Industry-first experience for asset managers

Maestro is a first-of-its-kind platform for asset managers to centralize and distribute investment data and disclosures in a high-performing, automated environment.

Key Features

Data APIs

Power the next generation of digital experiences with the industry’s highest-performing APIs.

Data Rules

Govern the quality of upstream data providers with centralized alerts and notifications.

Data Patching

Easily modify errant data points from upstream systems to ensure accuracy across digital assets.

Factsheet Automation

Configure factsheets with drag and drop functionality and distribute them with the push of a button.

Centralized Disclosure Management

Bring together all disclosures from across the enterprise to ensure that wherever data goes, so do the proper disclosures.

Commentary Production

Streamline fund commentaries by combining text, rich data visualization, and disclosures.

Customer Story

Navigating the Digital-First Frontier in Financial Services

Sell more products using tools with better experiences and more complete data.

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