Multi-manager Funds: CRM and Due Diligence Software Solutions
Being a quantitative platform for risk management and portfolio construction, Risk Shell also offers a broad array of tools to help streamline due diligence processes and workflows for portfolio managers and family offices. The CRM & Document Manager component is seamlessly integrated into the Risk Shell framework and greatly facilitates routine portfolio management and manager due diligence.
Why You Need A Special CRM For Fund Of Funds
- Consolidate operational documents in a single unified framework
- Control Operational Due Diligence questionnaires and tasks
- Keep your notes and meeting records integrated with vendor data
- Score funds on user-defined criteria and assign due diligence status flags
- Manage Due Diligence Questionnaires for hedge fund managers, CTAs and traditional managers
Risk Shell CRM Features
- Seamless integration of user-defined and vendor data
- Multiple date records for a single descriptive field
- Embedded email parsing system
- User-defined document classification
- Shared access with configurable access level control
- Secure and encrypted data storage
- Industry standard due diligence templates and user-defined due diligence questionnaires
- Automated backups of user data (twice a day, saved for two years)
