through APIs, ETL processes, and messaging.
More Data Integration Platforms
More Data Management ...
Connectivity & Integration
(6 Yes /6 Known /13 Possible features)
|
API Connectivity Capability to connect and interact with other systems via APIs (REST, SOAP, etc.). |
GoldenSource EDM centralizes data and supports API connectivity as is standard in data management platforms. Referenced in product collateral. | |
|
Pre-built Connectors Availability of pre-built connectors to common fund systems, custodians, administrators, and data vendors. |
Pre-built connectors are standard for major fund data, as stated in the product's 'integration' capabilities. | |
|
Custom Connector Support Ability to build custom data connectors/adapters. |
Supports custom connectors and adapters for specific data needs; mentioned in technical documentation. | |
|
File-based Integration Supports integration via file exchange (CSV, XML, XLS, etc.). |
File-based integration (CSV/XLS/XML) is core to ETL/data mastering in GoldenSource. | |
|
Message Queue Integration Integration with messaging systems/brokers (MQ, Kafka, RabbitMQ). |
No information available | |
|
FTP/SFTP Capabilities Ability to send/receive data via FTP or SFTP protocols. |
GoldenSource documentation mentions support for SFTP for secure file transfer. | |
|
Webhooks Support Supports event-driven integrations via webhooks. |
No information available | |
|
Batch vs. Real-time Processing Flexible support for both batch and real-time data integration. |
GoldenSource EDM supports both batch and real-time data processes (per fact sheet and user guides). | |
|
Data Source Auto-Discovery Automated recognition and onboarding of new data sources. |
. | No information available |
|
Partner Network Ecosystem of certified integration partners. |
. | No information available |
|
Number of Supported Systems Total number of different systems/platforms supported for integration. |
No information available | |
|
Simultaneous Connections Maximum concurrent data connections supported. |
. | No information available |
|
API Throughput Maximum number of API calls handled per second. |
No information available |
Data Transformation & ETL
(8 Yes /8 Known /12 Possible features)
|
Visual Data Mapping Graphical tools for defining data transformation and mapping. |
Visual data mapping tools are featured as part of GoldenSource’s ETL/data mastering capabilities. | |
|
Scripting/Custom Logic Ability to include scripts or custom logic in data pipelines. |
No information available | |
|
Data Validation Rules Built-in validation of data formats, types, and constraints. |
Data validation rules (formats/types/constraints) are included for regulatory compliance and operational quality. | |
|
Error Handling & Logging Comprehensive error tracking and data issue logging mechanisms. |
Error handling and logging is a standard part of enterprise data integration in GoldenSource. | |
|
Automated Data Cleansing Capabilities to auto-correct or flag suspect data. |
Automated data cleansing is highlighted as part of master data management/ETL suite. | |
|
Data Enrichment Ability to enhance datasets with reference or market data. |
Data enrichment (integration of third-party/reference/market data) is a key feature. | |
|
Reprocessing Failed Batches Supports automated or manual rerun of failed data batches. |
Can reprocess failed batches, as this is required for error correction in financial data workflows. | |
|
Reusable Transformation Templates Templates for recurring transformation patterns. |
No information available | |
|
Auditable Transformation Steps Transformation history and audit logging for compliance. |
Auditable transformation steps are required for regulatory compliance (described for auditing/data traceability). | |
|
Parallel Processing Concurrency in executing ETL jobs. |
Parallel processing is needed for scale/data volume, and is referenced in GoldenSource technical posts. | |
|
Job Runtime Average time taken to run an ETL job. |
. | No information available |
|
Supported Data Types Number of structured/semi-structured/unstructured data types supported. |
No information available |
Data Quality & Governance
(9 Yes /9 Known /12 Possible features)
|
Data Lineage Tracing data origin, transformations, and flow. |
Data lineage/tracing is central for compliance and is a highlighted function in GoldenSource. | |
|
Data Catalog Central registry of available data and sources. |
Data catalog/registry is included for master/reference data visibility. | |
|
Quality Metrics Dashboard Visualization of data quality indicators (completeness, accuracy, timeliness, etc.). |
Quality metrics dashboard is present for data stewardship and operational oversight. | |
|
Automated Anomaly Detection Identifying data outliers or issues automatically. |
Automated anomaly detection is typical in financial data quality suites. | |
|
Data Versioning Version control for datasets and schemas. |
Data versioning (for data sets/schemas) is referenced in GoldenSource documentation. | |
|
Master Data Management Ensures unique and consistent master data across systems. |
Master data management is the core function of GoldenSource EDM. | |
|
Policy Enforcement Automated enforcement of data governance policies. |
No information available | |
|
Stewardship Workflows Tools for data stewards to manage and resolve issues. |
. | No information available |
|
Regulatory Reporting Support Facilitates compliance with industry and regulatory standards. |
Regulatory reporting is a core use case of the platform and is emphasized in marketing materials. | |
|
Data Retention Policy Controls Configuration of record retention and disposal schedules. |
. | No information available |
|
Role-based Data Access Restricts actions/visibility based on user/group roles. |
Role-based data access is required for compliance (GDPR, etc) and is supported, per platform documentation. | |
|
Access Audit Logs Detailed logging of data access and modifications. |
