Aperio is a SaaS data management tool specifically designed for mutual funds. It comes pre-configured to handle sources such as Profile II, Morningstar and Lipper, and also easily integrates with your proprietary data. Configurable business rules and an exception based workflow allow you to focus on errors. Data distribution tools are built in to easily integrate with downstream systems.
Want to create your own products such as WRAP, CIT, Fund of Funds or Target Date Funds? Aperio handles that as well.