Solution introduction
Assign, delegate and monitor your periodic due diligence questionnaires for asset managers, while reducing time spent on traditional methods of due diligence and oversight.
An automated oversight tool.
Subadvisor certification.
For asset managers who impose rigorous requirements for subadvisor approval, Albridge Analytics has engineered an innovative solution to help you carry out this important task. Your compliance staff will have better analytics and reporting and enhanced risk mitigation. You will spend less time and fewer resources certifying managers—all in a secured and controlled environment.
Investment manager assessment.
This solution is for broker-dealers seeking to continuously evaluate their investment managers and easily search for managers offering unique value for their clients' assets. The Investment Manager Assessment solution will provide your firm with a customizable turnkey solution featuring an automated Request for Proposal (RFP) process, manager onboarding capability and ongoing manager due diligence.
