Data and document integration for Asset Management
Graduate from custom code to automation for integrating market feeds, portfolio, ratings, filings data and documents.
Streamlined Data Integration
Shift your integrations from custom code to code and low code where Finance SMEs can y self-serve their data feeds. Replace the back and forth between Finance SMEs and Data Engineers with offline collaboration.
Onboard new funds, asset holding companies, and clients without having to code custom integrations.
Make high-value decisions with confidence driven by Enterprise grade monitoring, notifications, and error handling.
Engineered to handle any data that comes your way – Documents, PDF, Excel Files, APIs, Alternative Data sources, or custom feeds.
Get insights from across millions of document and data feeds in one easy, out of the box chat interface
How Clearwater Analytics Delivered a Custom Investing AI Chatbot for their Investment Clients
Listen in on how Darrel Cherry, Distinguished Engineer at Clearwater Analytics, used Nexla to build a custom LLM chatbot for clients to ask questions and learn about their investing strategy.
Intuitive Data Integration for Asset Management
Bridge the gap between outdated legacy systems and modern platforms, streamlining the integration process and ensuring operational efficiency during transitions.
Nexla generates connectors to most systems and handles over 30 different file formats including complex spreadsheets and PDF reports to help transition your data onboarding from code to clicks.
Nexla empowers Subject Matter Experts (SME) and non-technical users to perform data transformations, automate operations, and deliver accurate data using a no-code/low-code interface, reducing back and forth between teams and accelerating data onboarding
Map disparate data models into a common data model, taking advantage of recommendations, automation, and schema templates. Data in common model can be easily delivered to a warehouse, as an API, or into a file.
Nexla provides intelligent monitoring, error management, and built-in validations to ensure data quality, proactively mitigating risks and troubleshooting thousands of data flows per day.
Nexla’s universal connectors enable data teams to send ready-to-use data to any destination (S3, FTP, SFTP, APIs, Snowflake, or BI tools), supporting various data storage and integration needs.
Nexla automates the detection of schemas from different files, such as securities masters, trade positions, and tax lots, facilitating the creation of a reconciliation view of the firm’s data and enabling scalable data operations.
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Overcoming Data Integration Challenges in Asset Management with Nexla