AUM performance attribution
Brinson-Fachler / Brinson-Hood-Beebower attribution at fund, sleeve, and security level.
Investment Management
Asset managers, custodians, and institutional investors
AUM performance attribution, client reporting, and portfolio analytics on the same platform that handles your regulatory reporting.
4h → 25m
Daily client report generation
12h → 30m
AUM data refresh latency
$400B+
AUM at design-partner reference
Use cases
Built for investment management workloads
Every use case maps to a pre-built PRISM template you can deploy in hours.
Client reporting automation
Daily / monthly client packs auto-generated from Market-Ready data. Power BI / Tableau / Looker compatible.
AIFMD Annex IV / Form PF
Regulatory reporting pipelines with leverage, exposure, and counterparty aggregation.
Institutional custody data
Position, transaction, and corporate-action data unified across multiple sub-custodians.
PRISM template: prism_institutional_custody
ESG data ingestion + scoring
Multi-vendor ESG data harmonization with Market-Ready scoring aligned to your investment policy.
Quant research data pipeline
Visual + code dual editor lets quant researchers and platform engineers work in the same artifact.
Compliance
Regulations covered out of the box
Pre-built playbooks, evaluators, and evidence packs for every regulation that matters in your sector.
Alternative Investment Fund Managers Directive
Annex IV reporting pipelines with full leverage and exposure breakdown.
Private Fund Reporting Form (US SEC)
Sections 1 + 2 + 3 reporting with portfolio company aggregation.
Best Execution + transaction reporting
RTS 27/28 reporting, Article 26 transaction submission to ARMs.
European Market Infrastructure Regulation
Trade reporting to TRs with reconciliation against counterparty submissions.
Investment Management ROI
Investment Management ROI estimate
Calibrate the sliders to your investment management environment to estimate the time and cost savings from consolidating your data engineering workflows with Cupel.
Configure your environment
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0 hrsHours Saved / Month
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0.0%Quality Score
< 5 minTime to Pipeline
Talk to an asset-management solutions architect
Bring your performance attribution, client-reporting, or regulatory-reporting backlog. We'll show how Cupel compresses each cycle.