Gresham Technologies

Buy-side and investment management firms running large volumes of position, transaction, and reference data across multiple custodians and counterparties face a persistent problem: data arrives in different formats, at different frequencies, from hundreds of sources, and any break in that chain creates downstream risk. Gresham Technologies has spent three decades building infrastructure specifically for that problem, with a product suite now spanning enterprise data management, automated reconciliation, and regulatory reporting.

The offering most relevant to investment operations teams breaks down into four products:

• Control Cloud: automated reconciliation across all asset types, covering compliance, nostro accounts, payments, and investment management workflows
• Connect Cloud: real-time connectivity to hundreds of counterparties, handling format mapping and message transformation across standard and non-standard protocols
• Prime EDM: consolidation, normalisation, and validation of pricing data, reference data, security master files, and time series histories
• Pulse Data: a data aggregation network drawing on over 6,000 feeds from more than 1,680 global sources for securities, cash positions, and transaction activity

Gresham also acquired S&P Global's Enterprise Data Management business, expanding its data coverage and client base considerably. The firm reports moving $20 trillion in mission-critical data daily and supporting over one billion financial instruments. Its machine learning engine targets a 97% average match rate on reconciliations. Client references include Commerzbank, Mizuho, and James Hambro, signalling relevance across both institutional and private wealth contexts. Pricing is not publicly disclosed, and the platform is clearly designed for organisations with significant operational scale rather than small or early-stage family offices. Teams evaluating this vendor should expect enterprise-level implementation complexity alongside enterprise-level data throughput.

• Automated reconciliation of positions, cash, and transactions across asset types
• Enterprise data management including normalisation, validation, and cleansing of market and reference data
• Regulatory reporting and compliance exception management
• Real-time connectivity and message transformation between counterparties and systems
• Aggregation and validation of securities, cash, and transaction data from global sources
• Outsourced data management and reconciliation operations

• Control Cloud reconciliation with ML-based matching engine
• Connect Cloud real-time counterparty connectivity and message format mapping
• Prime EDM pricing and reference data consolidation with security master file management
• Pulse Data network with 6,000+ feeds from 1,680+ global sources
• Cloud-based regulatory reporting with exception management
• Outsourced reconciliation services for asset management firms
• Data as a Service and EDM as a Service managed offerings
• DevOps and professional services for deployment and configuration
• ESG data coverage within EDM offering
• Nostro account and payments reconciliation modules

Built for Investment Teams, Finance / Accounting Teams, Fund Managers.

Live chat, consulting services, professional services, training services, and dedicated DevOps support mentioned