Operation | Features | Benefits

OpenFinance provides the entire daily systems and operations management infrastructure needed for gathering and aggregating information from the multiple diverse data sources requested by our clients.


  • • Operational and client support facilities are in North America, Switzerland and Asia.

  • • All data centers are SAS 70 certified.

  • • Disaster recovery sites are maintained for distributed backup and business continuity.

  • • The OpenFinance security policy is ISO 27001/27002 compliant.

  • • OpenFinance complies with privacy laws of both Switzerland and Singapore.

  • • All client data is gathered and transferred in a secure fashion and encrypted.

  • • OpenFinance maintains interfaces to hundreds of disparate data sources across 16 countries, covering all asset classes including non-securitized assets and liabilities.

  • • A total of over $2 trillion in holdings are aggregated daily.

  • • Existing relationships with financial institutions enable OpenFinance to gain access to data without the need for end client credentials or PINs.

  • • Quality checks are performed to ensure accuracy, maintain consistency, and eliminate errors caused by duplicated, corrupt, or missing data.