Our Data Lineage fabric has an ever-growing set of adaptors that source, validate, enrich, transform and then re-validate your source data, whether it be client data, service provider data (holdings/positions/cash and transactions) or market data.

We have validated data from a large range of sources. Here are a few examples:

  • ABSA
  • Allan Gray
  • Ashburton
  • BCI
  • BDA
  • Bloomberg AIM/TSIP/TsAdf
  • Canaccord Genuity
  • CitiBank
  • Coronation
  • Credit Suisse
  • Credo
  • Discovery
  • DMA
  • Friends Provident
  • Glacier
  • Global Admin
  • Gryphon
  • Hollard
  • IB / IBKR / Interactive Brokers
  • IG
  • Imara
  • Investec CCM/Unit Trusts / PBS / AM ( NinetyOne )
  • IRESS
  • ITAC
  • JP Morgan
  • JSE Market Data
  • Julius Baer
  • JTC
  • Lautus
  • Maitland
  • Marriott
  • Melville Douglass
  • Momentum Wealth
  • Momentum Securities
  • MorningStar
  • MT4/MT5
  • Nedbank
  • NinetyOne
  • Old Mutual Wealth
  • Old Mutual International
  • Peresec
  • Peregrine
  • Prescient
  • Prime
  • Prudential
  • PSG
  • RealFin
  • Reuters
  • RMB
  • Safex / ITAC
  • SalesForce
  • Sanlam
  • Sanne
  • SAXO
  • SG Hambros
  • Silica
  • SocGen
  • Stanlib
  • State Street
  • Stonehage Flemming
  • SwissQuote
  • TradeStation
  • Velocity Trade
  • XPLAN
  • YieldX

If your provider is not on the list, simply contact us and we can create an adaptor. The benefit of an adaptor is both automation as well as validation, ensuring your clients’ data is correct.