Simplifies the management of complex, multi-level investment and product structures

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Matrix is an investment data platform that empowers firms to understand everything from the true nature of the exposures within funds to the indirect fees borne by investors and the impact of investment re-structuring decisions.

The foundation of the platform is a unique algorithm that structures the data during the processing phase of the data management lifecycle. This structuring enables a range of solutions to be implemented on the core platform.

The platform simplifies the management of the complex, multi-level investment and product structures that underpin retirement savings, insurance and asset management businesses.  All of our customers are references and we have never had a failed implementation!

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Our philosophy is to be data and system agnostic. We provide a wide range of predefined adapters to industry standard systems. Should we not have an adapter off the shelf we are happy to build one. Below are the types of adapters we currently support:

  • Custodians

  • OMS & PMS systems

  • Back Office systems

  • Market data vendors

  • Data warehouse vendors

  • Performance and attribution systems