The asset management industry faces massive inefficiencies due to a lack of standardization across reporting, due diligence, and data management. In this blog, we break down the billion dollar problem around the lack of standardization.
In our latest whitepaper, Mapping the RFP/DDQ Maze: What Every Asset Manager Should Know, we surveyed over 900 fund managers. Here are the key insights from the industry survey.
Read about leveraging Gen AI for asset management, investor relations, and capital formation teams. This insightful read explores how these advanced technologies can optimize operations, enhance decision-making, and drive strategic growth in the financial sector.
Review the implications of the Digital Operational Resilience Act (DORA), an EU regulation aimed at strengthening IT security within financial institutions.
This whitepaper delves into the value of SEC's Form ADV filings dataset for investors including due diligence and sourcing of private fund investments. Read our whitepaper to learn more.
In our recent whitepaper: “RFPs and DDQs - Orchestrating A Competitive Advantage”, we surveyed 800+fund managers, and here are the key insights from the industry survey.
RFP/DDQ Automation Use Cases for Asset Management: DiligenceVault, resulting in reduced steps, time savings, and improved accuracy across various scenarios such as updating DDQs, preparing new fund DDQs, and responding to investor RFIs.
Create a dependable, centralized RFP/DDQ knowledge hub for asset managers to seamlessly repurpose content across diverse reporting needs, spanning both Word and Excel platforms.
