Having a centralized data repository (CDR) fitted with a data quality business rules engine sets asset management firms on the path to better data management. The next step is to integrate the data between the source and target systems via the CDR. This step would result in time and money savings, reduction in user tickets and faster issue resolution (if any).
For asset management firms, the source and target systems primarily include the:
- Third-party data feeds
- Order management system
- Customer relationship management (CRM) system
- Accounting system
- Compliance solutions
- Reporting systems

The data integration is then automated as scheduled Extract, Transform and Load (ETL) jobs. Once automated, human intervention will be minimally required, generally only for maintenance or to address user tickets. Automated job monitoring, alerts & notifications, and audit logs will ensure faster traceability and issue resolution.
See infographic of the data integration setup for asset management firms >>
We have reusable and plug-and-play SQL Server Integration Services (SSIS) templates for:
- Integrating data from/to several source/target systems
- Job monitoring
- Job status notifications & alerts
- Audit logs
- Traceability