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The RFP platform
that asset managers
adopt

Today:
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We cut 90% of the time spent on DDQs/RFPs.
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We streamline ensuring consistency, accuracy, and quality responses.
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For ad-hoc Qs, our search feature provides instant access to recent ODD & IDD.
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Purpose-built for asset managers because:
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Data needs maintenance, Compliance needs audit trail & institutional sales needs consistency. ​
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Onboarding & Maintenance:
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We built Plug & Play onboarding & automated maintenance.
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Product Roadmap:
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Our short-term map includes integrations with LP portals.
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For medium & long-term feel free to contact our CEO.
Client Asset Managers Include
Testimonials
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