Rivvit-EDM

Enterprise data management for financial services

Consolidate and standardize data from any source into a single location

Rivvit-EDM is a proprietary enterprise data management system that collects, stores, and cleans raw data from disparate data sources to create standardized data sets needed for distribution to downstream systems and data consumers. With this configurable framework, we can set up new integrations in a matter of days versus weeks or months it takes to write custom ETL processes.

Pre-built enterprise data management software for financial services

Continuous data ingestion from any source

Within Rivvit’s enterprise data management system, an ingestion database stores and archives raw and cleansed versions of your data sets.  Once it is cleansed, standardized data is formatted and distributed to Rivvit’s investment data warehouse (Rivvit-IDW) or your other destination systems in their required formats.

Continuous data ingestion from any source
Entity resolution: foundation for a single source of truth ​

Entity resolution: foundation for a single source of truth

Whether you are looking to create a master data source for your legal entities, accounts, portfolios, issuers, deals, securities, investors, customers, or other data domains, a master identifier ensures proper relational integrity across data sets.  Rivvit’s matching engine resolves your source system identifiers to a master Rivvit identifier. This critical step removes dependencies on any source system and provides flexibility for adding or removing source systems as your business evolves.

Entity resolution: foundation for a single source of truth

Whether you are looking to create a master data source for your legal entities, accounts, portfolios, issuers, deals, securities, investors, customers, or other data domains, a master identifier ensures proper relational integrity across data sets.  Rivvit’s matching engine resolves your source system identifiers to a master Rivvit identifier. This critical step removes dependencies on any source system and provides flexibility for adding or removing source systems as your business evolves.

Entity resolution: foundation for a single source of truth ​

Source-to-target value pairing drives consistency

It’s likely that many of your source systems contain overlapping data fields, each with unique naming conventions. When combining data from multiple source systems, a source-agnostic enterprise convention is critical to ensure consistency in downstream reporting. Rivvit’s enterprise data management system translates inconsistent values from your source systems to standardized conventions, giving you consistent reporting and analysis for fast business decisions

Imagine a simple pie chart summarizing your AUM by Coupon Type.  When summarizing your portfolio based on the source system conventions, the codes are difficult to decipher and create the need for further data massaging to understand true exposure.  By adopting an enterprise convention using Rivvit-EDM, the process is completely automated without the need for manual intervention.

Source-to-target value pairing drives consistency ​
Inconsistant Source-to-target value pairing drives consistency ​
Data source hierarchy builds trust ​

Data source hierarchy builds trust

Rivvit-EDM provides a configurable framework that allows clients to dictate the source of truth for every data field in Rivvit-IDW.  Whether you have two or 1000 source systems with overlapping data elements, a robust hierarchy with an infinite number of source levels is applied to every field to create your gold copy records based on your preferred sources of truth.

Data source hierarchy builds trust

Rivvit-EDM provides a configurable framework that allows clients to dictate the source of truth for every data field in Rivvit-IDW.  Whether you have two or 1000 source systems with overlapping data elements, a robust hierarchy with an infinite number of source levels is applied to every field to create your gold copy records based on your preferred sources of truth.

Data source hierarchy builds trust ​

Delivering data to the people and systems that need it most

Now that the difficult work is done, your clean, standardized data can be sent to downstream systems and consumers.  Whether you use Rivvit-IDW or your own data warehouse, or need to streamline a data flow, Rivvit-EDM serves as a middle layer for system-to-system integrations.

Delivering data to the people and systems that need it most ​

Learn how an asset manager used Rivvit to automate the daily ingestion of 20+ files to deliver an enterprise view of data across 28 funds, 46 share classes, and 100+ SMAs.

Ready to see Rivvit in action? We’d love to give you a tour. Let’s connect.