Quadra is an AI-native investment data management platform for asset managers, asset owners, wealth managers, family offices, and insurers.
It brings together data from investment systems, custodians, fund administrators, data providers, internal applications, and documents, then resolves and masters entities into a trusted investment book with cell-level lineage. The resulting data is ready for operations, reporting, analytics, applications, and AI agents.
Investment firms depend on systems and providers that describe investments differently. Identifiers conflict, values arrive at different times, and teams repeatedly reconcile the same information for different uses.
Quadra gives that data one documented destination. Its investment data model, ingestion and distribution services, entity resolution, master data management, quality controls, cell-level lineage, and operational workflows work together to create a governed investment book.
The model spans public and private markets. It covers instruments, issuers, parties, portfolios, positions, transactions, pricing, valuations, corporate actions, performance, funds, private-market deals, reference data, metadata, and lineage.
Quadra also extracts structured facts from investment documents such as capital call notices and prospectuses. It links those facts to the entities they describe while retaining the original document, page references, review status, and lineage as evidence.
Quadra sits alongside existing order and portfolio management systems, custodians, fund administrators, data providers, warehouses, and lakehouses. Clients can adopt it function by function while their existing systems continue to perform their established roles.
The full Quadra Data Model and Quadra Platform are source-available under the Business Source License 1.1. Qualified buy-side institutions can use them internally in production at zero licence cost.
The public Quadra Data Model Sample is separately available under the MIT licence for evaluation.