Evare: Third-Party Investment Data Aggregation & Data Management

Data retrieval, reformat and delivery precisely as you need it

Evare is a two-way investment data aggregation service that automatically acquires, normalizes and transforms data from financial institutions worldwide into a single format, as defined by you, the client. This unique service-based solution consolidates all of your external investment data sources and standardizes them into the proper format that can be seamlessly interfaced with your internal systems and processes.  SS&C Evare does the hard work to collect, aggregate, enhance and manage your investment data.  You receive high-quality, robust investment data, save time and money, and reduce risk.

  • Comprehensive coverage – We maintain more than 5,000 unique data feeds from a global network of financial institutions and third-party sources – banks, brokers, custodians, SWIFT network and more.
  • Superior customer service – We provide an experienced and responsive customer support team and an online dashboard that displays real-time status updates. Both are dedicated contact points to all of your counterparties. We manage all of your data needs, including connectivity, file acquisition and delivery, data questions, automated feed initiations and feed maintenance.
  • Reduced operational risks and costs – Our highly secure and comprehensive service eliminates the need for time-consuming and error-prone manual processes while making workflows smoother.

Enable straight-through processing across your organization

Streamline reconciliation, accounting, performance measurement and reporting with position and transaction data delivered directly in a consistent format.

Communicate trade and corporate action updates by systematically sending and receiving trade details, corporate action notifications, elections and confirmations where needed.

Gather employee investment data for accounts held away at broker-dealers and financial institutions to meet employee compliance monitoring regulations.