Solution introduction

Trying to control and validate what data gets uploaded and when?

Use Best-Practice Data Management Processes

Our data management and aggregation service includes:

  • Custodian data aggregation and immediate processing once available
  • Seamlessly import structured and unstructured data from multiple systems, vendors and custodians
  • Extensive inventory of data management interfaces to manage new account setup, account characteristics, user defined fields, commentary and disclosures
  • A controlled data governance model that ensures quality and accuracy
  • Exception-based control reporting using STP’s Core product
  • Extensible data layer for entity enrichment and enhanced filtering (User Defined Fields)
  • Experts in data transfer via our proprietary sFTP and ETL software product

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.