CASE STUDY: How a Wealth Management Platform Scaled Their Manager Research Framework

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 formats and unstructured nature of the data forced the investment team to spend an inordinate amount of time managing the data instead of analyzing it. Realizing the need for a better way, the firm turned to DiligenceVault to create auditable governance framework for their manager due diligence and research.

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