Operational due diligence is getting more complex and resource intensive.
DiligenceVault provides a modern, comprehensive ODD platform to execute across every asset class, strategy and fund type.
DIGITAL DILIGENCEDigitize your operational due diligence framework
DigitalDiligence is a core module that enables you to transform your diligence framework across initial and ongoing monitoring of asset managers.
- Collect data and documents from asset managers for initial due diligence, ongoing monitoring, and ad hoc information requests.
- Avoid avoidable and costly errors when conducting due diligence, and eliminate errors that come from manual processes
- Automatically flag risk areas, outliers, and even compliance issues
- Enable transparency for the entire team on a centralized platform
COLLABORATIONCollaborative review and authoring
Collaborate with asset managers as well as internal manager research and ESG teams.
- Eliminate the need for copy and paste from multiple data sources
- Overlay collaborative review process in generating opinions and recommendations
- Create presentations from all your research data in a few clicks in your brand
- Enable transparency for the entire team on a centralized platform
ANALYTICSIntegrated risk-based analytics
Leverage powerful analytics to demonstrate an institutional framework for oversight and governance.
- Automatically flag outliers and unusual manager responses
- Quickly identify material changes across DDQ responses and regulatory filings
- Integrate risk-based scoring to deliver a risk dashboard for the investment committee and advisory clients