AUM managed on IVP tech
IVP Enterprise Data ManagementOrchestrate Buy-side Data Effortlessly.
The IVP Enterprise Data Management (EDM) Solution is a no-code/low-code, cloud-native platform enhanced with AI agents that delivers unmatched flexibility, scalability, and rapid deployment for the dynamic needs of buy-side firms. It natively integrates with major cloud providers and industry-leading vendors, enabling seamless usability, scalability, and secure data sharing through Snowflake. IVP EDM automates data orchestration, ingestion, validation, governance, and distribution across the industry ecosystem. And with GenAI, it tackles practical industry use cases with unprecedented speed and intelligence.
Brochure
IVP EDM Brochure
Case Study
IVP EDM Case Study
Fact Sheet
Automating Treasury for a $16 Billion Hedge Fund
$0.2T+
0+
Leading fund managers using IVP solutions
GenAI
Powered with OpenAI, AWS Bedrock, Snowflake Cortex
Evolve, Transform and grow with Enterprise Data Management
YOUR ENGINE ROOM FOR CLEAN, CONNECTED BUY-SIDE DATA
With the IVP EDM Solution, asset managers harness IVP’s deep industry expertise in complex data orchestration and the cloud-native power of our platform to drive efficiency, enhance performance, and manage critical workflows with clean, connected data at the core.
Low-maintenance Data Pipelines
Design and scale ETL/ELT data flows using a visual drag-and-drop interface and a library of more than 100 building blocks and connectors
Powered by IVP’s MCP enabled AI Agents
Build complex data pipelines from natural language instructions and get auto-generated, up-to-date documentation and more to ensure speed, governance, and audit readiness.
Cloud-native, Multi-database Support
Hosted across leading cloud infrastructure platforms, the IVP EDM Solution empowers asset managers to scale across database substrates like SQL and Snowflake.
Industry Ecosystem Integration
Save onboarding time and costs by integrating effortlessly with industry-leading fund administrators, brokers, OMS, PMS, accounting systems, and market data vendors via 100+ out-of-the-box adapters.
Industry-ready and Domain-aware
Leverage 25 years of IVP domain expertise built into preloaded data dictionaries, glossaries, and metadata that make it easy to normalize data across sources and domains.
Powerful Data Governance Agent
Enhance data quality with more than 70 preloaded or custom rules and natural language rule creation. Robust workflows and exception management ensure swift issue resolution and data integrity with rule suggestions and checks for individual datasets.
Data Transparency and Reliability
Gain full transparency with end-to-end data lineage and unified data observability delivered through a comprehensive data catalog.
Eliminate Gaps and Inconsistencies
Achieve full transparency with a complete, 24/7 audit trail of all data flows, including a detailed record of data input and data output for any changes that are made manually or automatically.
ENTERPRISE DATA MANAGEMENT CUSTOMER USE CASES
Hedge Funds
Integrate, process, and govern data across fund admin, portfolio accounting, and risk systems.
Traditional Asset Managers
Automate enterprise data management with an arsenal of finance data governance tools.
Private Equity
Integrate with CRMs and other systems to validate portfolio company data and deal information.
PARTNERING WITH THE BEST
WHAT’S POSSIBLE WITH THE IVP ENTERPRISE DATA MANAGEMENT SOLUTION
Data Orchestration and Integration
Data Validations and Normalization
Rule Synthesis and Automated Quality Checks
GenAI-Powered Automated PDF and Document Parsing
Data Governance and Stewardship
Conversational Data Querying via IVP CoPilot
Real-Time Analytics and Monitoring
High-Volume Data Distribution
Audit-Ready History with Automated Lineage
ENHANCED WITH AI AGENTS
IVP EDM leverages advanced GenAI models—including AWS Bedrock, Snowflake Cortex and Document AI, and OpenAI—to deliver intelligent automation and document extraction at scale:
Automated PDF and Document Parsing
Multi-LLM Flexibility
Citations and Document Preview
Integrated Quality Assurance
Pipeline Creation and Maintenance
Accurately extract structured data from PDFs and unstructured documents, including text, tables, forms, and selection elements.
Automated Orchestration. Unprecedented Speed.
IVP Enterprise Data Management Solution
Self-Service
Build and manage data pipelines with a drag-and-drop design canvas and out-of-the-box connectors, enabling teams to control and analyze data without intervention from IT. IVP CoPilot allows users to interact with the platform in a low code/no-code environment.
Data Governance
Ensure data quality with a comprehensive library of technical and functional rules with exception and workflow management. GenAI enables rule drafting, anomaly detection, and auto-cleansing with approvals.
Data Catalog and Lineage
Create a single source of truth with a data catalog that offers full transparency and a complete set of data lineage tools for high data quality. Auto-capture field-level transforms and surface lineage via NLP lookup for instant audit trails.
Data Dictionaries and Metadata Management
Normalize data across multiple sources and domains using standardized data dictionaries and glossaries that ensure data integrity and consistency.
Snowflake-enabled Data Orchestration
Orchestrate entire data sets within Snowflake or accurately sync to Snowflake using the prebuilt adapter.
Cloud-Ready Design
Cloud-optimized, scalable implementation allows firms to execute multiple loads in parallel and support integration with all major cloud services.
High-Volume Efficiency
Execute very large data loads and maximize performance in space-restricted systems by throttling data and using controlled parallelism with an ETL tool.
IVP MASTER DATA MANAGEMENT SUITE
The IVP Master Data Management (MDM) suite is a cloud native and AI-enhanced, fully integrated platform designed to centralize, govern, and optimize all critical investment data across every asset class, workflow, and reporting requirement. Purpose-built for asset managers, hedge funds, and private capital, the suite combines modular strength with seamless interoperability to deliver accurate, timely, and auditable data at scale.
MDM Suite Components
IVP Security and Reference Master
A reference data management solution with a highly configurable core and intuitive data modeling that combine to create an accurate reference master more efficiently.
IVP Data Warehouse Solution
A reference data management solution with a highly configurable core and intuitive data modeling that combine to create an accurate reference master more efficiently.
IVP Pricing and Valuation Solution
A reference data management solution with a highly configurable core and intuitive data modeling that combine to create an accurate reference master more efficiently.
By The Numbers
4.2tn+
AUM managed using IVP technology
1.6tn+
RAUM reported through IVP Regulatory
Reporting Platform
500+
Strategy & Bespoke Projects delivered
180+
Fund managers using IVP Solutions
100+
Fund Managers using IVP “Digital First” Managed Services
35%
Global hedge fund AUM running through IVP products
Data Management As A Service
To deliver data management as a service, the IVP Managed Services team leverages the IVP Master Data Management Suite, a comprehensive framework for managing data on the buy-side. This suite includes IVP Security and Reference Master for data acquisition, the IVP Enterprise Data Management Solution for data workflow, the IVP Data Warehouse Solution for operational data storage, and IVP Decision Science for analytics.
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.
Case Study
$35B private equity fund transforms data management and reporting
Check WebinarCase Study
$50B Fund-of-Funds Transforms Reporting
Glossary PageCase Study
