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Easy Data Management for Wealth Managers and Family Offices
Enterprise-class data management solutions for financial institutions
A cloud-native, no-code platform with out-of-the-box workflows and flexible data management for wealth managers and family offices of all sizes.
Download PDFBuilt for wealth managers and family offices
Are you a wealth manager? Or a single or multi-family office, ready to implement a cost-effective data operating model that is easy to maintain?
With in-depth knowledge across public and private markets, Fencore offers a cloud-native, no-code data management solution with template-based integration to connect your wealthtech systems and build seamless data management capabilities.
Wealth manager and family office solutions with DataHub
Spreadsheet reduction
Fully automated data management across structured and unstructured data, and all asset classes.
Meet workflow requirements
Establish a golden source, process private equity documents, and execute complex fund look-throughs.
Template-based integration
Connect to market-standard order, portfolio and compliance management systems, market data vendors, custodians, and service providers.
Stay compliant
Maintain your proprietary ESG scoring methodologies within DataHub, meet data protection requirements, and produce key documents on schedule.
Optional outsourced operational services
Cover specific elements of your operating model, with optional reporting-as-a-service for management, regulatory, and client reporting.
End-user training
For firms who want to keep management, maintenance, and refinement in-house.
Ready to take your investment operations forward?
We are here as your consultants. Speak to us for a demo of what Fencore DataHub can do for you — across data management, data governance, and data analytics.
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