Products & Services · Managed Service
For institutions that prefer a delivered, curated service. We run the entire retrieval and validation pipeline and land clean, structured corporate data directly in your systems, on your schedule.
What we run
No integration project, no analyst queue, no registry credentials to manage. You define the population and the schedule; we deliver the data.
Our team runs the searches and absorbs the local reality: registry downtime, retries, formats and quirks. Nobody on your side maintains a queue of failed lookups.
Records are checked against the source and against each other, so what lands in your systems has already been through review rather than straight off a retrieval.
Layered holdings are walked and effective percentages computed, so shareholding arrives as an answer instead of a stack of documents to read.
Fields are mapped to your data model once, at the start, so nothing downstream has to be rewritten to accept what we send.
Straight into your warehouse or CLM, weekly, monthly or on a trigger. The population and the frequency are yours to set.
Exception reporting and data quality dashboards show what resolved, what did not and why, so coverage is a number you can quote.
Exceptions
Most of a portfolio resolves automatically. The value of a managed service is what happens to the remainder: our analysts work it, and you receive a reason rather than an empty field.
The run continues, the entity is retried on a schedule, and an alternative source is used where one exists.
Where machine reading is not confident enough to sign off, an analyst reads the document and enters the result.
Ambiguity is escalated to a person rather than resolved by guesswork, and the reasoning travels with the record.
You receive the negative result with its source and timestamp, which is itself evidence for the file.
Service levels
Every engagement is scoped to your population, your schema and your schedule. Dashboards report against the terms we agreed, so performance is a figure rather than an impression.
Which route
A defined population, a schedule and a delivery target. We operate the pipeline and report against agreed service levels.
Talk to our teamYour engineers call the registries directly through one endpoint and one schema, and own the workflow around it.
See the APIA browser workstation for investigation and ad hoc retrieval, with no integration work at all.
See the web applicationContact our team to discuss a fully managed data service scoped to your institution.