Our Story

We are a global technology solutions provider helping the investment management industry solve complex investment data challenges, reduce risk and increase efficiency.

We strive for excellence in everything we do, and our solutions are built to deliver maximum scalability, speed and flexibility to our clients.

Turning data into financial intelligence

We have been building and delivering innovative products for asset managers and service providers that address a spectrum of performance and analytics, risk, data, regulatory and investor reporting needs since 1991.

Headquartered in Pittsburgh, PA, our 450+ employees help service over 400 clients in 40 countries, with 14 offices spanning across the United Kingdom, Europe, North America, South Africa, and Australia.

Our History

K
1991
  • Founded in Pittsburgh
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1994
  • First Product – FundStation®
K
2000
  • Inc. 500 – Named # 44
K
2005
  • ClearPortfolio launches – now Unity® Financial Reporting
K
2006
  • Offices in London and Luxembourg
  • Polaris Partners Investment
K
2007
  • Unity® data-centric platform
K
2010
  • Unity® Form N-MFP for SEC Money Market Reform
K
2011
  • CEO & Founder, Mark Evans – E&Y Entrepreneur of the Year
K
2013
  • Acquired regulatory reporting provider Data Agent
  • Unity NXT® AIFMD Transparency Reporting solution
K
2016
  • Data-driven Unity NXT® regulatory platform
K
2017
  • Best Data Management Solution – Mutual Fund Service and Technology Awards
K
2018
  • > 80% use Unity NXT® platform for SEC Mod
  • TA Associates Investment
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2019
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2020
  • Launched new fully-integrated Confluence