Data Integration for Investment Management

Unify market data, portfolio accounting, and risk systems for robust analytics and regulatory compliance.

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Industry-Specific Outcomes

ESG data aggregation from multiple providers for sustainable investing

Client 360 dashboards consolidating portfolio, CRM, and custodian data

Portfolio risk analytics across multi-asset class holdings

Automated regulatory reporting pipelines for SEC and FINRA compliance

Alternative data integration for quantitative research and alpha generation

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Popular Connector Workflows

Source System

Destination

Use Case

Bloomberg API

Snowflake

Seamless market data aggregation for portfolio analytics

Salesforce

BigQuery

Client relationship data for personalized wealth management

PostgreSQL

Snowflake

Multi-system portfolio accounting consolidation and reporting

REST API

Amazon S3

Alternative data ingestion for quantitative investment research

MySQL

Databricks

Trade execution data for transaction cost analysis

Investment Management Data Pipeline Architecture

Integrate market data, portfolio systems, and risk platforms into unified analytics infrastructure for easier decision-making.

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