Overview After-Tax Performance Enterprise Data Integration Performance & Attribution
Knowledge Tier Platform Accounting Transactions Smart Data Tax Expense
Business process integration for Investment ManagersSM

iKindi Knowledge Tier Integration Platform

iKindi Knowledge Tier is the leading integration platform designed specifically for Investment Managers. Drive data integration across your business processes. Manage an operational thread all the way through.
A flexible, component-based architecture
iKindi Knowledge Tier builds on a fully Java-based architecture designed to solve your data integration problems.
Simple integration
iKindi Knowledge Tier easily integrates with your performance measurement, portfolio accounting and front office applications. Requests from any application are made through either the XML interface or in batch mode through the daily cycle utility. Events trigger rules that initiate queries from data sources, validate data elements, execute data transformations or call analytics. Results can be sent back to any XML-capable interface.
Quick implementation
iKindi Knowledge Tier is a thin deployment. There are no databases introduced. The Smart Data, Accounting Transactions and Tax Expense modules come complete with Starter Kits - pre-packaged with all the rules and workflows needed to begin generating results quickly.

Rules-based design gives business experts the power to model processes, define how calculations are handled and to incorporate new calculations or actions as needed.

Graphical User Interface makes rule maintenance easy. Apply new rules or modify current rule sets. Test changes and implement - on the fly or when you choose.

Standard industry Analytics libraries contain the underlying securities calculations and schedules. Focus on the rules underlying your business, not re-writing calculations.

Query Engine assembles data elements from the range of sources already in place at your firm. Retrieve data across disparate databases. Leverage your investments in data sources.

Exceptions Management continuously improves your data integration capabilities. Resolve exceptions immediately and maintain clean data input streams.

The iKindi Advantage

Reduce the cost of core processes by eliminating manual workarounds and placing control in the hands of business analysts

Better compete for new assets and retain your customers with the flexibility and responsiveness iKindi Knowledge Tier delivers

Unlock the value in legacy systems by moving from point-in-time and batch processes to Knowledge Tier's real time, on demand integration environment. Automate processes; handle new securities that legacy systems can't; respond to new customer needs.