Ocellics Fund Data Services

Managed Azure

Managed Azure for Ocellics products and your own workloads

SERVICE · MANAGED AZURE

Your Azure infrastructure, managed by us

Use FundSolve, WealthSolve or Fund Factsheets in the cloud, and add your own Azure infrastructure as required, including Azure SQL databases, virtual machines and serverless applications. We manage the Azure environment to CIS 2.0 and ISO 27001 requirements.

Traffic reaches a firewall, then a virtual network where a load balancer sits in front of the virtual machines. Key Vault, backups and Monitor attach to that estate.

Firewall

Monitor

Backup

Key Vault

Virtual network

Load balancer

Virtual machines

For firms that need managed Microsoft Azure infrastructure for their own technology, Ocellics products, or a combination of both.

YOUR INFRASTRUCTURE

What we manage for you

We manage the Azure environment behind your investment data systems, covering the infrastructure, security, cost management, backups and recovery that keep it running reliably.

Cost and visibility

You retain visibility of your Azure environment and what it costs, so you know what you’re running and paying for.

Azure management

We manage and maintain your Azure environment, including the infrastructure and configuration needed to support your systems.

Security and maintenance

We manage the ongoing security and maintenance of the environment, rather than treating it as something that ends after implementation.

Backup and recovery

We manage backups and recovery so there is a clear process for getting systems and data back when needed.

Security & compliance

Built to meet serious security requirements

We manage your Azure environment in line with established security and compliance standards, giving you a clear framework for security, monitoring, recovery and ongoing management.

Azure CIS 2.0 aligned

Your Azure environment is configured and managed against the CIS 2.0 benchmark, with compliance monitored and exceptions identified and managed.

ISO 27001 ready

The environment and operational controls are designed to support ISO 27001 requirements, whether you already operate within an ISO framework or are working towards one.

Backup and recovery that fits your requirements

Different workloads need different levels of protection. We agree the backup, retention and recovery requirements with you and configure the Azure environment accordingly.

Backups kept separately

Backups are kept separate from the running environment, providing a recovery path if the primary environment is unavailable.

Retention to suit the workload

Retention is set according to the needs of each workload, taking into account how far back you may need to recover and the cost of keeping that data.

Recovery you can test

Backups need to be recoverable, not simply stored. Recovery procedures are documented and can be tested so you know the environment can be restored when needed.

Know how your Azure environment is being managed

Every month we provide a report on the Azure infrastructure we manage for you, covering security, compliance, backups, vulnerabilities, maintenance and costs.

It gives you a clear record of the work completed, anything that needs attention and the current state of your environment.

Patching and vulnerability management are part of the ongoing service. We address findings as they arise and document anything that remains outstanding, including why and what action is required.

Run fund data on Azure without hiring a cloud team

Book a 20-minute call and we'll walk through your current environment, hosting requirements and what a CIS-aligned Azure estate would look like for your workloads.