Our Products

League Tables
The most comprehensive League Tables on the private and public fund industry with over 287,000 funds
Covers the Top 25 Fund Administrators, Auditors, Prime Brokers, Custodians and Compliance firms including self-administered funds, showed notable year-over-year changes in funds and assets, with detailed market share segmented by fund type and strategy. Custom League Tables covering the entire market available.

Regulatory Filing Quality (RFQ™) - Form ADV
Our Regulatory Filing Quality report (RFQ™) is designed to help Chief Compliance Officers improve the quality of information they file in Form ADV, Form D, Form 13F,-D-G, and Form NCEN/NPORT.
Since 2018, the SEC has been investing in more advanced data science and analytics to help them identify registrants for targeted and sweep exams. Compliance staff should take steps to reduce inadvertently triggering regulatory and litigation risks.
Access your RFQ™ each year to evaluate and ensure the quality, accuracy and consistency of your ADV SEC filings to align with market standards.

Contact Directory
We offer the most comprehensive and cost effective asset management contact directory on the market that includes 20+ critical data points on the contact and adviser including the contact’s name, position, email, ownership level and the adviser’s primary address, phone number, URLs, social media platforms, fund types, RAUM and number of active funds that are consistently refreshed and validated.
Utilize contact data to get you right to the source of decision making. Don’t be fooled by other contact providers who inflate their numbers with inactive contacts and advisers.

Service Provider Insights
Service Provider Insights are an ideal supplement to support the pre- and post-selection due diligence that RIAs are required to conduct under the Adviser’s Act of 1940. Our industry-leading research takes a deep dive into the business of your service providers and includes growth, business fit, and other key service provider insights.

Research
Key insights into the alternative asset management industry.
Analyze alternatives growth, monitor and track existing service provider relationships, understand the frequency of regulatory enforcements and audits, conduct competitive analysis and decompose adviser staffing and outsourcing trends.
A complete data solution for the financial services community
Convergence provides independent predictive analytics and original content using the most comprehensive database in the industry
Have customized needs?
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EMAIL US George Evans: gevans@convergenceinc.com
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EMAIL US George Gainer: ggainer@convergenceinc.com