Ready to see Automated Data in action? Our team is here to help — whether you’re exploring options or need something specific.
Have questions? We’ve got answers — from how Automated Data works to how we help you get the most out of it.
Automated Data is an enterprise intelligence platform designed for family offices, investment teams, and complex organizations. It connects your data, surfaces answers, and helps your team move faster with confidence.
Yes. Our professional services team partners with you on onboarding, custom workflows, data strategy, and training — to make sure you get the most out of Automated Data, fast.
No. Automated Data is a no-code platform with guided onboarding. You can connect your systems, map your data, and build workflows without writing a line of code.
Your data stays within your environment. Automated Data runs securely with role-based access controls, audit logs, and zero data leakage by design.
Most teams are fully onboarded in days, not months. With prebuilt connectors and expert support, we help you move fast and get value early.