Custodian data
processing
Improve data quality, enrich data as part of the delivery process and simplify custodian management for Fund Admin and Custodian providers.
Improve data quality, enrich data as part of the delivery process and simplify custodian management for Fund Admin and Custodian providers.
In response to clients’ demand for an easy-to-implement tool that would enable them to understand and manage their data assets, and to use that data to create business opportunities, Think Evolve Solve developed Gather 360.
Gather 360 is an easy-to-implement SaaS tool, that solves one of the most urgent data problems facing buyside firms today – the need for client trading, position, and holdings data from Custodians to be clean, validated, and reconciled to the firm’s books and records.
The notion of reconciling a firm’s books and records to the “street”, or to custodians is nothing new in the financial industry.
Tying out to the firm’s books and records both at a detailed customer level and at an aggregate level is critical. In addition, with increasing requests from customers for the ability to request specific categories of securities for investment, such as ESG characteristics, it is necessary for firms to have an agile data management framework for analysis.
Financial firms are required to maintain accurate books and records for customer trading activity. Clients are requiring financial firms to be more transparent about trading activity and compliance with their trading mandates.
Gather 360 enables financial firms to.
Gather 360 is secure, hosted on Azure cloud.
Unlike most data tools, gather 360 is designed for business users, not the IT team. It's easy to configure & deploy via a web-portal and comes with a bespoke dashboard.