(Know Your Broker)

Launched in 1Q22, this platform simplifies and expedites the KYC/AML process for investment managers and their brokerage/banking partners using end-to-end encryption technology.

(Know Your Customer)

Launched in 1Q22, this platform simplifies and expedites the KYC/AML process for investment managers and their brokerage/banking partners using end-to-end encryption technology.

(Environmental, Social & Governance)

Launched in 4Q21, this platform helps all entities in the investment management ecosystem better understand, track and improve the KPIs that are critical to a best practice ESG framework.

(Know Your Data)

This newly developed questionnaire will help standardize and expedite alternative data provider onboarding.  It centrally manages the ongoing due diligence process to ensure consistency and to ease the identification of alternative data trends.