Solution introduction

Turning complex data into actionable, auditable insights through smarter data management

When your data is harmonised and trusted, it becomes a strategic asset, not just an operational necessity

The Managed Smart Data platform takes disparate datasets and transforms them into one unified, fully governed, golden copy.  

By standardising, cleansing, and blending inputs from multiple systems and sources, our platform helps businesses streamline operations, reduce regulatory risk, and unlock trustworthy, data-driven insights.

With a single source of truth, you can:  

  • Detect anomalies before they escalate 
  • Understand the root causes behind breaks 
  • Accurately analyse trends over time 
  • Explain changes clearly to clients, boards, and regulators 
  • Forecast, plan and execute with confidence 
  • Continuously improve data quality 
  • Identify opportunities for commercial and product innovation 
  • Accelerate the time-to-value of AI strategies 

Proven success with our MSD Platform
We began life as a specialist financial data provider, powering the accurate tax calculations and reporting of some of the UK’s leading wealth managers, fund managers, and private banks.  

As our client base and data volumes grew, so did our operational complexity. We faced:

  • Large volumes of unstructured and inconsistent fund data 
  • Manual data processes that weren’t scalable and introduced risk 
  • Difficulty tracking and evidencing changes to datasets 
  • Fragmented data environments across multiple systems 

To address these challenges, we built and embedded the Managed Smart Data platform into our own data operations. 

The results were immediate and impressive: 

  • Efficiency: 50 → 250 weekly report capacity 
  • Cost savings: Down 50% 
  • Better client experiences: 7.5hr → 30 min data delivery turnaround
  • Streamlined complexity: 4 weeks → 1hr impact analysis

 

Managed Smart Data

Business Intelligence & Practice Management, Data Feeds & Information Sources, Data Management & Analysis

09/07/2025

Our new platform will change the way data is extracted, processed, and verified. Using the power of large language models and cutting-edge platform architecture, our Managed Smart Data platform creates......

Features

The Managed Smart Data platform helps financial institutions overcome a broad range of data-related challenges:  

When you rely on multiple external data feeds 

  • Scenario: Multiple external parties and internal systems deliver data in inconsistent formats. 
  • MSD: Standardises inputs, flags breaks, and creates a governed golden copy. 
  • Result: Less manual reconciliation, stronger operational oversight and reduced reporting risk. 

When recurring files change without warning 

  • Scenario: Schema changes and format shifts cause downstream failures in reporting. 
  • MSD: Detects structural changes, standardises inputted data, and preserves version control.  
  • Result: Stable operational pipelines, faster impact analysis and confident, accurate reporting. 

When reference data conflicts across systems 

  • Scenario: Identifiers, classifications and corporate actions across different systems and sources fail to align. 
  • MSD: De-duplicates, standardises, and blends data into a single, reliable source of truth.
  • Result: Trustworthy data, accurate reporting and reduced operational friction.  

When unstructured sources delay insights

  • Scenario: Critical data (e.g. private market, ESG) sits in reports and sources that are difficult to structure, compare and govern.
  • MSD: Extracts, structures and integrates data into one governed golden copy.
  • Result: Structured datasets, full transparency and confident, trustworthy analysis.

When you need a transparent audit trail

  • Scenario: Inconsistent data creates uncertainty around how a portfolio is constructed.
  • MSD: Validates data, applies consistent rules, maintains complete audit trail and version history.
  • Result: Regulator-ready submissions, complete field-level traceability, and transparent audit trails.

 

Benefits

  • Single source of truth: Consolidates data pipelines into one clean, consistent and harmonised view, reducing duplication and cutting down on manual reconciliation.
  • Full data visibility: Tracks changes to your data and provides a time-stamped version history for complete auditability and transparent oversight.
  • Decision-ready data: Provides quick access to verified, curated, and cleansed data, helping to reduce risk and strengthen regulatory compliance.  
  • Scalable, flexible solution: Integrates easily alongside existing infrastructure, minimising reliance on specialist engineering teams and avoiding large-scale system replacement.
  • Automated processes: Removes repetitive manual tasks across ingestion, transformation and version control processes, allowing teams to focus on higher-value activity.

 

Key Data

Year launched
2025
PRICING
  • Bespoke
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Financial Advisors
Client Regional Presence
  • Western Europe

Managed Smart Data Platform

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