Reference Data Management

Organization-wide data management across client, product, market, and risk related information

Today’s regulatory environment requires companies to quickly process customer requests, identify holdings and positions, assess and adjust risk levels, maximize operational efficiency and control, and optimize capital. eClerx Markets’ reference data management solutions are trusted by our clients to deliver improved quality and annual efficiency gains at a competitive cost.


Our industry-recognized solutions include:


  • Client Data Services: Customer account setup and maintenance, SSI setup and maintenance, off-boarding, and corporate changes
  • Instrument Data Services: Instrument setup and maintenance, corporate actions, and pricing data maintenance
  • Market Data Services: Vendor management, financial management, demand management, and data control
  • Ancillary Services: Hierarchy management, contact management, control reporting, metrics and dashboards, data and analytics, remediation support, data outreach management, and project management support.