We offer a comprehensive Universal Data Model® as well as a Universal Business Glossary™ for money managers, brokers, dealers, wealth management organizations and all types of investment organizations. Some of the areas/domains covered are:

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• Parties involved such as issuing organizations, dealers, contra brokers, money managers, underwriters, financial institutions, financial advisors

• Financial objectives, needs and plans of investors

• Investment vehicle information such as equities, fixed income, mutual fund, derivatives, options, annuities and all forms of financial securities as well as index information

• Financial investment product regulations and rules such as SEC regulatory requirements

• Agreement and contract information associated with accounts

• Financial account information such as holdings of securities, parties involved in the account, and account performance.

• Details of the various financial account transactions such as buys, sells, purchase and redemptions

• Financial statement and account notification information

• Risk analysis models

• Analysis on performance, returns, assets managed, and activity of financial accounts (in star schema design)

• Transaction activity such as transactions and volumes for various types of transactions and types of securities (in star schema design)