GRMA (FinTech + Advisory)
GRMA is a leading FinTech + Advisory firm that provides SaaS-based data aggregation, data curation, and outsourced reporting: regulatory, investor, portfolio, performance, risk management, and ESG for asset managers and asset owners. With a diverse suite of solutions, learn more about the one that may work for your firm.
Key Benefits
- The power to handle all types of internal and external reporting
- Aggregate from multiple data sources
- Aggregate all types of public and private investment data
- Regulatory and investor reporting including Form PF and Form ADV
- GRMA solutions are a fund expense for many asset managers
- No lengthy implementation process and no technology to build or buy
- Comprehensive portfolio monitoring capabilities
- Enjoy a complete 360-degree view of your entire portfolio
Solutions
Report-Innovator
Report-Innovator is a SaaS-based and outsourced reporting application for both asset managers and asset owners that provides complete and cost-effective turnkey reporting solutions for: portfolio and risk management reporting, performance reporting, regulatory reporting, investor reporting, Board/Investment Committee Reporting and ESG reporting.
Portfolio-Agg
Portfolio-Agg is a SaaS and Cloud-based solution for investment data aggregation, data normalization and data modeling and curated data to support all internal and external reporting. It can also serve as “data middleware” for a wide range of portfolio management, risk management, sales and marketing and accounting applications and systems used by asset managers and asset owners.
PortfolioView
PortfolioView is a SaaS-based dashboard and visualization solution for more efficiently managing investment-related data, and monitoring and visualizing investment portfolio data. This includes coverage for all asset classes—liquid and illiquid. PortfolioView is a superior portfolio management solution for clients that do not need order management and trade execution features.
