ActiveViam: Atoti risk analytics, deployment and licensing

Risk Services serves trading, portfolio, quantitative and reporting teams at buy-side and sell-side institutions, exchanges and clearing counterparties. It consumes positions, market data and reference data; its calculations cover vanilla instruments and structured products. Atoti and Risk Services can each be used independently.[4]

DirectQuery sends queries to an external database instead of first copying the dataset into Atoti memory. Documented examples include Snowflake, BigQuery and ClickHouse. The connection needs database credentials and permissions; source tables must enforce unique keys, and vector data must meet completeness and null-value rules. Historical consistency relies on the source database’s native time-travel capability or configured version columns. Atoti does not keep those external historical versions itself.[5]

The Risk Services connection has a different refresh model. Opening a completed Risk Portal report builds an Atoti analytical model from that run’s saved fields and calculation settings. Subsequent exploration does not reprice positions or automatically refresh the report. New results require another Risk Services run and reopening it in Atoti. Current documentation excludes direct loading into an existing Atoti cube and marks Limits support in that dashboard as forthcoming. Risk Services is licensed separately, whether used alone or integrated.[7]

Enterprise purchases use a separate paid agreement; the public sales route is a solution discussion and demonstration. Published commercial pages do not supply a standard enterprise tariff. The free and evaluation editions have specific user and use restrictions.[13][8]

FRTB is offered as SaaS or on premises, including a customer cloud or internal infrastructure. ActiveViam advertises four to six weeks for that solution’s deployment; this is its product estimate, rather than a timetable for every Atoti implementation.[2]

The documented baseline for Atoti Server from 6.1.1 is a quad-core machine, 16 GB RAM and a 64-bit Java 21 JVM. The Java development route uses Maven. Python SDK requirements from 0.9.1 add Python 3.10 or later; UI extension development has separate Node.js requirements. These are minimum supported configurations, so workload sizing remains a separate implementation task.[10]

The enterprise security stack separates authentication, entitlements and application data permissions. It can delegate identity checks to LDAP, Active Directory or an internal application; database, cube and branch permissions determine what a user can query or change. This configuration belongs to the enterprise application and should not be assumed to exist in the restricted CE package.[15]

A documented managed-hosting route uses DXC Luxoft’s Beyond platform on AWS. Its deployment blueprint uses Kubernetes and Helm, with Amazon EKS for orchestration. This adds a hosting partner to the software deployment; it is a distinct arrangement from running Atoti within the customer’s own infrastructure.[22]

Training covers the user interface and Java, Python and JavaScript development, with standard or tailored courses delivered remotely or on site. Consulting covers design, implementation, deployment and performance tuning. The services span both business users and implementation teams.[11]

The support policy dated 19 June 2026 normally ends support for a minor release two years after its successor reaches general availability. A solution can reach that point sooner if its underlying Engine or UI dependency does. Supported-version bug fixes are delivered through maintenance releases under the commercial agreement and where technically feasible. Extended support adds a fee unless an upgrade plan is agreed; it covers technically feasible Priority 1 error resolution, excluding other errors and feature requests. The surcharge is a percentage of annual software recurring revenue and increases for each release the customer remains behind after EOS.[12]

The SIMM application supports the sensitivities, initial-margin and threshold calculations used in a firm’s margin process. FRTB addresses market-risk capital analysis and reporting. These are software functions within the customer’s risk and regulatory operations.[3][2]

For evaluation use, the licence places responsibility for personal-data processing on the customer. The distinction matters when loading identifiable client or position records into a trial: the evaluation licence’s technical access does not transfer that processing responsibility to ActiveViam.[9]

The website terms identify Quartet Financial Systems, Inc., a Delaware corporation trading as ActiveViam, together with regional subsidiaries. The listed entities cover the UK, France, Australia, Germany, Hong Kong and Singapore.[16]

Nordic Capital records ActiveViam as a 2024 investment of Fund XI and gives New York as its head office. ActiveViam’s current management page names Shelley Magee as chief executive.[17][20]

ActiveViam announced its acquisition of Derivitec on 28 May 2026. The acquired business brings derivatives and FX risk engines, analytics libraries and cloud delivery into the group’s offering, extending the calculation capabilities around Atoti’s aggregation and analysis.[18]

The business previously used the Quartet FS name. Its product terminology also changed: ActivePivot became Atoti Server, ActiveUI became Atoti UI, and Atoti+ became Atoti. Older implementation documents can therefore refer to the same product lineage under earlier labels.[22][21]

Operator

Quartet Financial Systems, Inc. d/b/a ActiveViam and regional group entities

Service scope

Risk aggregation and analytical applications, with separately licensed managed pricing and risk calculations.

Customer types

Banks; Asset managers; Hedge funds; Exchanges; Central clearing counterparties

Delivery

SaaS; On premises; API; Managed service

Pricing publication

Public and quoted pricing

Headquarters

New York, United States

Platforms

Atoti Engine; Atoti FRTB; Atoti ISDA-SIMM; Atoti Risk Services; Atoti Intelligence

Integrations

Snowflake DirectQuery; BigQuery DirectQuery; ClickHouse DirectQuery; Microsoft Excel; Power BI; Tableau

Pricing scope

Restricted free CE, registered evaluation and separately contracted enterprise services.

Implementation

Java or Python application development; customer infrastructure, SaaS and partner hosting routes depend on the product.

Support

Customer portal, training and consulting; version lifecycle and commercial agreement govern maintenance.

Permissions and regulatory scope

Capital, margin, risk and reporting software for institutional workflows.

Provider metadata checked 21 Oct 2026Source 8Source 1Source 13Source 5Source 9Source 6Source 2Source 22Source 17Source 4Source 3Source 16Source 11

Atoti Intelligence adds natural-language queries, root-cause analysis and dashboard creation to an existing Atoti application. It operates above the Engine’s semantic model and is not a standalone analytics system. Firms can connect an approved language model, while the Atoti MCP Server exposes data and tools to other agents and can connect to other MCP servers. Its documented components include Auto-Explain, Visualize This and UI Chat.[19]