IVP SECURITY AND REFERENCE MASTER
One Governed Record for Every Downstream System
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AUM managed using IVP technology
buy-side firms on IVP solutions
years buy-side domain expertise
One Trusted Record. Every Desk, Every Asset.
Validated Golden Copy
Orchestrate feeds through an identifier waterfall and source priority by instrument type to centralize instruments, entities, and counterparties into one governed golden copy.
Prevent Trade Breaks at Source
Get notified before missing attributes or new securities affect downstream systems, and route attribute-level approvals through parallel maker-checker workflows triggered on exception actions.
Corporate Action Automation
Capture, validate, and maintain corporate actions, including M&A, spin-offs, splits, and more, across multiple providers with full version control.
Autonomous Document Ingestion
The Credit Service Agreement Agent extracts loan terms, covenants, and amortization schedules from credit documents, citation-linked to source text, tested across 1,000+ agreements at greater than 95% extraction accuracy.
Agentic Reference Data Resolution
The Reference Data Agent normalizes rates, classifiers, and codes to industry standards and resolves duplicate records automatically for consistent, reliable reference data downstream.
Time-Series Audit Lineage
Maintain as-of views, controlled backdated corrections, and field-level history across the reference master, with a full audit trail of every change for regulatory examination.
Self-Service via IVP CoPilot
Query securities, entities, and attributes in plain English across every module, with every result cited and traceable to source for stewardship review and audit.
Governed Ecosystem Distribution
Publish the mastered golden copy to accounting, order management, and reporting systems through 100+ native adapters and Snowflake-ready integrations, with near-real-time sync to the IVP Data Warehouse.
Validated Golden Copy
Orchestrate feeds through an identifier waterfall and source priority by instrument type to centralize instruments, entities, and counterparties into one governed golden copy.
Prevent Trade Breaks at Source
Get notified before missing attributes or new securities affect downstream systems, and route attribute-level approvals through parallel maker-checker workflows triggered on exception actions.
Corporate Action Automation
Capture, validate, and maintain corporate actions, including M&A, spin-offs, splits, and more, across multiple providers with full version control.
Autonomous Document Ingestion
The Credit Service Agreement Agent extracts loan terms, covenants, and amortization schedules from credit documents, citation-linked to source text, tested across 1,000+ agreements at greater than 95% extraction accuracy.
Agentic Reference Data Resolution
The Reference Data Agent normalizes rates, classifiers, and codes to industry standards and resolves duplicate records automatically for consistent, reliable reference data downstream.
Time-Series Audit Lineage
Maintain as-of views, controlled backdated corrections, and field-level history across the reference master, with a full audit trail of every change for regulatory examination.
Self-Service via IVP CoPilot
Query securities, entities, and attributes in plain English across every module, with every result cited and traceable to source for stewardship review and audit.
Governed Ecosystem Distribution
Publish the mastered golden copy to accounting, order management, and reporting systems through 100+ native adapters and Snowflake-ready integrations, with near-real-time sync to the IVP Data Warehouse.
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.
