We make our best effort to achieve a 90-100% completion rate for our clients. The databases are comprised of the following qualitative and quantitative information; Firm Level: AUM & Breakdowns, personnel totals, turnover & bios, gained & lost accounts, narratives, GIPS, Insurance, & other legal documents with corresponding dates. Strategy/Vehicle Level: AUM & Breakdowns, Strategy & Vehicle Performance, Asset Allocation weightings, Fundamental Characteristics, Portfolio Holdings, Country – Sector - Market Cap breakdowns, Composite Data, Vehicle Fees, Fund NAV, personnel totals, turnover & bios, gained & lost accounts, narratives, GIPS, Factsheets

Data-Centrix saves managers time, money and strain on internal resources. Our intuitive client templates significantly reduce the internal data collection process for managers, while bolstering profile completion rates to 90-100% . The technology delivers a seamless flow of accurate, consistent, and timely information to consultant databases with a single click.

Each client has a database matrix available on the Manager Portal that defines where all firm/strategy and vehicle information is reported.

We have built internal, comprehensive narrative workbooks available for managers who are new to reporting, adding a strategy or want to update existing narratives. On request, we can provide managers narrative workbooks populated with your current responses for review and editing. All workbooks can be uploaded to Data-Centrix with a single click and we ask that you highlight your changes or send us an email detailing all updates. We have a comprehensive document section where managers can upload various items such as ADV’s, Factsheets, GIPS letters and much more.

Data-Centrix is IMSS’s proprietary automation technology that aggregates and expedites the consistent flow of qualitative and quantitative information to consultant databases globally.

Each time a client file is uploaded to Data-Centrix your CRM is immediately notified. Data-Centrix time/date stamps each file from upload to reporting completion to the databases so clients can monitor the process ongoing.

We pride ourselves on our commitment to providing top tier client service. Each client is assigned a Dedicated Client Relationship Manager (CRM), and a back-up, who works as an extension of your team. Each CRM supports all functions of reporting to Data-Centrix and the dissemination of information to each clients identified list of active databases. Our priority is to support our clients in the most efficient manner by providing quick response times and direct accessibility to your CRM. Your CRM’s contact information can be found on the bottom left side of the Data-Centrix main landing page when logged in.

Given the depth of data and varying breakdowns of information required, we prefer that managers who have traditional strategies use our client templates to create the most robust, consistent dataset. Our highly intuitive templates capture information in a strategic way that significantly reduces time spent collecting data for traditional managers. Alternative managers have the option to use their own templates or ours.

We understand time is valuable, and have developed a seamless process for firms transitioning to Data-Centrix. Once we identify a clients active list of databases, we then secure login credentials for each one. Each database has its own set of rules for credentials, so we will use a managers login where allowed and obtain our own when required. We then work with your team to format Client Templates and ensure a successful implementation and upload on Data-Centrix. An integral and valuable part of our onboarding process is conducting an initial review of your active databases to assess current reporting efforts and identify discrepancies or missing information. For managers new to the databases, or those who want to expand their list, we will provide custom narrative workbooks that streamline the onboarding process. Once the above is complete, we work with your team to make updates, changes and the continuous maintenance of ongoing reporting.

We charge managers on a per profile basis. Each Strategy listed in a database and all vehicles listed under that strategy are considered one profile. In some instances updating the firm data will be charged as one profile because some databases request extensive firm information. Clients are billed in arrears 30-45 days after quarter end. We also provide firms with one off support for independent database projects at an hourly rate.