Innovate Your Experiences

New technologies continue to reshape the experience for a new generation of advisors and the investors they serve. Position your data to power new customer experiences and sales tools with centralized control, governance, and distribution of your investment data.

Centralize Your Data

Integrate investment data from across internal and third-party systems to create a single view into the data you want to distribute.

Open Your Data

Maestro’s data APIs are the highest performing in the industry, allowing you to provide instant access across all of your print and digital channels.

Govern Your Data

Use Maestro’s data management tools to control the accuracy of the data coming from upstream systems.

Automate Your Factsheet & Commentaries

Create factsheet templates in seconds with a simple drag and drop interface, and then generate them with the push of a button. Maestro’s machine- learning algorithms learn how to optimize your data visualization, disclosures, and commentary to fit neatly in a branded template without any design intervention.

Speed Factsheets

Create templates for fact sheets in minutes that make execution take seconds.

Control Factsheets

With centralized data and disclosures, Maestro ensures that your most important information is accurate everywhere it’s presented.

Produce Commentaries

Streamline fund commentaries by combining text, rich data visualization, and disclosures.

Mitigate Your Risks

Manage all disclosures from a central source and create rules for where and how disclosures appear. By centralizing the management and distribution of disclosures, Maestro ensures that your investment data is accurate, compliant and accessible, lowering the risk across the enterprise.