Fuel Your Growth with Unified Data and Analytics
Unlock new AI-driven possibilities, launch new products, deliver a better client experience, lower risk, and operate more efficiently with a platform designed to maximize asset managers' use of data.
Asset Management Data Platform
Asset managers are innovating at an unprecedented pace. Generative AI applications are reshaping how the industry thinks about investment strategies, asset allocation, risk management, investment research, and marketing and distribution.
Transforming raw data from multiple sources into a single source of truth is crucial for all asset management use cases, including AI-ready applications.
Solve any business challenge with accurate, consistent, high quality data
InterSystems solutions enable asset managers to dynamically integrate data from various sources inside and outside the firm, orchestrate services, and apply AI and analytics.
Our cutting edge-approach to data enables firms to integrate and perform analysis on aggregated data from structured and unstructured data residing in data warehouses, data lakes, data lakehouses and directly from CRM systems and applications.
We help asset managers:
- seamlessly leverage their data in AI models
- sharpen decision intelligence to monitor for alpha signals
- improve risk management
- automate reporting for finance, sales, marketing, and regulatory compliance
Our global survey of 375 asset management firms highlights data challenges and investment trends in data management technology, such as data fabric software.
The survey found 54% of asset management firms are challenged by errors in data. 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.
The survey found 54% of asset management firms are challenged by errors in data. 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.
Connect Everything, Solve Anything
Supercharge Growth Levers
Supercharge Growth Levers
AI Applications
Seamlessly leverage your data with large language models (LLMs) with one solution that can transform all of your internal and external data sets into AI-ready data. Connect, normalize, and harmonize data across silos, create vectors, and perform RAG without having to move your data.
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.
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 managing data access in a controlled and secure environment.
Compliance Risk
Avoid reputational damage by ensuring your regulatory compliance reports are accurate and provide the data lineage and transparency regulators require.
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.
Streamline Operations
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.
Smart Data Fabric
Real-Time Data for Rapid Decision-Making
InterSystems solutions enable real-time data integration that processes data as soon as it’s collected, using techniques such as transform-in-flight.
This allows asset management firms to react quickly to changing market conditions and make more informed decisions.
This allows asset management firms to react quickly to changing market conditions and make more informed decisions.
How Harris Associates Delivers Exponential Business Value with InterSystems Solutions
Harris Associates powers sales, marketing, and risk teams with unified data sourced from data silos by implementing a smart data fabric, reducing the time it takes to make informed business decisions.
The InterSystems Difference
Minimize Data Duplication
Integrate and orchestrate data and services from the source, inside and outside of the organization, on-premises or in the cloud without the need make additional copies of data. Manage risk, automate reporting, power AI initiatives, and more while ensuring high data quality for effective decision-making and operational efficiency.
Universal Translator
All users, applications, and systems can access the same copy of data presented according to their needs and access privileges, ensuring data quality and consistency remain high.
Real-Time and High Capacity
Ideal for high-performance, real-time transactional use cases, capable of delivering 9X performance using only 30% infrastructure.
Unified Platform
One platform provides all the data management capabilities necessary to integrate data from any source, query the data using any language, and integrate into any system or environment
Non-Disruptive
Complements existing infrastructure, providing a non-disruptive orchestration layer that connects and accesses information from new and legacy systems and applications.
Fast Time to Value
Easy-to-use solutions enable you to launch your first project within 3 months of implementation.
Ultimate Control Tower
Unlocking the True Potential of Asset Management 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.
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.
Data Solutions Designed for Flexibility and Scalability
Our asset management solutions deliver data to the point of need in real time. Whether you’re building an AI-powered application or want to improve data quality, InterSystems can help.
Supporting Innovation in
Financial Services for Decades
Singularly Focused on Client Success
Jun 05, 2023
Harris Associates
Improving Business Performance with InterSystems TotalView For Asset Management
Dec 19, 2018
MFS Investment Management
MFS created its Global Portfolio Modeler (GPM) application to help mitigate investment, operational, and technological risk.
Jun 04, 2020
Rathbone Brothers Plc
The role of the IT department in modern financial services organizations involves a difficult balancing act.