Grappling with DFM due diligence used to be a real hassle. Sourcing relevant questions, sending them out, chasing responses and then working through the responses took huge time and effort.
Even worse was when DFMs simply sent back their “standard DD packs”, which rarely gave you the information you needed and picking through them to pull out relevant and helpful data could be a nightmare.
But a new approach is at hand – a central database of due diligence questions, giving you online access to responses from a mix of major, medium and boutique DFMs, with data presented in a straightforward, easy-to-compare way.
- You choose the questions most relevant to your advisers and their clients, or use a pre-built question set to get stuck in quickly
- Immediate, online responses
- Simple side-by-side comparison of each DFM response – easy to compare
- Optional scoring system – to help you keep track and evidence your assessment
- Export data to Excel for review/assessment offline
- Lock down data for permanent compliance record
- Automatic monitoring of changes to responses in future
Many of our users are paraplanners – come and join them!
[And free to use - register now!]