Aid Investment Decision Making and Monitor Investment Performance

Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.

Set up pre-defined flags and alerts to track risks within funds.

Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.

Review only the data you want to see in the fully customizable review module.

See how the portfolio looks at a glance, with customizable, automated scoring and comparison.

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.

The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.

Enrich your data with Outlook and SharePoint integrations to track contacts, emails and shared documents.