Managed Smart Data Platform

The Managed Smart Data platform supports a wide range of data formats, including structured and semi-structured data – seamlessly ingesting data from CSVs, Excel files, APIs, and real-time streams. It can also process complex unstructured information such as term sheets, prospectuses, ESG disclosures, and regulatory filings. 

By accommodating the diverse data sets used across financial services and bringing them together without requiring predefined output formats, our platform remains flexible and adaptable to different business needs.  

The Managed Smart Data platform is highly flexible as it can ingest any type of data without requiring predefined output formats. This allows it to adapt to changing business needs, integrate new data sets easily and adjust to evolving regulatory requirements. Its low-code architecture also enables teams to do this without specialist engineering expertise. 

As the platform stores data in its raw form and transforms, cleans and harmonises it as needed, the same data can be reused across multiple workflows, reports and analytics without rebuilding pipelines. This flexibility makes the platform well-suited to diverse operating models, legacy environments and firms experiencing growth, mergers or shifts in their data landscape.  

The Managed Smart Data platform gives wealth management firms a clean, accurate and unified view of their business by bringing together data that is typically scattered across multiple systems.  

It reduces operational burden by automating data extraction, cleansing, validation and reconciliation. This removes much of the manual work teams currently spend correcting errors or aligning mismatched data sets, and helps produce outputs that are consistent and reliable. 

With trustworthy data as their foundation, wealth managers can confidently deploy AI-driven tools and embed AI strategies into their workflows, knowing that the insights they deliver will be dependable and accurate.  

The platform also strengthens compliance and reduces regulatory risk by making data traceable, auditable, and up to date. This enables wealth managers to evidence suitability more effectively, demonstrate Consumer Duty outcomes and produce accurate, timely client reporting.

The Managed Smart Data platform enables financial advisory firms to build a reliable and harmonised data foundation by bringing together client and portfolio data that is often spread across multiple systems into one unified view. This enables more accurate reporting and supports better informed financial advice. 

By automating data extraction, ingestion, cleansing and reconciliation, the platform significantly reduces the levels of manual data handling usually required within day-to-day operations. This lowers costs and allows advisers to focus on higher-value, client-facing activities.  

The platform also strengthens compliance by providing full data lineage and auditability. This enables firms to clearly evidence how data has evolved over time, supporting regulatory reporting and Consumer Duty efforts while reducing the risk of audit issues. 

The Managed Smart Data platform provides fund accountants with a single source of timely, accurate and fully validated data across pricing, valuations, trades, cash movements and reconciliation files. 

It automates data extraction, cleansing, validation and reconciliation, meaning fund accountants can spend less time manually correcting breaks or re-keying information. This speeds up NAV production, reduces operational friction and improves the consistency of outputs. 

The platform’s built-in data lineage capabilities show exactly how figures have changed over time, strengthening auditability and making it easier to explain pricing decisions, valuation movements and adjustments during audits and regulatory reviews.  

The Managed Smart Data platform helps Authorised Corporate Directors (ACDs) by unifying the fragmented, inconsistent data pipelines they depend on – whether sourced from internal teams or external providers – into a single, accurate and governed view. This makes mandate monitoring, fund governance and oversight more reliable.  

By automating data cleaning, validation and exception handling, the platform reduces the manual reconciliation effort typically required to manage inconsistent fund objectives, performance data, and cost and charges data. This frees ACDs to focus on higher-value oversight activities.  

The platform also strengthens an ACD’s ability to evidence compliance by providing full data lineage which shows exactly how fund rules, exposures, restrictions and key metrics have changed over time. This added transparency helps to reduce regulatory and audit risk.  

The Managed Smart Data platform helps depositaries by bringing together the diverse and often inconsistent data received from custodians, fund accountants, administrators and managers – such as holdings, cash movements, mandate rules, breach logs and safekeeping records – into a single, accurate and governed view.  

It reduces reliance on manual reconciliations by automatically extracting, cleansing and validating data. This minimises manual effort and lowers the risk of errors or delays in identifying issues. 

The platform’s built-in data lineage capabilities also allow depositaries to trace every figure back to its source and understand how data has changed over time. This strengthens auditability and enables more robust, evidence-based oversight.  

With over 25 years of experience in data management, we understand the challenges organisations face and know how to unlock the full value of a business’s most important asset: data. Our pioneering Managed Smart Data platform is built on that expertise. When you partner with Raw Knowledge, you’re working with a specialist data firm backed by the award-winning Industrial Thought Ltd Group and trusted by over 35 leading members of the financial services industry worldwide.

Get in touch to discover what we could build together.