Elevate Your Consultant Database Management with Precision for Asset Managers
Maximize investor engagement and streamline consultant database updates with DPA's tailored solutions for asset managers and private equity firms.
A consultant database is essential for asset managers, fund consultants, and private equity firms to efficiently connect with investors and fund managers. Timely and accurate consultant database updates are crucial to staying competitive. However, manual management can be tedious and detracts from your core investment tasks.
Decimal Point Analytics (DPA) simplifies this process with consultant database management services, optimizing workflows and enhancing investor engagement. Our solution ensures that asset managers and investment firms can focus on growth while DPA handles the complexities of consultant database updates.
This service is ideal for asset managers, mutual fund and ETF providers, fund consultants, and brokers seeking hassle-free, accurate, and timely consultant database updates.
Manage Your Consultant Database with Ease
-
Multiple PlatformsEffortlessly manage data across diverse consultant platforms with DPA's comprehensive solutions for asset managers. -
Custom FAQsAddress complex, nuanced questions specific to your fund with customized consultant database solutions. -
Frequent UpdatesStay ahead in the market with regular and accurate consultant database updates. -
Automated WorkflowsTransition from manual, error-prone processes to automated, streamlined data management.
How DPA Enhances Your Investment Visibility
CDB Services
In-Depth Data Assessment
DPA evaluates your specific data requirements, ensuring that your consultant database is optimized for maximum visibility on consultant platforms.
DPA Offerings – From Basic to Advanced
Compare DPA’s consultant database services, from basic portfolio management to advanced data automation and engagement solutions.
| Coverage | Category | Basic Offerings | Advanced Offerings |
|---|---|---|---|
| Platforms | Consultant platforms | ✔ | ✔ |
| Data providers | ✔ | ✔ | |
| Complexity Level | Basic performance data updates | ✔ | ✔ |
| High complexity data questions | X | ✔ | |
| Additional data questions | X | ✔ | |
| Details | Factsheet | ✔ | ✔ |
| Portfolio stats | ✔ | ✔ | |
| Firm details | X | ✔ | |
| Fund details | X | ✔ | |
| Asset class details | X | ✔ | |
| Holding details | X | ✔ | |
| IDFF | X | ✔ | |
| IFIF | X | ✔ | |
| Investment products | X | ✔ | |
| Strategy | X | ✔ | |
| Vehicle | X | ✔ | |
| Data Types | Performance data | ✔ | ✔ |
| Position data | X | ✔ | |
| Corporate actions | X | ✔ | |
| Pricing data | X | ✔ | |
| Client data | X | ✔ | |
| Frequency | Monthly | ✔ | ✔ |
| Quarterly | X | ✔ | |
| Semi-annual | X | ✔ | |
| Annual | X | ✔ | |
| On-demand ad hoc response | X | ✔ |
Why Choose Decimal Point Analytics?
Cost Savings and Efficiency
Free up your internal team and reduce administrative costs with DPA’s complete consultant database management solution, allowing your team to focus on high-value tasks.
Optimized Workflows
Replace manual processes with efficient, automated workflows that guarantee timely, accurate consultant database updates.
Increased Visibility
Ensure your investment products stand out by maximizing your presence on consultant platforms with DPA’s tailored consultant database services.
Error Reduction
Minimize human error and safeguard data integrity with our automated systems.
Faster Fundraising
By providing precise and accessible information, we help speed up due diligence, making it easier to attract and secure investors.