{"id":237,"date":"2023-11-17T16:17:37","date_gmt":"2023-11-17T16:17:37","guid":{"rendered":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/?p=237"},"modified":"2025-04-08T16:36:41","modified_gmt":"2025-04-08T15:36:41","slug":"transaction-data-magic-why-advisory-firms-need-it","status":"publish","type":"post","link":"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/","title":{"rendered":"Transaction data and why financial advisory firms need it"},"content":{"rendered":"\n<p>By <strong>Gary Shepherd<\/strong><\/p>\n\n\n\n<p>Throughout my experience of 28 years in B2B software companies specialising in financial Customer Relationship Management (CRM) software, and investment data\/client reporting software, I&#8217;ve recognised the paramount importance of clean and reconciled data for wealth management firms. This article explores why such data should serve as the backbone of advisory firms, specifically in tax planning, client portfolio management, and performance analysis.<\/p>\n\n\n\n<p><strong>Click here to read the full LinkedIn article: <a href=\"https:\/\/www.linkedin.com\/pulse\/transaction-data-magic-why-advisory-firms-need-gary-shepherd-shoke\/\">Transaction Data Magic: Why Advisory Firms Need It<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>By Gary Shepherd Throughout my experience of 28 years in B2B software companies specialising in financial Customer Relationship Management (CRM) software, and investment data\/client reporting software, I&#8217;ve recognised the paramount importance of clean and reconciled data for wealth management firms. This article explores why such data should serve as the backbone of advisory firms, specifically [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":238,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[8],"tags":[],"class_list":["post-237","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-viewpoint"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Why Advisers Need Transaction Data | Sprint Enterprise<\/title>\n<meta name=\"description\" content=\"Discover the crucial role of clean and reconciled data for financial advisory firms. From tax planning to performance analysis. Find out how.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why Advisers Need Transaction Data | Sprint Enterprise\" \/>\n<meta property=\"og:description\" content=\"Discover the crucial role of clean and reconciled data for financial advisory firms. From tax planning to performance analysis. Find out how.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/\" \/>\n<meta property=\"og:site_name\" content=\"Sprint Enterprise Technology\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-17T16:17:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-08T15:36:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2023\/11\/datamagic.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Jonathan Jacob\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@sprint_tech_uk\" \/>\n<meta name=\"twitter:site\" content=\"@sprint_tech_uk\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jonathan Jacob\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/\"},\"author\":{\"name\":\"Jonathan Jacob\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#\/schema\/person\/13b3697edc9a10f02b1fcee7848c27e1\"},\"headline\":\"Transaction data and why financial advisory firms need it\",\"datePublished\":\"2023-11-17T16:17:37+00:00\",\"dateModified\":\"2025-04-08T15:36:41+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/\"},\"wordCount\":91,\"publisher\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2023\/11\/datamagic.jpg\",\"articleSection\":[\"Viewpoint\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/\",\"url\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/\",\"name\":\"Why Advisers Need Transaction Data | Sprint Enterprise\",\"isPartOf\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/transaction-data-magic-why-advisory-firms-need-it\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.sprintenterprise.co.uk\/resources\/blog\/wp-content\/uploads\/2023\/11\/datamagic.jpg\",\"datePublished\":\"2023-11-17T16:17:37+00:00\",\"dateModified\":\"2025-04-08T15:36:41+00:00\",\"description\":\"Discover the crucial role of clean and reconciled data for financial advisory firms. 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