Transform Scattered Financial Data Into a Single Source of Truth
Queryable in plain English. Powered by AI. Built for financial institutions that need precision, auditability, and speed.
Dynamic Financial Data Consolidation
Watch how ContentAtlas consolidates complex financial data from multiple sources into custom reports for analysis.
From SAP extracts to Excel sheets—see automated consolidation with built-in ISO 4217 validation and complete audit trails.
Video demonstration
Built for Financial Institutions
Content Atlas eliminates the bottleneck of manual data consolidation. Ingest, cleanse, reconcile, and query — all in one platform.
95% Faster Data Onboarding
What took days of engineering time now happens in minutes with AI assistance
Zero Silent Data Drops
Every validation failure is logged with specific error labels — never silently dropped
Natural Language Queries
Executives ask questions in plain English, get instant SQL-backed answers
Full Audit Trail
Every import, mapping, and query tracked with timestamps for compliance
Financial Sector Solutions
Purpose-built for the unique data challenges of financial institutions.
Portfolio Position Reconciliation
Compare custodian positions against internal systems with configurable tolerance thresholds
Financial Forecast & Budget Analysis
Transform hierarchical budget files into queryable tables with automatic flattening
Multi-Source Data Consolidation
AI-assisted schema mapping from CRM, trading platforms, custodian statements
ISO 4217 Currency Validation
Validate monetary values against international standards with 150+ currency codes
Regulatory Reporting & Audit Trail
Complete data lineage, read-only query safety, and full SQL transparency
Intelligent Duplicate Prevention
File-level SHA-256 hashing and row-level unique checks prevent data duplication
Automated Green-to-Blue Position Mapping
Ingest raw custodian position files (FMCPOS "Green" format) and automatically transform them into standardized internal formats ("Blue"). Compare source positions against target system output with match keys (Security_ID + SCD_Port). Identify breaks, orphans, and mismatches in minutes with color-coded match rates by Instrument Type and Fund.
12+ transformation rules automatically map custodian files to internal formats
Ask Questions in Plain English
No SQL required. No BI licenses needed. Just ask and get instant, SQL-backed answers with full audit trails.
"What's our total budget allocation by category?"
Financial Analyst"Show me our total exposure to technology sector across all portfolios"
Chief Investment Officer"Reconcile today's FMCPOS positions against SCDPFC output and show me breaks by fund"
Head of Operations"List all short positions with negative holdings across all portfolios"
Portfolio ManagerBuilt for Every Financial Professional
See how Content Atlas transforms workflows across your organization.
Chief Investment Officer
"Show me our total exposure to technology sector across all portfolios"
"What's our performance attribution for Q3 vs. benchmark?"
"Compare our current positions against last quarter's allocation"
Head of Operations
"Reconcile today's FMCPOS positions against SCDPFC output and show me breaks by fund"
"How many records failed validation in this week's imports?"
"Show me the import history for the custody positions table"
Portfolio Manager
"List all short positions with negative holdings across all portfolios"
"What's our total cost basis by instrument type?"
"Show me positions where base market value differs by more than 1%"
Compliance Officer
"Show me all imports that had validation failures in the last 30 days"
"Export the complete audit trail for the positions table"
"List all API keys and their last access dates"
Financial Analyst
"What's our monthly budget burn rate for the next 6 months?"
"Show me total expenses by category compared to last year"
"Create a chart of revenue by product category for the executive presentation"
Current Features & Capabilities
A comprehensive platform for financial data intelligence — from import to analysis.
| Feature | Description | Business Value |
|---|---|---|
FMCPOS Position Import |
Import and transform custodian position files from Green to Blue format | Eliminates manual mapping of 20+ columns |
| 12-Transformation Pipeline | Automatic application of constant columns, concatenation, derivation, lookup, and formula transformations | Ensures consistent data format across all imports |
| Reconciliation Engine | Compare FMCPOS positions against SCDPFC output with match keys (Security_ID + SCD_Port) |
Identifies breaks, orphans, and mismatches in minutes |
| Hierarchical Budget Import | Auto-detect and flatten budget files with category headers and monthly columns | Transforms 4-hour Excel work into 5-minute automated pipeline |
| Natural Language Queries | Ask questions in natural language, get instant SQL-backed answers with full audit trails |
Enables self-service analysis for non-technical users |
| Smart Agent with Instructions | Upload a file with a natural language instruction (e.g., "Import this forecast and flatten monthly columns") | Reduces import configuration from 30 minutes to 30 seconds |
| Real-Time Position Streaming | Stream live position updates from custodian APIs instead of batch file imports | Near real-time portfolio visibility |
| Multi-Portfolio Reconciliation | Reconcile positions across multiple portfolios and custodians in a single operation | Consolidated view of firm-wide positions |
| Performance Attribution Engine | Calculate contribution and attribution from position-level data | Instant performance reporting for client presentations |
| Risk Metrics Dashboard | Pre-computed risk metrics (VaR, tracking error, beta) from consolidated position data |
Real-time risk monitoring without external systems |
| Regulatory Report Templates | Pre-built templates for common regulatory reports (Form PF, AIFMD, MiFID II) |
Reduce report generation from days to hours |
| Multi-Currency Aggregation | Automatic FX conversion and multi-currency portfolio aggregation |
Unified view of global portfolios |
Why Financial Executives Choose Content Atlas
Built to deliver measurable impact across speed, integrity, cost, compliance, and scalability.
Speed to Insight
95% faster data onboarding. Self-service analytics. Real-time reconciliation.
Data Integrity
Zero silent data drops. Dual-layer duplicate prevention. ISO-standard validation.
Cost Reduction
Eliminate manual Excel work. Reduce reconciliation headcount. No BI license costs.
Compliance & Governance
Full audit trail. Read-only query safety. Role-based access control.
Scalability
Handles 10,000+ records. Multi-tenant architecture. Cloud-native deployment.
Enterprise-Grade Architecture
Built on PostgreSQL, FastAPI, and Anthropic's Claude AI models. Cloud-native, scalable, and secure.
Complete the picture
ContentAtlas validates every figure coming in. Helm gates every financial action going out.
When your LLM agents issue refunds, adjust balances, or update vendor records, Helm intercepts each action as a structured proposal — approved, blocked, or held for human review before it touches your financial systems.
Ready to Transform Your Financial Data Operations?
Book a personalized demo showcasing FMCPOS reconciliation, budget analysis, and natural language queries with your own data. See value within 48 hours.