at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
Callan Manager Database from Callan LLC
A comprehensive resource providing extensive profiles and performance analytics on a wide range of investment managers, aiding pension funds in the manager selection process.
Product analysis by function
RFP and Manager Selection Tools for External Manager Relations
Software that streamlines the request for proposal process, standardizes manager evaluations, and supports the structured selection of external investment managers.
More RFP and Manager Selection Tools
More External Manager Relations ...
RFP Creation and Customization
(0 Yes /0 Known /10 Possible features)
|
Template Library Pre-defined, customizable RFP templates aligned to common asset classes, mandates, and compliance standards. |
. | No information available |
|
Dynamic Questionnaires Ability to create, edit, and branch RFP questions, including support for logic and conditional paths. |
. | No information available |
|
Branding and Formatting Controls User control over RFP document look and feel, logos, and disclaimers. |
. | No information available |
|
Multi-language Support Ability to create RFPs in different languages for global outreach. |
. | No information available |
|
Compliance Checks In-built checks to ensure RFP content adheres to internal and regulatory guidelines. |
. | No information available |
|
Version Control Tracking of changes and management of RFP document versions. |
. | No information available |
|
Template Sharing Permissions-based sharing of RFP templates across teams. |
. | No information available |
|
Bulk Generation Create and distribute multiple RFPs simultaneously. |
. | No information available |
|
Custom Approval Workflows Automated approval processes for RFP drafts and releases. |
. | No information available |
|
Document Export Formats Support for exporting RFPs in multiple formats (PDF, Word, HTML, etc.). |
. | No information available |
Manager Database and Onboarding
(0 Yes /0 Known /10 Possible features)
|
Integrated Manager Directory Centralized database of approved and potential investment managers. |
. | No information available |
|
Manager Profile Management Tools for managers to maintain and update organizational information, performance track records, and contact details. |
. | No information available |
|
Due Diligence Integration Link manager onboarding to KYC, AML, and other due diligence processes. |
. | No information available |
|
Customizable Data Fields Adapt manager profile fields to meet evolving data requirements. |
. | No information available |
|
Bulk Import/Export Import or export manager data via spreadsheet or API. |
. | No information available |
|
Self-service Portal Secure online portal for managers to submit and update data. |
. | No information available |
|
Compliance Document Repository Store and manage all regulatory and compliance documents related to each manager. |
. | No information available |
|
Automated Reminders Send notifications to managers for document expiries or data updates. |
. | No information available |
|
Link to Performance and ESG Data Associate core manager record with performance and ESG scoring systems. |
. | No information available |
|
Audit Trails Comprehensive logs of data additions and edits. |
. | No information available |
RFP Distribution and Communication
(0 Yes /0 Known /10 Possible features)
|
Bulk Distribution Tools Send RFPs to multiple selected managers with tracking. |
. | No information available |
|
Secure Messaging Encrypted message platform for Q&A and direct communications. |
. | No information available |
|
Submission Acknowledgment Automated confirmations upon RFP receipt by managers. |
. | No information available |
|
Dynamic Q&A Boards Open or confidential query channels allowing all or specific managers to pose questions. |
. | No information available |
|
Deadline Management Automated reminders before submission deadlines. |
. | No information available |
|
Bulk Q&A Publishing Centrally publish answers to FAQs to all participants. |
. | No information available |
|
Sender Authentication Multi-factor authentication for all outbound RFPs. |
. | No information available |
|
Submission Receipt Tracking Real-time tracking of which managers have downloaded/viewed/responded. |
. | No information available |
|
Automated Follow-Up Scripted, rules-based follow-up reminders to non-responders. |
. | No information available |
|
Response Format Guidance Guides and templates for managers to submit uniform, structured responses. |
. | No information available |
Proposal Evaluation Tools
(0 Yes /0 Known /10 Possible features)
|
Automated Scoring Engine Rule-based or ML-powered proposal scoring and ranking. |
. | No information available |
|
Customizable Scoring Rubrics Define, weight, and adjust categories and scorecards for manager evaluation. |
. | No information available |
|
Side-by-Side Comparison Visual matrix to compare responses across candidates. |
