Gartner Research

Reference Data Management Software Solutions for Investment Services Firms: An Apples-to-Oranges Landscape

Published: 28 June 2010

ID: G00200971

Analyst(s): Mary Knox


There are many reference data management software solutions targeted to the specific needs of the investment services industry. However, these solutions vary considerably in terms of their data coverage and range of data management functionality.

Table Of Contents
  • Overview
  • Purpose, Definitions and Methodology
    • Purpose of This Research
    • Definitions
    • Methodology
  • Overview of the Reference Data Management Software Vendor and Product Landscape
    • Overview of Vendors and Products
    • Changes in Vendor Landscape
    • Primary Business of Reference Data Management Software Providers
    • Recommendations Regarding the Source of Reference Data Management Software
  • Reference Data Coverage and Use Cases
    • Data Subject Areas and Types
    • Use Cases
    • Recommendations Regarding Data Coverage and Use Cases
  • Data Management Functionality
    • Data Management Functional Overview
    • Functionality: Data Model and Data-Modeling Support
    • Functionality: Load, Integration and Transformation Tools, Including Feed Adapters
    • Functionality: Data Quality Tools
    • Functionality: BPM or Workflow Tools
    • Functionality: Other Important Capabilities
    • Recommendations Regarding Data Management Functionality
  • Closing Recommendations
  • Appendix A: Additional Vendor Detail

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