E-Commerce Platform creating insights to help Advisors, Service Providers and Institutional Investors

We apply data science techniques to our data to discover “risk transactions” and “signals” that we can use to “get-out-in-front of and remediate non-investment risk early.

We have over 100 clients who face myriad challenges in the market. We deliver them a steady stream of new insights, products and enhancements based on their feedback.

We believe that most non-investment losses can be significantly reduced, and our goal is to help you identify and limit financial losses and reputational harm driven by non-investment risk.

Our founders and senior leaders have 100+ years of experience leading growth and risk management agendas at the world’s leading asset management firms.

Our service delivery model is flexible and based on a “push-pull” approach based on your needs. Our clients consume our data and content in multiple ways.

We believe educated clients challenge us to be better each day. We provide initial and ongoing training to help you use our data and insights more effectively.

We care about each dollar that you spend with us and work to ensure that you achieve your goals with our data and create a positive return on investment.

We focus on the early detection and remediation of non-investment risk within and across managers in your portfolio and the market by adopting a daily monitoring and analytical culture.

Our data sourcing is continuous and includes a variety of sources from which we create original content that infuse with meaning. We hold ourselves to a 95% data accuracy standard.

128,000 lines of code have been written to create 350+ business rules and proprietary algorithms, all trained to identify non-investment risk conditions of interest for our clients.