Investment Intelligence Delivered

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Flexible Implementation Options

Data Agent can also provide your firm with one or more individual components of our sector solutions if your firm has existing functionality that needs augmenting or upgrading.

Key Benefits

Consolidate: Measure total exposure and risk with centralized holdings and transaction data from multiple internal systems, prime brokers, and custodians. Combine research from external and internal sources. Calculate analytics and statistics on every asset class, including complex derivatives such as options, swaps, ABS’s, loans, CDO’s, and CDS’s. Maintain full-time series history without slowing down trading and accounting systems.

Discover: Answer questions dynamically with multidimensional views by any class, over any time period, and incorporate statistical and investment analysis engines. Uncover hidden opportunities and risks with an easy end-user interface, without the need for a technical resource or business analyst to build reports.

Personalize: Improve efficiency by enabling each businessperson, group, or client to see the information they need, when they want it, the way then want it, while cutting out the unneeded overload of information.

Deliver: Deploy components in an enterprise model or in an SaaS model. Additionally, our hub-and-spoke model can quickly enhance existing data warehouses and reference data management solutions.

Get in Touch

Data Agent, LLC
2000 Hearst Avenue, Suite 304
Berkeley, CA 94709
Phone 415.229.9190

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