Data Warehousing & Infrastructure

Build your proprietary AI foundation.

Bring your organisation's data together in a secure, centralised single source of truth. Streamline reporting, improve productivity and make faster, informed decisions with reliable, accessible data that is ready for analytics and AI.

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All your insights in one place

What is a modern data warehouse?

A modern data warehouse brings together an organisation's information from multiple systems into a trusted, accessible foundation for reporting, analytics and AI. For fund managers, this means connecting investment research, portfolio data, risk, operations, client information and institutional knowledge. It goes beyond creating a single source of truth by capturing the proprietary context behind how a firm invests, operates and grows. This provides the foundation for enterprise AI to deliver better investment decisions, more scalable operations and smarter client engagement.

Our Data & Infrastructure Services

Data integration & Setup

Connect data and spreadsheets from different systems into a custom, centralised, secure data warehouse. We will work closely with your teams to identify pain points and design a data infrastructure that creates a reliable single source of truth across your organisation.

Data Automation

We help teams eliminate repetitive manual tasks through automated data pipelines, processing, and reporting workflows. Speed up processing and reporting workflows while reducing administrative effort.

Data Cleaning

Our experts will help you improve the reliability of your business data, standardise information and maintain clean, trustworthy datasets that support reliable reporting and decision-making.

Reporting & Visualisation

Turn your data into actionable insights. We build automatic reporting processes and interactive dashboards that give your teams clear visibility of the information they need to make informed decisions.

How we work

We build your proprietary data foundation around how your firm invests, operates and grows. Our approach combines financial services expertise, practical data engineering and iterative delivery to improve decision-making, automate operations and unlock the potential of enterprise AI.

1
Design
We start with the most value adding use cases for you and then design and build a secure, scalable data foundation that connects your investment, operational and client data with the research and institutional knowledge that makes your firm unique. Your information becomes trusted, accessible and ready for AI.
2
Deliver
We engineer and build secure, scalable data infrastructure that connects, cleans and organises your information into a reliable single source of truth. From data integration and automation to reporting dashboards, every solution is built around your business needs.
3
Amplify with AI
We connect AI models and intelligent agents to your firm's trusted data, proprietary knowledge and business workflows. This enables better investment insights, more scalable operations and smarter client engagement. With appropriate governance, controls and human oversight, your data becomes the foundation for a proprietary AI advantage.

Who we help

We help fund managers turn their proprietary data and institutional knowledge into a competitive advantage across investment, operations and distribution.

Investment Teams

We streamline your proprietary research, portfolio data, investment decisions and risk insights so AI can draw on your firm's collective intelligence, enabling deeper analysis, better decisions and an advantage that compounds over time. Plugging Claude into SharePoint can improve individual productivity, but an investment advantage requires a stronger data foundation.

COOs & operations teams

We connect fragmented systems and automate complex workflows across portfolio management, performance, fund accounting and reporting. From automated attribution analysis to operational dashboards, we reduce manual effort, strengthen data accuracy and help your business scale without adding complexity.

Distribution teams

We combine platform data, unit registry and CRM insights to track adviser behaviour, fund flows, investors trends and distribution opportunities. Empower your teams to deepen relationships, identify retention risks and accelerate growth. Your next growth opportunity is already in your data.

Proven results

Client Testimonials

“Will spearheaded the adoption of Snowflake, establishing a source of truth. A substantial portion of our recent new AUM resulted from the data analytics his team delivered.

Managing DirectorHead of Distribution, team of 8

“The systems Will has put in place have changed the entire way we do business. The changes have meant that we have a unique competitive advantage.

Managing DirectorHead of Distribution · $4.4bn AUM

“Will is right up there with the best commercial technologists we have come across, from tech due diligence to portfolio company enhancement.

Managing DirectorVC investor · $500m AUM

Reporting cut from 15 business days to 1.

30M rows analysed into trusted whitepapers.

The total-portfolio methodology of US$1T managers.

FAQ

What is data warehousing?

A data warehouse is a centralised system that brings together information from your different systems and spreadsheets into one trusted, usable foundation where data can be cleaned and processed. Think of it as an everything-box for your data, where everything is organised, so that everyone has access to the same information at the same time. At Amplify AI Group, we go further by connecting your firm's data with its research, processes and institutional knowledge. This creates a proprietary foundation for AI that understands how your business invests, operates and grows.

How can my data be 'AI ready'?

AI needs clean, connected and governed data, together with the business context that gives it meaning. For fund managers, valuable intelligence sits across investment research, portfolio systems, fund accounting, CRM, spreadsheets and documents. By bringing together structured and unstructured data, with appropriate controls, we help you create a trusted foundation for AI that allows organisations to move beyond individual productivity tools towards scalable operations and intelligent automation.

Can we just connect Claude or ChatGPT to SharePoint?

While connecting AI to SharePoint is a useful starting point for searching and summarising documents, your firm's intelligence also lives in portfolio systems, investment decisions, fund accounting, risk platforms and CRM. In many cases, data needs to be maintained to truly rely on the output. Enterprise-wide AI productivity requires these sources to work together with your organisation's knowledge, business rules and workflows in order to support more sophisticated decisions and processes.

How can a data warehouse create a competitive advantage for fund managers?

Most fund managers have access to similar market data, technology platforms and AI models. Your competitive advantage comes from the intelligence unique to your organisation. Amplify AI Group builds proprietary data foundations around how your firm invests, operates and grows. This way we can achieve richer investment insights, automated attribution and operational analysis, and smarter distribution by connecting data across your platforms for better decisions, greater operating leverage and an AI advantage that compounds as your organisation grows.

Your data advantage is waiting to be uncovered.

Schedule a call team@amplifygroup.ai