Investment Data Platform

Data Foundation
All your data in one place

Build a live, trusted single source across your investment data. Ingest, master and extend your model without placing burden on IT teams.

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What’s in Data Foundation

Investment data model (time‑series)

Granular, historical model across your investment data domains.

Data mastering & ETL

Survivorship rules, source priority & fast onboarding from any provider.

Transformation & enrichment

Cleanse, map & derive fields consistently at ingestion.

Data Extension Framework

Add entities/fields/relationships safely with versioned config.

Workflow automation

Ingestion → validation → approval → publishing orchestrated end‑to‑end.

Exception management

Detect & resolve breaks before they pollute the golden source.

Lifecycle management

Control states, effective‑dating & releases with audit trail.

Investment structure & look‑through

Decompose funds/SMAs/private assets for full transparency.

Interoperability & openness

APIs and connectors to downstream systems and tools.

One platform to manage all your challenges

Use case

Single trusted source, not guesswork

Problem

Data is scattered across custodians, spreadsheets and legacy tools — no trusted single source of truth.

Solution

Eliminate fragmentation with a unified investment data model and golden-source master — powered by ATHENA’s extensible time-series data architecture and ETL interoperability.

Use case

Full Lifecycle Management

Problem

Data ingestion, validation, approval and release are fragmented processes across teams and systems.

Solution

ATHENA unifies ingestion-to-publishing under one governed lifecycle — orchestrated by workflow automation and audit-ready state management

Use case

Integrate Once — Use Everywhere

Problem

Each new system demands a new bespoke integration project — wasting resources and slowing delivery.

Solution

Plug once and distribute everywhere — ATHENA acts as a reusable integration hub with workflow automation and seamless data lifecycle orchestration

Use case

Data That Evolves with You

Problem

New portfolios, entities or data points require development tickets and wait time on IT.

Solution

Extend your data model instantly via ATHENA’s no-code Data Extension Framework — built for business users, not developers.

Use case

Resolve Exceptions — Before They Spread

Problem

Broken or delayed files go unnoticed until it's too late — forcing manual rework downstream.

Solution

ATHENA monitors inbound data with exception detection and workflow automation — resolving breaks before they pollute the golden source

Use case

Look-Through Beyond the Wrapper

Problem

Fund, SMA and structured products obscure exposures — creating hidden blind spots for allocators and risk teams.

Solution

Surface full transparency with multi-level investment structure decomposition and automated look-through — powered by ATHENA’s investment warehouse and data mastering.