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 – Web-browser and Desktop deployment options
• 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