IVP Master Data ManagementBuy-side Data Management Simplified. Cloud-enabled. Enhanced with AI Agents.
Eliminate the guesswork. Unify security, entity, pricing, and operational data into a single data fabric with built-in governance, real-time monitoring, and customizable rules. No more scattered data in various databases and files. No more back-and-forth recon. Just clean, consistent data—always at your disposal with easy scalability. Enabled for cloud, enhanced with AI.
Brochure
$312B Investment Manager Modernizes Regulatory Reporting
Fact Sheet
$312B Investment Manager Modernizes Regulatory Reporting
The Connected Core for Buy-Side Data
Centralize. Govern. Accelerate.
More than just a data platform, the IVP MDM Suite provides the core infrastructure for modern investment operations. Each module is purpose-built to handle critical aspects of data governance, processing, and accessibility. Together, they weave a single data fabric for your organization.
Comprehensive and Integrated
The IVP Master Data Management (MDM) suite of cloud data management solutions enables asset managers to acquire, process, monitor, store, and transfer data across the enterprise for deployment in mission-critical applications.
Seamless Data Integration Across Sources
Advanced Data Profiling and Quality Control
Scalable Cloud-Based Solution
Comprehensive Data Governance and Stewardship
Detailed Data Lineage and Audit Trails
Real-Time Status Monitoring and Analytics
Self-Service Data Preparation and Distribution
Efficient Performance Calculation and Analysis
Customizable Calculation Models
Unified Storage for Structured and Unstructured Data
Advanced Data Discovery and Retrieval
Secure Historical Data Archiving
Flexible Ad Hoc Reporting and Interactive Visualization
Advanced Counterparty Relationship Modeling
Internal Fund and Blended Structure Modeling
Detailed Client and Fund Classifications
Comprehensive Relationships Tracking
Automated Security Pricing
Valuation Governance and Oversight
Customizable Pricing Models
Comprehensive Price Audits and Reconciliation
Seamless Market Data Integration
Automation of Daily and Monthly Pricing
Advanced Multi-Factor Attribution Modeling
Real-Time Portfolio Analytics and Insights
Powerful Back-Testing and Simulations
Comprehensive Performance Benchmarking and Risk Analysis
AI-Ready Intelligence Across the MDM Suite
Powered by leading LLMs (AWS Bedrock, Snowflake Cortex, Document AI, and OpenAI), the IVP Master Data Management Suite embeds GenAI across all modules to accelerate, automate, and govern every stage of the buy-side data lifecycle.
Seamless Interoperability with AI Agents
Access MCP-compliant agents in the IVP AI Hub with full visibility into sub-agent calls and tool invocations. This enables unified user experience, operational telemetry, and rapid onboarding.
Complete
Manage data, track lineage, catalog data, establish governance, and automate data distribution.
Consistent
Store and manage data in a tightly controlled way that is scalable and extensible over time.
Connected
Ensure reliable data integration with the financial ecosystem using built-in adapters.
Innovative
Spend more time on insights and decision-making with data fully under control
Standardized
Cleanse and process data on time for easier access in multiple downstream applications.
Timely
Access data on-demand for virtually any need without requiring IT to get involved.
Future Proof
Deploy flexible cloud master data management solutions that adapt rapidly as markets evolve.
Accurate Data. Easy Scalability.
Benefits of the IVP Master Data Management Suite
The IVP MDM Suite empowers traditional and alternative asset managers by blending a comprehensive, cloud-based approach with flexible deployment. Adopt only what you need now and then extend capabilities as you grow. This eliminates the risk of piecemeal purchases and guarantees seamless interoperability.
Accurate
Reduce errors and inconsistencies in internal and external data flows.
Complete
Track lineage, catalog data, and automate distribution with built-in governance.
Consistent
Store and manage data in a controlled way that stays scalable
Resources For Growing Your Firm
Real-World Success Stories
See how IVP Consulting partners with leading buy-side firms to unlock innovation and achieve lasting success.
