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at Financial Technnology Year
Centralizes, enriches, validates, and distributes data across asset managers and fund administration groups; offers data lineage, workflow automation, and integration with market data sources and downstream systems.
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.
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API Connectivity Capability to connect and interact with other systems via APIs (REST, SOAP, etc.). |
Product description and website report support for API-based integration with external sources and downstream systems. | |
Pre-built Connectors Availability of pre-built connectors to common fund systems, custodians, administrators, and data vendors. |
The product provides out-of-the-box connectivity to market data sources and common industry systems. | |
Custom Connector Support Ability to build custom data connectors/adapters. |
Vendor documentation mentions creation and management of custom connectors for non-standard systems. | |
File-based Integration Supports integration via file exchange (CSV, XML, XLS, etc.). |
Supports file upload and automated file-based ingestion in formats like CSV, XML, per website. | |
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. |
FTP/SFTP data exchange is a standard feature for many clients and is referenced in documentation. | |
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. |
Vendor describes both near-real-time and scheduled batch integration with downstream platforms. | |
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 |
Visual Data Mapping Graphical tools for defining data transformation and mapping. |
No information available | |
Scripting/Custom Logic Ability to include scripts or custom logic in data pipelines. |
Workflow and transformation logic can be customized via scripts and rules (as shown in product literature). | |
Data Validation Rules Built-in validation of data formats, types, and constraints. |
Data validation and quality control are explicitly core functions per product summary. | |
Error Handling & Logging Comprehensive error tracking and data issue logging mechanisms. |
Audit trails and error logging capabilities listed under product's data quality controls. | |
Automated Data Cleansing Capabilities to auto-correct or flag suspect data. |
Automated data cleansing and enrichment are emphasized as primary features. | |
Data Enrichment Ability to enhance datasets with reference or market data. |
Data enrichment (with market/reference data) and validation is highlighted in solution scope. | |
Reprocessing Failed Batches Supports automated or manual rerun of failed data batches. |
Manual and automated reprocessing for data errors is detailed in product workflow guidance. | |
Reusable Transformation Templates Templates for recurring transformation patterns. |
No information available | |
Auditable Transformation Steps Transformation history and audit logging for compliance. |
Audit/lineage reporting retained for compliance (as referenced in 'audit trails', 'data lineage' notes on website). | |
Parallel Processing Concurrency in executing ETL jobs. |
Platform supports parallel data processing with scalable workflow engines (based on high-level architecture description). | |
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 Lineage Tracing data origin, transformations, and flow. |
Data lineage is specifically named as a key offering of the product in web/marketing materials. | |
Data Catalog Central registry of available data and sources. |
No information available | |
Quality Metrics Dashboard Visualization of data quality indicators (completeness, accuracy, timeliness, etc.). |
No information available | |
Automated Anomaly Detection Identifying data outliers or issues automatically. |
No information available | |
Data Versioning Version control for datasets and schemas. |
No information available | |
Master Data Management Ensures unique and consistent master data across systems. |
No information available | |
Policy Enforcement Automated enforcement of data governance policies. |
Data governance and policy-based controls are referenced in documentation (supporting enforcement). | |
Stewardship Workflows Tools for data stewards to manage and resolve issues. |
No information available | |
Regulatory Reporting Support Facilitates compliance with industry and regulatory standards. |
Solution advertises regulatory reporting and industry standards compliance. Explicitly says 'compliance-ready'. | |
Data Retention Policy Controls Configuration of record retention and disposal schedules. |
Retention configuration/controls part of governance scope per Vendor’s documentation. | |
Role-based Data Access Restricts actions/visibility based on user/group roles. |
Role- and group-based user permission system referenced under security & compliance features. | |
Access Audit Logs Detailed logging of data access and modifications. |
Access and audit logging referenced in compliance and audit trail sections. |
Data Encryption In-Transit Encryption of all data during transfer between systems. |
Encryption in-transit ('secure transfer', 'TLS encryption') noted as standard. | |
Data Encryption At-Rest Encryption of stored data on disk/databases. |
Stored data (database/files) encrypted according to compliance, per documentation. | |
Multi-factor Authentication Multi-factor login for users and administrators. |
No information available | |
User Access Controls Fine-grained control over user permissions and roles. |
Granular user roles/permissions supported; referenced in both product and compliance documentation. | |
Audit Trail Complete logging of all user and system activities. |
Product advertises complete audit trail of activity (operations, updates, integrations). | |
Compliance Certifications Adherence (and certifications) to standards like ISO 27001, SOC 2, GDPR. |
No information available | |
Secure API Authentication Token-based or certificate-based authentication for APIs. |
Secure API access/keys/certificates referenced in 'secure integration' section. | |
Penetration Testing Practices Regular security testing for vulnerabilities. |
No information available | |
Data Masking/Redaction Ability to mask or redact sensitive data in outputs. |
