Products & Services
How We Streamlined ERI Data Delivery with the Managed Smart Data Platform
14 May 2025
Who we are
Raw Knowledge is data management firm and specialist financial data provider
MANAGED SMART DATA PLATFORM
An end-to-end data management solution that cleans, validates and unifies fragmented data into one accurate and auditable view. It enables financial institutions to reduce operational risk, improve regulatory compliance, and make faster, more confident data-driven decisions.
EXCESS REPORTABLE INCOME DATA
This service sources and delivers complete, high-quality and traceable offshore fund data to support accurate, timely tax reporting. By removing the burden of manual data gathering and ensuring consistent, HMRC-ready datasets, financial institutions can reduce risk, scale efficiently and deliver better client outcomes.
Why Raw
Knowledge?
- Serving over 35 UK and international clients in the wealth and asset management sector
- Part of the Industrial Thought Group, est. 2013
- Sister company to Financial Software Ltd, creators of the award-winning capital gains solution CGiX
- End-to-end service, with client-specific service level agreements and on-site support
- Award-winning specialist financial data services
Who we serve
Managed Smart Data Platform: Bring together fragmented, client, portfolio and securities data from multiple systems into one accurate, auditable view. With reliable, unified data at their fingertips, wealth managers and private banks can deliver faster reporting, smoother client experiences and more transparent, data-backed investment decisions.
ERI data: Reliable, complete and traceable offshore funds information to support excess reportable income (ERI) reporting. Produce accurate, timely UK tax packs and better meet Consumer Duty requirements while reducing operational burden and regulatory risk.
Managed Smart Data Platform: Bring together client, portfolio and securities data spread across multiple systems into one accurate, auditable view. With a consistent, trusted data foundation, platforms and advisers can support faster reporting, smoother client experiences, and deliver sustainable, scalable growth.
ERI data: Complete, reliable and traceable offshore fund information to support excess reportable income (ERI) reporting. Provide accurate UK tax reporting, better meet Consumer Duty expectations and strengthen competitiveness while minimising operational burden.
Managed Smart Data Platform: Bring together fragmented oversight data, such as pricing and securities data, from multiple internal systems or external providers into one accurate, auditable view. With a stronger, reliable data foundation, authorised corporate directors can deliver more accurate assessments of value, NAV production, and more effective, data-backed fund governance.
ERI data: Reliable, complete and traceable offshore funds information to support accurate oversight of fund managers while reducing operational burden and regulatory risk.
Managed Smart Data Platform: Consolidate, structure and validate inconsistent data, such as holdings, cash, and valuation data, arriving from multiple custodians, fund accountants and administrators into one consistent, auditable view. With a strong, reliable, and unified data foundation, depositaries can strengthen the quality and efficiency of their oversight and mandate monitoring.
Market-leading solutions
Testimonials
Don’t just take it from us
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We started working with Raw Knowledge after hearing of their comprehensive offshore reporting funds service. The onboarding process was flawless and overseen by Preya and the team, who were very friendly and knowledgeable. What’s great is that the service can be used for small ad hoc requests, right up to large projects, with no long term commitment. This really suits our boutique practice.
In our experience, the range of funds covered appears unrivalled and the turnaround time for requests is fantastic, with the information usually returned by e-mail the same day, often even within the same hour.
Gibson Booth Accountants
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Raw Knowledge is part of the Industrial Thought Group
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