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Our Clients

Custody Managers

All what is needed to manage portfolios Backoffice

Connect Gaia to all your different data source, perform automated reconciliations and many others features, such as:

Asset and Liabilities Management

(all security types, all currencies)
(all security types, all currencies)

Management Fees schemas

Easily manage all your corporate actions notifications

Send and receive SWIFT messages

Valuation and Performance metrics calculations

Legal constraints management

(ex-post and ex-ante)
(ex-post and ex-ante)

Investment thesis management

(user-defined ex-ante and ex-post management constraints)
(user-defined ex-ante and ex-post management constraints)

Detailed reportings

(in different formats such as Excel and PDFs)
(in different formats such as Excel and PDFs)

A connected and interfaced tool, access to Web APIs and to an open SQL database Schema

Connect Gaia to all your different data source, perform automated reconciliations and many others features, such as:
Fund Managers
Own Portfolio Managers
Insurance Portfolio Managers
Discretionary Portfolio Managers
Brokerage
Family Offices

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