Investment Data Management

Finally, a Seamless Data Process to Fuel Your Marketing Operations

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Investment management firms are awash in data. Every trading platform, prime broker, custodian, index provider, and sub-advisor produces data. Each portfolio management, performance, analytics, and fund accounting group produces data. Lipper, Morningstar, and others produce data for asset managers they collect on firms’ products.

With so much data coming into your organization, using a data automation tool makes it quick and easy to organize and make it readily available for marketing use. Firms that address the data problem in their organization early-on find they have more efficient marketing processes and more effective results. As part of our core expertise, we help firms get a handle on their investment data management in order to significantly improve speed-to-market of key marketing materials like fund factsheets, pitchbooks, commentaries, and website content.

Collect and Consolidate your data. Bring it all together.

Synthesis Technology focuses on solving data management challenges specifically for investment managers. Typically, clients use our tools and services to consolidate anywhere from 15 – 50+ data sources.  These range from client-generated Excel spreadsheets to XML schemas containing complete fund data reports. Our proprietary data storage is designed to support data of almost any scheme and variety.  As a result, there are no obstacles or limitations to the nature or design of your data. A common problem for asset managers is they are dealing with data that comes out of poorly-managed legacy record-keeping systems. To solve this problem, Synthesis aggregates the data from these systems and unifies it to support a wide variety of presales, enrollment, and post-sales client communication and compliance documents.

Cleanse your data. Instill confidence.

Synthesis’ end goal is to make your investment data useful and reportable. We achieve that by providing a combination of transformation and calculation functions based on your data and production needs. A key part of the effort to meet this goal is implementing data validation and testing tools which help detect and report issues within the data. Our analysis tools test and validate your source data against statistical rules and historical norms and averages. Thus, reporting exceptions and variances in a clear and actionable manner. This enables your team to more efficiently handle data errors and inconsistencies while giving them greater confidence in the quality of the resulting data. These tools add tremendous value to the quality and accuracy of your data-driven marketing documents, websites, and client communications.

Store your data securely.  Create a single source of truth.

Information security is a concern we take seriously. In fact, it is a key component of our technology solutions. All client information is stored in separate databases. In turn, all clients have unique secure file transfer protocols. Secure Key Encryption and data retention policies are configured and tested client-by-client.

Make your data useful. Enable your marketing team.

The goal is not to just collect, clean, and store the data. It must be accessible and useful. Synthesis collects, consolidates, and cleans-up investment data for your communication assets. Our platform provides an intuitive user interface that allows marketers to manage the process in a way that makes sense to them. This is where many vendors and home-grown solutions fall short; they treat the use of this data as somebody else’s problem. It’s also why marketing organizations may feel under-served by their existing systems. In response to these pains, our data solutions serve the specific and unique needs of the marketing group.

West-Coast TAMP Conquers their Complex Data Challenges with Automation

After evaluating several providers, the TAMP selected Synthesis to implement a data management and fact sheet automation solution. The solution was deployed within two business quarters to meet their timeline objectives.

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