Introducing PostSig Inventory: The Foundation for Market Data Control

For most firms, the real cost of software, licenses, and data services isn’t what they buy — it’s also what they can’t see. Subscriptions roll over, duplicate tools proliferate across desks and regions, and compliance gaps appear when no one has a complete picture of what’s active, for whom, and under which terms.

In capital markets, this problem is magnified. Terminals, workstations, feeds, and datasets are spread across business lines and geographies; entitlements live in vendor portals or static internal systems; renewal dates are buried in contracts. Without a centralized, accurate view, firms overspend, lose leverage at renewal, and face painful audits.

PostSig Inventory changes that. It’s a real-time inventory system natively integrated into the PostSig platform — built on LineageAI™ — that connects licenses and entitlements directly to the contracts that govern their cost, terms, rights, and cancel-by dates. It eliminates manual entry, scales quickly across teams, and gives finance, compliance, and operations a single, reliable source of truth. Reports can be run and exported at any time.

What have I bought, for how much, and how many?

It sounds simple, but most firms can’t answer this question with confidence. Market data spend is spread across desks, teams, and regions, each with its own contracts and invoices. Without a consolidated view, firms end up with redundant licenses, unused seat entitlements, and little leverage in vendor negotiations.

Use case: A global bank uncovers 15 Refinitiv terminals, 8 Bloomberg terminals, and 8 FactSet workstations licensed across different desks. With Inventory, the firm determines which are truly needed and reduces overlap by reassigning seats and cutting redundancies, saving hundreds of thousands in annual spend.

With PostSig, every license is tied directly to the contract that governs its cost and volume, so you always know what you’ve bought and what it’s worth.

When can I use it?

Every contract comes with start dates, end dates, and cancel-by windows. Miss one, and you risk being locked into another year of inflated pricing, with no time left to renegotiate. Most teams try to track this in spreadsheets, but deadlines get lost, ownership is unclear, and renewals slip through the cracks.

Use case: An asset manager avoids a costly auto-renewal of a Bloomberg license after Inventory surfaces the cancel-by date 90 days in advance, giving the team time to renegotiate terms.

PostSig connects renewal dates directly to contracts, so you never get caught off guard by silent rollovers.

How is it being delivered, and how can I use it?

With physical inventory, delivery is straightforward. With market data licenses, it’s anything but. Data can be received via API, secure file transfer, or web portal, and the delivery method is crucial for ensuring compliance, facilitating integration, and minimizing costs. Without visibility, compliance teams don’t know where sensitive data flows, engineers don’t know how to integrate it, and finance risks paying for redundant feeds.

Use case: A financial services firm uses Inventory to manage its third-party data vendors. By tracking not only the datasets but also the delivery method, compliance teams know where sensitive data flows, engineers know how to integrate it, and finance avoids redundant feeds.

PostSig links delivery methods and permissions back to the governing contracts, so every team understands both how the data arrives and how it can be used.

Who can use it?

Entitlements and permissions are the backbone of market data compliance. Vendors regularly audit usage to ensure firms aren’t sharing data beyond the agreed scope. But without a system to track who is entitled to what, teams scramble to piece together records, often too late to avoid penalties.

Use case: During a FactSet audit, a hedge fund uses Inventory to demonstrate exactly which desks were entitled to access — preventing a six-figure back charge for “misuse.”

PostSig maintains a clear, audit-ready record of entitlements, connected to the contracts that define scope and rights.

Who is actually using it?

Just because a license is assigned doesn’t mean it’s being used. Traders leave, roles shift, and data sits idle while the bills keep coming. Without visibility into utilization, firms can’t reassign licenses effectively, and oversubscription quietly grows.

Use case: A family office expands into Europe and doubles its headcount. Instead of defaulting to new purchases, Inventory ensures that licenses are reallocated efficiently, keeping spend under control and preventing oversubscription.

PostSig reconciles usage against the contracts behind each license, so renewals are based on reality, not assumptions.

Why We’re Different

Static vs. Real-Time
Legacy solutions promise automation, but most deliver periodic reconciliations and stale snapshots. 

PostSig Inventory runs in real time inside PostSig. New contracts, amendments, entitlements, and assignments are synced continuously, so dashboards and alerts always reflect the current state — not last month’s export. Teams can run and export reports instantly to answer urgent questions without waiting for batch updates or consultants.

Context That Creates Leverage (Not Just Visibility)
Legacy tools track inventory in isolation. That helps with counting, but it doesn’t help you negotiate.

PostSig Inventory ties every license and entitlement back to the governing contract — price, tier, usage rights, cancel-by window, renewal terms, and obligations. When renewal season hits, you aren’t arguing from spreadsheets; you’re negotiating from the contract — with utilization and cost history in context.

UI & Adoption Without the Drag
Legacy platforms are often consultant-heavy and UI-dense, slowing rollouts and updates.

PostSig Inventory is built with a modern, intuitive UI. Role-based views (finance, compliance, ops, desk leads) make it easy to answer “who has what, at what cost, under which terms.” Self-serve reporting means admins can export what they need — when they need it — without tickets or vendor services.

AI Differentiation With LineageAI™
“Automation & intelligence” is vague until it’s connected to outcomes.

LineageAI™ maps the full lineage from contract → amendment → entitlement → delivery method → invoice → usage, then flags anomalies and opportunities:

• Cancel-by risks and silent rollovers

  • Entitlement scope vs. observed usage

  • Duplicate datasets across vendors or regions

  • Delivery methods that raise compliance concerns

  • Price or volume changes hidden in amendments

Speed to Value and Scale — Software First, Service Optional
Legacy providers are increasingly pushing managed-service models, where you rent not just the software but also the personnel needed to operate it. That can create dependence, slow time-to-value, and limit transparency.

PostSig Inventory takes a AI-first approach, offering fast deployment, intuitive use, and scalability across teams without requiring mandatory service layers. Consultants still play an essential role — and PostSig gives them a more powerful platform to deliver insights on top of. But firms don’t need to rely on external staff just to run reports or reconcile renewals.

The Bottom Line: Why PostSig Inventory

Legacy inventory tools count things. PostSig Inventory connects things — in real time, in context, and directly back to the agreements that define cost and rights.

The result is a single source of truth for licenses and subscriptions, fully connected to spend, terms, rights, and usage. That’s how you reduce wasted spend, prove compliance with confidence, secure sensitive data flows, and negotiate from a position of strength.

PostSig Inventory is live. It’s the foundation for market data control — and it’s ready to bring order to your vendor stack.

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