Financial Services
Platform targeted at the Asset Management industry that enables the synthesis of data within and across systems in a low-code, automated, and secure manner.
ExfInsights Revolutionizes Financial Data Management Processes
ExfInsights empowers financial services, particularly in Asset Management, by enabling secure, low-code data synthesis across systems. Powered by ExfDigital, this cloud-native platform leverages open-source tools and data science to enhance application integration, data quality, and governance. It simplifies and automates data processes, boosting productivity for Business Analysts and Data Scientists.
40 - 60%
Operational Efficiency
Exafluence accelerates Cloud migration with a Native App Investment Data Model and expert insights for a seamless transition.
01
We boost productivity by replacing legacy systems with machine learning and business intelligence, letting you focus on your business.
02
Exafluence streamlines Cloud migration with a Native App Investment Data Model for seamless modern data management.
03
Exafluence accelerates Cloud migration with a Native App Investment Data Model and expert insights for a seamless transition.
01
We boost productivity by replacing legacy systems with machine learning and business intelligence, letting you focus on your business.
02
Exafluence streamlines Cloud migration with a Native App Investment Data Model for seamless modern data management.
03
Exafluence accelerates Cloud migration with a Native App Investment Data Model and expert insights for a seamless transition.
01
We boost productivity by replacing legacy systems with machine learning and business intelligence, letting you focus on your business.
02
Exafluence streamlines Cloud migration with a Native App Investment Data Model for seamless modern data management.
03
Advanced Data Services for Industry Challenges
Exafluence -FIS Partnership
We help you maximize productivity and competitiveness moving beyond legacy systems and integrating machine learning and business intelligence. Focus on running your business while we optimize your data management.
Exafluence’s ExfInsights, in partnership with DisruptivData's Snowflake Native App Investment Data Model, has been selected by FIS to power their new Investment Data Platform
Map Data Sources
ExfInsights delivers FIS a unified Master Data model, integrating legacy systems with Snowflake’s Data Cloud. This provides Investment Managers and consultants with a single version of the truth across all office functions.
01
Automated Data Pipelines
NLP-based metadata alignment and codeless transformation to automate data pipelines with full lineage and exception handling. This enables swift, efficient, and cost-effective cloud migration with reduced risk.
02
Rich Capabilities for the Lowest TCO
Combines expert developers to deliver a cost-effective platform for data analytics, supporting chart of accounts & Private Equity statements. It offers rich capabilities for Investment Managers with seamless data harmonization & ingestion.
03
Multi-Asset Reporting and Look-Throughs
Snowflake STAR schema integrates seamlessly with Power BI and Tableau, providing multi-asset reporting and real-time processing. It supports point-in-time views and scalable, resilient deployment on any cloud for Investment Managers.
04
Exceptions, KPIs, and Orchestration
Offers comprehensive exception trapping, KPIs, detailed logging for full data control, integrating seamlessly with data governance platforms like DBT, Collibra. Data Analysts can effortlessly ingest data through the Snowflake Data Cloud.
05
Open-Source System Integrator
It is specialized in MongoDB & Snowflake modernization, integrating legacy & cloud capabilities. Our global team of industry experts & technology professionals ensures cost-effective data platform modernization.
06
Map Data Sources
ExfInsights delivers FIS a unified Master Data model, integrating legacy systems with Snowflake’s Data Cloud. This provides Investment Managers and consultants with a single version of the truth across all office functions.
01
Automated Data Pipelines
NLP-based metadata alignment and codeless transformation to automate data pipelines with full lineage and exception handling. This enables swift, efficient, and cost-effective cloud migration with reduced risk.
02
Rich Capabilities for the Lowest TCO
Combines expert developers to deliver a cost-effective platform for data analytics, supporting chart of accounts & Private Equity statements. It offers rich capabilities for Investment Managers with seamless data harmonization & ingestion.
03
Multi-Asset Reporting and Look-Throughs
Snowflake STAR schema integrates seamlessly with Power BI and Tableau, providing multi-asset reporting and real-time processing. It supports point-in-time views and scalable, resilient deployment on any cloud for Investment Managers.
04
Exceptions, KPIs, and Orchestration
Offers comprehensive exception trapping, KPIs, detailed logging for full data control, integrating seamlessly with data governance platforms like DBT, Collibra. Data Analysts can effortlessly ingest data through the Snowflake Data Cloud.
