ABOR, PBOR, and Security Master. One model.

Standardized accounting, performance, and instrument-reference books on a single PAIX model — reconciled by construction, bitemporal, delivered as product.

Books of recordBooks of Record

Harmonization, not migration.

Three standardized books — an accounting book of record, a performance book of record, and a security master — on one PAIX model. They agree because they read the same facts, not because a nightly reconciliation forced them to, and they harmonize across the systems you already run rather than a single store you had to migrate to.

Because the books are PAIX records, that same record can carry ALPHA decision science and Market76 profiling anywhere it’s needed — any desk, workflow, or application inside the firm, or out across its network of counterparties and distribution partners. See the ALPHA platform →

CapabilitiesBooks of Record

Everything the field expects.

Full-function books across every asset class — the standard capabilities, delivered as product.

ABOR — accounting
  • Multi-asset accounting
  • Valuations, NAV & shadow NAV
  • Tax-lot accounting
  • Corporate actions
  • Accruals, income & cash
PBOR — performance
  • Performance measurement
  • Attribution & contribution
  • GIPS composites
  • Benchmarks & constituents
  • Returns & exposure time series
Security master
  • Multi-asset instrument reference
  • Identifiers & cross-references
  • Terms & cash-flow schedules
  • Issuer hierarchies
  • Price mastering & corp-action history

Every position is bitemporal and traceable — business and system dates, back-dated transactions, and a full trail of what was known when.

The differenceBooks of Record

What makes ours different.

Sound decisions require more information, precision, and capability than positions and transactions alone.

One model

Agreement by construction.

ABOR, PBOR, and the security master read one PAIX model — the books never diverge, and there is no month-end reconciliation tax.

Bitemporal

As of any date, traceable.

Back-dated transactions and traceable positions are first-class — what a book said last quarter and what it says today, from one record.

Harmonized

Across sources, not one store.

Reconcile across redundant, overlapping, or related sources — not a single golden source you had to build first.

Books
ABOR · PBOR& Security Master
Delivery
API · RIDirect / custom · file transfer
Security
SOC 2 Type IINo breach, ever
Precision
99.9997%Post-QA & reconciliation
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See the books on your own data.
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The familyBooks of Record

Six products.
One record.

Each does one job to a standard that stands on its own — and shares a single semantic model, so they interoperate out of the box.

One record. Every book.

Full-function books. No reconciliation tax.

Run accounting, performance, and instrument reference on one PAIX model, across the systems you already run — directly, or through our distribution partners including SS&C, BNY, and FactSet.

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Case studyBooks of Record

Books of record in production.

One asset master, priced and calculated daily — what it did for an institutional performance platform.

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