Asset Manager Platform

Problems we solve

We know the faster and easier it is for managers to answer questions and provide data to investors the more likely they are to participate and complete requests.

Not everybody works the same way

You need flexibility. Not all your team might want to login and answer questions. You can export questionnaires, DDQs, RFPs into excel, work with your team to fill them in and import your answers.

Wasting time entering last year/quarters answers

Drag, drop and auto-fill historical answers to the same or similar questions. No cutting and pasting or searching.

Answers are in too many locations

Keep your historical answers and files in one place. Assign your teams to gather new answers and ensure that they are provided in time.

Risk of missing requests or deadlines

View all requests and deadline in one place and clearly visible.

Sending sensitive files over email

Provide answers and files through the platform to investors knowing that those files are going to be securely associated with your firm and funds.

Getting overloaded with investor requests

Manager your investor requests in one place. Assign and collaborate

How we are different from others?

We streamline your questionnaire workflow so you can do more and win more
business.

Join over 2,000 asset managers

Traditional, Alternative, Private, Real-Estate, and other funds.

Easy to use, with full support

We are here to help you provide information to your investors with global coverage.

Centralize your data and workflow

Advanced tools that save you time and enable team collaboration.

Stay connected to your investors

DDQ/Question specific chats allow you to avoid confusion and get fast and relevant answers to your clarification requests.

Asset Manager Platform

Problems we solve

Not everybody works the same way

Not everybody works the same way

Wasting time entering last year/quarters answers

Wasting time entering last year/quarters answers

Answers are in too many locations

Answers are in too many locations

Risk of missing requests or deadlines

Risk of missing requests or deadlines

Sending sensitive files over email

Sending sensitive files over email

Getting overloaded with investor requests

Getting overloaded with investor requests