Unlock and activate your data

Data Engineering and Analytics Services

Our Insights data experts help financial advisors and executives derive maximum value from the data across their tech stack.  We provide a range of solutions, from data storage to data normalization and validation, that gives advisors immediate access to data that is consistent, reliable and up-to-date.

man-using-tablet-work-connect-with-others

Unlock and activate your data

Data Engineering and Analytics Services

Our Insights data experts help financial advisors and executives derive maximum value from the data across their tech stack.  We provide a range of solutions, from data storage to data normalization and validation, that gives advisors immediate access to data that is consistent, reliable and up-to-date.

man-using-tablet-work-connect-with-others

Unlock and activate your data

Data Engineering and Analytics Services

Our Insights data experts help financial advisors and executives derive maximum value from the data across their tech stack. 

We provide a range of solutions, from data storage to data normalization and validation, that gives advisors immediate access to data that is consistent, reliable and up-to-date.

Data_Engeneeering
POWERFUL FEATURES

Our Services

data-science

Data Engineering

We provide firms with a cloud-based data infrastructure integrated with the key elements of their tech stack. Our automated data pipelines ensure that our clients can access the latest data with minimal effort.

analysis

Tech Stack Integration

Our team has deployed a range of methods for integrating disparate data sources and creating relational databases that unlock new insights for our clients.

business

Data Validation

Entrustody's data solutions provide tools to identify inconsistencies in data from different sources (e.g., custodian vs. PMS), with alerts and recommended actions to drive clean, trustworthy data.

data-science (1)

Data Science

Our AI/ML experts can design solutions to solve a variety of challenges, from lead scoring to sentiment analysis on meeting/call transcripts.

Our Services

Data Engineering

 

We provide firms with a cloud-based data infrastructure integrated with the key elements of their tech stack.   Our automated data pipelines ensure that our clients can access the latest data with minimal effort.

Tech Stack Integration

 

Our team has deployed a range of methods for integrating disparate data sources and creating relational databases that unlock new insights for our clients.

Data Validation

 

Entrustody's data solutions provide tools to identify inconsistencies in data from difference sources (e.g. custodian vs. PMS), with alerts and recommended actions to drive clean, trustworthy data.

Data Science

 

Our AI/ML experts can design solutions to solve a variety of challenges, from lead scoring to sentiment analysis on meeting/call transcripts.

 

 

   

  

Case Study:

Data  Warehouse

inscription-wms-blurred-warehouse-background-werehouse-management-system

Entrustody built a data warehouse for a rapidly growing RIA.

Key features:

  • Robust, secure data storage architecture
  • ETL processes across multiple data sources using APIs and event-driven functions
  • Data normalization layer with alerts for data validation issues (e.g. duplicate records, incorrect data formats)
  • Enabled customer to easily incorporate data from files or other static sources into data schema
  • Automated data refreshes that flowed into embedded analytics/visualizations

Key Outcomes:

  •  Enabled the client to significantly reduce time spent on manual data-related collection and validation processes, as well as enabling a wide range of actionable business intelligence.

Let Insights by Entrustody unlock your firm's potential