ICD Investment Reporting:<br>Simple starts here
ICD Investment Reporting is an AI-driven SaaS solution for back-office operations at government agencies and corporate treasury organizations, and the asset managers that serve them.
Save time gathering investment information for reporting
Investment information is delivered from various internal and external sources, and in various formats. This makes aggregated investment reporting time consuming, tedious and error prone. By the time reports are completed, they are often outdated.
The ICD Investment Reporting solution alleviates the manual burden of collecting, aggregating and reconciling trades and positions across all investments, saving practitioners and asset managers hundreds of hours on low-level tasks.
Find out how ICD’s advanced technology helps practitioners and asset managers.
A simple solution to a complex problem
ICD Investment Reporting is a game changer. It does a specific job at a reasonable price point, making it possible to report on all investments.
A simple solution to a complex problem
ICD Investment Reporting is a game changer. It does a specific job at a reasonable price point, making it possible to report on all investments.
Built on advanced, cloud-based technology
The ICD Investment Reporting solution is not a book of record or accounting solution. It aggregates disparate data sources into a data warehouse, optimized for investments. It can be used by itself or alongside existing reporting technology to bring a richer, faster and easier reporting experience.
- Source agnostic, able to ingest all report formats
- Fully traceable, making original source documents available for easy audits
- Fully customizable, so users don’t have to settle for standardized reports
- Intelligent, using machine-learning to continuously build value
- Software-as-a-service, making it affordable and enhanced by its user community
Why ICD for investment reporting
ICD brings institutional investors and fund providers together on a single platform, providing broad market access for independent research, trading, analysis and reporting. For two decades, treasury and finance professionals and asset managers have driven the co-development of our award-winning solutions.
We co-innovated ICD Investment Reporting because our clients came to us to fill the gap in the market for a cost-effective, fully customizable solution for consolidated investment repor
Why ICD for investment reporting
ICD brings institutional investors and fund providers together on a single platform, providing broad market access for independent research, trading, analysis and reporting. For two decades, treasury and finance professionals and asset managers have driven the co-development of our award-winning solutions.
We co-innovated ICD Investment Reporting because our clients came to us to fill the gap in the market for a cost-effective, fully customizable solution for consolidated investment repor
FEATURED RESOURCES
SANDAG – Innovating Short-Term Investment Reporting
Read how this government agency co-innovated with ICD and saved. … More
Alameda County – Going Digital with Short-Term Investments
With access to liquidity a priority, Assistant Treasurer and Chief Investment Officer for Alameda County … More
Onboarding with ICD Portal
Not all treasury solutions require massive resource requirement to get going. ICD clients are live … More