Male and Female Asset Managers look at recent report

A data platform tailor-made
for asset management firms

Q: Aggregating data from disparate data sets that asset management firms rely on daily for reporting and analytics is increasingly difficult, especially for real-time decision-making.

A new approach is needed to connect and aggregate data from multiple sources into a consistent single source of truth. This approach should eliminate latencies and complexities , allowing data to be ingested on demand and processed into an integrated format. It should support a wide range of analytics , including SQL, business rules, BI, predictive and prescriptive analytics, and NLP.

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

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Financial Services

Your Data is Your Competitive Edge

InterSystems® Data Fabric 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 Fabric Studio
Key Features and Benefits

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

Download the Solution Sheet

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Connect Anything. Solve Everything.

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 management

Launch AI Initiatives
Feed AI models and modeling environments with unified, real-time 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 Real-Time Client Insights
Control and consolidate large volumes of disparate data to gain the real-time insights you need to boost client engagement and retention

Enhance Risk and Performance
Feed analytical applications with real-time 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 Fabric Studio with Asset Management Module

InterSystems Data Fabric Studio is fundamentally different from existing data management solutions. Unlike data warehouses, data lakes/lakehouses, and data marts, we enable firms to create and maintain a smart data fabric – a new architectural approach that connects enterprise data in real-time without disrupting operations.

Our smart data fabric architecture connects to live data from the source, integrates and transforms data with business rules, and applies AI and analytics, delivering high-quality, consistent and trusted data to all data consumers.

InterSystems Data Fabric Studio with asset management module includes pre-built connectors to common asset management data sources and applications, as well as a canonical, customer extensible data model.

The self-service solution is designed to be used by data stewards, analysts, and engineers, minimizing reliance on developer resources.

See a Demo

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 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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Real-Time and High Capacity

Ideal for high-performance, real-time transactional use cases, capable of delivering 9X performance using only 30% infrastructure.

Fast Time to Value

Our industry-specific solution bundles allow users to quickly realize the benefits of a smart data fabric.

abstract image depicting data connections

Our Technology

InterSystems Data Fabric Studio is built on InterSystems IRIS, a complete cloud-first data platform with all the necessary components firms need to build and maintain a smart data fabric architecture in one, self-service solution.

Data Fabric Studio makes it easier to deploy data-centric, AI-enabled applications that connect data and application silos.

A New Approach to Data Management

Aggregating data from disparate data sets that asset management firms rely on daily for reporting and analytics is increasingly difficult, especially for real-time decision-making.

A new approach is needed to connect and aggregate data from multiple sources into a consistent single source of truth. This approach should eliminate latencies and complexities, allowing data to be ingested on demand and processed into an integrated format. It should support a wide range of analytics, including SQL, business rules, BI, predictive and prescriptive analytics, and NLP.

Integrating external data with internal sources without latency has been a decades-old problem.

Traditional methods like spreadsheets, point-to-point integrations, and manual processes are brittle and unsuitable for enterprise-wide data management. Even newer approaches like data warehouses and data marts, while valuable for BI and data scientists, have limitations when creating an enterprise-wide single source of truth.

InterSystems cloud-based Data Fabric Studio offers a scalable, cost-effective solution with built-in data governance and quality monitoring.

It ensures trusted and reliable data, connecting data consumers directly to source systems for live reports, interactive dashboards, secure data science workbenches, and integrated data for applications.