¶ Overview
DOOR is an insights led information exchange platform connecting the Manufacturers (i.e. Asset managers) and the Distributors (i.e. Wealth managers, Fund Investors, RIAs or Manager Research Teams) in an efficient exchange of information within the asset management domain.
For detailed information on the business architecture, click here.
¶ Asset Managers (i.e. Manufacturers)
Overview of Door Platform Key Features and Functionality for Asset Managers
¶ A. Complete The Standard Questionnaire
- Populate the Questionnaire with your funds’ due diligence Information
- Import content from Microsoft Word
- Import content from supported RFP Libraries
- See available RFP Library updates daily and apply them to Door in one click
- View your Audit History by responses and revert to a previous response
- Track progress and manage teamwork with an extensive list of filter options
¶ B. Respond to client requests
- Track, and respond to, client requests for DDQ access
- Sort Requests by date and deadline
- Grant access to firm-level or product-level information independently
¶ C. Manage Responses
- Copy sections from product to product
- Visualise how your content is distributed across your product suite as responses are algorithmically grouped by matching contents
- Edit identical responses in a central location, and apply in bulk or selectively
- Push a response to all relevant locations from the DDQ or the Manage Responses section
- Link Related Firms
¶ D. Track & Analyse
- Access History Report
- Comparison Report to check consistency of language across products
- Content Library Linking Report
- Filter DDQs by Last Published date, Last Edited Date, Response Type, Last Edited by, Response Status…
- Sort DDQs by Last Published, Status & Outstanding Requests
