How a CRM platform for investment managers delivers seamless data via Data Feeds API integration

Discover how The Stream leveraged FE fundinfo's Data Feeds API to revolutionise their research management platform, enabling asset managers to access both internal research and external market data within a single unified system.

How an innovative CRM platform for investment managers is benefiting from comprehensive API integration to deliver seamless data access

Background

The Stream excelled at centralising internal research, but clients increasingly requested the ability to view external market data alongside their proprietary insights. While asset managers were managing their internal research effectively within The Stream, they still needed access to external fund performance metrics, market data, and third-party information from separate systems. By combining internal and external data, The Stream provides a complete solution for research management, with integrated AI that aligns seamlessly with your investment process.

Objectives

It was imperative to The Stream to provide clients with seamless access to external data without disrupting their established workflows. They required a robust API partner that would enable unified data access whilst supporting their ambitious growth plans.

Unified data experience
Seamless API integration
Enhanced platform value
Scalable technical foundation
Improved client efficiency
Comprehensive reporting capabilities
Strong partnership support
Competitive differentiation

The Stream's goals

With access to FE fundinfo's comprehensive API, The Stream benefited from the following outcomes

Seamless integration of external data – Asset managers can access fund performance, market insights, and third-party research directly within The Stream. This removes the need for multiple logins and lets clients see internal and external data together in one place. With coverage of 100k+ funds and 300k+ share classes worldwide, detailed price history, multi-level holdings, and thorough validation, users get full market visibility, work more efficiently, and make more confident investment decisions
Enhanced decision-making - Investment professionals can easily combine their proprietary research with external market data to make better, more informed decisions
Comprehensive API coverage – FE fundinfo Data Feeds provides the exact data endpoints The Stream’s clients need across asset classes and investment types, with a commercial model that fits The Stream’s business.
Foundation for growth – The robust technical integration supports The Stream’s expansion plans and delivers unified data experiences as the client base grows.
Collaborative partnership – The Stream and FE fundinfo work as strategic partners, continuously sharing insights and feedback to improve the API, enhance data coverage, and deliver features that directly meet client needs.

"The onboarding process was great. Fe fundinfo has been amazing in terms of explaining parts of the API, what was on offer, and understanding the financials was a big part for us. We got access to the APIs that we wanted to, and with that there was a flurry of questions which were all answered incredibly quickly. Fe fundinfo and the team have been really quick with responding with anything where there was a gap."

—Niamh Gohil: Chief Technology Officer, The Stream

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