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

The Year in Data: Agentic AI Points to a Future of Efficiency

Touted as the next frontier of artificial intelligence, agentic AI hogged the data management headlines in 2025. Seemingly ushering the realisation of the no-more-drudge-work predictions that heralded the arrival of general AI years back, agentic AI has certainly become the target of institutional investment and developer innovation in the past 12 months. According to a...

EVENT

Eagle Alpha Alternative Data Conference, London, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

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,...