Delivering Value
You hear a lot of promises from technology companies regarding time to value. At Data Agent, we know that many attributes must come together to provide the required solution on time and within budget. We understand the complex requirements of your financial data management processes and can provide you with the business intelligence solution and expertise to help you make better informed decisions.

Experience of your Vendor
Our employees have practical, real-world experience in major investment banking, private wealth management, fund of funds, and hedge funds, with the talent and experience to understand the needs of your business and the ability to help you solve your most demanding data needs.
We have developed sector-specific solutions and expertise for global institutional investment firms, private wealth management firms, hedge funds, and fund-of-fund managers. Our data management solutions are built on the Microsoft Business Intelligence platform, allowing for rapid development, flexibility in data management, ease of analytics, and an unmatched time-to-value model.
Industry-Leading, Industry-Standard Technology
Data Agent’s Solution is a proven, scalable, and cost-effective solution that has been deployed by some of the world’s largest global asset managers to solve complex data issues. The Solution is delivered with the following standard technology components:
- SQL server 2008, integration services (SSIS), report services, analysis services
- Net 2.0, SharePoint, and Work Flow
- RDL (report definition language) XML standards
- Integration with Microsoft Office, Adobe, and most third-party reporting packages SOA and Web services that allow you to build once, use often
Utilizing the Microsoft Business Intelligence Platform as the backbone of Data Agent’s customized technology solution ensures that your organization enjoys the following benefits.
- Readily available MS-certified resource pool
- Lower training and ongoing support costs
- Self-service focus to reduce BA/IT turnaround times
- Quicker time to analysis and time to decision
- Increased business-user satisfaction and adoption
Deep Understanding of the Complexities of Data Management and Integration
Data Agent’s core competency lies in integrating data from a wide range of disparate databases, ranging from real-time market sources to complex loan portfolio databases, private partnership accounting systems, and custodian and government databases. We help our clients utilize that data to support their key decisions and processes.
Data Agent has developed an extensive list of data loaders and data adapters tailored to the unique needs of each of our solutions. With prebuilt adapters and a robust security master, Data Mart can be populated and tested without the need to write custom loading scripts from scratch.
Superior Analytical Capabilities
Data Agent solutions can incorporate a client’s existing analytical models into our platform, ensuring seamless integration with the client’s existing analysis process. Data Agent also has the financial, technical, and mathematical expertise to assist clients in designing and building complex analytical tools in support of key business decisions.
Built-in Reports and Easily Customizable Reporting
Data Agent has developed a broad package of standard reports for each of our sector solutions, creating an efficient time-to-decision model for clients. Because, as you know, the issue is not getting data—the issue is being able to visualize data across multiple dimensions and in real time, so that managers can make critical business decisions that have an impact on the bottom line.

