Data Stewardship includes Rep CRD updates
Through our proprietary technology and our knowledge of industry best practices, we ensure that our clients have complete and accurate sales and asset rep-level data. As data comes into MARS from transfer agents, supermarket platforms, ETF platforms, sub-accounting firms, managed accounts, or other intermediaries, our data clean team performs data reconciliation, scrubbing, and de-duping activities to ensure that our clients have accurate sales and asset data.
Many of our clients have chosen to fully outsource their entire data cleaning processes to us and we tailor our processes to meet their specific business needs. In addition, we have the ability to complement a firm’s in-house data cleaning team, whether or not the firm is using MARS. Some of the ways in which our data cleaning team has helped, or can help, complement data cleaning for firms who have their own data cleaning team include performing one-time or periodic data cleanups, cleaning specific product lines, cleaning data above or below certain sales and/or asset thresholds, or cleaning large volumes of assets at the beginning of each month.