Portfolio data consolidation for mid-market investment managers
Portfolio data consolidation, built and managed for you.
We design, build, and operate production-grade investment pipelines, consolidation, and governance, turning scattered portfolio data into a clean, reliable foundation your team can query and act on.
The problem
Sound familiar?
Your data lives in 15 tools. Your decisions live in the dark.
- Positions in one system. Risk in another. Reporting in spreadsheets.
- Simple questions take half a day to answer.
- It’s not a data problem. It’s a visibility problem.
You tried consolidating in Excel. Then reality hit.
- Ten funds. Ten different formats. Every month.
- You still need someone just to keep the numbers current.
- Built for one person’s logic, not a growing investment operation.
You hired a data person. You still can’t see portfolio performance.
- Analysts build reports, not the pipelines behind them.
- One person can’t maintain pipelines across funds and mandates.
- Internal teams cost more and deliver less than dedicated specialists.
The solution
Production-grade investment data infrastructure: designed, built, and fully managed
Our specialist team builds and operates your complete investment data layer, including ingestion, consolidation, governance, and monitoring, so your organisation gets clean, reliable, queryable data without building the capability in-house. Dashboards, portfolio insights, and better investment decisions follow from a foundation you can trust.
HyprFlow
Connect & Sync
Every investment data source, from portfolio management systems and custodian feeds to Bloomberg, risk engines, and fund accounting platforms, connected into a single, automated pipeline. Data arrives clean, on time, and governed. No engineering effort from your team.
HyprStore
Warehouse & Govern
A fully managed, production-grade investment warehouse: modelled for portfolio reporting, governed, and queryable from day one. The reliable foundation your business needs for performance attribution, risk monitoring, and client reporting.
What our clients say
Real results from real investment managers
When your business runs on financial data across multiple platforms, the worst thing you can do is make decisions on numbers that aren’t reconciled. Before Hypr, getting to a clean, trusted view took days of manual work every month. Now it’s just there. As a CA I care about the integrity of the numbers and that’s exactly what Hypr delivers.
We seriously considered building our own data infrastructure. The quotes we got back were unpredictable, the timelines were optimistic, and we’d have needed engineers just to keep it running. Hypr was live and managed in four weeks. The build option would still be running today.
We’d been through other providers who could build things but never really understood what we were trying to achieve. That has not been a problem with Hypr. They came in, understood the business, and built something we actually use every day.
The process
From scattered investment data to clear insights in weeks
A proven process refined across dozens of investment engagements. Your first tailored demo ships in days. Most investment firms have production portfolio reporting within five weeks.
A diagnostic worth having, even if you stop here
We map every investment data source, interview portfolio and compliance leads, and deliver a prioritised roadmap with quick wins: a standalone deliverable your team can act on, whether or not you move forward with Hypr.
Your first tailored demo in days, actionable insights in weeks
A working demo tailored to your investment data within the first week. Weekly walkthroughs, full transparency, no surprises. Most investment firms are in production within five weeks.
Your team tests, verifies, and signs off
Your team reviews the dashboards, checks portfolio valuations against your custodian, and verifies the numbers match. We don’t go live until you’re confident the data is right.
A long-term partnership that scales with your AUM
We monitor 24/7, resolve issues before they reach you, and evolve your platform as you grow. New funds, new mandates, and new integrations, all from your managed investment data department.
Compare
Three paths to portfolio analytics. One doesn’t need a data team.
Every approach has trade-offs. Here’s what each one actually costs, how long it takes, and what it demands from your team.
| RecommendedHyprManaged investment data partner | DIY PlatformsDatabricks, Snowflake, dbt | In-House TeamBuild your own data department | |
|---|---|---|---|
| Time to first insight | Days | Months | 6–12 months |
| Total cost of ownership | Up to 80% less | R500k–R1M+ | R800k–R1.5M+ |
| Ongoing iteration speed | Fast | Slow | Weeks (backlog dependent) |
| Risk of project failure | Guaranteed or you don’t pay | Medium: config complexity | High: hiring + retention risk |
| Expertise included | Investment data eng. + portfolio modelling | Platform only, bring your own engineers | Depends on who you hire |
| Switching cost / lock-in | Transition to in-house anytime | High migration cost | Key-person dependency |
- Time to first insightDays
- Total cost of ownershipUp to 80% less
- Ongoing iteration speedFast
- Risk of project failureGuaranteed or you don’t pay
- Expertise includedInvestment data eng. + portfolio modelling
- Switching cost / lock-inTransition to in-house anytime
Security
Your investment data security is non-negotiable
Every layer of our infrastructure is built to protect your most sensitive data. No shortcuts.
SOC 2 Type II
Annual third-party audits verify the design and operating effectiveness of our security controls. Every audit report is available to clients under NDA upon request.
POPIA Compliant
Full data residency controls and privacy safeguards that meet POPIA and GDPR requirements. We support data subject access requests, right-to-erasure, and consent management out of the box.
HIPAA Ready
Healthcare-grade safeguards for protected health information, including BAA execution. Our infrastructure meets the administrative, physical, and technical requirements for HIPAA compliance.
AES-256 Encryption
All data is encrypted in transit via TLS 1.3 and at rest using AES-256, the same standard used by banks and government agencies. Encryption keys are managed through a dedicated key management service with automatic rotation.
Role-Based Access
Granular permissions ensure portfolio managers, compliance, and client reporting teams only access the data they need, with complete audit logging of every action. Integrates with your existing SSO provider for centralised identity management.
Data Residency
Your data stays in South Africa, with no exceptions. We operate in local cloud regions so you can meet POPIA data sovereignty and compliance obligations with confidence.
See what your investment analytics could look like in five weeks
Start with a free discovery call. We’ll map your investment data sources, identify quick wins, and show you a tailored preview of the portfolio dashboards we’d build. It’s a valuable diagnostic whether or not you move forward.