SOLUTIONS → DATA MANAGEMENT

Data chaos ends here

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Digital reporting solutions for Asset Managers
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The platform that transforms your fund data headaches into automated, auditable clarity
Meet Sarah
I'm Sarah, Head of Data at a mid-sized asset manager. Every month felt like déjà vu: new spreadsheets, new formats, new fires to put out. Between admin feeds, API inconsistencies, and last-minute changes, we were always reactiving to problems rather than preventing them.

It wasn't just the volume, it was the unpredictability. One file might be missing a column, perhaps another file misspelt breaking ingestion. Even the same fund might show up twice, just labelled differently. We had no clean starting point. Our team built brittle macros, patched scripts, and crossed our fingers every time a reporting batch run approached.
Sarah, Head of Data

What I needed help with

"I needed a way to stop manually cleaning and fixing data from multiple sources every month. It had to be reliable, auditable, and something my team could manage without always pulling in engineers."

Why I chose Instinct

"Instinct understood our needs. They didn't just offer a product, they were a partner. The instinct platform gave me tools to leverage my data in its current form allowing us to see improvements from day one. I could plug in messy files, apply our business logic once, and trust the outputs. It felt like someone finally built a platform for data people in the reporting and compliance space."

How Instinct helped my team

Structure & formatting

We used to spend hours cleaning up spreadsheets. Now we just upload them. Instinct's reusable adapters take care of the structure and formatting.

Schema changes

Schema changes and weird naming quirks used to break everything. Instinct ETL pipeline spots issues immediately, before they derail downstream reports.

Define rules once

All our once fragile Excel logic is now captured in one place within the instinct platform. We define rules once and apply them across all products without having to code.

Full history

When someone asks where a datapoint came from, we can show them; right back to the raw file, with full transformation history.

Better workflows

We've gone from patching problems to building better workflows. Our data team is finally ahead of the curve instead of scrambling behind it.

Why data teams love Instinct

Ingest anything

Support for Excel, CSV, APIs, S3, and databases with no code rewrites.

Define logic once

Use declarative rules to standardise rounding, naming, currency logic and more.

See everything

Trace any datapoint to its source with our lineage and audit tools.

No engineering needed

Your team owns and updates rules through a simple UI or via data files, no deploy required.

Built for scale

A secure, cloud-native platform supporting single or multi-tenancy leveraging AWS.

From data chaos to clarity
Data validation process diagram showing how complex data is transformed into validated outputs
Where we are now
These days, our team doesn’t scramble at the last minute. Our ingestion adapters run automatically in the background. Every transformation is versioned, traceable, and auditable. When downstream teams need data, they get it, clean and ready to go.

Instinct gave us what we’d been missing: data confidence and control.

Make Sarah’s success yours

Take the first step towards transforming your fund data workflows. Let us show you how we can turn chaos into clarity, just like we did for Sarah.

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