Case Study

Client success stories and experiences.

Posted by | May 23, 2021
CASE STUDY: How a Wealth Management Platform Scaled Their Manager Research Framework

A leading wealth management firm was struggling with collecting and managing both quantitative and qualitative information from their managers.  Pitchbooks, questionnaires, quarterly reporting, PPMs, DDQs – all the various file...

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Posted by | May 23, 2021
CASE STUDY: How an Insurance Subadvisory Platform Executes on Due Diligence and Compliance Framework

Every year, the compliance team at this global insurance company has to send out an annual 15(c) due diligence questionnaire to its 50+ sub-advisers.  Using MS Word and Excel, countless...

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