Solution introduction

Research: organized your way--the right way

Ledgex Due Diligence allows firms to more effectively manage the complete manager due diligence process by standardizing and uniformly recording the quantitative and qualitative due diligence information gathered on a manager. Manager due diligence process management and manager due diligence ranking functionality enables multi-managers to:

  • Configure specific workflows and quantify firm-wide judgments on prospective and invested managers using Ledgex’s configurable scoring system;
  • Collect, aggregate and report on quantitative and qualitative research activities and due diligence data in a consistent format to methodically guide evaluation and selection;
  • Conduct peer analysis of key metrics among peer managers;
  • Easily define and oversee due diligence follow-up procedures and processes for monitoring managers by a firm’s research groups; and
  • Track due diligence call notes, meetings, contacts and task management
     

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.