Investment Management

Delivering Investment Data You Can Rely On

Investment management firms face daily challenges in getting accurate, complete, transparent data in order to make better decisions. A rock solid data governance strategy is a must to meet regulatory and operational demands. Our software scrubs raw data from multiple sources and delivers a golden copy to our clients that they can rely on.

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Data solutions for investment management firms

Leading asset and wealth managers rely on GoldenSource to deliver consistent, complete and trusted information to power their business systems. GoldenSource also helps Asset management and insurance firms know their customers better, analyze investment opportunities faster, and manage risks more accurately.

GoldenSource EDM and MDM solutions, including the GoldenSource Nexus investment data warehouse, empower Buy Side firms to:

  • Accelerate time to market
  • Reduce data sourcing costs by automatically integrating third-party data
  • Eliminate much of downstream need for validation and exception management, saving time and administrative cost
  • Protect the business against reputational and regulatory risk
  • Identify cross- or up-selling opportunities more quickly and accurately
  • Facilitate successful mergers and acquisitions
  • Build an accurate picture of risk and opportunity across the enterprise
  • Deliver superior client service
  • Support product innovation
  • Achieve regulatory compliance

Delivering solutions for the investment management industry

GoldenSource leads the market as the benchmark for data management solutions. With nearly 3 decades dedicated exclusively to data management for the financial services industry, GoldenSource’s experience and packaged solutions assure a quick ROI for your immediate data project along with a strategic road map for future deployments across your enterprise.

EDM solutions for the buy side:

GoldenSource EDM solutions, proven implementation process and fanatical support assure a timely transition. We deliver the gold standard of data to major global financial clients.


The yardstick for EDM solutions…no product can rival it for breadth and depth.
Financial-I Jury Report

Integrating the GoldenSource solution within local banking environments has confirmed its powerful functionalities and considerable flexibility, even in very complex and fast changing contexts.
Giusy Mainardi, Sales and Partner Manager at Corvallis

Best in class data model. Excellent functionality. Complete data management solution.
Cutter Associates

GoldenSource understands our business requirements and can provide the high-quality reference data management platform we require to enable us to deliver accurate, timely reference data across our organisation.
Business CIO, Nordea

The GoldenSource EDM platform is a leader in its class with some of the world's most sophisticated banks successfully deploying the solution.
Oleg Baranov, Managing Partner at Neoflex

Standard Chartered Bank has chosen to partner with GoldenSource because we feel its Securities & Products solution offers the best mix of functionality, architecture and domain expertise. This enables us to offer a superior quality of service and grow our business in a very competitive marketplace.
Global Product Head, Standard Chartered Securities Services

There is a great demand from our clients and investors for timely, reliable and well-structured corporate information in the Russian market... We plan to use GoldenSource's industrial platform to create services highly sought by our clients and to generate added value in the market.
Eddie Astanin, Chairman of the Executive Board, Russia's National Settlement Depository

GoldenSource provides the optimum mix of out-of–the-box capability and configurability that is flexible yet structured. It gives ASX the ability to enhance its responsiveness to the marketplace.
Timothy Hogben, Group Executive Operations, Australian Securities Exchange

What differentiates GoldenSource is that it does not simply provide a toolkit. Rather, it offers a mature set of out-of-the-box solutions aligned to common capital markets functions.
Madan Sheina, Lead Analyst, Ovum

GoldenSource offers a robust, complete and flexible data model, flexible workflow and comprehensive validation and distribution capabilities, which allow us to manage, and importantly link our reference data on one platform.
Kevin Gage, Senior Managing Director, Mizuho