Streamline Your Database Reporting Process

Data-Centrix automates the flow of your data to consultant databases worldwide, increasing profile completion rates and ensuring accuracy every step of the way.

While our technology simplifies data management, our strong focus on client service and hands-on engagement to maximize database opportunities is what really sets us apart

Intuitive Templates

Highly intuitive templates significantly reduce the time spent by managers on data collection and reconciliation. Upload your data templates in one click and our Data-Centrix technology takes care of the rest.

Seamless Transition

Our custom data reporting client templates and narrative workbooks make onboarding fast and straightforward. IMSS adapts to your workflow for a smooth transition—whether launching your firm or adding strategies and vehicles to existing databases.

Expedited Data Distribution

Data-Centrix processes your data templates, reconciles and formats the information, and distributes it to consultant databases—quickly and accurately.

Our Services

Database Reviews & Recommendations

Data-Centrix clients receive an initial review of current database reporting as part of the onboarding process. What managers can expect:

Assessment of current data reporting and profile completion rates
Review of current databases being populated to ensure our clients are positioned to increase their inclusion in search activity
Review naming conventions for all strategies and vehicles for consistency across databases
A report outlining deficiencies and recommendations for next steps

We offer non-client managers this service on an hourly project basis for a single database or multiple.

Profile Onboarding for Firms & Strategies

We assist managers new to database reporting or those who want to add new strategies with:

Intuitive Data-Centrix data templates that reduce manager resources on data collection
Bulk uploads historically for all Firm/Strategy data in a single template with one-click uploads
Comprehensive proprietary narrative workbooks to quickly build firm/strategy profiles
Document uploads – GIPS, ADV’s, Prospectus, Org Charts etc. and corresponding dates noted in databases
Database recommendations based on fit and potential ROI

Ongoing Database Reporting & Oversight

We provide managers with a complete end-to-end database support solution. Clients can expect:

A dedicated Client Relationship Manager who is highly accessible and available via phone and email
Access to Data-Centrix Manager Portal for data/document uploads
Monthly and Quarterly updates for all data sets
Monthly Fact Sheet uploads
Document uploads as required
Ongoing narrative updates
Notification of databases structural changes and reporting requirements

50+ Databases at Your Fingertips

Our Data-Centrix technology ensures the accurate, complete, consistent & timely delivery of data to consultant databases globally. Ready to learn how our technology can help your firm?