Institutional Infrastructure for Investment Operations
Your world class performance powered by our turnkey solutions
ForeStrat equips institutional investors with the infrastructure to perform at the highest level. Your team can focus on core competency, not infrastructure.
Solutions
Infrastructure by audience
ForeStrat meets you where you are. Whether you run a single PM book or allocate capital across a multi-manager platform, we will deliver infrastructure that fits your needs.
Portfolio Manager
+
- Custom datasets are a real edge on alpha. FinSight turns filings, research, and unstructured sources into production datasets.
- Vendor feeds are error-prone and slow to operationalize. DataStrat makes ingestion, security master, and quality checks seamless.
- Building an institutional ops stack yourself is multi-million-dollar overhead. TradeStrat gives you execution, middle office, and real-time risk without the headcount.
- Breaks and overnight firefighting steal time from the book. MatchStrat keeps positions and P&L continuously reconciled and explained.
Capital Allocator
+
- Duplicate vendor contracts across PMs burn money with no leverage. DataStrat consolidates feeds, costs, and allocation on one platform.
- Every PM wants differentiated data but cannot wait on engineering. FinSight gives shared, ontology-mapped custom datasets without extra headcount.
- Risk limits live in IMAs while breaches show up after the close. TradeStrat enforces PM-level limits, routing, crossing, and live P&L in real time.
- Middle office headcount scales with every new PM and broker. MatchStrat automates recon and break resolution so ops stays fixed as the platform grows.
Boutique / Mid-Market Banks
+
- Vanilla TCA does not win agency flow. TradeStrat builds open TCA and algo-wheel infrastructure clients can use to prove execution quality.
- T+0 settlement leaves no room for overnight recon backlogs. MatchStrat delivers near real-time matching and agentic break resolution.
- Research catalogs get lost and under-monetized. DataStrat centralizes discovery and consumption analytics across the franchise.
- Generic vendor content looks like every other bank. FinSight extracts proprietary datasets from filings and global sources for content-led differentiation.
Middle Office Operations
+
- Overnight break backlogs start every morning in firefighting mode. MatchStrat streams cash, positions, and P&L reconciliation with full explanation.
- IBOR drifts from PB and admin books until T+1 or later. TradeStrat keeps the live book updated as fills arrive.
- Risk limits exist on paper but fail in ops. TradeStrat puts pre- and post-trade checks inside the trade flow.
- Headcount and outsource queues scale with volume. ForeStrat pairs automation with optional 24×6.5 human support across global markets.
Products
FinSight, DataStrat, TradeStrat, and MatchStrat
Four connected products for data, trading, and reconciliation. Open a panel to explore.
Product 01 FinSight Custom Dataset Intelligence +
FinSight is ForeStrat's self-service dataset intelligence product. Turn public filings, private research, unstructured documents, and web-scraped content into structured, ontology-mapped datasets with multi-channel ingestion, AI extraction, optional human review, and delivery to portfolio managers.
Explore FinSight →
Dataset Pipeline
10-K filings
→ extract
parsed
Broker research
→ map
ontology
Web scrape
→ structure
validated
Private PDFs
→ review
optional
Output
Ontology-mapped dataset
Ontology & Prompts
Self-service ontology and prompt ideation for repeatable dataset workflows across research teams.
Multi-Channel Ingestion
Filings, email, SFTP, API, web scraping, and social media feeds in a single pipeline.
AI Extraction & Validation
Multi-model extraction with tally, balance, and client-specific quality checks before publish.
Human-in-the-Loop Review
Optional expert review gates datasets before they reach production research and model workflows.
Product 02 DataStrat Data Strategy & Ingestion Systems +
DataStrat is ForeStrat's proprietary ingestion engine, deployed directly inside your infrastructure. Connect, normalize, and enrich structured and unstructured data feeds. Integrate pre-built connectors for major financial data feeds and unify identifiers in a single security master graph.
Explore DataStrat →
Pipeline Ingestion
Bloomberg
→ ingest
ok
Refinitiv
→ ingest
ok
Corp actions
→ enrich
review
10-K filings
→ extract
parsed
Output
Research-ready dataset
Feeds & Connectors
Hundreds of pre-built integrations for major financial data vendors and alternative data sources.
Ingestion Pipelines
Domain-aware ingestion with built-in quality checks and exception routing mechanisms.
Security Master
Cross-vendor identifiers unified into a single, queryable instrument database.
Data Quality Audit
Point-in-time data lineage preserved end-to-end to ensure research repeatability.
