Leverage Your Marketing Data Like Never Before

Solve the fundamental data problem to drive marketing scalability

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Putting an End to “Garbage in, Garbage Out” Forever

The quality of marketing communications data dictates the timeliness and accuracy of the final product. Yet, chasing down and reviewing data for accuracy can be the bane of a marketing person’s existence. Firms with investment data management procedures in place will see the fruits of their labor through marketing efficiency and performance. At investment management firms, most internal data warehousing systems do not embrace the specific, demanding needs of the marketing team. As a result, marketers must deal with data aggregation and clean-up in addition to their core job responsibilities. With Synthesis, your firm can automate the collection, validation, and delivery of portfolio data for reporting and marketing purposes. With immediate access to clean data, all downstream activities become much simpler.

Create beautifully compliant marketing content — factsheets, pitchbooks, proposals, web pages — while also keeping data consistent across investment databases without any of the operational bottlenecks.


Synthesis' Datahub Solution

Take the Aggravation out of Data Aggregation

Automate the collection of all data feeds and files into one secure location and centralize all of your investment data — seamlessly.

Automate the Data Cleansing Process

Eliminate hours of time and aggravation managing data in spreadsheets. Automate checks for existence, value range, statistical changes, and other business requirements and utilize approval workflows.

Leverage your Clean Data Across Your Marketing Strategy

Create a seamless investment data process to fuel your marketing strategy. Push your clean and approved data into your content automation system, investment databases, website CMS and more.

White Paper: Should you Insource or Outsource Your Data Automation Solution?

Read our take on the build vs. buy debate

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Build or Buy Investment Data Management Solutions

Realize the 5  Key Benefits of Investment Data Management

Faster access to clean data

Synthesis’ datahub collects your investment fund data from internal and external sources such as portfolio accounting, performance and analytics systems, compliance, and third parties like Morningstar and Lipper. Then the system’s workflow manages responsible parties (data owners) to ensure your clean data arrives promptly.

Confidence in your numbers

Once your investment data is aggregated, Synthesis runs various tests to validate and transform your data into an accurate and consistent form. The workflow feature gives data owners the tools to quickly and easily identify and fix errors. The result is clean data files that are readily available for marketing use.

Compliance and audit trails

By acting as a single-source, validated and approved data repository, Synthesis’ datahub reduces the risks of inaccurate or inconsistent data. Data transformation can be completed at load or reporting time for maximum flexibility. Data logging and reporting capabilities provide a complete audit trail.

Organized workflow

Synthesis simplifies the workflow through an intuitive web user interface, accessible by everyone involved in the process. Users can view the real-time status of their data files, raise issues, communicate with data owners, and export data as soon as it’s ready.

Integration with your internal data warehouse

Synthesis’ datahub can be used as a stand-alone solution or in conjunction with internal operational data warehouses to provide improved reporting-side data support.

Featured Case Study:

A West-Coast Firm Saves 2,000 Hours per Year with Synthesis’ Data Solution

Go To Case Study


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