Qualis harmonizes all of your external and internal reference data into a standardized source of truth, giving you complete visibility and transparent data provenance for the things that matter.
Qualis has a reputation for tackling some of the most difficult data challenges.
And you don't need to hire an army to do it.
Qualis algorithmically identifies, generates, and maintains unique firm-wide security identifiers ("QUIDs") over extended histories with comprehensive cross-references to other vendor identifiers.
Proprietary matching algorithm
Customizable rules and hierarchies
External data vendors and internal sources
Qualis can continuously analyze shareholder positions to unravel deeply nested cross-investments and accurately assess firm-wide risk exposures along each nested path.
Qualis drills down across countries and currencies to unravel lineage and calculate residual - without rounding errors.
Carry forward point-in-time valuations
Probable cause analytics
Qualis can serve as the final arbiter data hub, sourcing historical data from older systems and continuously feeding newer systems. Spare yourself the agony of repeated historical data migration.
New third-party apps
“While we explored a number of options for how to clean and manage multiple data sets from dozens of different sources, Qualis offered a solution no other vendor had: the ability to pull in the historical data our portfolio managers rely on to make the best investment decisions.”