We strive to be the most compelling investment management technology provider of the 21st Century. We will accomplish this by forging cutting-edge technological solutions for the broadest possible swath of the institutional marketplace.

On a fundamental level, we are investors. Having become frustrated with the lack of transparency and poor data quality that is pervasive in certain asset classes, we decided to take matters into our own hands and solve these inefficiencies. By leveraging our expertise as technologists, mathematicians and financial engineers, we’ve designed sleek and intuitive offerings to reimagine the investment management industry.

We’re a “technology first” company. By this, we mean that innovation is the very backbone of our business. We’ve spent years collaborating with banks, asset managers, financial advisers and independent investors to transcend antiquated market structures, costly legacy systems and fragmented data.

Our lead cloud-computing technology helps arrange, analyze and augment substantial volumes of portfolio data more efficiently than ever before. As a result, firms now have unprecedented transparency into their portfolios which ensures confidence in their firm-wide investment management processes. We’re proudly continuing to change the culture of ambiguity that’s traditionally associated with the investment industry.

Maintaining a client-centric strategy is a core value of our company and crucial to our success moving forward. As such, user preferences and feedback are key drivers of the innovation and development of our platform. As needs change, we continue to innovate. And, while the platform is easy to learn on your own, we are available for 24-7 support. Above all, our laser focus on fixed income investing makes you the expert.