Investment Database and FAQ Management

Whether you are an emerging manager or an established multi-asset manager, delivering the right product information on a timely basis is a crucial component of your competitive positioning.

Develop a ‘single source of truth’ for all your firm, strategy, and product marketing requirements.  

Centralized Content Management
DIGITAL FIRSTDigitize your product content

DigitalDiligence is a powerful, yet flexible module that helps you create a standard content database.

  • Build a repository of usable, structured product and firm data and documents including AUM, performance data, key product information, database templates, and more.
  • Eliminate the need for copy and paste from multiple data sources
  • Maintain ownership and audit trail of all changes
  • Enable transparency for the entire team on a centralized platform.
COLLABORATION LAYERDelight In Collaborative Authoring

Collaborate as a team with marketing, compliance, product, and client experience teams

  • Collaborate with subject matter experts to get the right information quickly
  • Institutionalize review process to eliminate any errors
  • Maintain transparency over review workflows
Collaborative Authoring and Review
Investment Database Management
EXPERIENCE THAT MATTERSDeliver a modern experience

Leverage pre-built templates to populate key databases

  • Build investment database templates for Callan, eVestment, Mercer, Wilshire, and other 15+ databases to ensure the information is always available in your Vault.
  • Deliver a responsive experience to any investor questions and ad hoc queries by providing FAQ access to your product teams

Want to see how it could work for you?