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Due Diligence Platform For Consultants

DD360 brings dramatic efficiency improvements to the currently manual process that due diligence consultants follow as well as new efficient ways to share results or analyses with clients.

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.
Digitize your own DDQs and Automate Scoring

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).
Reporting & Analysis

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.
Manage all your Funds and Strategies Data in one place

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.
Publish Reports To Clients

Issues & Findings Tracking and Remediation

  • Identify and segment issues from each DDQ.
  • Document issue status, severity and recommendation.
  • Publish issues to Managers and interact with them on updates.
  • Collaborate internally with others users in your company.
  • Create action plans and manage progress from start to finish.
Issues & Findings Tracking and Remediation

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.
Dynamic Dashboards & Detailed Analytics

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.
Complete Platform for Managers & 3rd Parties

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.
Branded Portal For Clients

Ready to see the Most Highly Automated Platform in the Industry?

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Resources

Operational Risk Management for Investments: A Guide

Learn how this guide unpacks the critical operational risks in the financial services industry and the role of ODD in ORM.

Thought Leadership

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DD360 - Due Diligence Platform Solution Overview

Learn about DD360 - Due Diligence Platform and how we solve due diligence automation challenges. View or download PDF.

Data sheet

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More resources