GoldenSource Product Master Data Management is designed to handle the complexities of managing financial product-related data across various internal systems and locations. It consolidates, analyzes, audits, updates, and distributes key product information to ensure regulatory compliance and operational efficiency.

Key Features

• Handles Multiple Product Types: Includes mutual funds and ETFs.
• Integration Capabilities: Integrates with advisory services, separately managed accounts, and insurance products.
• Product Categorization: Categorizes multiple product lines and groups.
• Product Structure Definition: Defines product structure at specific dates.
• Sales Channel Support: Tracks sales channels and employee roles.
• Regulatory Compliance: Stores regulatory compliance information.
• Scalable Data Governance: Fully scalable and customizable data governance.
• Professional Services Support: Extensive support from a comprehensive Professional Services Group.

Benefits

• Enhanced Regulatory Compliance: Ensures accurate and defensible regulatory reports.
• Improved Operational Efficiency: Streamlines workflows and reduces time to market.
• Data Consistency: Maintains consistent data across systems for transparency and reporting.
• Future-Proof Data Management: Proactively addresses future regulatory requirements.