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Ready to see Automated Data in action? Our team is here to help — whether you’re exploring options or need something specific

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Frequently Asked Questions

Have questions? We’ve got answers — from how Automated Data works to how we help you get the most out of it.

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01

What is Automated Data and who is it for?

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.

02

Do you offer services to help with setup or customization?

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.

03

Does Automated Data require engineering resources to set up?

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.

04

Where does my data live? Is it secure?

Your data stays within your environment. Automated Data runs securely with role-based access controls, audit logs, and zero data leakage by design.

05

How long does it take to get up and running?

Most teams are fully onboarded in days, not months. With prebuilt connectors and expert support, we help you move fast and get value early.

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