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Due Diligence Data Hub Delivers: PDF Print E-mail
More efficient use of IT and Research staff, increases accuracy and offers greater flexibility
eBusinessware, Inc. has developed the Due Diligence Data Hub (D3 Hub) to provide our clients with a tool for managing their collection of due diligence data. The D3 Hub gives you, and the firms you are requesting data from, a platform and tools to make the reporting process easier, more flexible and accurate.
The events of the past 12 months have drawn greater attention to the importance of having a solid due diligence program. If you use 3rd-party firms to make investment decisions on behalf of your clients you are aware that regulators are and will continue to place greater importance on transparency and knowing as much as possible about the firms that are investing money for your clients. While there are many critical components to a due diligence process the foundation of each is the collection of accurate, timely and thorough information about each firm. Asset management firms are requested to supply the data and information that supports a due diligence process and they have the same goals of wanting to provide accurate and timely information. The key component to the entire process is the ability of research and analytic organizations to collect and then investigate and analyze data and information from the firms that are providing investment services. 
With the D3Hub, you have a web-based data collection engine that gathers and stores the input you require from the advisor firms you work with. The managers have a web-based database that stores the answers to your questions for them and sends you the results.
Easier For You
The D3Hub gives you :
  • A dashboard to monitor the data entry process at the manager and portfolio levels, with real-time updates
  • Quick and easy communication based on your criteria; i.e. deadline reminders to managers who have not yet started entering data, or questions to managers regarding data they have submitted
  • Immediate notification when a manager completes a report and releases it to you
  • Less time spent on back-and-forth with the managers making sure the reports are on time and accurate
  • Happier managers – the D3Hub makes the data entry and reporting processes easier for them too
 
Easier for the firms providing data
  • A platform that stores answers in a database; they can copy forward data from one reporting period to the next and only have to do data entry on new or updated data
  • A database that stores their work before submitting which allows them to get started earlier, share work load and create a work flow process all within the platform
  • An audit trail and the ability to use prior responses to validate and test the current report for accuracy before submitting it to you. The platform can flag large variances at the time of entry to avoid submitting inaccurate data.
 
All of this means you receive the right data the first time, on time.
 
For the Due Diligence Data Hub brochure Click Here
 
Putting D3Hub into action for your enterprise will give your managers the competitive edge of the power of the eBusinessware Questionnaire Hub. Click Here to learn more about Qhub.
 
To learn more or see the D3Hub in action, contact:
 
Director, Wealth Management Solutions
1+ 973-768-2665 mobile
 
Director of Sales
1+ 212-232-0285 ext.106
 

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