Data Management

Provide the Best Analytics via Data Management

Designed to help you deliver the best financial recommendations to your clients, our Data Management feature provides you with a 360° view of client activities, their relationship with members of a company, and client insight gained from integration with in-house systems and external data feeds.

We also deliver a centralized view of all client information from back office data sources, including:

• Products and services aggregated by region, division, and corporation
• Client insights from other systems including accounts, holdings, transactions, trading volumes, revenue, and assets under management
• Corporate hierarchies and households including legal and financial structures
• News and events
• Social Media posts

And that’s the tip of the iceberg!