About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

MoneyMate Launches DataManager Version 1.6

Subscribe to our newsletter

MoneyMate, a specialist provider of investment data quality management solutions, today announced the availability of version 1.6 of DataManager, a cloud platform that enables global asset managers to oversee and control the quality, accuracy and timeliness of their client-facing product data. Featured additions to the platform include a new micro-site module and increased functionality around business validation rules and distribution capabilities.

Utilized by some of the largest asset managers globally, including J.P. Morgan Asset Management and Schroders, DataManager centralizes and validates investment product data – giving firms real-time, easy and transparent access to accurate data, which managers can then use for websites, fact sheets, client reports and sales and marketing collateral. Through this solution, buy-side firms are able to automate the manual processes normally associated with investment data management and manage these processes by leveraging MoneyMate’s domain expertise and intelligent workflows.

“As asset managers continue to seek growth and diversification, the automation of investment data management processes will become even more integral,” explains Jason Cooke, VP of Product, at MoneyMate. “At MoneyMate, we invest heavily in research and development. Version 1.6 is a prime example of how we continue to look for ways for asset managers to gain transparency and understand their data clearly, as well as the flexibility to utilize it for a range of functions.”

With the view towards helping asset managers who are challenged with ever increasing product complexity as well as simplifying integration with client and third party data consumers, MoneyMate DataManager version 1.6 introduces a number of important developments for the buy-side industry:

– Micro-site Module: an optional web-reporting layer that allows for advanced micro-site management and offers managers the ability to tailor each individual site to a specific geographic region and target audience, according to style, brand, language, locale, fund ranges and local regulatory data display rules

– Output Modules: configurable output modules that are designed to support data distribution for clients who may need multiple extract configurations or to deliver data on a scheduled or ad hoc basis, via email, FTP or web services as required

– Advanced business intelligent rules engine: the rules engine is highly flexible and is designed to allow for simple and complex rule configuration, with the added capability to create custom rules using a DSL (domain-specific) interpreted language

– Performance and Risk Engine: produces a full range of commonly-used statistics with complete flexibility with regard to base currency, treatment of distributions and options to run in batch or real-time

“We believe the latest enhancements to DataManager are significant and exciting,” commented Mr. Cooke. “While DataManager users have always been sure of the accuracy, security and timeliness of their data, these latest updates allow us to continue to offer our clients unparalleled service, as well as a solution that reduces risk and ensures that accurate and consistent product information can be taken to market in a timely manner.”

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Unlocking Transparency in Private Markets: Data-Driven Strategies in Asset Management

10 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes As asset managers continue to increase their allocations in private assets, the demand for greater transparency, risk oversight, and operational efficiency is growing rapidly. Managing private markets data presents its own set of unique challenges due to a lack of transparency,...

BLOG

CTA Reporting Suspended but BSA Obligations and BOI Risks Remain

Following a series of legal challenges and court rulings, the future of the Corporate Transparency Act (CTA) and the Beneficial Ownership Information (BOI) repository at the Financial Crimes Enforcement Network (FinCEN) remain unclear. Congress passed the CTA in 2021, and the law went into effect on January 1, 2024. The filing deadline for companies that...

EVENT

Buy AND Build: The Future of Capital Markets Technology

Buy AND Build: The Future of Capital Markets Technology London examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...