Advisor Data Scrub and Clean Iris deployed its data management portal for enhancing financial advisor’s data to provide better visibility for the firm on the revenue generated through broker/dealers. Overview It is of critical importance that asset management firms keep their advisor’s information up to da te . O ur cli e n t’ s cu rren t p roce sse s to m ai n tain a dvisor d a t a invol ved m a n y m a nu al d ata in se rti o n an d scrub bi n g steps w h i ch in cre a se d the po ten t i a l ri s k o f d up l i cat e a n d e rro neous in f o rma ti o n about th e s e ke y in fl u e n ce rs of the i r f un ds’ sa l e s. Iris was called in to deploy a so l u tion t hat d e l

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