Deep learning and automated strategies require data that is timely, accurate, comprehensive, and insightful. The DiFi Data Management Platform (DMP) provides a full data integration suite to drive the most complex modeling and analytical requirements. Automated collection and processing into a consolidated data platform facilitate multi-source and multi-destination data integrations ensure the necessary consistency and accuracy to build faster, easier, and with better information.
DMP has a foundational focus on achieving and maintaining high fidelity, fully-integrated data with the accuracy and availability required to drive mission-critical services for differentiated intelligence and analysis. Quality means that data is not just accurate and reconciled, but that it has additional value-add from contextual insights and reference data.
Learn more: Content & Data
DMP provides a single authoritative language of finance for consistent representations of entities and relationships across the financial universe. Utilizing the underlying PAIXTM model ensures:
- Unified Data Semantics
- Authoritative Data Relationships
- Consistent Meta Data
- Automated Governance
- Machine- and Human-readable Data Sets
- Ease of navigation, integration, and extension
Learn more: Financial Data Management
Automated collection and processing across all sources and asset classes ensures you can access a complete, accurate view across all portfolios in a single data query. The DMP integrates across all portfolio, market, and proprietary data sources to a single unified model, allowing easy integration to any modeling and reporting software with full fidelity and completeness.
Built-in performance and analytical metrics accelerate portfolio calculations and make it easier to deliver and update new models and analytics quickly and automatically. Automated calculations at any level in the portfolio hierarchy apply powerful analytics into any model or presentation with standard and customizable components.
Learn more: Analytics
APIs & Data Connections
Utilize live- and batch-access to datasets through DMP APIs and integrations with proprietary, 3rd-party, and standard tools like Excel and Tableau to accelerate development of interactive monitoring dashboards and automatically-updating models. Directly connect to hosted databases for live access to large-scale datasets in any application.
Learn more: APIs
Composites & Profiles
Dynamic grouping of assets and investors support custom views and composite calculations for modeling, analysis, and reporting. Proactive insights generate actionable investor profiles, recommendations, and alerts to streamline portfolio management across a diverse client-base. Combined with built-in analytical tools, the DMP provides unparalleled insight into client portfolios and across managed households and investor groups.
All Asset Classes & Currencies
The PAIX™ model provides a unified language of finance to understand and analyze holdings and actions across any asset class and currency. Expressive definitions of any type of instrument enable clean apples-to-apples comparisons as well as in-depths analysis of exotic products from anywhere in the world.
Learn more: Content & Data