In Asset Management, Your Data Is Your Competitive Edge
InterSystems Data Studio™ with asset management module enables firms to create a single, trusted, and real-time source of truth from all of their disparate enterprise data sources. This solution makes it faster and easier to prepare data for launching new products, accelerating AI initiatives, managing risk, monitoring performance, and delivering differentiated client experiences.
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Mid-Sized Asset Management Firm
Connect Everything, Solve Anything
Lower total cost of ownership with a solution that can integrate and transform any type of data, and create a data ecosystem to serve multiple use cases:
- Enhance marketing and distribution: Automate flows and AUM reporting to support client, RFP, and RFI requests.
- Accelerate product launches: Use workflows and automation to prepare data for new ETFs, mutual funds, wrappers, and other products in weeks.
- Launch AI initiatives: Feed AI models with unified, timely data and store outputs alongside enterprise data for completeness and accuracy.
- Improve regulatory compliance: Reduce errors and respond faster to regulators using common metadata, a semantic layer, and bi-temporal data.
- Gain timely client insights: Consolidate client and operational data to improve engagement and retention.
- Enhance risk and performance: Support portfolio, risk, and investment analysis with current and historical data.
- Simplify AUM and client reporting: Reduce the time required to track AUM and generate client reports.
- Streamline back-office operations: Automate NAV checks, trade settlement, reconciliation, and other end-of-day processes.
A Unified Data Foundation for Asset Management
InterSystems Data Studio with asset management module helps firms create a common, integrated data layer that can be used for a variety of investment management use cases. By reducing discrepancies across portfolio, market, and reference data, it supports more accurate analytics, auditable reporting, and better decision-making.
A universal semantic layer lets firms define consistent investment data models, terminology, and business rules without changing underlying systems, helping users and applications work from the same definitions and reducing reconciliation effort.
Pre-built asset management connectors and a canonical, extensible data model accelerate implementation while giving firms flexibility to tailor data structures to their investment processes and requirements.
An interactive AI assistant provides contextual answers grounded in structured data and unstructured sources such as data feeds, research, and reports.
Delivered as a fully-managed, cloud-native solution, Data Studio brings together low-code workflows, data pipelining, metadata management, analytics, generative AI, and security in a unified platform that reduces point-solution complexity and accelerates time to value.
Key Features
from portfolio accounting systems, fund administrators, order management
systems, market and reference data providers, client reporting platforms,
databases, files, warehouses, lakes, cloud stores, and third-party services.
Turn your data into your competitive edge across your asset management firm. InterSystems Data Studio with asset management module provides a unified solution for connecting, integrating, harmonising, modeling, governing, and analysing investment, portfolio, market, reference, client, and operational data across fragmented environments. With technical and asset management-specific connectors and an embedded AI assistant for natural-language interaction with complex data, Data Studio helps firms move faster, improve decision-making, and deliver trusted, actionable information to portfolio managers, analysts, operations teams, client reporting teams, applications, and AI initiatives.
Request a demo of InterSystems Data Studio.