More than a data lake. A shipping lane.
Every record sealed, labeled, and under way — its meaning intact, to anywhere the firm runs.
Built on PAIX — the shipping-container model for financial data.
Not just the books.
Financial and non-financial alike ride in the same containers — one language across positions, communications, profiles, and content — so a question can cross what used to be separate systems.
- Positions
- Transactions
- Instruments & cash flows
- Tax lots
- Corporate actions
- ABOR / PBOR
- Security master
- Direct custodian feeds
- Held-away assets
- Private placements
- Alternative pricing
- FX & multi-currency
- Benchmarks & constituents
- Liabilities & historical
- Electronic communications
- Customer profiles
- Risk profiles
- CRM & sales data
- Marketing & sales content
Every record is bitemporal and reconciled — business and system dates, back-dated transactions, and traceable positions included.
What you can do with it.
One language underneath, open on top. That combination turns the record from something you store into something you act on — without giving up either the breadth or the control you'd normally have to choose between.
One question, every corner.
A single question can span a position, the client who holds it, the risk behind it, and the last message about it — because they all share one language. The answers that used to take a data project take a query.
Add intelligence, incrementally.
Point risk models, optimization, and personalization at any desk, workflow, or application — and add the next when you're ready. From a routine back-office step to AI-scale reasoning, all on the same record, nothing ripped out to get there.
New services in weeks.
Reconciled, traceable, bitemporal — so new client reporting, analytics, and products ship in weeks, not quarters, and you never re-check the numbers first. The record stays yours, portable and open.
More than a record.
A nervous system.
Every record carries its own definition, and OpenFinance carries that signal to every part of the firm — the record, and the nerves that run through it.
The same signal reaches a routine back-office reflex and the most complex AI-driven reasoning, without changing meaning in between — because ALPHA decision science is the brain on top, reading the record directly. The Data Lake is where it all lives; the integration layer carries it to and from any system, database, or application the firm runs.
So intelligence plugs in one workflow at a time — Northfield risk models, the optimizer, and portfolio implementation, with Market76 personalization and performance evaluation, and profiling for personalized services — with forty years of analytical reputation behind the numbers.
Every tool
the record runs on.
Sourcing the record, resolving it in PAIX, keeping it clean, and carrying it everywhere takes a full toolkit. These six are it — Data Lake is where it all lives; the others each own one job.