Investment Control Systems
Cloud-native investment data management and asset allocation platform for unified data foundation and portfolio rebalancing
Overview
ATHENA is a cloud-native investment data platform that combines investment data management with asset allocation capabilities. The platform provides a single source of truth for investment data with real-time validation, reconciliation, enrichment, and calculation, delivering governed insights through no-code grids, dashboards, and APIs.
The asset allocation module enables strategic portfolio planning, allocation across managers and overlay strategies, and model rebalancing at scale with personalized client portfolio management. The platform offers single-tenant deployment with regional data residency options across the United States, United Kingdom, and Australia, and maintains ISO 27001 certification for security and compliance.
Key Features
- + Investment data foundation with validation, reconciliation, and real-time enrichment
- + Asset allocation and portfolio rebalancing tools for model portfolios
- + Single-tenant cloud architecture with regional deployment options
- + No-code grids, dashboards, and API delivery for governed data insights
- + ISO 27001 certified with controlled access and monitoring
- + Integration with Snowflake for data warehousing