Enhance reporting including dynamic dashboards, question level benchmarking, and time series analytics.
Automate workflows and generate reports in a centralized system, accessible anytime in the cloud, with a full audit trail for compliance.
Boost your productivity through a rules & workflow engine for internal delegation, custom reminders, scheduling, and more.
Access industry-standard templates from AIMA, ILPA, and more.
Leverage a full questionnaire editor with real-time updates.
Extract data for reporting and analysis requirements in minutes.
Run benchmarks across all managers at a detailed level.
Gain a 360-degree view of investment operations and drill into the manager, fund, or strategy level.
Centralize all documents in a single library, and leverage powerful document search capabilities.
Customize dashboards to track the progress of DDQs, issues, and assignments.
Get detailed analytics and reports to gain insights and comply with audit.
Publish issues to managers and interact with them to resolve with updates.
Collaborate internally with other users in your company to quickly remediate issues.
Delegate sections and questions, upload documents, and respond to clarifications.
Benefit from a single file library of all uploaded documents with an audit trail.
