Connect your data. Unlock insights.

Welcome to the modern infrastructure for wealth management.

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Connect your data. Unlock insights.

70 Billion

Client AUM

15+

Data connectors

20 Million

Transactions and positions ingested

Infinity

Potential to power your business

Automate data workflows

Automate data workflows

Say goodbye to manual data entry. Save time, reduce costs and eliminate errors.

Run workflows on a schedule or trigger them at your command.
Specify inputs with our file manager and workflow configurator. Easily search logs to troubleshoot errors.
Automate data workflows
Leverage a growing suite of connectors

Leverage a growing suite of connectors

Leverage a growing suite of connectors

Control your data: ingest from or export to any system.

Use our connectors to integrate your data in a way that makes sense to you.
Enrich your data with API calls, and define custom transformations or business logic.

Get analysis and reports built to your needs

Get analysis and reports built to your needs

Whether it's performance, asset allocation or business intelligence, hone in on the metrics that matter.

Configure dynamic queries with filters and groupings across your entire dataset.
Surface your analysis in elegant, customized reports.
Get analysis and reports built to your needs
View workflow history logs

Engage our team for full-service support

We'll work with you to understand your business and set up the right system.

Interact with your data, workflows and analysis in an easy-to-use interface.
Our solutions experts can configure and deploy the Kosmos infrastructure that powers it all.

What our clients have to say