SAYS Platform: Wealth Managers: Struggling with data workflow chaos?

If you use “Purchases in the Basis Dietz”, how do you approach the following scenario?The cash in a portfolio starts the day with a small gain and then the portfolio uses all of the starting cash and half of that small cash gain (“sells cash”) to purchase a non-cash instrument. Thus, nothing ever goes short.…

How do you streamline performance reporting while maintaining compliance with industry standards? That's a question many asset managers face—especially when managing GIPS® composites across diverse portfolios and data sources. With ODIN's GIPS® Composite Management feature, Opturo delivers a smarter way forward. Designed to ensure transparency, accuracy, and audit readiness, this solution automates the complex rules…

Ever made a decision based on data—only to later wonder if you could've chosen better? That's where ODIN's Ex-Post Analytics comes in. Purpose-built for asset managers and data-driven teams, this feature delivers precise insights into how past decisions performed against available alternatives. It's more than just performance measurement—it's about continuous improvement, transparency, and accountability. One…