Platforms and advisory firms rely on accurate data to deliver reporting, client communications and regulatory compliance at scale. We provide the trusted data foundation needed to support growth with our Managed Smart Data Platform and simplify their UK tax reporting with our specialist offshore funds data provision. 

We support firms responsible for fund governance, oversight and administration by bringing together data from multiple sources into a single, auditable view with the Managed Smart Data Platform. Our platform helps improve data quality, strengthen oversight processes, support valuations, and reduce the effort required to manage large financial data volumes. 

Custodians and depositaries often need to consolidate holdings, cash, valuation and reference data from multiple sources. By validating, reconciling, structuring and unifying this information into trusted datasets through our Managed Smart Data Platform, we help to improve operational efficiency and enhance oversight capabilities. 

We provide complete, traceable offshore funds data to support accurate ERI reporting for UK tax returns. Our specialist data provision helps firms reduce operational burden, improve reporting accuracy and deliver a better service to their clients while minimising compliance risk.