Join the fast growing GoldenSource customer base on AWS and switch on a comprehensive data management infrastructure to support your growing business for reference data, ESG and market data operational needs and provide trusted data to support your cloud data warehouse, data lake and AI strategy. Spin-up a cloud instance and let our data model and best practices ensure your users get the most from all their data, all the time.

GoldenSource has specialized in innovative data management solutions for over 30 years, building up significant IP in all aspects of data modeling, curation and quality management, with a 100% focus on Financial Services. The platform has proven scale from small asset managers to global managers to global universal banks via its industry leading SaaS platform. GoldenSource solves two major Financial Services challenges, data management and data warehousing.

Data management: If your data needs to be aggregated, matched, de-duplicated, validated, enriched or certified for onward use, this is a data management challenge. The following services are available:

Security Mastering - master data for listed and private securities and their issuers sourced from major FS data vendors. Leverage GoldenSource's extensive out-of-the-box data vendor Connections for plug-and-play access to the vendors, utilizing your existing data vendor licenses.

Corporate Actions Mastering - match corporate actions for all equity and fixed income action types across vendors and custodian sources. Good quality corporate actions improves operational efficiency and reduces liability associated with incorrect corporate actions processing.

Entity Mastering - master data for legal entities in GoldenSource's purpose built financial services Customer and Counterparty data model. Manage corporate hierarchies, identifiers, credit ratings, accounts, sub accounts, SSIs and even legal agreements. Connect customers with their products and identify cross selling opportunities.

Product Mastering - asset managers can master their f und products and track allocated funds while banks and brokers can master their products including services and traded products such as derivatives. Create a firm wide taxonomy for products and cross reference products to their regulatory obligations.

Price and Rates Mastering: Relieve your pricing and valuations team of the old data management constraints. Replace spreadsheets or legacy systems with a rule based multi-vendor pricing and valuation solution for securities and derivatives. Identify outliers, stale and missing prices. Clearly show how a golden price was selected according to pricing policy. Centralize pricing for use in NAV calculations and portfolio valuations delvers all the benefits of robust middle-office capability for a fraction of the cost and in the Cloud.

ESG Curation & Standardization: Accelerate time-to-value from ESG data sourced from multiple sources for multiple use cases. Leverage our serviced APIs that deliver standardized ESG data and scores that support comparison, trend analysis and analytics for many use cases including research, regulatory reporting and portfolio analytics and asset allocation. Build a strategic ESG capability all supported by GoldenSource and AWS for easy onboarding.

Data Warehousing: if you are looking to aggregate content from trusted sources for research, reporting and analytics, including AI then you have a data warehousing use case.

Data Warehouse. An out-of-the-box comprehensive, purpose built financial services data model for all your cloud data Financial Services data warehouse/lake house use cases. including portfolio, reference, transactional, pricing and other operational data sets for listed and private markets. Combine COR content from custodians and fund services providers with data from data vendors to power quality reporting and analytics. Implement custodial oversight rule and accelerate your enterprise data warehouse time-to-value by leveraging the Golden Source data model hydrated via a mature self-service pipeline framework.

Asset Managers and Owners can achieve accelerated implementation of investment data operations and data warehousing including acceleration of Snowflake, Databricks and other data lake technologies.

Asset Servicers and Custodians can create a trusted reference data platform for key data sets such as securities and corporate actions.

Banks and Brokers can implement centers of excellence in master data management across individual or multiple data domains with full governance, auditablility and lineage required by CDOs and to comply with regulations such as BCBS239. Leverage GoldenSource to enable data governance and quickly onboard vendor content to create the firm's goldcopy for distribution to transactional systems via API or distribution channels.

For custom pricing, EULA, or a private contract please contact info@thegoldensource.com  for a private offer.