. | No information available |
|
Blind Review Controls Support for masking manager identities during scoring. |
. | No information available |
|
Multi-Reviewer Support Allow multiple reviewers to score independently with aggregation. |
. | No information available |
|
Commenting and Annotation Add private or shared comments on proposal sections. |
. | No information available |
|
Automated Elimination Filters Remove candidates not meeting minimum score thresholds automatically. |
. | No information available |
|
Report Generation One-click export of evaluation summaries with scores and rationales. |
. | No information available |
|
Drill-Down Analytics Ability to dissect score variances by response, reviewer, or category. |
. | No information available |
|
Bias Detection Automated alerts for reviews diverging from peer scores, signaling potential bias. |
. | No information available |
Workflow and Process Management
(0 Yes /0 Known /10 Possible features)
|
Configurable Approval Stages Design organizational workflows with defined approval checkpoints. |
. | No information available |
|
Timeline and Milestone Tracking Gantt-style visual roadmap for every RFP process from issuance through final selection. |
. | No information available |
|
Automated Task Assignments Rules engine can assign tasks to team members based on criteria, workload, or expertise. |
. | No information available |
|
Escalations and Exception Handling Automatic notifications and escalation procedures if tasks exceed deadlines or exceptions are triggered. |
. | No information available |
|
Role-Based Access Controls Granular permissions by role across every workflow step. |
. | No information available |
|
Audit Logging Comprehensive logs of every workflow event and handoff. |
. | No information available |
|
Workflow Configuration Tools Intuitive drag-and-drop process builder. |
. | No information available |
|
Collaborative Workspaces Shared environments for teams and advisors to collaborate on each step. |
. | No information available |
|
Performance Monitoring Dashboards Real-time dashboards tracking workflow KPIs (e.g. average RFP duration). |
. | No information available |
|
Integration with HR/Org Charts Sync workflow assignments and approvers to institutional HR data. |
. | No information available |
Security and Privacy
(0 Yes /0 Known /10 Possible features)
|
End-to-End Encryption Encryption of data in transit and at rest across the entire platform. |
. | No information available |
|
Multi-Factor Authentication (MFA) Support for MFA across all user logins. |
. | No information available |
|
Granular Access Permissions Control over who accesses which data or RFP. |
. | No information available |
|
Data Retention Policies Automate data deletion or retention per legal requirements. |
. | No information available |
|
Secure File Storage Isolated and encrypted storage for all submitted documents. |
. | No information available |
|
Audit Trails and Log Monitoring Systematic tracking and alerting on sensitive actions and access. |
. | No information available |
|
GDPR/Privacy Compliance Tools Features designed to ensure data privacy regulations are met. |
. | No information available |
|
Activity Monitoring and Alerts Real-time analysis of user behavior to detect anomalies. |
. | No information available |
|
Data Anonymization Options Redact or mask data to further restrict visibility where required. |
. | No information available |
|
Secure API Access Hardened API endpoints with token-based authentication. |
. | No information available |
Integration Capabilities
(0 Yes /0 Known /10 Possible features)
|
Open API Access RESTful APIs with comprehensive documentation for custom integrations. |
. | No information available |
|
Pre-built Connectors Ready-made integration with major analytics, compliance, due diligence, and document management solutions. |
. | No information available |
|
Single Sign-On (SSO) Integrate with institutional SSO solutions for seamless login. |
. | No information available |
|
Data Export Tools Flexible exports to Excel, PDF, XML, and other formats. |
. | No information available |
|
Inbound File Ingestion Auto-capture and parse files/emails from managers. |
. | No information available |
|
Webhooks for Real-Time Events Push data/events to connected systems as they occur. |
. | No information available |
|
Customizable Data Mapping Map data fields to internal legacy or new data systems. |
. | No information available |
|
SSAE 18/SOC 2 Type II Certified Integrations Meet stringent data and system integration audit standards. |
. | No information available |
|
Bulk Data Sync Automated, scheduled synchronization with master data systems. |
. | No information available |
|
Integration Monitoring Dashboard Monitor integration status, latency, and failures. |
. | No information available |
Reporting and Analytics
(0 Yes /0 Known /10 Possible features)
|
