SOVEREIGN WEALTH FUNDS

Ensure the security of your long term investments

Gain visibility into your portfolio and de-risk your portfolio with automatic flags and alerts

Sovereign Wealth Funds
DIGITIZE THE ODD PROCESS

Address traditional due diligence challenges

Data overload

With a lot of data coming into the ODD team in different formats and from different sources, it can be hard to keep track.

Missing information

Without flagging and alerts, data collection may be incomplete or formatted incorrectly. Important disclosures could be missed.

Time consuming

The DDQ process can be lengthy and complex, multiplied as the number of managers increases.

Data accuracy issues

Manual data collection processes may not be as accurate as required.

Maintaining an audit trail

With manual processes, it can be difficult to maintain a clear audit trail that may be needed in the event of a review or investigation.

Key person risk

Over time, ODD processes become heavily dependent on specific individuals in the ODD team, which poses a risk of key person dependency.

Complex portfolios

As allocator portfolios become more complex, it becomes harder to initially review and continually monitor managers at an ever increasing pace.

Repetitive tasks

Regular ODD exercises can be repetitive and tedious, with ODD teams scouring and comparing documents for changes.

Every feature you need to manage your fund and manager data more effectively

DDQ Engine

Ask the questions you want. Simple, intuitive and customizable.

Data Tracking

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

Workflows and Collaboration Tools

Allocate tasks, track activities and progress. And see a full audit trail.

Review and Risk Management

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

CRM and Document Management

Enrich your data. Outlook and SharePoint integrations let you track contacts, emails and shared documents.

Automated Scoring and Comparison

Monitor third parties at a glance, with customizable, automated scoring and comparison.

Analytics and Reporting

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

Response Portal

White-labelled response portal is user friendly and intuitive. Third parties can pre-fill from previous answers or drag and drop where required.

Gain visibility and control over your investments