Fund-data engineering
Software engineering grounded in your business and data
SERVICE · FUND DATA ENGINEERING
Fund data engineering integrates our products and covers requirements specific to your business, from investment and operational processes to applications, integrations and data workflows.
Working closely with your teams
We get to know your data, but we also get to know the people using it. Working closely with your teams gives us a much better understanding of what they need and means we’re there to support them as things change.
Jonathan McKie
Director
For investment firms with technology requirements specific to their business, backed by engineers who understand fund data, operations and reporting.
Working closely with your teams
We get to know your data, but we also get to know the people using it. Working closely with your teams gives us a much better understanding of what they need and means we’re there to support them as things change.
Jonathan McKie
Director
THE CHALLENGE
Investment data is complex and constantly changing. Understanding fund data, market data and how investment teams actually use it matters as much as knowing how to build the software.
Fund and market data isn't just a collection of fields. How the data relates, what it represents and how investment teams use it affects how systems need to be designed.
We aren't starting from scratch with each project. Our engineering experience comes from building and supporting fund data systems, so the knowledge of the data and operational processes is already part of the team doing the work.
Funds change, instruments change, providers change and reporting requirements change. The software needs to deal with a data environment that keeps moving, rather than only the requirements captured at the start of the project.
Processes are tied to pricing, trading, reporting and other operational deadlines. Years of working with investment businesses means our engineers understand the environment the software has to operate in.
Use cases
Different teams run into different problems. Our fund data engineering work ranges from data processes and operational tooling to client applications, integrations and extensions to our products.
Head of Ops / Data
Challenge: Important business or third-party data sits outside the core fund data environment and still requires separate processes.
Outcome: Bring the data into a governed process so it can be used consistently across the business.
Client reporting and digital teams
Challenge: Clients and advisers increasingly expect access to their information without creating more work for operational teams.
Outcome: Give clients and advisers controlled access to the data and documents relevant to them.
Investment operations
Challenge: Exceptions need to be identified, investigated and resolved without relying on email and individual knowledge.
Outcome: A structured process for identifying exceptions, assigning responsibility and keeping a clear history of what was resolved.
CTO / COO
Challenge: Our products cover the core requirement, but your business may have processes or requirements that are specific to the way you operate.
Outcome: Integrate and leverage the product with custom engineering rather than forcing those requirements into a standard workflow.
Book a 20-minute call and we'll work through the requirement, where existing platforms stop fitting the process, and whether a custom build is justified.