Due Diligence Portal

Fast-track your Due Diligence workflow, from data to reporting.

Access accurate, up-to-date Due Diligence material from Allfunds’ standard database. Run assessments and generate regulation compliant reports that support your fund catalog.

Due Diligence Portal
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Due Diligence Portal

Enhances the whole Due Diligence workflow by moving all interactions to the digital space

Allfunds provides a single digital portal that offers a digital environment to retrieve, request and monitor Due Diligence information, with all the information in one place, audit trails for traceability, and regulatory reporting to create their final catalog.

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Allfunds Due Diligence Database

Harness Allfunds’ fund groups network in an exclusive, centralised Due Diligence database

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Assessment workflow wizard

Assess all responses from fund groups to support your fund and fund house catalog decisionst.

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Embedded audit trails & alerts

One portal to monitor and trace all changes from the fund house, your assessments, and approvals

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Compliant reporting

Real-time data connectivity with multiple data sources

Cloud-based collaborative workflow

Allfunds InvestFlow is a cloud-based SaaS solution that keeps everything strictly up-to-date and allows your organisation to collaborate from a central Due Diligence hub.

Due Diligence Portal

Personalised PDF reports that comply with regulations

Support your fund and fund house catalog with time-stamped reports that collect a full record of your assessment workflow.

Customize

Build your own report, share within your own entity or with the regulator

Distribute

Build your own report, share within your own entity or with the regulator

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