Increase efficiency by 50%+
Through automated workflows, collaboration, and automated report generation in a centralized source of truth available in real-time in the cloud.
Digitize your own DDQs and Automate Scoring
Benefitting from industry-standard templates from AIMA, ILPA, and more. And, giving you a unified view of investment operations, down to the Manager, Fund or Strategy level.
Improve quality & effectiveness
Through enhanced reporting including dynamic dashboards, question level benchmarking, and time series analytics.
Digitize your own DDQs and automate scoring
- Leverage a full questionnaire editor that updates in real-time in the Cloud.
- Benefit from industry-standard templates from AIMA, ILPA, and more.
- Or, easily upload your own proprietary questionnaires in any format (PDF, Excel, Word, etc.).
- Save time by prepopulating DDQ data with previous Manager answers.
- Make your team more efficient through a rules & workflow engine for internal delegation, custom reminders, scheduling of DDQ kick-off, and much more.
More efficiently fill reporting and analysis requirements
- With the DDQs digitized you’ll be able to benefit from the ability to easily extract data for reporting and analysis requirements, or audits, in a matter of minutes.
- Additionally, you can run benchmarks across all managers at a detailed level.
- And, produce reports in either DOCX, PDF or PPTX formats with any data extract in the application (from Manager data, to Issues & Findings data or anything in the DDQs).
Manage all your funds and strategies data in a single place
- Benefit from a unified, 360 degree view of investment operations, with the ability to drill into the Manager, Fund or Strategy level.
- Centralize all documents in a single library, and leverage powerful search capabilities within your documents and library.
- Collaborate more efficiently internally through adding comments & tagging users.
- Track what happened over time with a detailed audit trail for all communication.
- Easy data import and export via our Open APIs.
Improve quality and make the process smarter with dynamic dashboards & detailed analytics
- Score dashboards at the Manager, Fund or Strategy level.
- Dashboards to track progress of DDQs, Issues and Assignments.
- Dashboards offer drill down and powerful filtering capabilities.
- Detailed analytics and reports to gain insights, highlight risks & exceptions.
- Run cross-manager and time-series reports.
- Complete ability to customize dashboards.
Deftly track issues & findings through remediation
- Surface issues, with their status and severity for each DDQ.
- Publish issues to Managers and interact with them to resolve with updates.
- Collaborate internally with others users in your company more quickly remediate.
- Create action plans and manage progress from start to finish.
More effectively collaborate with investment managers & 3rd parties
- Managers get consolidated view of all incoming DDQs.
- Managers can delegate sections and questions within their organization, upload documents and respond to clarifications within application.
- Managers can focus only on answering questions that have changed from a previous DDQ.
- Managers get single file library of all uploaded documents with audit trail.
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