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RFP/DDQ Automation for Asset Managers
Prepopulate LP questionnaires
by recycling existing data
within minutes

What?
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5X capacity to fill DDQs/RFPs
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Ensure consistent, accurate, and high-quality responses
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Search like you Google to find up-to-date ODD and IDD data
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How?
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Dump source data & empty data request in original format
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AI sets up database, finds recent content, and creates new compliant content
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Tag others (compliance, IT, investment, etc) for review
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Export when done​​​
Onboarding & Maintenance?
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Automated & done in minutes​ without any integration, data cleaning, or tagging​​
Client Asset Managers Include





Testimonials
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