Track your due-diligence task list, meetings, correspondence, documents, questionnaires and contact information about fund managers and manager’s firms. The Manager Dashboard integrates this qualitative information with manager pricing history and once you are invested with the manager, with quantitative data.

• Manager Dashboard
• Fund and Manager CRM
• Fund, Fund Family, Firm hierarchy
• Manager due diligence workflow
• Configurable questionnaires for due diligence, risk, etc.
• Email, meeting and document archive – You can store any type of document (pdf, doc, email, etc.) within the system, classify it as you wish and associate it with any number of managers, employees and contacts