A data platform tailor-made
for asset management firms
InterSystems Data Studio
This self-service platform is designed for data analysts, stewards, and engineers to easily access the data they need, minimising reliance on developer resources and maximising time to value.
It includes asset management-specific data connectors to the most widely used market data sources and applications. It also includes a customer extensible data model that can be easily updated and maintained by non-developers.
InterSystems Data Studio
Key Features and Benefits
Connect Anything. Solve Everything.
Automate daily and monthly flows/assets reporting and analytics to respond to ad-hoc client and RFP/RFI requests and improve distribution and marketing
Launch new ETFs, mutual funds, wrappers, and other investment products in a matter of weeks using workflows and automation that streamline data management
Feed AI models and modeling environments with unified, real-time data and store model outputs alongside all your data to maintain completeness and accuracy
Eliminate errors and improve response time to regulators using a common metadata and semantic layer across all data, with bi-temporality
Control and consolidate large volumes of disparate data to gain the real-time insights you need to boost client engagement and retention
Feed analytical applications with real-time and historical data for more precise portfolio, risk, and other investment analysis
Drastically reduce the time it takes to track and report assets under management and generate client reports
Automate end-of-day processes, such as NAV calculation and checks, trade settlements, and reconciliation, and other back-office operations
InterSystems Data Studio with Asset Management Module
InterSystems Data Studio with the asset management module provides a common, integrated data layer for investment management firms, supporting portfolio managers, marketing and distribution teams, risk teams, operations, and data teams with a consistent, trusted view of data across the enterprise. By streamlining data management, this solution eliminates data discrepancies and data mismatch across portfolio, market, and reference data, enabling more accurate analytics, auditable reporting, and improved decision-making.
A universal semantic layer allows firms to define consistent investment data models, terminology, and business rules without changing underlying systems. This ensures that all users and applications operate from the same definitions, reducing reconciliation effort and improving confidence in performance, risk, and regulatory reporting.
The asset management module includes pre-built connectors to common asset management data sources and applications, along with a canonical, customer-extensible data model. This accelerates implementation while giving firms the flexibility to tailor data structures to their specific investment processes and data requirements.
Delivered as a fully managed, cloud-native solution, Data Studio simplifies data management through low-code workflows that enable teams to configure and manage pipelines without heavy developer dependency. As a single, unified platform, it brings together data pipelining, metadata management, analytics, generative AI, and security, reducing the need for multiple point solutions and accelerating time to value across investment workflows.
The InterSystems Difference
InterSystems IRIS makes it easier to deploy data-centric, AI-enabled applications that connect data and application silos.