Investment intelligence infrastructure

Full-service data, research, and reporting for investment teams.

Big Fir Data combines market data workflows, portfolio analytics, company research, and automated reporting into one operating layer for financial services firms that need cleaner data and faster decision support.

Platform

Built for firms that need institutional workflows without institutional bloat.

Big Fir Data is designed as a practical operating system for investment organizations: source data is cleaned, mapped, and made usable across research, reporting, performance attribution, and client-facing workflows.

Market and security master data

Daily security data, pricing, shares outstanding, market cap, returns, and benchmark-ready datasets.

Research workspace

Company notes, financial models, ownership context, document workflows, and structured CRM history.

Portfolio intelligence

Attribution, exposure, holdings, performance, and repeatable reporting for portfolio and client teams.

Custom implementation

Data pipelines, dashboards, scheduled jobs, and platform tailoring for the way your firm already operates.

Full-service offering

Software, data operations, and workflow design in one relationship.

The product is more than a dashboard. Big Fir Data can support the connective tissue around your investment process: data vendor integration, internal data cleanup, model standardization, custom reports, team permissions, scheduled production jobs, and ongoing workflow refinement.

For investment managers, wealth platforms, research teams, consultants, and financial services companies, the goal is simple: fewer spreadsheets held together by memory, more durable systems that make data useful every day.

About

Purpose-built around the messy middle of financial data.

Big Fir Data focuses on the work that sits between raw vendor feeds and the final investment decision: cleaning, mapping, aggregating, reviewing, visualizing, and producing information that teams can trust.

The platform is intentionally modular, so firms can start with a single workflow like Market Watch, Company Research, Portfolio Analytics, or Data Analysis, then expand into a broader operating layer over time.

Contact

Want to see whether Big Fir Data fits your firm?

Tell us about your research, reporting, or data workflow problem. We can start with a product walkthrough and then scope the practical path from your current process to a cleaner operating model.

General inquiriescontact@bigfirdata.com
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