Secure Market Data Management

Automate and streamline your MDM governance to ensure clarity, control and compliance with a comprehensive financial data management solution.

MDM

Get Clarity

by 35%

Centralize your market data management inventory to navigate complex regulations and keep costs in check. Put administrators in control of entitlements and security while automating the expense management process from currencies around the globe.

Reduce subscription spend

Steps to Effective Market Data Management

Manage MDM Products, Services & Applications

Leverage our centralized end-user portal to request market data services and provision and entitle through vendor APIs to enable up-to-date automated inventory management. Validate inventory around specific parameters related to inventory spend, cost allocation, duplicate services and usage metrics.

Ensure Audit & Regulation Compliance

Optimize market data management for contract renewals, data usage rights and demand challenge positioning to reduce risk, ensure compliance and bolster audit readiness. Enable advanced problem solving for common market data management issues through reliable reporting and business intelligence tools.

Control Your MDM Expenses

Automate the upload, review, approval and cost allocation process while interfacing with corporate finance and AP platforms for seamless chargeback and payment. Uncover disputes with our robust Invoice Reconciliation process, ensure accurate cost recharge and integrate with Accounts Payable Finance systems for reduction of duplicate effort.

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Simplify Your Financial Data Management

Application Compliance Manager

Streamline application compliance management. Evaluate new and existing apps using our versatile drag-and-drop questionnaire tool, ensuring process, audit and regulation adherence with detailed investigations.

Contract & Invoice Management

Modernize contract and invoice management. Enhance services with renewal certification, receive generated workflow requests, and auto-cancel letters to avoid missed notices. Vendor-specific rules ensure end-to-end, efficient invoice processing for all data providers.

Index License Management

Automate reporting, optimize cost allocation and cut index licensing costs by removing redundant families. Master ongoing license agreement changes for Funds and ETFs. Create Index Catalogs, manage licenses and ensure AUM-based fee declaration reports.

Advanced Certification

Ensure compliance, automate advanced processes, enhance visibility and reduce unused services. Empower users to certify inventory efficiently with flexible criteria, optimizing resource utilization and gaining valuable insights.

Request & Procurement Manager

Effortlessly manage market data changes. Empower users with self-service MACD requests via an intuitive interface featuring up-to-date pricing information for swift and accurate inventory management.

Expert Delivery of Market Data Services

FIA-Certified Managed Service Teams become an extension of your team, enabling your internal employees to focus on your core business.

Our experts have extensive experience in the FinTech industry, deep vendor relationships and proven knowledge of best practice recommendations to benefit your business.

The sun never sets on Calero: Our badged employees operate globally for comprehensive international coverage, with offices on three continents that provide support at every hour of the day.

Our MDM Managed Service Teams excel at: Contract Metadata & Renewal Management Inventory & Order Management Invoice & Dispute Management Certification Management Declaration Reporting Management Audit & Compliance Support Internal Business & Finance Reporting Management