Our Solutions


We bring an unparalleled combination of functional software engineering expertise and specialized knowledge of the investment management industry to build bespoke software and data solutions for our investment management clients.

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Centralized Data Management Solutions

We help investment managers develop a robust, long-term data-driven strategy.

We realize that most successful investment managers are often inundated with data from multiple sources and in multiple formats.

We work with investment managers to help them better manage and analyze their data in a robust manner. This allows our clients to make more confident, profitable investment decisions based on timely, accurate, and reliable data.

Cognivo investment management Analytics Dashboard
Cognivo investment management Positions Dashboard

Advanced Analytics & Data Visualization Solutions

We help investment managers develop new and enhance their current data analytics, visualization, and reporting capabilities.

We work with investment managers to design, develop, test, and deploy tailored reports across the front, middle, and back-office.

We have experience in automating report generation for the following business functions Investment Team Investor, Regulatory and compliance, and Accounting and tax.

Operations Automation Solutions

We help investment managers achieve enhanced efficiency, improved accuracy, and higher employee satisfaction through process automation.

We work with fund CIOs, COOs, and CFOs to identify manual tasks, that, when automated, would provide a high rate of return in terms of the task being done, faster and more accurately, without manual intervention.

When correctly identified and re-engineered, automation of manual tasks can save hours of time for key investment manager’s team members, while simultaneously reducing the fund’s operational risk. These team members can then focus on performing more meaningful work, leading to higher job satisfaction.

Cognivo investment management Reconciliation Dashboard
Cognivo investment management Investment Process & Research Dashboard

Legacy System Modernization

We bring proven, state-of-the-art technological innovations to help investment managers maximize their alpha.

We work with successful investment managers of various types and sizes to develop new as well as enhance and re-engineer the current investment process and research.

This includes Investment Process, Strategies & Research, Portfolio Management & Risk Management Systems, and Legacy Microsoft Excel/Access/VBA Macros.