An investment communication platform designed to improve the way investment managers operate, manage and communicate investment data and insights.
The Instinct platform ingests and aggregates your data from internal and external sources into one place, enabling cross business utilisation and a series of solutions to solve many problems…
But what does that mean? Well, instead of a fragmented workflow, Instinct provides a unified, transparent, and fully auditable pipeline from raw data to pristine, compliant outputs. Providing scalable and sustainable solutions for your organisation that spans your Marketing, Operational, Reporting and Data/technology teams.
Our platform features are purpose-built to solve the specific, real-world problems your teams face every day.
Marketing Solutions
Our dynamic engine with instant updates ensures your lead times for updates across your digital experiences are removed, and updated factsheets are instantly available
Operational Solutions
Replace your high-risk, untraceable and inefficient manual processes with end-to-end automation, role-based workflows and reliable audit trails
Client Reporting Solutions
Inconsistent disclosures, out of date documents and different regional regulations are a thing of the past with our jurisdictional Rules Engine and version controls
Data Solutions
Utilise our adapter-based ingestion and anomaly detection to remove the risk of inconsistent schemas and messy source files breaking data flows and pipelines
Take the first step towards transforming your fund data workflows. Let us show you how we can turn your broken processes into clear, instant and traceable outputs that benefit your entire organisation, just like we have for other leading global asset and wealth managers.
Common pain points in report production
Common pain point | How Instinct can help |
|---|---|
Numerous data sources, leading to complex, messy processes | Instinct's data-agnostic client adapter model allows firms to leverage our solutions without needing to change their internal data processes. We define and maintain mappings to any number of different data sources, combining them into a single data layer to be used across any output. This removes complexity and streamlines reporting. |
Data errors in outputs, opening the door to financial penalties | Instinct's full suite of data controls provides confidence that the data entering our platform is complete and in the correct format. Our powerful anomaly detection can flag when values don't seem right, based on rules defined by each client, and our data readiness framework tracks that all routine updates have been made before outputs are generated. |
Scattered business logic, risking inconsistencies and slow update times | With a centrally managed Rules Engine, Instinct provides a robust framework to ensure the correct content, disclaimers, branding and documents are always available to the right audiences, all controlled through a self-service portal. This makes updates easy, with full transparency into which rules are being applied. |
Operational risk, leading to regulatory headaches | Instinct's disclaimer management rules allow for centrally managed disclosures to be associated to products at any level, whether this may be per jurisdiction, fund range, legal structure, or even individual share class. Updating the disclaimer once updates all related outputs, ensuring messaging is always consistent. Translations are also managed globally, with support for any language. |
Inconsistent reporting, causing reputational damage | With a core set of rules and branding requirements which can apply across any output type, Instinct's Rules Engine ensures every report is consistent. Leveraging our common data layer, the values used across our solutions are also crucially always aligned. |
Broken outputs, reducing confidence | Powered by flexible, reusable layouts and rules, Instinct's outputs are set and forget so our clients can be sure every output is created as expected, without the need to constantly make tweaks. |
Slow report turnaround, leading to unhappy investors | Driven by our Batch Manager Instinct automates the creation of documents and reports, removing the need for human intervention. Report generation can even be tied into our Data Readiness framework, triggering the Batch Manager as soon as all data updates have been received. |
Dynamic reporting solutions for investment managers
Beautiful, interactive, and cost-effective
