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

Data Infrastructure Faces Stress Test as Private Credit Consolidation Beckons

By Charles Sayac, Managing Director EMEA West, NeoXam. A bout of consolidation unseen in the sector’s history may be on the cards for the private credit space – one that threatens to unearth a host of complex data challenges for the unprepared. A recent Carne Group report revealed almost all (96 per cent) of private debt managers...

EVENT

RegTech Summit New York

Now in its 9th year, the RegTech Summit in New York will bring together the RegTech ecosystem to explore how the North American capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

MiFID II handbook, third edition – How compliant are you?

Six months after Markets in Financial Instruments Directive II (MiFID II) went live, how compliant is your organisation? If you took a tactical approach to cross the compliance line on January 3, 2018, how are you reviewing and renewing systems to take a more strategic approach and what are the business benefits of doing so?...