Data Management Services

MRI Data Management Services

We manage the data. You manage the investments.

With massive amounts of data from many sources and formats, it is harder than ever to focus on managing your portfolio. Data inconsistency can prevent actionable insights into your investments. Data Management Services is a secure and scalable alternative to manual data input and document aggregation. We carefully curate each step of the data process through our controlled and automated processes, taking the data chase off your hands so you can get back to managing your investments.




Key Features of Data Management Services

  • Controlled, repeatable and automated processes to organize collection of large amounts of data
  • Template- and format-agnostic
  • Supports both financial and non-financial data
  • Direct communication with data providers
  • Trained analysts with in-house resources to normalize data
  • Proprietary applications designed for efficient and accurate uploads
  • Validation checkpoints throughout the workflow process

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  • Eliminate manual data input error via one scalable, repeatable process
  • Save time by sending your data in any format, at any time
  • Ensure data integrity with version control
  • Reduce redundancy by aggregating all information in one process and in one place
  • Gain new insights with support for both financial and non-financial data

“[W]e are receiving so much more than just your standard software solution - daily support from a dedicated account manager who cross-checks every piece of data that goes into the system to give us the peace of mind we need to move forward with growing our portfolio.”

Adam Gutteridge Chelsea Investment Company