Masking and redaction included as options for handling sensitive data during distribution. | |
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 |
Horizontal Scalability Ability to scale out across multiple servers or cloud instances. |
Product scales horizontally in both on-prem and cloud deployments; referenced in scalability/performance documentation. | |
Vertical Scalability Ability to add resources (CPU, RAM, Storage) to improve performance. |
Vertical scale possible via resource augmentation per cloud/on-premise recommendations. | |
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. |
undefined Multiple data integration pipelines/processes supported in parallel. |
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High Availability Built-in failover and redundancy for uninterrupted service. |
High availability and failover is included as a deployment feature. | |
Load Balancing Distributes workloads evenly for optimal resource usage. |
Product supports load balancing in distributed/cloud environments. | |
Auto-scaling Automatic adjustment of resources based on workload. |
Supports automatic scaling based on workload (for cloud deployments). | |
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 |
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. |
No information available | |
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 |
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.) |
Dashboards and interfaces are customizable by role (Ops, IT, Business users, etc.) | |
Self-service Data Ingestion Allow non-technical users to upload and ingest data. |
Product description highlights self-service data upload/ingestion for business users. | |
Template Library Library of pre-built templates for common data flows and use cases. |
Template-driven workflows and out-of-the-box connectors are described in documentation. | |
Customizable Workspaces Users can personalize workspace layouts, filters, and views. |
No information available | |
Inline Help & Documentation Integrated help, tooltips, and user guides. |
No information available | |
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. |
No information available |
Cloud Deployment Support Native support for cloud deployment (AWS, Azure, GCP). |
Supports deployment on AWS, Azure, GCP, and private clouds as per product documentation. | |
On-premises Installation Support for on-premises or private cloud environments. |
Product supports on-premise installations (core market: financial institutions with strict local hosting). | |
Hybrid Deployment Ability to operate across both cloud and on-premises infrastructure. |
References to hybrid deployments for regulated entities (cloud + on-prem) in technical whitepapers. | |
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 and auto-backup are prominent in data continuity solution statements. | |
Containerization Support Support for Docker, Kubernetes, and similar technologies. |
Docker/Kubernetes supported for cloud-native deployment options. | |
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 |
24/7 Technical Support Round-the-clock access to expert technical support. |
24/7 critical technical support mentioned for enterprise/financial segment clients. | |
Dedicated Account Manager A single point of contact for relationship management. |
Dedicated account leads assigned for each institutional deployment. | |
Community Forums Engaged user community for peer support. |
No information available | |
Extensive Documentation Detailed guides, manuals, and reference materials. |
Comprehensive product documentation and installation guides available (as seen on vendor’s resource portal). | |
Regular Product Updates Frequent improvements and new feature releases. |
Product release notes and update cadence suggest regular, ongoing improvements. | |
Training & Certification Availability of certifications and formal training programs. |
No information available | |
Partner/Marketplace Ecosystem Third-party integrations, add-ons, and certified partners. |
Marketplace/partner integrations referenced in product ecosystem page. | |
Service Level Agreements (SLAs) Contractual performance and availability guarantees. |
SLAs provided as standard for institutional and enterprise contracts. | |
Customer Success Programs Proactive guidance to help clients realize value. |
No information available | |
Multi-language Support Availability of user interfaces and documentation in multiple languages. |
No information available |
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. |
Subscription and perpetual licenses are supported and compared; seen in commercial proposal docs. | |
Transparent Pricing Clear, upfront pricing without hidden fees. |
Pricing transparency is referenced as standard practice on assetcontrol.com commercial information page. | |
Trial/Evaluation Period Available free trial or PoC before commitment. |
Free trial/demo or POC referenced in pre-sales process. | |
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. |
Helps institutions project TCO via feature matrix and deployment options per pre-sales materials. | |
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 |
Plugin/Extension Framework Ability to extend core functionality via custom plugins/extensions. |
No information available | |
Custom Workflow Support Build and deploy custom data workflows and processes. |
Custom workflow automation and configuration featured as part of the platform’s self-service toolkit. | |
API for Custom Integrations Well-documented APIs for extending and integrating with external tools. |
APIs are extensively documented for integration and extension purposes. | |
White-labeling Ability to customize branding and user interface. |
No information available | |
Custom Roles & Permissions Define new user roles and granular access configurations. |
Role configuration and permission granularity are supported as per access control section. | |
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. |
Use of open industry standards for integration referenced in multiple places; meets open standards compliance. | |
Integration SDK Software development kit for building deep integrations. |
No information available |
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