05
Open-Source System Integrator
It is specialized in MongoDB & Snowflake modernization, integrating legacy & cloud capabilities. Our global team of industry experts & technology professionals ensures cost-effective data platform modernization.
06
Map Data Sources
ExfInsights delivers FIS a unified Master Data model, integrating legacy systems with Snowflake’s Data Cloud. This provides Investment Managers and consultants with a single version of the truth across all office functions.
01
Automated Data Pipelines
NLP-based metadata alignment and codeless transformation to automate data pipelines with full lineage and exception handling. This enables swift, efficient, and cost-effective cloud migration with reduced risk.
02
Rich Capabilities for the Lowest TCO
Combines expert developers to deliver a cost-effective platform for data analytics, supporting chart of accounts & Private Equity statements. It offers rich capabilities for Investment Managers with seamless data harmonization & ingestion.
03
Multi-Asset Reporting and Look-Throughs
Snowflake STAR schema integrates seamlessly with Power BI and Tableau, providing multi-asset reporting and real-time processing. It supports point-in-time views and scalable, resilient deployment on any cloud for Investment Managers.
04
Exceptions, KPIs, and Orchestration
Offers comprehensive exception trapping, KPIs, detailed logging for full data control, integrating seamlessly with data governance platforms like DBT, Collibra. Data Analysts can effortlessly ingest data through the Snowflake Data Cloud.
05
Open-Source System Integrator
It is specialized in MongoDB & Snowflake modernization, integrating legacy & cloud capabilities. Our global team of industry experts & technology professionals ensures cost-effective data platform modernization.
06
Fund Accounting Managed Services
ExfInsights partners with Disruptive Data who are a high calibre team of SMEs in the field of fund accounting and bookkeeping to support and enhance middle back-office operations.
Provide SMEs On Booking Services.
Automation of trade bookings & reconciliations.
Provide Technology to maintain General Ledger.
Electronic confirmation matching
Compute corporate action processing.
Investment Data Warehouse and Portfolio Management Reporting
ExfInsights investment data warehouse is built for data consumption, audit, and integration with BI tools. Our Data Warehouse offers to look through Product/Funds and Derivatives as well as AUM aggregation without double counting. Low cost of operation as database spins down and up based on usage.
Automation of trade-break reporting.
Generate mark-to-market statements.
P&L reporting, comparison, analysis, NAV calculations.
Portfolio Analytics Reporting
ExfInsights offers a metadata driven approach for system integration with improved data quality and gold copy creation. Our Business Analyst’s tool set uses the latest predictive analytics technology stack of Big Data, data blending, non-structured databases, ML, NLP and AI ensembles.
Portfolio risk reporting
Compliance & regulatory reporting automation
Time series calculations
Outsourced CIO Solutions
Modernizing and digitizing the business in today’s era is necessary, almost compulsory, for businesses to survive in this market full of competition. ExfInsights provides Start-ups and small to mid-size businesses with turnkey CIO solutions that are off-the-shelf platform offerings to address a specific issue.
ExfInsights leverages ExfDigital's technology and accelerators to keep client management teams focused on business growth. Our senior technology executives guide clients through IT strategy and transformation with expertise.
Strategic Consulting and Governance
Collaborate with CEOs and Co-Founders to define technology goals, roadmaps, and governance processes aligned with client missions and objectives.
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Platform and Technology Management
Consult and oversee client’s platform, applications, database, and infrastructure to ensure timely, efficient delivery of features and top-quality standards.
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Scalable Technology Planning
Ensure technology is versatile, scalable, and equipped to handle rapid future growth effectively.
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Cross-Departmental Technology Collaboration
Work closely with senior members and departments to update technology and provide platform assessments and recommendations based on business needs.
04
ExfInsights is designed to offer new automation and solutions for Financial Services Asset Managers are under fee pressure and new advances in Open Source offer an affordable solution to leverage tools that have gained widespread acceptance in other industries in what some are calling the fourth Industrial Revolution
Who we Serve
Investment
Banks
01
Fund
Administrators
02
Private Equity
Firms
03
Fintech
Start-ups
04
Hedge
Funds
05
Who we Serve
Investment
Banks
01
Fund
Administrators
02
Private Equity
Firms
03
Fintech
Start-ups
04
Hedge
Funds
05
Who we Serve
Investment
Banks
01
Fund
Administrators
02
Private Equity
Firms
03
Fintech
Start-ups
04
Hedge
Funds
05
Discover What Exafluence Can Achieve for You