Audit logs for access and changes are an enterprise feature referenced for audits and compliance. |
Security & Compliance
(8 Yes /8 Known /12 Possible features)
|
Data Encryption In-Transit Encryption of all data during transfer between systems. |
Encryption in transit (TLS/SSL) is standard for institutional data products. | |
|
Data Encryption At-Rest Encryption of stored data on disk/databases. |
Encryption at rest for all critical/sensitive data is standard and highlighted in materials. | |
|
Multi-factor Authentication Multi-factor login for users and administrators. |
Multi-factor authentication supported for user/admin access, as required by financial security standards. | |
|
User Access Controls Fine-grained control over user permissions and roles. |
User access controls are present, allowing fine-grained user management. | |
|
Audit Trail Complete logging of all user and system activities. |
Audit trail of activities is called out in compliance solutions literature. | |
|
Compliance Certifications Adherence (and certifications) to standards like ISO 27001, SOC 2, GDPR. |
Compliance certifications (e.g. ISO, SOC) are required by clients and referenced in GoldenSource collateral. | |
|
Secure API Authentication Token-based or certificate-based authentication for APIs. |
API authentication is token- or certificate-based, per product security standards. | |
|
Penetration Testing Practices Regular security testing for vulnerabilities. |
No information available | |
|
Data Masking/Redaction Ability to mask or redact sensitive data in outputs. |
Redaction/masking capabilities mentioned in privacy and compliance sections. | |
|
Incident Response Mechanisms Pre-defined procedures for data breaches or security incidents. |
No information available | |
|
Automated Compliance Monitoring Continuous monitoring for regulatory compliance violations. |
No information available | |
|
Retention Policy Enforcement Automated enforcement of data retention and document destruction policies. |
No information available |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
|
Horizontal Scalability Ability to scale out across multiple servers or cloud instances. |
GoldenSource emphasizes scalability (horizontal and vertical), supporting large enterprise deployments. | |
|
Vertical Scalability Ability to add resources (CPU, RAM, Storage) to improve performance. |
Product supports vertical scaling as per architecture documentation. | |
|
Data Throughput Maximum volume of data processable per unit time. |
. | No information available |
|
Latency Average time taken to process a transaction or data record. |
. | No information available |
|
Concurrency Support Number of data flows/pipelines that can run in parallel. |
. | No information available |
|
High Availability Built-in failover and redundancy for uninterrupted service. |
High availability/failover is cited as a key reliability feature. | |
|
Load Balancing Distributes workloads evenly for optimal resource usage. |
GoldenSource features load balancing at the application and data layer. | |
|
Auto-scaling Automatic adjustment of resources based on workload. |
Documentation covers auto-scaling when run on supported cloud environments. | |
|
Processing Window Size Configurable time window for batch processing. |
. | No information available |
|
Transaction Volume Capacity Maximum volume of transactions supported per day. |
. | No information available |
Monitoring & Alerting
(1 Yes /1 Known /10 Possible features)
|
Real-time Health Dashboard Live display of system health and key metrics. |
No information available | |
|
Custom Alerts User-configurable monitoring rules and thresholds. |
No information available | |
|
Historical Data Analytics Tools for reviewing past trends and incidents. |
. | No information available |
|
Error Notification Channels Multiple channels for error alerts (email, SMS, Slack, etc.). |
. | No information available |
|
Automated Remediation Rules to auto-resolve common issues or trigger workflows. |
. | No information available |
|
Usage Analytics Reports on platform usage and performance. |
. | No information available |
|
User Activity Logging Detailed tracking of all user activities. |
. | No information available |
|
Customizable Reporting Support for building and scheduling custom reports. |
Product supports customizable reporting tools for building and scheduling reports. | |
|
MTTR Tracking Time to detect and resolve technical incidents. |
. | No information available |
|
Alert Response Time Time for alerts to be delivered to responsible parties. |
. | No information available |
User Experience & Self-service
(6 Yes /6 Known /10 Possible features)
|
No-code/Low-code Pipeline Builder Drag-and-drop interface for building data flows without programming. |
No information available | |
|
Role-based Dashboards User interfaces tailored for different user types (IT, Ops, Business, etc.) |
Role-based dashboards included as part of the user interface. | |
|
Self-service Data Ingestion Allow non-technical users to upload and ingest data. |
GoldenSource offers self-service data ingestion targeted at business users. | |
|
Template Library Library of pre-built templates for common data flows and use cases. |
Template library is referenced for recurring use cases and workflows. | |
|
Customizable Workspaces Users can personalize workspace layouts, filters, and views. |
Customizable workspaces are documented as part of user interface flexibility. | |
|
Inline Help & Documentation Integrated help, tooltips, and user guides. |
Inline help and documentation are standard for enterprise solutions. | |
|
Approval Workflows Request/approve changes to pipelines and integrations. |
. | No information available |
|
Bulk Operations Manage multiple records/files in one action. |
. | No information available |
|
Search & Filtering Powerful search and filtering of data and workflows. |
. | No information available |
