Industry-Leading Data & Analytics Experts Specializing In Investment Firms
We Deliver
Data Analytics & Interactive Dashboards
We centralize critical investment data and deploy our proprietary BI, data analytics, and machine learning tools and APIs.
We Create
Automated Visually Attractive Reports
We centralize critical investment data and deploy our proprietary BI, data analytics, and machine learning tools and APIs.
We Design
Investment Process & Workflow Management
We develop simple and easy-to-use, tailored investment process, and workflow management solutions to minimize operating costs and risk.
We Innovate
Operations Automation
& Modernization
We automate manual middle-back office tasks and migrate legacy systems into faster, reliable, and scalable systems.
We Deliver
Data Analytics & Interactive Dashboards
We centralize critical investment data and deploy our proprietary BI, data analytics, and machine learning tools and APIs.
We Create
Automated Visually Attractive Reports
We centralize critical investment data and deploy our proprietary BI, data analytics, and machine learning tools and APIs.
We Design
Investment Process & Workflow Management
We develop simple and easy-to-use, tailored investment process, and workflow management solutions to minimize operating costs and risk.
We Innovate
Operations Automation
& Modernization
We automate manual middle-back office tasks and migrate legacy systems into faster, reliable, and scalable systems.
At Cognivo, we empower investment management firms to

Make better investment decisions

Leverage
data analytics

Improve operational efficiency & accuracy

Deploy centralized & automated reporting
Our Solutions
Data Analytics & Interactive Dashboards
We enable investment managers to make superior and more confident investment decisions by automating the centralization of critical investment and operations data.
We then employ leading-edge, proprietary business intelligence, machine learning, and other data analytics and data visualization tools, to improve the quality, timeliness and visual presentation of their proprietary research.
Automated Visually Attrative Reports
Based on each investment management firm’s needs, we implement tailored solutions that automate the aggregation, reconciliation, and exception handling of data from numerous internal and external sources as well as in various formats.
We then utilize our proprietary software, tools and APIs to create well designed, feature-rich tables and charts, which are then used to generate highly functional and visually attractive internal and investor reports.
Investment Process & Workflow Management
At the core of every successful investment management firm is a streamlined and optimized investment process and workflow. From managing asset classes, and investment workflow to onboarding and managing investors.
We are experts at developing proprietary, tailored, web-based business process, and workflow management solutions to increase efficiency and to minimize operating costs as well as risk. Typical bespoke solutions include the following main features.
Operations Automation & Modernization
At Cognivo, we work with successful investment managers that are outgrowing their current front, middle and back-office systems. We have extensive experience in migrating legacy systems, often based on Microsoft Excel/ Access/VBA, into more robust, faster, reliable, and scalable systems using the latest programming languages, APIs, and cloud (Microsoft Azure) technologies.
Why Investment Management Firms Choose Cognivo?
We bring an unparalleled combination of functional expertise and specialized knowledge of the investment management industry to all of our clients.
Our combination of deep technology expertise and our extensive domain knowledge of the capital markets and investment management operations is unique to Cognivo.
Deep Investment Management Domain Knowledge
In-depth knowledge of the investment management industry, including financial instruments, investment strategies, and reporting requirements.
Investment Management Technology Experts

Over seventeen years of experience in building bespoke data solutions and analytics for investment management firms.
US Based Operations
All our operations are based in the greater NYC area. We speak your language and understand your work culture.
Case Study – Data Analytics & Interactive Dashboards
How Cognivo Implemented Data Analytics & Interactive Dashboards for a Leading Quant Hedge Fund
The investment manager grew from 350 million in AUM to over $900 million in AUM over a
three-year period. The growth came primarily from an increase in the number of investors and
the addition of more asset classes to their investment strategy.
The investment manager was heavily reliant on Microsoft Excel to store huge amounts of data – from the front office, middle-back office, as well as third-party. The data included data sets related to portfolios, trades, cash, counterparties, collateral, accounting, and investor performance data. This data was used for analysis, summarization, and reporting purposes. Due to their rapid growth, the firm kept making incremental updates to the current system over
the three-year period.
