Data Infrastructure
Real-time data pipelines, analytics platforms, and multi-custodian data aggregation built for financial services — not generic BI tools repurposed for wealth management. We design and build the data infrastructure that lets RIAs make decisions from a single source of truth instead of reconciling spreadsheets across custodians, portfolio systems, and CRMs.
The data challenge
Fragmented Data Is Costing Your Firm
Most RIAs operate with client data scattered across custodians, portfolio management systems, CRMs, financial planning tools, and compliance platforms. Every system holds a partial view. No single system holds the truth. The result is manual reconciliation, delayed reporting, and decisions made on stale or incomplete data.
Advisors spend hours pulling reports from Schwab, cross-referencing positions in their portfolio system, and manually updating client records in their CRM. Operations teams reconcile trade data across custodians using spreadsheets. Compliance officers piece together audit trails from disconnected systems. This is not a technology inconvenience — it is an operational tax that scales with every new client, every new custodian, and every new regulatory requirement.
Generic data tools and off-the-shelf BI platforms were not designed for the specific data structures, reconciliation requirements, and regulatory obligations of registered investment advisors. RIAs need purpose-built data infrastructure that understands custodial data formats, portfolio accounting schemas, and the compliance reporting cadence that SEC-registered firms operate under.
What we build
Data Infrastructure Services
Real-Time Data Pipelines
Streaming data architecture and event-driven processing designed for financial services workloads. Custodian data feeds ingested, normalized, and delivered to downstream systems in real time — not batch jobs that run overnight and leave your team working with yesterday's data.
Business Intelligence & Reporting
Executive dashboards, client reporting, and performance attribution built on clean, reconciled data. Custom reporting pipelines that give advisors, operations teams, and compliance officers the views they need without manual data pulls or spreadsheet gymnastics.
Data Warehouse Design
Centralized data warehouse architecture with schema design optimized for financial services data models. ETL/ELT pipeline development, historical data migration strategy, and dimensional modeling that supports the specific query patterns of portfolio analytics, compliance reporting, and client servicing workflows.
Multi-Custodian Aggregation
Normalize and aggregate data across Schwab, Fidelity, Pershing, and other custodians into a single unified view. Account data, positions, transactions, and performance metrics reconciled and standardized regardless of source — giving your firm one consistent dataset instead of four different formats.
Competitive intelligence
We Mine Every Public SEC ADV Filing
Every RIA registered with the SEC files a Form ADV that discloses their technology vendors, custodial relationships, AUM, fee structures, and operational details. Most firms never look at their competitors' filings. We do.
We systematically mine the entire SEC ADV dataset to surface competitive intelligence for our clients — which platforms your peers are adopting, where tech spend is trending, which custodians are gaining or losing share, and what compliance infrastructure firms at your AUM tier are investing in. You get data-driven answers to questions like “what are firms my size actually using?” instead of relying on vendor sales pitches.
This isn't a one-time report — it's an ongoing intelligence layer that informs your technology roadmap, vendor negotiations, and strategic planning with real industry data.
Why financial data is different
Generic BI Tools Fail for RIAs
Financial services data has requirements that generic business intelligence platforms were never designed to handle. Real-time position data, multi-custodian reconciliation, corporate action processing, and regulatory reporting obligations create a complexity layer that tools built for e-commerce or SaaS metrics simply cannot address.
Custodians deliver data in different formats, on different schedules, with different identifiers for the same securities. Reconciling positions across Schwab and Fidelity is not a simple join — it requires understanding of lot-level accounting, cost basis methods, accrued income calculations, and the specific quirks of each custodian's data feed. Off-the-shelf tools treat this as a data mapping problem. It is a domain knowledge problem.
Regulatory reporting adds another dimension. SEC-registered advisors have specific data retention requirements, audit trail obligations, and reporting cadences that must be built into the data infrastructure from day one — not bolted on after the warehouse is live. SSG builds data systems that satisfy both operational needs and regulatory requirements because we understand both sides of that equation.
Our commitment to security
SOC 2 Type II Certified
Your data infrastructure handles the most sensitive information your firm possesses — client PII, portfolio holdings, transaction histories, and financial performance data. We do not just build data pipelines; we build them to the same security standards we maintain for our own SOC 2 Type II certified operations.
SOC 2 Type II certification requires independent third-party verification of security controls over a sustained period, covering access controls, encryption, change management, incident response, and monitoring. Every data pipeline, warehouse, and reporting system we build inherits the security practices and operational discipline that our own auditors verify annually.
When we design data infrastructure for RIA clients, we apply the same encryption standards, access control policies, and audit logging requirements we defend in our own SOC 2 examinations. Your client data deserves infrastructure built by a team that takes security as seriously as you do.
Schedule a consultation
Ready to unify your data?
Whether you need multi-custodian data aggregation, a centralized data warehouse, real-time reporting pipelines, or a complete data infrastructure strategy — we build systems designed for the specific requirements of RIAs and wealth management firms. No generic BI tools. No one-size-fits-all dashboards. Just data infrastructure that gives your firm a single source of truth.