Business Overview

Raw Knowledge originally formed part of Financial Software Ltd, investment tax specialists and creators of the award-winning capital gains solution, CGiX.

We provided Excess Reportable Income data to FSL clients for over ten years, as well as our own clients via independent contracts. 

As our own client base grew, the Raw Knowledge team separated from FSL in 2024 to provide our ERI data as a stand-alone service and develop new data-focused capabilities. 

Today, Raw Knowledge provides the most comprehensive ERI data in the market and helps businesses establish a single, actionable and audit source of truth with the Managed Smart Data platform, an end-to-end data management solution built specifically for financial institutions. 

Customers

We serve:

Wealth Managers + Private Banks 
Bring together fragmented client, portfolio and securities data from multiple systems into one accurate, auditable view. With reliable, unified data at their fingertips, wealth managers can deliver faster reporting, smoother client experiences and more transparent, data-backed investment decisions. 

Fund Managers 
Consolidate pricing, holdings, and trades data spread across multiple systems into one accurate, auditable view. With a unified, reliable source of truth, fund managers can make faster, better-informed decisions and strengthen their NAV and performance reporting. 

Platforms + Financial Advisers 
Bring together client, portfolio and securities data spread across multiple systems into one accurate, auditable view.  With a consistent, auditable data foundation, platforms and advisers can support faster reporting, smoother client experiences, and deliver sustainable, scalable growth.

Authorised Corporate Directors 
Bring together fragmented oversight data, such as pricing and securities data, from multiple internal systems or external providers into one accurate, auditable view. With a stronger, reliable data foundation, ACDs can deliver more accurate assessments of value, NAV production, and more effective, data‑backed fund governance. 

Depositaries 

• Consolidate, structure and validate inconsistent data, such as holdings, cash and valuation data, arriving from multiple custodians, fund accountants and administrators into one consistent, auditable view. With a strong, reliable and unified data foundation, depositaries can strengthen the quality and efficiency of their oversight and mandate-monitoring. 

Partners

Adapa Advisory are working with Raw Knowledge to introduce our Managed Smart Data Platform to their clients, helping them unify disparate data sources, streamline their operations, and build a solid data foundation for long-term, sustainable growth.