Our Firm

GRMA is a leading FinTech and advisory firm.  We offer a complete and cost-effective Software as a Service (SaaS) solutions for investment data aggregation, curation, and reporting.  We provide asset managers and asset owners with better portfolio insight, streamlined workflows, and cost savings for data management, reporting and portfolio monitoring.

Our solutions cover all public and private investments.  We can aggregate all types of investment-related data from multiple sources.  We have robust analytics to model and produce derived data including: investment holdings exposures, performance attribution, benchmarking comparison data, compliance data and risk management and ESG metrics.  We leverage artificial intelligence and machine learning for investment-related data scraping and data aggregation.

We offer turnkey SaaS solutions for: regulatory reporting, investor reporting, board and investment committee reporting and risk management/ESG reporting.  Our solutions for clients include: custom reports, dynamic applications and dashboards and secure cloud data storage.  

GRMA’s principals each have over 25 years of senior-level investment risk management experience at major global financial institutions, asset management firms and in the government.  With our extensive practitioner and industry experience, we can provide value-added advisory services to our clients.