Go from Raw Data to Investor-Ready Reports in Hours, Not Weeks.
The Aquata® data platform gives your team full data pipeline control— from onboarding vendor data to building and delivering investor-ready outputs without the handoffs, ticket queues, or black-box delays.
Finally, a Data Platform Built for Asset Management Teams
The Aquata data-first infrastructure is designed for today’s sophisticated asset managers. It enables you to exploit your data’s value with confidence when exploring new strategies, managing expansion, or increasing M&A activity. It accelerates the creation of automated processes and streamlined workflows for all asset classes, lifecycle events, and geographies. And it enables you to consistently service your internal and external stakeholders.
Why Aquata?
Aquata gives you a single platform to ingest, shape, and deliver investment data—without the stitched-together tools or constant handoffs. From raw source to stakeholder-ready output, you’re in control.
Connect quickly. Build without integration delays and ticketing backlogs.
With 1,000+ prebuilt connectors, your team can plug into key vendors and systems immediately—no custom builds or long onboarding cycles. And once you’re connected, you don’t need to wait in line for dev support.
Ingest data, apply business logic, and deliver outputs—all without filing a single ticket. No handoffs. No black-box queues. Just faster pipelines, owned by your team.
Generative AI for Smarter, Faster Decisions
Aquata is future-ready. Aquata Copilot allows users to engage with their data, models, and product documentation through a seamless, conversational interface. Deploy GenAI technologies to improve decision-making and risk analysis with confidence.
What can you do with Aquata?
Here’s how our customers are using Aquata – eliminating data silos, automating manual workflows, and creating single sources of truth for streamlined operations.
All-in-One Data Management for Investment Operations
An asset manager juggling data from Security Master, Internal IBOR, GIPS, and performance analytics finally ditched the chaos of spreadsheets. With Aquata, they’ve consolidated their data into a single, unified platform – no more fragmented workflows, just real-time insights for faster decision-making.
Data Harmonization for Private Credit
A private credit firm drowning in data from 130+ datasets and 18 different systems found their lifeline with Aquata. They’ve automated data consolidation, cut reporting time by 60%, and now have a clear, real-time view across funds, holdings, and transactions – making it easier to act quickly in volatile markets.
Precision Analytics for Insurance Portfolios
An insurance asset manager, tired of piecing together data from accounting systems, instrument attributes, risk factors, and ratings, switched to Aquata. Now, their risk teams can run precise, data-driven analyses in real time – eliminating blind spots and reducing costly errors.
Get Early Access Now
Aquata gives you a better way to build, manage, and scale investment data pipelines—with less friction and more flexibility.
Request early access to:
- Ingest and transform new data sources without engineering help
- Replace brittle workflows with one governed, integrated platform
- Empower business teams to explore and report—without adding to your backlog
- Deliver cleaner, faster, more auditable data across the lifecycle
What you get with Early Access:
- 30 days free to evaluate Aquata in full
- A dedicated, fully isolated environment to ensure data privacy and control
- Accelerated onboarding—get up and running in hours, not weeks
Fill out the form to request access and start removing the blockers from your data workflows.
FAQs
Everything you want to know.
Early Access is a limited-time opportunity to explore Aquata’s full platform before general availability. Approved participants receive 30 days of free access to a dedicated, secure environment—allowing them to test integrations, build data pipelines, and evaluate the platform with real use cases.
Aquata Early Access is best suited for data teams, architects, and technical operators at financial institutions—especially asset managers—who want more control over their pipelines without rebuilding everything.
Yes. Each participant receives a dedicated, fully isolated environment—so your data stays separate, private, and protected. Aquata was built from day one with enterprise-grade privacy and access control
Once approved (usually within one business day), you’ll receive access to your dedicated environment. Most teams are up and running within hours, and our team is available to guide your first setup if needed.
Absolutely. Aquata supports connecting external BI (business intelligence) tools to its Query Layer, data egress to a customer Data Lake via AWS S3 or Snowflake. Additionally, Aquata REST APIs can be used to integrate internal firm Data Catalog or Data Governance tools.
Yes, Aquata has a flexible data model that can be easily extended through unlimited user-defined fields. Additionally, the platform supports the self-service ability to create your own models and custom schemas. This flexibility allows users to tailor the data model to fit their specific needs and requirements, providing a customizable framework that adapts to evolving business landscapes.
Yes, the Aquata platform fully supports data lineage. This feature allows users to trace the data’s origin, track its movement, and understand the transformations it undergoes within the platform. This capability is essential for ensuring transparency and accountability in data management, providing users with a clear and detailed view of their data’s lifecycle.
Yes, Aquata provides a flexible user-enabled data platform to support a variety of modern data architectures, including data mesh.
