Company Research Report: AssetLogic

Company Overview

• Name: AssetLogic

• Mission: To revolutionize the investment industry by providing a secure, connected, and efficient data network.

• Founded: 2013

• Founders:

• Sam Gilstrap

• Bret Prawitt

• Key People in the Company:

• Sam Gilstrap - CEO and Founder

• Bret Prawitt - Operations Director and Founder

• David Dalrymple - CTO

• Headquarters:

• The Post House, 130 High Street, Godalming, GU7 1AB, United Kingdom

• 13 Adelaide Road, St. Peters, Dublin, D02 P950, Ireland

• Number of Employees: No information is available

• Revenue: No information is available

• What is the Company Known For: AssetLogic is known for being a revolutionary financial information network for the investment industry, providing a centralized repository for fund information which is secure, trackable, and auditable.

Products

• Financial Information Network:

• High-level Description: An online central data repository allowing members from the investment community to efficiently share secure, auditable connections and data.

• Key Features:

• Central repository for fund information.

• Easy sharing of data and documents without emails or spreadsheets.

• A web-based "golden source" of accurate information.

• Permissioning feature allowing selective data viewing.

• Compliance with global data standards and regulatory requirements.

• Extensive auditability and secure data storage in tier IV facilities.

• Manager Research:

• High-level Description: Simplifies research information entry for managers.

• Key Features:

• Removes manual duplication errors.

• Allows managers to update single data points for multiple recipients increasing accuracy.

• Request for Proposal (RFP):

• High-level Description: Increases efficiency in running RFP processes.

• Key Features:

• Controlled initial data request.

• Allows managers to populate data securely and make it instantly available.

• Manager Monitoring:

• High-level Description: Facilitates access to the latest information on investments.

• Key Features:

• Secure sharing of confidential data with audit history.

• Allows storage and sharing of critical client documents in one place.

Recent Developments

• Recent Developments in the Company:

• The launch of the Client Reporting product in September 2019.

• New Products Launched:

• ALTEX (AssetLogic to Excel) launched in March 2020.

• New Features Added to Existing Products: No information is available

• New Partnerships: Founding of the Steering Committee with prominent firms such as Amundi Asset Management, BlackRock, GAM, Insight Investment Management, Jupiter, and M&G Investments.