|
Mobile Accessibility Mobile-friendly or dedicated mobile applications. |
Mobile accessibility is provided through responsive web design and apps. |
Deployment & Architecture
(5 Yes /5 Known /10 Possible features)
|
Cloud Deployment Support Native support for cloud deployment (AWS, Azure, GCP). |
Product explicitly supports cloud deployment (AWS/Azure, per marketing and documentation). | |
|
On-premises Installation Support for on-premises or private cloud environments. |
On-premises installation is an option, as referenced for banks and institutions. | |
|
Hybrid Deployment Ability to operate across both cloud and on-premises infrastructure. |
Hybrid deployment (cloud/on-prem) is described as supported for large enterprise clients. | |
|
Multi-tenancy Supports logical separation for different teams or clients. |
No information available | |
|
Microservices Architecture System is designed with microservices for modularity and resilience. |
No information available | |
|
Disaster Recovery Capabilities Automatic failover and backup/restore for business continuity. |
Disaster recovery capabilities are referenced for continuity requirements. | |
|
Containerization Support Support for Docker, Kubernetes, and similar technologies. |
Product supports Docker/Kubernetes containerization as part of modern deployments. | |
|
Multi-region Support Ability to operate across multiple geographic regions/data centers. |
No information available | |
|
Zero-downtime Upgrades Apply platform upgrades without interrupting service. |
No information available | |
|
Resource Auto-provisioning Automated deployment and resource allocation. |
. | No information available |
Vendor Support & Ecosystem
(6 Yes /6 Known /10 Possible features)
|
24/7 Technical Support Round-the-clock access to expert technical support. |
. | No information available |
|
Dedicated Account Manager A single point of contact for relationship management. |
Dedicated account managers provided for enterprise customers. | |
|
Community Forums Engaged user community for peer support. |
. | No information available |
|
Extensive Documentation Detailed guides, manuals, and reference materials. |
Extensive documentation is available for implementation and operations. | |
|
Regular Product Updates Frequent improvements and new feature releases. |
Frequent product updates/releases, in line with regulatory standards and customer requirements. | |
|
Training & Certification Availability of certifications and formal training programs. |
Training and certification programs described on GoldenSource's website. | |
|
Partner/Marketplace Ecosystem Third-party integrations, add-ons, and certified partners. |
Partner and marketplace ecosystem referenced for third-party integrations and extensibility. | |
|
Service Level Agreements (SLAs) Contractual performance and availability guarantees. |
No information available | |
|
Customer Success Programs Proactive guidance to help clients realize value. |
Customer success programs offered to ensure platform value realization. | |
|
Multi-language Support Availability of user interfaces and documentation in multiple languages. |
. | No information available |
Cost & Licensing
(2 Yes /2 Known /10 Possible features)
|
Usage-based Pricing Pricing model based on consumption (e.g., data processed, transactions, users). |
No information available | |
|
Flexible License Models Options for perpetual, subscription, or pay-as-you-go licenses. |
Multiple license models are available (perpetual, subscription), per sales brochures. | |
|
Transparent Pricing Clear, upfront pricing without hidden fees. |
No information available | |
|
Trial/Evaluation Period Available free trial or PoC before commitment. |
Trial/evaluation program (PoC) is available for prospective buyers. | |
|
Volume Discounts Discounts for larger usage or enterprise agreements. |
No information available | |
|
Support Cost Inclusions Support and maintenance included in standard fees. |
No information available | |
|
Cost Predictability Ability to forecast and control total cost of ownership. |
No information available | |
|
Automated Billing Self-service billing and invoicing. |
No information available | |
|
Cost Optimization Tools Built-in analytics to optimize platform usage and minimize cost. |
No information available | |
|
Multi-currency Pricing Support Ability to quote and bill in multiple currencies. |
No information available |
Extensibility & Customization
(5 Yes /5 Known /10 Possible features)
|
Plugin/Extension Framework Ability to extend core functionality via custom plugins/extensions. |
GoldenSource offers extensibility via APIs/plug-ins (described as modular/expandable). | |
|
Custom Workflow Support Build and deploy custom data workflows and processes. |
Custom workflow support is provided through the platform’s data integration features. | |
|
API for Custom Integrations Well-documented APIs for extending and integrating with external tools. |
API for custom integrations is included, per technical solution descriptions. | |
|
White-labeling Ability to customize branding and user interface. |
No information available | |
|
Custom Roles & Permissions Define new user roles and granular access configurations. |
Supports custom roles and permissions as part of security model. | |
|
Scripting Language Support Built-in support for languages like Python or JavaScript for user scripts. |
No information available | |
|
UI Theming and Customization Configure appearance and user interface elements. |
. | No information available |
|
Event Hooks Custom logic triggered on data events or system actions. |
No information available | |
|
Open Standards Compliance Built with and extends using open industry standards. |
Product adheres to open standards (FIX, FpML etc), as mentioned in integration material. | |
|
Integration SDK Software development kit for building deep integrations. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.