Information Transparency and Intelligence

Access to unified, accurate and timely information is paramount to control the business and effectively plan for the future. Firms are often handicapped with decision information that is held in disparate systems, is inaccurate and is not easily retrieved. TransAd Partners helps client firms address the deficiencies and reveal the information needed to control and manage the business.

Information transparency services include:

• Consolidated data warehouse data modeling and functional design
• Specify requirements for data harmonization, unification and normalization across data sources
• Identify suitable reference data and assist with procurement
• Reporting conversion support
• Design reporting and dashboard rules, computations and appropriate formats for the following reporting needs among others:
  • Financial results and analysis
  • Decision support
  • Sales analysis and measurement
  • Risk and surveillance
  • Operational productivity and quality measurement
• Books and records capture and retention modeling
• Data capture and reporting requirements assistance to meet FINRA Rule 2090/2111 and Unified Fiduciary Standard compliance requirements