Single Source of Truth for Investment Management


March 5, 2024

Single Source of Truth for Investment Management
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The Business Challenge

An investment management company wanted to maximise their return on investment from their CRM and reporting systems. This would assist the sales team in creating new business by having all appropriate data from their various systems available in a secure and timely manner.

The business had significant information available within their Portfolio Management System (PMS) such as client holdings across funds, positions, subscriptions, redemptions and valuations which needed to be manually retrieved. This in itself was such a time consuming process that it was mostly avoided.

This PMS-based information needed to be reviewed in conjunction with the data stored in the Client Relationship Management system. Looking at all related information in one place makes it far more powerful and effective.

The data needed to be up to date, visible to only authorised personnel and not negatively impact the performance or the stability of the PMS.

Key objectives:

  • The data from the PMS needed to be enriched with all available related information from the CRM.
  • All relevant information pertaining to the client needed to be accessible from within 1 screen.
  • The information needed to be available near real-time.
  • The performance of the PMS needed to be unaffected.
  • Security should be in place to ensure that only relevant information was available and that any confidential or unrelated information was excluded.

Our Solution

Synetec delivered functionality to enrich and make available information that has improved the performance of the sales team and the company overall.

Not only could the salesperson view all relevant CRM information of the client, but also any transactions involving the client’s accounts and the valuation of their holdings.

In the absence of a proprietary API, the data from the PMS was accessed through scheduled nightly reports.


The new system allows the valuable data that was locked in the various places to contribute to the success of the business as a whole. This has improved performance and also enabled them to become scalable for the future.

Initial indications are that sales have improved significantly with the sales team attributing the majority of that increase to having a Single Source of Truth. Processes have also become streamlined, delivering an improved customer experience overall.

In general, decision-making has improved and management can trust that they’re basing their decision on the best and most relevant reports.

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