BUY-SIDE INVESTMENT DATA WAREHOUSE
One Governed View, Beyond Reporting
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AUM managed using IVP technology
buy-side firms on IVP solutions
years buy-side domain expertise
One Investment Data Warehouse. Every Team, Every Strategy.
Consolidated Operational Data
Centralize investment data from fund administrators, brokers, OMS/PMS, accounting systems, and market data vendors inside one governed cloud data warehouse.
Audit-Ready Reporting
Produce performance calculations and compliance reports backed by accurate, governed data with full audit lineage. Ready for investor scrutiny, board reporting, and regulatory examination.
Strategy-Aware Performance and Reporting
One strategy-aware performance engine and reporting across long-short, multi-strategy, macro, credit, PE, real estate, and CLO.
Self-Service via IVP CoPilot
Query the governed semantic and domain ontology layer in plain language and get citation-backed answers without going through IT: no SQL, no waiting on an analyst.
Automated Compliance Monitoring
The IVP Compliance Configurator agent turns IMAs, indentures, and regulatory PDFs into active pre- and post-trade rules.
Real-Time Dashboards
Give business teams direct, real-time access to governed analytics with no extracts, copies, or stale data.
Industry Ecosystem Connectivity
More than 100 out-of-the-box adapters for fund admin, brokers, OMS, PMS, accounting systems, market data vendors and industry ecosystem.
Cloud-Native and Built to Scale
Deploy on Snowflake, AWS or Azure with MCP-compatible architecture. The data layer fits the infrastructure already in place to support peak reporting cycles and scale with growth.
Consolidated Operational Data
Centralize investment data from fund administrators, brokers, OMS/PMS, accounting systems, and market data vendors inside one governed cloud data warehouse.
Audit-Ready Reporting
Produce performance calculations and compliance reports backed by accurate, governed data with full audit lineage. Ready for investor scrutiny, board reporting, and regulatory examination.
Strategy-Aware Performance and Reporting
One strategy-aware performance engine and reporting across long-short, multi-strategy, macro, credit, PE, real estate, and CLO.
Self-Service via IVP CoPilot
Query the governed semantic and domain ontology layer in plain language and get citation-backed answers without going through IT: no SQL, no waiting on an analyst.
Automated Compliance Monitoring
The IVP Compliance Configurator agent turns IMAs, indentures, and regulatory PDFs into active pre- and post-trade rules.
Real-Time Dashboards
Give business teams direct, real-time access to governed analytics with no extracts, copies, or stale data.
Industry Ecosystem Connectivity
More than 100 out-of-the-box adapters for fund admin, brokers, OMS, PMS, accounting systems, market data vendors and industry ecosystem.
Cloud-Native and Built to Scale
Deploy on Snowflake, AWS or Azure with MCP-compatible architecture. The data layer fits the infrastructure already in place to support peak reporting cycles and scale with growth.
Experience the IVP Edge
Get a live walkthrough of how IVP Data Warehouse unifies governed investment data, answers questions in plain language with citation-backed results, and speeds decisions across the investment lifecycle, all while maintaining governed access across complex fund structures.
