Our Firm

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

Our solutions comprehensively cover public and private investments.  The data we aggregate, curate and model include: investment holdings data, performance attribution and benchmarking data, compliance data and risk management/ESG metrics.  We leverage artificial intelligence and machine learning for investment-related data scraping and data aggregation.

We offer turnkey reporting 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.