Fuel Your Growth with a Unified Asset Management Data Platform

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.

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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.

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Seamlessly leverage your data in AI models

Improve risk management

Sharpen decision intelligence to monitor for alpha signals

Automate reporting for finance, sales, marketing, and regulatory compliance

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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.

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Supercharge Growth Levers

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Supercharge Growth Levers

AI Applications

Seamlessly leverage your data with GenAI models, using a single solution to 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.

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 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.

Risk Management and Compliance for Financial Services

Improve Regulatory Compliance

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

Automate trading processes to reduce costs and ensure regulatory compliance. Improve the performance and scalability of your trading systems, and ensure consistency in data across the front-, middle- and back-office, from trade execution to settlement and reconciliation.

Use Case

Digital Transformation

Modernize your data infrastructure without replacing legacy systems. Connect data across data warehouses, data lakes, data lakehouses, existing integration systems and data management implementations using a new non-disruptive architectural approach that unifies all your data without duplication.

Smart Data Fabric

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.

See how a smart data fabric helps

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.

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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.

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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.

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.