Multiple products, one platform
Our revolutionary system transforms due diligence, RFPs and client reporting.
A better way of sharing
In simple terms, AssetLogic is an online central data repository. It offers every member a secure, auditable connection to any other firm in the investment industry.
The data and documents shared between firms belong solely to those firms – and can only be shared by them. No one else, including AssetLogic, has access to the information without permission.
This allows everyone to operate more securely and efficiently protecting both client needs and compliance standards.
Products
Manager Research
Using AssetLogic for research information means that managers only have to enter it once.
Everyone views the same data point completely removing the risk of manual duplication errors.
And with the manager updating a single data point for multiple recipients, that makes the information more accurate and more recent.
Request for Proposal
AssetLogic transforms the efficiency of running an RFP process.
The initial data request is controlled by client or consultant specifying the fields they want completed.
The manager can accept the request and populate the information directly into AssetLogic making it secure and instantly available.
Manager Monitoring
AssetLogic makes it easy to see the latest information on investments.
Instead of copying and emailing confidential data, managers can share it securely, including a full audit history. Clients can easily access historic performance data, valuations and attribution data.
Managers can also store and share important client documents such as quarterly reports, investment management agreements and transaction statements. All in one place. Everyone sees the most recent changes at any time.
Get Involved
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News
March 20 2020
Since its launch in September 2019 our Client Reporting product…
March 13 2020
We're super excited about our new AssetLogic to Excel (ALTEX)…