Free for internal use
Use the full schema and tools within your organisation
Open Standard for Investment Management · BSL 1.1Business Source License 1.1: a source-available license that permits free non-production use, inspection and modification, and converts to a fully open-source license after a set period.
The investment platform you can actually read.
Portfolios, instruments, positions, and transactions in an open data model you can inspect, fork, and self-host. No vendor lock-in.
Open by design
Source-available and built for flexibility. Use it internally for free, explore the full model, and adapt it to fit your needs without vendor lock-in.
Full Source Access
Inspect, understand, and learn from the complete model
No Vendor Lock-in
Your data, your infrastructure, your control
Extend and Adapt
Build on top of the model to meet your specific needs
Everything in one place
Portfolios, instruments, parties, transactions, pricing, valuations, benchmarks, and performance standardised, conformed, and ready to use.
Industry-standard structure
Built on FIBO principles for seamless alignment with regulators and counterparties.
Multi-currency from day one
Base, local, and organisation-level currency tracking for valuations across global portfolios.
One golden record per security
Reconcile data from Bloomberg, Refinitiv, and custodians into a single source of truth.
Your taxonomies, our model
GICS, ICB, or custom weighted classifications without schema changes.
Multiple views of truth
EOD, intraday, month-end, and NAV valuations stored side by side without workarounds.
Our Mission
Quadra's mission is to make investment infrastructure open, inspectable, and independent of any single vendor.
Investment
organizations rely on data from many vendors, custodians, and internal systems. Managing that data often
requires complex infrastructure and large operational teams.
Quadra simplifies this environment
by providing a platform that integrates diverse investment datasets, resolves securities and issuer
entities, maintains complete data lineage, automates operational workflows, and enables flexible
analytics.
Built for teams who manage investment data
From institutional asset owners to fast-moving fintech builders, Quadra helps you unify complex data, modernize your infrastructure, and move faster with a proven foundation so you can focus on insights, not data management.
Asset Owners
Unify complex, multi-custodian data
Unify positions, transactions, and valuations in one source of truth.
Asset Managers
Modernise without
rebuilding
Move to a flexible, open data model that grows with your business.
Wealth Managers & Family Offices
Start with a strong
foundation
Use a proven schema and focus on insights not data plumbing.
FinTech Builders
Ship faster with a proven schema
Build on a ready-made investment data layer instead
How we work
Quadra supports organizations at every stage from initial adoption to shaping the future of the investment data standard.
Users
Deploy Quadra within your organisation and get immediate access to the full data model, documentation, and community resources. Build on a proven foundation without starting from scratch.
Participants
Work with Quadra as a partner. Our consulting and managed services support implementation, data migration, and ongoing operations whether adopting Quadra or solving broader investment data challenges.
Consortium
Help define the future of investment data. Join the governance body that guides Quadra's roadmap, contributes to the standard, and drives industry-wide adoption.