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: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

BLOG

Cardo AI Q&A: Shining a Light on Private Markets

New York headquartered Cardo AI seeks to bring transparency to private markets for investors, banks and funds. A-team Group’s Data Management Insight spoke to co-founder and chief executive Altin Kadareja about Cardo AI’s mission and operations. Data Management Insight: Hello Altin. When was Cardo AI created and how does it serve financial institutions? Altin Kadareja:...

EVENT

TradingTech Summit New York

Our TradingTech Summit in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

Dealing with Reality – How to Ensure Data Quality in the Changing Entity Identifier Landscape

“The Global LEI will be a marathon, not a sprint” is a phrase heard more than once during our series of Hot Topic webinars that’s charted the emergence of a standard identifier for entity data. Doubtless, it will be heard again. But if we’re not exactly sprinting, we are moving pretty swiftly. Every time I...