is an online platform that improves the efficiency of your Service Provider selection and ongoing management processes and strengthens your compliance with existing regulations.
It gives you access to the data-driven business intelligence derived from our study of decisions made by thousands of asset managers to hire or replace service providers in 700,000 active and inactive public and private funds.
The platform serves as an objective guide to transforming and enhancing elements of an imperfect manual process. Here's how our service helps:
- Request for Proposal (RFP) Process: Lets you determine which Fund Administrators you should invite into an RFP based on your business profile.
- Initial Evaluation: We provide key insights into the Fund Administrators’ business that you can use to negotiate and improve your legal agreement.
- Ongoing Monitoring: We track and report changes that demonstrate your active management of the relationship.
- Compliance: We strengthen compliance with Rule 206(4)-7 of the Investment Advisers Act that requires you to implement comprehensive compliance programs, which implicitly include procedures for the selection and oversight of third-party vendors.
