¶ Response Generation via AI
Your Partner for Faster Onboarding
¶ Beta Features
These features are already released and live in production. For further details about any of these functionalities, please contact your CRM or info@doorfunds.com.
For Asset Managers
Power Up Document Analysis and Auto-respond with Door AI.
Asset managers can utilize Door AI for a careful analysis of any AM uploaded documents. It intelligently extracts appropriate information to pre-populate the DDQs. Rest assured, Door AI operates solely on your data, providing unbiased insights for a clear picture of your firm & products.
For Asset Managers
¶ Question Studio
AMs in the Driving Seat
Tailor Your Pitch and Captivate Clients.
Design your own standardized DDQ profile and tailor question sets for specific distributors. Leverage Door's existing question library to build your own question bank. Proactively reach new partners and highlight your investment strategies with clear, impactful messaging.
For MRTs & Asset Managers
¶ RFPs
One Platform, Seamless Responses
DDQs and RFPs Simplified for all asset managers.
Distributors can now send RFPs similar to DDQs on Door. Door users can respond quickly with the pre-populated standardized data for lightning-fast turnaround while new managers can self-register & leverage Door’s technology to respond fast and efficiently; also saving time on subsequent RFPs and DDQs
For MRTs & Asset Managers
¶ Consumer Duty & Feedback Loop
Effortless Compliance, Elevated Trust
360-Feedback Loop to satisfy Consumer Duty compliance.
Door tackles Consumer Duty (CD) complexities with a centralized platform for collecting, analyzing, and reporting on CD questionnaires including the industry standard Distributor Feedback Templates (DFTs). Door's bi-directional CD questionnaires empower both asset managers and distributors to request information, fostering a collaborative 360-degree feedback loop
For Asset Managers
¶ Document Library
Centralised Document Management - Upload once reference many
Stop uploading the same document!
Door Doc Library simplifies information sharing. Upload once, link everywhere. Manage versions, share documents across languages, target info to clients, and save time for building relationships.
¶ Coming soon!
For Asset Managers
¶ Multi Affiliates & Business Entities
Supporting ever changing complex structure of Organisations
Description of Business Entities
For MRTs
¶ Product Profiles via AI
Turbo-charged Analysis
Door AI empowers the wealth managers/distributors with informed decision-making. Get concise, one-page summaries with clear thematic breakdowns of the DDQs. Tailor these summaries to highlight key points for clients, ensuring clear and confident communication. Focus on building strong relationships while Door AI handles the time-consuming analysis, saving you valuable resources.
For MRTs
¶ Ratings & Scoring
tagline for Ratings, Scoring & Notes
Door's Ratings & Scorings equips MRTs to record and store data-driven insights into AM performance. Score individual questions, add comments, and generate reports to identify strengths and weaknesses. This empowers informed selection and internal flagging of AMs & associated products.
For MRTs & Asset Managers
¶ Distributor Feedback Upload
Mass DFT Templates Upload
Description for Mass DFT Upload
For MRTs
¶ Nudge for Responses
Remind your network
Missed deadlines, unanswered questions? Nudge for Responses gets AMs back on track and AMs feel engaged. Gentle reminders keep communication flowing, ensuring timely info for Fund Investors.
For MRTs & Asset Managers
¶ Automated Scheduling
Schedule your recurring requests
Description for Recurring Requests
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