Modern
FastAPI, PostgreSQL, Angular, Docker Compose. Valid time and recorded time on every master write. Nothing is overwritten; history is queryable.
Design
A bi-temporal security and entity master you run yourself. Modern stack, simple operations, low running cost — without a multi-year SaaS implementation.
Simple
One product for ingest, templates, mapping, ops, reports, and delivery. Metadata drives the screens — not a custom UI per instrument type.
Cost-effective
A small VPS and Docker is enough for a working instance. SaaS security-master programs are typically costly, slow to stand up, and hard to own.
Security Master
Search, overview, identifiers, sources, audit, bulk edit, and New Security (pull from a source or enter manually). Asset templates define fields once; survivorship records who won.
Entity Master
Issuers, brokers, custodians, accounts, exchanges. GLEIF pull, template-driven fields, linked securities, and bi-temporal audit. Promote from ingest when ready.
Corporate actions
Typed events with preview and apply. Impact on identifiers, holdings, and entity relationships stays inside the same master — not a sidecar spreadsheet.
Data mapping and connectors
Explore vendor APIs, map fields, refresh catalogs. Core connectors (Massive, OpenFIGI, Alpha Vantage, GLEIF, EDGAR) ship with the product; licensed packs plug in the same way.
DataOps
Tasks, transports, scheduler, plans, and exceptions. Run now in-process, or add a worker when you need the clock. Folders keep the runbook tidy.
Data Viewer, reports, downstream
Build views, export files, post to warehouses. Flatfile and HTTP are core; Snowflake and Databricks are licensed warehouse packs. Consumers stay on CoreAxess feeds.
Audit and bi-temporal truth
Every change has valid time and recorded time. Assert vs correct is explicit. Lineage you can defend in ops and compliance reviews.
Auth
Local users and optional OIDC SSO. Roles and permissions sit in configuration. The demo is a full instance you can log into — not a marketing mock.
