Data Aggregation & Analytics

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Data Aggregation & Analytics

Watch the video

Data Aggregation & Analytics

Watch the video

Data Aggregation & Analytics

Watch the video

Data Aggregation & Analytics

Pain Points

Data processing is still surprisingly manual?

Data can be in many different formats, and it is hard to aggregate, standardize, normalize, reconcile, and report on. E.g., Data in PDF is quite complex (Alternative Investments), Data in API/CSV (Custodian Bank, Broker Data), Data in Excel (Trust Structures, Real Estate, Insurance & etc.).

Tired of the same rigid data structure across Most Vendors?

Most vendors impose the same rigid data structure (i.e. single schema in a single database) on all clients. This means that they can only solve ‘’common’’ problems across all clients and invariably can only meet a few of their clients’ needs

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We solve your Data Aggregation & Backoffice (i.e. Reconciliation) problems

Create a Segregated Database for each customer

Upload Transactions to this Database

Run Infinitely Configurable Calculations on transactions

Visualize the Results

How do we Solve?

We solve your Data Aggregation & Backoffice (i.e. Reconciliation) problems

Create a Segregated Database for each customer

Upload Transactions to this Database

Run Infinitely Configurable Calculations on transactions

Visualize the Results

Solution

We’re able to take in data in any format (APIs, Datafeeds, PDFs, XLS etc.).
This allows us to connect to every single Custodian Bank, Broker, Manager in the World!
Essentially our philosophy is to use the most efficient method possible in aggregating your data via;

1. API Connections

2. Direct datafeed connections

3. Use AI to extract data out of PDF/XLS statements

In all cases, we will check the data for errors (e.g. opening balance + sums of credits and debits should match closing balances for all cash and securities) and also enrich (add account number, sub-account numbers and any other mapping required) before reporting on it.

We solve your Data Aggregation & Backoffice (i.e. Reconciliation) problems

Create a Segregated Database for each customer

Upload Transactions to this Database

Run Infinitely Configurable Calculations on transactions

Visualize the Results

Solution

Let's explore what we can do for you

Get in touch

We’re always here to help.

United States

263 Tresser Blvd Floor 9, Stamford, CT 06901 United States

Tel: +1 347 449 4818

Email: hello@collation.ai

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