For Wealth Managers
A streamlined due diligence process helps the PDD team initiate an RPF process, connecting with the manager, tracking, reviewing, approving, or declining a strategy, to indexing the product catalog.
Integrated solution for
product due diligence
Meeting regulatory requirements and unlocking the last mile to enhance client and advisory relationships.
We understand the challenges facing the banking and advisory environment, with the product due diligence (PDD) requirements and regulatory scrutiny that has intensified over the past few years, making the digitization of this crucial process in the product supply chain a must-have.
For the firm to compete and meet increasing interest and demands from family offices, ultra-high and high net-worth individuals in Sustainable and ESG related investments, it is a requirement for banks and advisories to screen and exclude assets that misalign with the families or the investors' value system. By Integrating the Bespoke Gatekeeper Workbench between fund houses and the bank or the advisory, you are giving RM an extra mile to integrate the customer experiences with the advisory process, helping the firm differentiate.
Qualitative and ESG Screening
Product Due Diligence Workflow
Product Catalog & Profiling
Live Gatekeeper Community
01. Multiple Screening
Forward-looking data in Sustainability and Qualitative
Set up a dashboard and invite managers to start pitching
Tracking submission status and see progress %
Approve, comment, park, or reject a fund
Manage all approved funds list in “My Product Catalog”
Hold managers accountable with over 100+ key indicators
3 lenses of Filtering
Unlike other research platforms, BlueOnion features detail subsets of backward-looking quantitative data, forward-looking team practice data, and impact-driven sustainability data. BlueOnion’s advanced search allows you to identify the funds that are most ESG focused and the most temperature aligned quickly. The sustainability-based filtering tool comes bundled with the quantitative and fundamental data on a universe of 300,000 active, passive funds and ETFs and 40,000+ companies, using 250 ESG metrics from 30,000 sources in over 170 countries. The highly visual platform allows you to perform comparisons between favorite groups of funds efficiently.
Fund House Pitching
Set up your team dashboard and invite fund houses to pitch by following your requirements and checklist for submission such as DDQ, suitability documents, key fact statements, etc… Access the BlueOnion’s full sets of DDQ and integrate them with your in-house metrics, e-signature, documents, submission, multi-format, logic, submission tracking, due diligence process tracking, EO PDD checklist, etc.…
Dashboard Panel to
A dashboard view of fund houses’ due diligence document submissions and the tracking of submission status. Review the Multi-Format/Logic Digital Questionnaire, add comments to incomplete forms. Receive a notification when a document is received, see submission progress % of completion from the fund house, and automatically receive reporting when the entire DDQ process is completed. Approve or reject a fund or comment for future improvement.
To approve or reject
Upon approval of a mandate, export the due diligence reports, set up digital forms and templates for AR analysis templates, share class, launch emails, and pre-trade in excel or PDF. Set frequency for the fund house’s reporting and receive notifications when the documents are received daily, weekly, monthly, etc. A dedicated page is provided for each fund onboarded with a summary, ideas, research, videos, and the bank’s internal commentaries regarding the advisory team’s fund to sell.
Manage listings in
My Product Catalog
Manage all approved funds list in “My Product Catalog” and search by asset types, region, risk profile, themes, investment styles, etc in tiles or list views. Access the product key fact page with supporting narratives, documents, ideas, and research. Incorporate house views and commentaries to the key facts page and provide an extra mile for RM and the advisory team.
Hold the Managers
Accountable for Performance
Stay focused and hold onboarded asset managers and their funds accountable while monitoring shortlisted portfolios on the go. Access the snapshot of funds along the three dimensions of performance and risks, qualitative behavior along five pillars over 48 key indicators, plus ESG, GC, and temperature alignment performance.
In the Media
Our Latest Media Coverage
BlueOnion's Chief Sustainability Officer Dr. Jeanne Ng was recently featured in a