Delivering Investment Intelligence to the Investment Community

We assist a wide range of financial institutions with their day-to-day mission-critical data management challenges. Our customers encompass the largest worldwide investment firms, large fund-of-fund managers, hedge funds, and major single- and multifamily private wealth managers. Data Agent has the knowledge and expertise to help financial institutions manage the complexity of their data, their analytics, and their reporting needs.

Our Solution

Data Agent offers highly targeted business intelligence capabilities tailored for the unique needs of the investment industry. Each of Data Agent’s sector solutions shares the following key components:

We have developed sector-specific solutions and expertise for global institutional investment firms, private wealth management firms, hedge funds, and fund-of-funds managers. All Data Agent’s 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.