Liabilities Driven Investing
Asset Sourcing plans derived from liability drivers and comprehensive Investment pipeline, enables liquidity forecasting and automated allocations
Insurance forward Reference Data
Clean and consistent NAIC & BMA ready classifications and designations generated directly from the consolidated warehouse
Proactively Compliant Investing
User configurable Trust, State, IPS & Restricted Trading Compliance rules validate early stage pipeline, pre-booking and post trade reporting
Agentic AI Process accelerators
Platform Integrated AI process and reporting accelerators supercharge your workflows while keeping your data protected
General account console
One live view across every manager, mandate and asset class; no more quarter-end scramble
Audit trail
Every adjustment traceable to source, timestamped and exportable for examiners