2018: Advances in Technology, Platform, Data, Client Coverage


We’re happy to report that the technology roadmap we set in January is ahead of schedule.

With nearly all our clients on a unified database, we have been able to advance our platform much faster than anticipated. This year, with upgrades every month or two, some of the many things we’ve accomplished include: addition of a dozen new board-level reports; automated reporting with scheduling; addition of document retention; integration of the Takahashi-Alexander cash management model; and to make both data and our analytics more accessible, the development and delivery of a powerful Excel Add-In and a public API.

This month, we are introducing a series of visualization dashboards, the first two of which help you group, analyze, and drill-through portfolio or group composition over time.

This year, we’ve also integrated additional Burgiss-managed data from our holdings transparency service and continue to heavily invest in people, systems, automation and process to make the data we provide better, more complete and more actionable. We’ve expanded our Stellenbosch, South Africa office, added a whole new facility and team in Sofia, Bulgaria and have now just opened offices in Denver and London.

We’ll be providing another set of goals early next year. Look for an invitation to our 2019 Technology Roadmap webinar in January.