{"id":502223,"date":"2021-07-15T12:22:04","date_gmt":"2021-07-15T11:22:04","guid":{"rendered":"https:\/\/ibsintelligence.com\/?p=502223"},"modified":"2021-09-21T12:11:41","modified_gmt":"2021-09-21T12:11:41","slug":"matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data","status":"publish","type":"ibsi_news","link":"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/","title":{"rendered":"Matrix IDM partnered with Ortec Finance to streamline investment data"},"content":{"rendered":"<p><a href=\"https:\/\/matrixidm.com\/\">Matrix<\/a>, the solution provider to asset owners and managers, and <a href=\"https:\/\/www.ortecfinance.com\/\">Ortec Finance<\/a>, a leading global provider of technology and solutions for risk and return management, announced the release of a standard interface to Ortec Finance&#8217;s Pearl system. This has been built as a direct response to client demand and is already used in several leading investment management firms.<\/p>\n<p>Ortec Finance has over 500 customers in 20+ countries and is trusted by some of the world&#8217; most prominent financial institutions. Pearl is Ortec Finance&#8217;s single-platform solution for Performance Measurement, Attribution, Ex-Post Risk and GIPS composites.<\/p>\n<p>This new initiative will see Matrix IDM ingest and master all data (custodial and market) required for Ortec Finance&#8217;s Pearl consumption. It creates a PBOR (Performance Book Of Record) &#8211; essentially taking fund accounting data fit for unit pricing and bringing it up to a performance system&#8217;s standards. This new standard outbound interface to Pearl handles everything from holdings to currency weights. The result delivers clients with a more streamlined and accurate experience in Pearl.<\/p>\n<p>Stuart Plane Matrix IDM comments, &#8220;We are delighted to be working with Ortec Finance. Their vision is aligned with ours, which is to empower investment decisions through complete transparency. This statement is not for the faint-hearted. In our experience, the complex nature of portfolios makes it challenging to truly understand the exposures at any one time. Our deep expertise in data and Ortec Finance&#8217;s comprehensive analytical platform brings this dream to a reality. Matrix is doing what it does best \u2013 creating clean and organized data sets which can be easily ingested by PEARL and delivers longevity and higher ROI on the client&#8217;s technology investments.&#8221;<\/p>\n<p>Recently, <a href=\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-appoints-justin-wolfe-as-its-chief-technology-officer\/\">IBS Intelligence reported<\/a> that Matrix, a solution provider to asset owners and managers, has appointed industry veteran Justin Wolfe as its Chief Technology Officer (CTO). Wolfe will be responsible for heading up Matrix&#8217;s ambitious technology roadmap to support a growing client base.<\/p>\n","protected":false},"author":18,"featured_media":139483,"parent":0,"template":"","categories":[11387,11378],"tags":[11508,13923],"class_list":["post-502223","ibsi_news","type-ibsi_news","status-publish","has-post-thumbnail","hentry","category-investment-management","category-open-banking","tag-europe","tag-matrix"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.9 (Yoast SEO v24.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Matrix IDM partnered with Ortec Finance to streamline investment data<\/title>\n<meta name=\"description\" content=\"Matrix, the solution provider to asset owners and managers, and Ortec Finance, a leading global provider of technology and solutions for risk\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Matrix IDM partnered with Ortec Finance to streamline investment data\" \/>\n<meta property=\"og:description\" content=\"IBS Intelligence (IBSi) is the world\u2019s only pure-play Financial Technology focused research, advisory, and fintech news analysis firm, with a 30-year track record and clients globally. We take pride in covering 400+ technology vendors globally \u2013 the largest by any analyst firm in this space.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/\" \/>\n<meta property=\"og:site_name\" content=\"IBS Intelligence\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ibsintelligence.cmc\/\" \/>\n<meta property=\"article:modified_time\" content=\"2021-09-21T12:11:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2020\/03\/Matrix.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"400\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@IBSIntelligence\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"NewsArticle\",\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/\"},\"author\":{\"name\":\"Joy Dumasia\",\"@id\":\"https:\/\/ibsintelligence.com\/#\/schema\/person\/8901a347240172792175887327383897\"},\"headline\":\"Matrix IDM partnered with Ortec Finance to streamline investment data\",\"datePublished\":\"2021-07-15T11:22:04+00:00\",\"dateModified\":\"2021-09-21T12:11:41+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/\"},\"wordCount\":331,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/ibsintelligence.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2020\/03\/Matrix.jpg\",\"keywords\":[\"Europe\",\"Matrix\"],\"articleSection\":[\"Investment Management\",\"Open Banking\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/\",\"url\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/\",\"name\":\"Matrix IDM partnered with Ortec Finance to streamline investment data\",\"isPartOf\":{\"@id\":\"https:\/\/ibsintelligence.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2020\/03\/Matrix.jpg\",\"datePublished\":\"2021-07-15T11:22:04+00:00\",\"dateModified\":\"2021-09-21T12:11:41+00:00\",\"description\":\"Matrix, the solution provider to asset owners and managers, and Ortec Finance, a leading global provider of technology and solutions for risk\",\"breadcrumb\":{\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/#primaryimage\",\"url\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2020\/03\/Matrix.jpg\",\"contentUrl\":\"https:\/\/ibsintelligence.com\/wp-content\/uploads\/2020\/03\/Matrix.jpg\",\"width\":400,\"height\":400,\"caption\":\"Matrix, Asset, pension, fund managers, insurance, Australia\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/ibsintelligence.com\/ibsi-news\/matrix-idm-partnered-with-ortec-finance-to-streamline-investment-data\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/ibsintelligence.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Matrix IDM partnered with Ortec Finance to streamline investment data\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/ibsintelligence.com\/#website\",\"url\":\"https:\/\/ibsintelligence.com\/\",\"name\":\"IBS Intelligence\",\"description\":\"Financial Technology News &amp; 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