Manager Monitoring
Looking to streamline your research process? Ada Fintech provides you with the tools you need to design a robust and efficient process to review and monitor your asset managers.
Asset manager reviews, made seamless
Your fiduciary duty doesn’t stop at manager selection, so why should your tech?
Having a robust process in place to review and monitor asset managers is crucial. We’ve built the technology you need to do it.
Research collaboratively
Book meetings, assign actions and work together to produce research papers.
Work together
Collaborate with your team and wider organisation on the research process.
Govern meetings
Set the agenda, take notes and share relevant content via a single platform.
Assign actions
Keep your team on track by assigning actions and deadlines.
Avoid key-person risk
Help alleviate behavioural biases and key-person risk by creating manager monitoring points.
Raise red flags
Highlight potential issues as you spot them so they don’t fall under the radar.
Tag and associate
Tag people and committees so that information is linked and doesn’t become lost.
Store documents
Keep all documents and notes within the Ada platform so that each fund has its own library.
Be ready for the regulator
Access a centralised audit trail of key content, activity and decisions.
Centralised data hub
Combine research commentary, performance history and other key information within a single, intuitive dashboard
Organisation-wide sharing
Share information within your team or across the wider organisation to facilitate self-serve.
Time-stamped history
Generate an audit-ready timeline of key events and decisions at the click of a button.
Explore more of Ada Fintech’s cutting-edge features
Data Analytics
Document & Content Management
Governance & Audit
