Unified Data Management for Asset Management

Fuel Your Growth With Unified Data

Unlock new possibilities with a platform designed to simplify access to timely, unified data, helping asset managers develop new products, deliver a better client experience, lower risk, and operate more efficiently.

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An Essential Part of Asset Management Growth

Asset management companies seeking to thrive in a challenging market need unified, trusted, and timely data to navigate complexity, seize new growth opportunities, and keep up with changing investor preferences.

InterSystems cutting-edge approach to data management enables firms to implement a smart data fabric quickly and easily, connecting data across silos and delivering actionable information when it's most needed.

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54% of asset management firms are challenged by errors in data, according to an InterSystems survey. This is largely due to the number of disparate data sources and the amount of effort required to integrate, validate, and reconcile data to transform it into a usable format.

Read our global survey of 375 asset management firms that highlights data challenges and investment trends in data management technology, such as data fabric software.

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Powering Growth, Innovation, and Efficiency

SUPERCHARGE GROWTH
OPTIMIZE RISK MANAGEMENT
IMPROVE REGULATORY COMPLIANCE
STREAMLINE OPERATIONS

Supercharge Growth Levers

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Supercharge Growth Levers

Investment Decisions

Manage client portfolios and react to new risks and opportunities faster with on-demand risk reporting and access to timely security or portfolio-level data.

Use Case

Product Innovation

Streamline the development and distribution of thematic funds or invest in new asset classes by easily incorporating new data sources into your portfolio management system and enabling the sales team to access the latest fund information with ease.

Use Case

Client Management

Create new digital experiences and deliver more value through a personalized service tailored to a client's financial goals, boosting engagement and retention. Monitor for client churn with predictive analytics using all available live and historical data sources.

Optimize Risk Management

Optimize Risk Management

Investment Risk

Analyze and manage pre- and post-trade risk with speed and accuracy. Monitor risk limits and react faster to market volatility by feeding your predictive risk models and scenarios with more data from multiple enterprise sources.

Operational Risk

Eliminate data errors, and improve data consistency and transparency by automating data processing workloads and applying business rules.

Compliance Risk

Avoid reputational damage by ensuring your regulatory compliance reports are accurate and provide the data lineage and transparency regulators require.

Risk Management and Compliance for Financial Services

Improve Regulatory Compliance

Track data lineage and full change history over time to maintain an audit trail of all your data in line with regulatory requirements.

Improve Regulatory Compliance

Data Lineage and Auditability

Track data lineage and full change history over time to maintain an audit trail of all your data in line with regulatory requirements.

Data Governance

Ensure data access is controlled and in strict adherence with your guidelines by leveraging a platform with business rules and data automation built around your data governance framework.

Data Privacy and Security

Built-in authentication, encryption, authorization, and auditability ensures tamper-proof compliance with data privacy requirements of clients as well as internal and regulatory compliance mandates.

Risk Management and Compliance for Financial Services

Streamline Operations

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Streamline Operations

Finance Operations

Drastically reduce the amount of time spent preparing and distributing AUM reports. Generate ad-hoc financial reports to monitor the health of your firm or to answer questions on the fly.

Investment Operations

Improve the performance and scalability of your trading systems, and ensure consistency in data across the front-, middle- and back office, from trade execution through settlement and reconciliation.

Use Case

Digital Transformation

Simplify your data infrastructure without replacing legacy systems using a new architectural approach designed to unify all your data without duplication.

Smart Data Fabric

Asset management firms have been trying to solve the same data problem for decades: how do you aggregate all of your enterprise data, including from vendor applications in the front-, middle-, and back-office, along with third-party service provider data, publicly available data, and data from other sources?

See how a smart data fabric helps

How Harris Associates Breaks Down Data Silos in Asset Management

Harris Associates breaks down data silos by implementing a smart data fabric, reducing the time it takes to make informed business decisions.

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Ultimate Control Tower

Unlocking the True Potential of Enterprise Data

Dubbed “the future of data management” by Gartner, an enterprise data fabric is a new architectural approach that speeds and simplifies access to data assets across data lakes, data warehouses, data clouds, data lakehouses, applications, documents, and other sources.

InterSystems smart data fabric takes this approach further by embedding a wide range of AI-enabled capabilities that make it faster and easier for financial services firms to gain new insights and enhance predictive or prescriptive analytics.

Designed For Flexibility and Scalability

Our financial services solutions are designed to be tailored to client needs. Whether you’re building a data-intensive application or want to simplify data management, InterSystems can help.