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 optimise SaaS data management solutions

Software-as-a-Service (SaaS) data management solutions go hand-in-hand with cloud technology, delivering not only SaaS benefits of agility, a reduced on-premise footprint and access to third-party expertise, but also the fast data delivery, productivity and efficiency gains provided by the cloud. This webinar will focus on the essentials of SaaS data management, including practical guidance on...

BLOG

Snowflake Unifies Data and Extends Governance Capabilities in Data Cloud

Snowflake has eliminated data silos from Data Cloud by unifying data in a single data foundation that is secured by the company’s Horizon governance model. It has also enhanced Data Cloud to allow users to bring AI and app development directly to their enterprise data. “Snowflake’s latest innovations ensure that customers have the ability to...

EVENT

TradingTech Summit London

Now in its 13th 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 2023 – Eleventh Edition

Welcome to the eleventh edition of A-Team Group’s Regulatory Data Handbook, a popular publication that covers new regulations in capital markets, tracks regulatory change, and provides advice on the data, data management and implementation requirements of more than 30 regulations across UK, European, US and Asia-Pacific capital markets. This edition of the handbook includes new...