One Source of Truth. Built for Your Ecosystem.
Off-the-shelf solutions rarely fit the complexity of institutional investment data. We design and build custom integration pipelines that connect your systems, normalise your data, and deliver a single, reliable view across your organisation.
Start the ConversationWhy Bespoke?
Every investment organisation has a unique combination of portfolio management systems, data vendors, reporting tools, and internal databases. Generic integration platforms force you to adapt your processes to their constraints. We do the opposite — we build integrations that fit your systems, your data model, and your workflows. The result is a reliable, maintainable data infrastructure that your team can trust and your stakeholders can act on.
What We Build
Custom API & Data Pipeline Development
We design and build bespoke data pipelines that connect your systems and automate the flow of data between them. Whether you need to pull data from a vendor API, push data to a client portal, or synchronise two internal systems, we build the plumbing that makes it happen reliably.
- RESTful and GraphQL API integrations
- Scheduled and event-driven pipelines
- Error handling and alerting
Portfolio Management System Integrations
We have deep experience integrating with the leading portfolio management, order management, and risk systems used in institutional investment. We connect your PMS to your reporting tools, your data warehouse, and your client-facing platforms.
- PMS to reporting tool connectors
- Data warehouse ingestion pipelines
- Multi-system reconciliation
Automated Reporting & Data Distribution
Manual report production is time-consuming and error-prone. We automate the generation and distribution of reports — from daily NAV packs to quarterly client reports — so your team can focus on analysis rather than assembly.
- Automated report generation
- Scheduled distribution to stakeholders
- Template-driven output formatting
Real-Time Data Feeds & Reconciliation
For organisations that need up-to-the-minute data, we build real-time feed integrations with reconciliation logic that catches discrepancies before they become problems. We also provide ongoing monitoring and alerting so you always know your data is clean.
- Real-time market data feeds
- Position and cash reconciliation
- Discrepancy alerting and resolution
Technology-Agnostic
We don't have a preferred technology stack — we use the right tools for your environment. Whether that's Python, Node.js, SQL, cloud-native services, or a combination, we build solutions that fit your existing infrastructure and your team's capabilities.
Our Integration Process
Requirements & Architecture
We start by understanding your data landscape — your systems, your data model, your volumes, and your requirements. We then design an integration architecture that meets your needs and fits your constraints.
Build & Test
We build the integration in iterative sprints, with regular check-ins to ensure we're on track. Every integration is thoroughly tested against real data before it goes live.
Deployment & Handover
We deploy the integration to your environment and provide full documentation and handover training. We ensure your team understands how the integration works and how to maintain it.
Ongoing Support
We offer ongoing support and maintenance packages to keep your integrations running smoothly as your systems and requirements evolve.
Ready to build a data infrastructure you can trust?
Tell us about your systems and your challenges — we'll design a solution that fits.
Start the Conversation
Built on the Sidelight Platform
Our data integration work is delivered through Sidelight — the technology platform purpose-built for investment professionals. See what the platform can do for your organisation.