About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Pendo Systems and Data Agent Partner for Data Management Offering

Subscribe to our newsletter

Investment accounting solutions vendor Pendo Systems has formed an exclusive strategic alliance with buy side data management solution vendor Data Agent to deliver an integrated solution aimed at streamlining data management for financial services firms. The two firms are attempting to provide customers with a multi-dimensional platform on which to manage their investment data.

The platform is aimed at enabling users to proactively measure financial data, such as issuer and counterparty exposure and overall portfolio risk and is for use by portfolio managers, risk officers and compliance officers, say the vendors. The solution is built on the Microsoft .Net platform and toolset and integrates into the entire Microsoft suite.

“The suite of Data Agent products is a perfect complement to Pendo Systems, and we will provide advanced data integration, data access and reporting capabilities to better support financial services firms,” says Pendo Systems founder and CEO Pamela Pecs Cytron. “By working closely with Data Agent, our customers now have the ability to seamlessly access their critical accounting information in any format and at any time. It also allows for simplicity of data management for custom and ad hoc reporting.”

Thuyen Nguyen, Founder and chief technology officer of Data Agent, adds: “The combination of Data Agent with Pendo Systems creates a turnkey solution for managing the investment lifecycle. Data Agent has an innovative approach to data access and reporting and combined with the BasisPoint application we will provide our customers with a superior, integrated data intelligence solution.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: How to organise, integrate and structure data for successful AI

Artificial intelligence (AI) is increasingly being rolled out across financial institutions, being put to work in applications that are transforming everything from back-office data management to front-office trading platforms. The potential for AI to bring further cost-savings and operational gains are limited only by the imaginations of individual organisations. What they all require to achieve...

BLOG

GoldenSource OMNI Evolves as Buy-Side Demands Transform

Data cloud giant Snowflake’s forum in San Francisco last month was closely watched by the data management industry, especially GoldenSource. A year after its launch, the creators of GoldenSource’s OMNI data lake product for asset managers were keenly watching what Snowflake had to offer with an eye to enhancing the app’s own provisions for the...

EVENT

TradingTech Summit London

Now in its 15th year the TradingTech Summit London brings together the European trading technology capital markets industry and examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...