A fund advisor’s fiduciary duty requires significant oversight.
DiligenceVault provides a comprehensive platform for sub-advisor due diligence and oversight.
DIGITAL DILIGENCEDigitize your subadvisor oversight
DigitalDiligence is a core module that enables you to transform your diligence framework across initial and ongoing monitoring of sub-advisors.
- Collect data and documents from subadvisors for initial due diligence, ongoing monitoring, and annual contract renewal process.
- Avoid avoidable and costly errors when conducting advisor 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 sub-advisors, internal compliance and manager research teams, as well as external counsel.
- 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 advisor resposnes
- Quickly identify material changes across advisor responses and regulatory filings
- Integrate risk-based scoring to deliver advisor risk dashboard for the fund board and senior management