Male and Female Asset Managers look at recent report

A data platform tailor-made
for asset management firms

Launch new funds, accelerate AI initiatives, automate reporting with
InterSystems Data Studio

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InterSystems Data Fabric Studio with asset management module Thumbnail

InterSystems Data Studio with asset management module

InterSystems Data Studio™ enables asset management firms to create a single, trusted, and timely source of truth from all of their disparate enterprise data sources to help asset managers differentiate from competitors.

This self-service platform is designed for data analysts, stewards, and engineers to easily access the data they need, minimizing reliance on developer resources and maximizing 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

AI Assistant

Interactive GenAI Assistant surfaces clear, contextual answers grounded in both structured data and unstructured sources such as data feeds, research, and reports

Non-Disruptive Architecture

An orchestration layer that integrates data across silos without disrupting existing infrastructure

Timely and Consistent Data

Connects, harmonizes, reconciles, and validates live data, delivering timely, consistent, and accurate information

Auditable with Historical Store

Full change history and historical data store to satisfy business, client, and compliance requirements

Cloud-Native and Fully Managed

Fully managed in major cloud providers; manage only the processes you want, we do the rest

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Asset management data analyst looking at report on laptop

Connect Everything. Solve Anything.

Enhance Marketing & Distribution
Automate daily and monthly flows/assets reporting and analytics to respond to ad-hoc client and RFP/RFI requests and improve distribution and marketing

Accelerate Product Launches
Launch new ETFs, mutual funds, wrappers, and other investment products in a matter of weeks using workflows and automation that streamline data preparation

Launch AI Initiatives
Feed AI models and modeling environments with unified, timely data and store model outputs alongside all your data to maintain completeness and accuracy

Improve Regulatory Compliance
Eliminate errors and improve response time to regulators using a common metadata and semantic layer across all data, with bi-temporality

Gain Timely Client Insights
Control and consolidate large volumes of disparate data to gain the timely insights you need to boost client engagement and retention

Enhance Risk and Performance
Feed analytical applications with current and historical data for more precise portfolio, risk, and other investment analysis

Simplify AUM and Client Reporting
Drastically reduce the time it takes to track and report assets under management and generate client reports

Streamline Back-Office Operations
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.

InterSystems Data Studio with asset management

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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, 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 making additional copies of data.

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.

Non-Disruptive

Complements existing infrastructure, providing a non-disruptive orchestration layer that connects and accesses information from new and legacy systems and applications.

Unified Platform

One platform provides all the data management capabilities necessary to integrate financial services data and customer data from any source, access, query, and analyze the data using any language, and integrate into any system or environment.

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Speeds and Simplifies Data Management

Low-code data workflows enable data stewards and integration engineers to easily configure and use without developer support.

Fast Time to Value

Configure and deploy automated data workflows within a single platform, minimizing development effort and accelerating time to insight.

abstract image depicting data connections

Our Technology

InterSystems Data Studio is built on InterSystems IRIS, a complete cloud-first data platform.

InterSystems IRIS makes it easier to deploy data-centric, AI-enabled applications that connect data and application silos.