The Convergence Platform

The Convergence Platform is comprised of the Knowledge Foundation  and Business Intelligence.
Diagram of the Convergence Platform converting 8,500+ data fields across 24 subjects into Predictive, Complex, and Core Business Intelligence

The Knowledge Foundation

The Knowledge Foundation provides access to curated, structured, and enriched datasets covering 24 subjects in the asset management industry. Convergence datasets are produced by collecting raw data daily from the public domain. Raw data is normalized and validated to create business profiles on entities. Entities include:

128,000+
Advisors
115,000+
Manager Groups
885,000+
Public & Private Funds
2.29mm+
SMAs
15,000+
Service Providers
5,000+
Broker Dealers
100,000+
Affiliates
8mm+
Staff
Graphic illustrating how Convergence turns asset management data into actionable business intelligence

Business Intelligence

Business intelligence transforms the raw, inaccurate, and incomplete data that is put into the public domain by asset managers into highly curated datasets that are used by clients to identify and act on business opportunities, improve process efficiency , and identify and manage client risks. Convergence's business intelligence is created by its subject matter experts.

  • Revenue Growth Goals
  • Profit Growth Goals
  • Risk Management Goals

Core Business Intelligence

Core Business Intelligence is based on raw public domain data that is curated, structured, and enriched to enable clients to monitor and research asset managers, investment advisers, private and public funds, and service providers. Core Business Intelligence focuses on business profiles and reporting period to period changes to them that matter to you. Core business intelligence is part of your subscription to the Knowledge Foundation. We can customize change alerts as may be needed.
Icon representing Complex Business Intelligence, one of Convergence's three core data categories for asset managers
Icon representing Complex Business Intelligence, one of Convergence's three core data categories for asset managers

Complex Business Intelligence

Complex Business Intelligence is based on core plus enriched data that is integrated to  create “signals” that clients can act on. Enriched data does not exist in the public domain and is the proprietary intellectual property of Convergence.  Complex BI is a separate cost and based on the number of entities you want to include in the analytics.

Predictive Business Intelligence

Predictive Business Intelligence are highly accurate signals projecting the business decisions that investment managers will make. Predictive signals are available when they have an accuracy score of at least 70%. The cost of Predictive Business Intelligence is based on the number of entities you choose.
Icon representing Predictive Business Intelligence, one of Convergence's three core data categories for asset managers
Icon illustrating the business value Convergence's business intelligence platform delivers to asset management firms

The Value of Business Intelligence

Improves New and Existing Client Sales Results

Clients using business intelligence convert opportunities to results at higher rates than non-clients. The value is acting on the signals, not creating them.

How Business Intelligence Gets to You

Knowledge Center, APIs, scheduled feeds, or embedded dashboards. Curated alerts and Managed Intelligence Support are available for clients who want the full picture without the internal build.

Customer Reviews

Our intelligence helps the world's leading asset managers, service providers and investors decide who to call, why and when.

“The data we get from Convergence allows us to be surgical in how we deploy our Sales Strategy. We cannot operate without it.”

IV
- Ilona Vega
Government Agency

“Convergence data and analytics are embedded into our talent effort, client management and risk surveillance efforts.”

JM
- Jason Meklinsky
FinTech

“Convergence gives our business development team the intelligence to identify the right opportunities, prioritize where we spend our time, and engage prospects with far greater precision."

JM
- Jay Maher
Fund Administrator

Why Now?

The lines that once cleanly distinguished GPs, LPs and service providers to public and private investments have been converging. Competition is changing and intensifying. AI is reshaping products, services and the industry’s core economics. Can you afford to wait?
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Frequently Asked Questions

Don’t see the answer you’re looking for?

Contact Support
What's included in the Convergence Platform?
What is the Knowledge Foundation, and where does the data come from?
What's the difference between Core, Complex, and Predictive Business Intelligence?
How is this different from a raw data feed or a static research report?
Who inside my organization would use the platform?
How quickly can my team start seeing value?
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