Knowledge Base

Clients of Everise Labs choose to host Everise IMS on their own on-premises servers or in their preferred cloud environment to ensure data security, compliance, operational resilience, and seamless integration with existing systems.

1. Full Data Ownership and Control

• Clients retain complete control over their investment and customer data, ensuring compliance with internal security policies and regulatory requirements.
• No third-party access to sensitive financial and investor information.

2. Regulatory Compliance, Including DORA and GDPR

• Financial institutions must comply with Digital Operational Resilience Act (DORA), GDPR, MIFID II, AML, and other jurisdiction-specific regulations.
• DORA, which applies to financial entities operating in the EU, requires strict ICT risk management, resilience testing, and secure data handling to ensure the operational stability of investment firms and payment service providers.
• On-premise or private cloud hosting ensures data residency compliance and reduces dependency on third-party cloud providers, which could be subject to operational or geopolitical risks.

3. Enhanced Security and Risk Management

• Hosting Everise IMS internally enables advanced security measures, including:
• This aligns with DORA’s ICT risk management framework, which mandates cybersecurity resilience and incident handling in the financial sector.

4. Seamless Integration with Internal Financial Systems

• Everise IMS’s open architecture allows easy integration with existing banking, trading, and compliance systems, including:
• This ensures operational continuity while allowing financial institutions to adapt to evolving regulatory and market conditions.

5. Operational Resilience & Single-Tenant Infrastructure

• Everise IMS provides a single-tenant deployment model, meaning each client has dedicated system resources, ensuring:
• This approach aligns with DORA’s operational resilience requirements, which stress minimizing third-party dependencies and ensuring business continuity.

6. Flexibility in Deployment Options

• Clients can choose between on-premise deployment for maximum control and low-latency processing or cloud hosting for scalability and cost efficiency.
• Supported cloud environments include AWS, Microsoft Azure, Google Cloud, and private data centers, ensuring compliance with regional and industry-specific data regulations.

7. Lower Operational Risks and Vendor Independence

• Hosting Everise IMS internally allows financial institutions to reduce dependence on third-party SaaS providers and eliminate risks associated with vendor lock-in.
• Organizations can manage their own update and maintenance schedules, ensuring system stability and compliance with new regulatory requirements without unexpected changes from external providers.

8. Cost Optimization and Long-Term Savings

• Financial institutions with existing IT infrastructure can reduce costs over time by eliminating recurring SaaS subscription fees.
• Cloud hosting offers scalability, allowing firms to optimize resources based on demand while maintaining full control over deployment.

By hosting Everise IMS on-premises or in their own cloud environment, clients can ensure regulatory compliance (DORA, GDPR, MIFID II, AML), enhanced security, and seamless system integration, while maintaining full control over their financial operations. This makes Everise IMS the ideal solution for banks, asset managers, securities brokerages, electronic money institutions (EMIs), and payment institutions (PIs) that need a resilient, secure, and customizable investment management platform.