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All Cogency products are built upon Cogency Wisdom, Cogency’s comprehensive patented application platform. This robust platform provides very powerful and practical information management capabilities unrivaled in the industry.
- Deployment – Hosted or Installed, browser and desktop options, you choose based on preference, workload, usage:

- Advanced Security – Screens and data within the screen can all be secured at a most granular and configurable level, based on user, role and group, ensuring that only the right users see only the right data.
- Management console
- Activity logs - For user access tracking
- Session logs - For usability review
- Change logs - For transaction history review
- Event logs - For accounting alerts
- Data Exchange – Tools for importing or exporting Cogency data via excel, sql, web-services, Cogency DataAccessAPIs or custom connectors. Easy exchange data in either direction with your existing technologies and application data sources
- Reporting
- Excel Export – From every grid in Cogency
- Table Calculators – Powerful rules engine for you to create customized views of any grid
- PDF Reports – From every screen in the product
- Report Cards – Threshold based compliance alerts and reports
- Report Groups – Automatically generate a full set of reports for one or more funds
- Scalability – Configuration options let you grow as your firm's needs expand
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