Sales and Asset Data Cleaning for Asset Management
Sales and Asset Data Cleaning for Asset Management
Your data, how you need it, when you need it.
Client-specific data cleaning and stewardship for operations, compliance and reporting.
Comprehensive Rep-Level Data
Data Cleaning Tailored to Your Business Needs
Focus on Accuracy of Location for Individual Reps
Flexible Rules and Manual Research
Timely, Accurate, Proven Data
Customized Process and Strategic Support
Proprietary technology, industry knowledge and client-specific services ensures data cleaning that delivers complete, accurate, customized sales and asset data down to the rep-level. Optimal Data performs data reconciliation, scrubbing and de-duping delivering data suitable for compensation, sales and asset reporting and every business function
Standardizing Data from All Sources
Transfer Agents
Supermarket Platforms
ETF Platforms
Sub-Accounting Firms
Managed Accounts
Any Intermediaries
The Operational Advantage of Data Cleaning
Raw Sales Data
Essential data is incomplete, incorrect,
missing or obscured.
Optimal Data
All data is complete, correct, validated
and broken out by transaction.
MARS Insights Enabled by Optimal Data
Services customized according to your needs.
-
One-time or periodic data cleaning
-
Cleaning for specific product lines
-
Data cleaning of data above or below certain sales or asset thresholds
-
Cleaning of large volumes of asset data at the beginning of each month
-
Full-service outsourced data cleaning and stewardship, freeing your in-house teams to drive sales growth.
Optimal Data advanced data cleaning aggregates and reconciles sales and asset data to the most granular level of detail for superior reporting for any investment product.
-
Mutual funds
-
Managed Accounts
-
ETFs
-
DCIO/Retirement Products
-
UCITs
-
Interval Funds
-
SICAVs
-
CITs
-
UMAs
-
Alternative Investments
Featured Blog