Configurable Dashboards Customizable at-a-glance boards with key process metrics. |
. | No information available |
|
Advanced Filtering Multi-dimensional data filtering (e.g., by asset class, review stage, historical manager performance). |
. | No information available |
|
Automated Scheduled Reports Periodic delivery of reports to users or stakeholders. |
. | No information available |
|
Drill-Down Capabilities From summary to detailed underlying data with a click. |
. | No information available |
|
Visualization Tools Charts, graphs, and heatmaps for comparative and trend analysis. |
. | No information available |
|
Exportable Analytics Easily share reports in Excel, PDF, or image formats. |
. | No information available |
|
Custom KPI Definition Select or define custom key performance indicators. |
. | No information available |
|
Historical Trend Analysis Track manager and process trends over time. |
. | No information available |
|
Ad Hoc Query Builder Empower users to generate tailored analytical queries. |
. | No information available |
|
Data API for BI Tools Direct interface to external BI/reporting platforms. |
. | No information available |
User Experience and Accessibility
(0 Yes /0 Known /10 Possible features)
|
Mobile Access Responsive design and/or dedicated apps for mobile management. |
. | No information available |
|
Intuitive UI/UX Well-designed, easy-to-navigate interface minimizing training needs. |
. | No information available |
|
Accessibility Compliance (WCAG) Full support for screen readers, keyboard navigation, and color contrast. |
. | No information available |
|
Multi-Language UI User interface available in multiple major languages. |
. | No information available |
|
In-App User Guidance Tutorials, walkthroughs, and context-aware help. |
. | No information available |
|
Role-Optimized Views Tailor dashboards and workflows to each user role. |
. | No information available |
|
Bulk User Provisioning Easily onboard large groups of users. |
. | No information available |
|
Self-Service Password Reset Users can recover access without IT intervention. |
. | No information available |
|
Notifications Center Centralized location for all user alerts and reminders. |
. | No information available |
|
Session Timeout Controls Automatically logs out inactive users for security. |
. | No information available |
Configuration and Customization
(0 Yes /0 Known /10 Possible features)
|
Custom Field Definitions Add organization-specific fields wherever data is captured. |
. | No information available |
|
Branded User Interface White-label the UI, including logos and colors. |
. | No information available |
|
Localized Workflows Adjust processes for region-, country-, or market-specific requirements. |
. | No information available |
|
Business Rule Engine Non-technical users can set up workflow or data triggers. |
. | No information available |
|
Notification Customization Define recipient, frequency, and content of alerts/notifications. |
. | No information available |
|
Custom User Roles and Permissions Define user types and associated access rights beyond system defaults. |
. | No information available |
|
Integratable Plugins/Add-ons Add new functionality or data flows as requirements evolve. |
. | No information available |
|
Configurable Document Templates Organization-specific document and contract templates. |
. | No information available |
|
Multiple Time Zone Support Seamless operation for global teams. |
. | No information available |
|
Configurable Data Retention User control over data life cycles for different artifacts. |
. | No information available |
Support, Service, and Vendor Stability
(0 Yes /0 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock access to technical assistance. |
. | No information available |
|
Dedicated Account Management Single point of contact for ongoing relationship and escalations. |
. | No information available |
|
Service Level Agreements (SLAs) Documented targets for uptime, response times, and issue resolution. |
. | No information available |
|
Uptime Guarantee Minimum percentage uptime per year, contractually agreed. |
. | No information available |
|
Incident Response Time Maximum time for vendor to respond to high-priority incidents. |
. | No information available |
|
Training and Onboarding Programs Structured programs for initial training and new feature adoption. |
. | No information available |
|
Help Desk Ticketing System System to submit, track, and resolve support queries. |
. | No information available |
|
User Community Portal Online resource for user forums, shared best practices, and troubleshooting. |
. | No information available |
|
Product Roadmap Transparency Visibility into the vendor's future development plans. |
. | No information available |
|
Disaster Recovery and Data Backup Vendor policies on business continuity and regular offsite data backups. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.