Data Insider
Our vision is to redefine how investment firms access, manage, and interpret their data. Data Insider is an end-to-end solution that automates data delivery and centralizes fragmented information into one source of truth. By transforming complex data into standardized, interactive dashboards, it empowers teams to gain fresh, actionable insights, instantly and reliably.
Our solution:
Automated and centralized data delivery
The Automated and Centralized Data Delivery capability is built to simplify and streamline how investment firms manage their data by:
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Automating data collection and integration from multiple portfolio systems, financial platforms, and external sources.
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Centralizing data hosting and management within a secure, scalable environment that ensures consistency and reliability.
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Standardizing data structures and taxonomies, enabling seamless alignment across reporting, analytics, and portfolio monitoring.
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Reducing manual effort and operational cost, providing a cost-effective way to curate, maintain, and access up-to-date information.
Standardized and interactive dashboard
The Standardized and Interactive Dashboard is designed to elevate how investment teams analyze and interpret their data by:
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Delivering consistent, standardized reporting aligned with best-in-class industry practices and investor expectations.
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Integrating financial modeling capabilities to simulate portfolio performance, valuation scenarios, and key investment metrics.
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Providing interactive visualization tools that allow users to drill down from fund-level overviews to individual asset performance in real time.
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Enabling timely and actionable insights, turning complex data into clear, decision-ready intelligence.