Manage all your funds and strategies data in one place
Publish brandable reports & analytics for clients
Digitize your own DDQs and automate scoring
Digitize your own DDQs and Automate Scoring
- Full Questionnaire Editor.
- Upload proprietary questionnaires in any format (PDF, Excel, Word, etc.).
- Use industry-standard templates from AIMA, ILPA, etc.
- Schedule upcoming DDQs.
- Prepopulate DDQ data with previous Manager answers.
- Score your DDQ via our customizable automated Scoring Engine.
- Conduct clarifications in application.
- Rules & Workflow Engine for internal delegation, custom reminders, and much more.
Reporting & Analysis
- Map any of your DDQ questions to your Manager Database.
- Extract normalized data from DDQs.
- Review & Override extracted DDQ data before importing in your Manager Database.
- Run benchmarks across all managers at a detailed level.
- Produce your own DOCX or PDF report with any data extract in the Application (Including Manager Data, DDQs and Issues).
Manage all your Funds and Strategies Data in one place
- 360 degree view at the Manager, Fund or Strategy level.
- Fully customize your Fund & Manager Database.
- Sort and filter manager and fund data by multiple criteria.
- Centralize all documents in a single library.
- Powerful search capabilities, including within documents.
- Collaborate internally by adding Comments & tagging users.
- Detail audit trail for all communication.
- Easy data import and export via our Open APIs.
Publish Reports To Clients
- Publish manager and other reports to clients.
- Centralized repository of all client reports.
- Segment clients by service levels.
- Control permissions for published reports.
- Track statistics about client usage of reports.
Issues & Findings Tracking and Remediation
- 360 degree view at the Manager, Fund or Strategy level.
- Fully customize your Fund & Manager Database.
- Sort and filter manager and fund data by multiple criteria.
- Centralize all documents in a single library.
- Powerful search capabilities, including within documents.
- Collaborate internally by adding Comments & tagging users.
- Detail audit trail for all communication.
- Easy data import and export via our Open APIs.
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.
Complete Platform for 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.
Branded Portal For Clients
- Provide clients with your branded portal to receive reports.
- Clients can add internal users to portal and collaborate.
- Clients have consolidated library of reports.
- Clients can communicate with your team around reports.
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