Data Migration and Interfacing
Get your data into CRD — and keep it flowing.
One of the key tasks in the implementation of CRD is data migration and data interfacing. When integrating the system, data such as account details and security master information has to be ported to CRD. CRD COE offers data migration services for porting this information: you provide the information you want ported and we work out the logistics. We have a team dedicated to data mapping and data entry of your account and reference data into CRD.
We also provide adapters to a wide range of systems. If your system is not currently supported, or if you want to integrate custom systems, we provide data interfacing services to enable your integration.
Typical data we migrate
- Account and portfolio details
- Security master and reference data
- Positions and holdings
- Compliance rules and restriction lists
- User, group and entitlement definitions
Feel free to contact us for more information.
Rely on us for scalable, efficient and optimal solutions
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