OpenFinance Products  ·  Systems Integration

Harmony across
every system.

One high-quality model underneath everything you run — every database, application, and process harmonized to a single record. Build richer products, cut cost, and move faster, without ripping out what already works.

Open integration layerSystems Integration

Harmonize once.
Build on it forever.

One common semantics — and the tooling to rationalize every database, application, and process in your firm into a single model. Richer products and services, delivered faster and at lower cost.

The alternative is wiring dozens of systems directly to one another: a tangle that never stops needing consultants. Here, each source maps once into one model and everything downstream reads from it. For thirty years that flexibility has been a strategic weapon for the firms that invested in it — and as AI spawns hundreds, then thousands of applications across an organization, the firms without it won't keep up.

What sets it apartSystems Integration

What sets the layer apart.

Speed, structure, and a model that means something — reconciled to an accuracy the rest of the stack can trust.

Map once, read anywhere

N:1:N, not N×N.

Every source resolves into one model that every consumer reads — so integration complexity stays linear instead of multiplying system by system.

AI integration speed

New source in <10 hours.

Base adapters as templates plus ML extension turn new-source work from a quarter-long project into under 10 engineer hours — validated and reconciled, for any data type.

A model of your business

Not a generic lake.

Sources land in a PAIX model shaped to your business — positions, clients, and everything around them — so integrated data is usable, not just pooled.

99.9997%
Accuracy, post QA & reconciliation
~2,000
Live data connectors
3 days
To a live custom connection
SOC 2
Type II; no breach, ever
The payoffSystems Integration

Harmony tomorrow,
not rip-and-replace.

Integration you feel next quarter — not after a multi-year replatform. Keep what already works and bring it into tune, harnessing the full power of diverse applications, data, developers, people, business lines, and acquisitions as one.

Every application

In tune, not torn out.

The systems you already run keep running — mapped into one model instead of ripped out, so value shows up in quarters, not years.

People, lines, acquisitions

Growth folds straight in.

New teams, new business lines, and acquired books join the same record — harmonized on the way in, not reconciled forever after.

Every builder

Developers, unblocked.

One semantic model your developers build against once — so each new application reads and writes the same truth without another integration project.

CapabilitiesSystems Integration

Any source.
Any data. Both ways.

Direct where it counts, aggregated where it scales, and open on the way out — for data of every kind, not just books and records.

Sources
  • 400+ direct adapters
  • Custodians, banks, admins, systems
  • Thousands more via partners
  • AI-built new adapters, any format
  • Held-away & alternative custody
Data of every kind
  • Books & records
  • Reference data
  • Alternative data
  • Personal data
  • Communications & documents
Delivery out
  • API & real-time interface
  • Direct / custom integration
  • Secure file transfer
  • Public / private cloud
  • Enterprise auth & entitlement

One layer for data of every kind — reconciled into a single model and ready to use, not just pooled.

The familySystems Integration

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.

Integrate once. Read everywhere.

The network's already built. The next source takes hours.

Connect to a layer with 400+ base adapters, thousands of partner sources, and AI that adds any new source in under 10 engineer hours — directly, or through our distribution partners including SS&C, BNY, and FactSet.

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Case studySystems Integration

Integration in production.

The record reconciled and wired straight into portfolio management — securely, across a border.

See all case studies →