Product 03 TradeStrat Execution and Trade Operations +
TradeStrat is ForeStrat's proprietary trade operations platform, deployed directly inside your firm. Design scalable workflows spanning multi-asset execution, pre-trade compliance risk limits, TCA pipelines, and real-time IBOR positioning.
Explore TradeStrat →
Execution Blotter
BUY
EQ · VWAP
Filled
SELL
FX · TWAP
Working
BUY
ETF · IS
Filled
MON
Surveillance
Flagged
Posted to
IBOR · real-time
OEMS Setup
Multi-asset execution architectures with integrated compliance controls and limit monitoring.
Real-Time IBOR
Instant position bookkeeping updating as fills arrive, eliminating overnight batch lag.
TCA Pipelines
Transaction cost analysis and execution quality monitoring built directly into the system.
Regulatory Compliance
Bespoke surveillance modules and automated reporting aligned to your compliance policies.
Product 04 MatchStrat Operations & Reconciliation Automation +
MatchStrat is ForeStrat's streaming reconciliation engine. Automate matching across cash, positions, NAV, and collateral. Institutional memory models auto-resolve 80% of recurring breaks.
Explore MatchStrat →
Recon Engine
PB · Cash Daily reconciliation
Matched
Administrator · NAV Fund-level tolerance
Matched
PB · Margin call Intraday
Break
Custodian · Position Equities
Resolved · memory
IBOR · Trade FX fills
Matched
Real-time
Streaming matching at millions of rows per parallel batch.
NAV
Component-level discrepancy detection across fees, pricing, income.
IBOR/ABOR
Investment vs accounting books with accrual and amortisation support.
Collateral
Margin and collateral recon with custodian and prime broker.
From the team
Notes on investment operations
Technical writing and perspectives from our engineering team on running infrastructure in production.
Version Control for Reconciliation: Test Rule Changes Before They Go Live
Branching and data diffs let ops teams test reconciliation rule changes against frozen data before anything ships.
Read post →How we taught an AI to reason about trading data without ever seeing it
Programmatic Tool Calling: AI-generated Python runs in your browser, data stays in your perimeter, and the model only sees schema metadata.
Read post →Anatomy of an IBOR break: from detection to resolution in 90 seconds
A walk-through of a real reconciliation break, what the data looked like, what the agent saw, and the resolution path.
Read post →See ForeStrat in your environment
See ForeStrat products running in your environment.
FAQ
Common questions
What is ForeStrat? +
ForeStrat builds AI-native infrastructure for quantitative portfolio managers, capital allocators, boutique banks, and middle office teams: unified data pipelines (DataStrat), self-service dataset intelligence (FinSight), trade operations (TradeStrat), and reconciliation (MatchStrat). Solution pages cover Portfolio Manager, Capital Allocator, Boutique / Mid-Market Banks, and Middle Office Operations. Often described as institutional infrastructure for investment operations, ForeStrat is deployed infrastructure so teams can focus on core competency and performance.
How can I get a demo? +
Book a demo via our contact form.
How is it differentiated from other offerings? +
ForeStrat emphasizes data quality as a critical component, not optional. It is designed specifically for financial and systematic trading workflows, providing reliable data ingestion, transformation, and delivery, all with high compute and storage performance tailored for trading use cases. With ForeStrat you have one team to handle all your trade operations and data needs.
How can I use ForeStrat if I already have a data team? +
ForeStrat complements your existing data team by providing a ready-made, high-quality data pipeline platform with built-in compute, storage, and monitoring. Your team can focus on building proprietary transformations and models, while ForeStrat handles ingestion, reliability, and scalability, reducing operational burden.
Do you have referenceable clients? +
Yes, for serious enquiries once we have determined a fit we can get client references. We value our clients' privacy.
How is it different from Snowflake or Databricks? +
Unlike Snowflake or Databricks, ForeStrat relies on open source for storage and compute. We offer transparent cloud costing with no volume-based pricing—your bill does not balloon as usage grows. There is no vendor lock-in for data, and in the unlikely event you need to leave, you can migrate your data and processes in days.
What does ForeStrat cover in middle office operations? +
ForeStrat middle office covers trade lifecycle and allocations, real-time IBOR and P&L, corporate actions, broker and prime connectivity, risk limit enforcement, and streaming reconciliation for cash, positions, NAV components, and collateral. TradeStrat and MatchStrat run in your environment with optional human support available 24×6.5 across global markets. ForeStrat complements your fund administrator; official books stay with your admin while you own the manager-side middle office.