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Asset Managers

Asset managers field dozens of questionnaires each quarter—RFPs, DDQs, 15(c)s, and more. AdviserGPT completes the entire first draft for you so your team can focus on winning mandates, not copying, pasting, and writing answers.

The Challenge

Common problems asset managers face every day.

Questionnaire overload

Your team spends weeks on each RFP cycle, copying answers from old documents and trying to obtain reviews and approvals. Legacy RFP tools require a full-time content manager to keep your content up-to-date.

Portal pain

There are now so many DDQ portals, and they are all different. It’s arduous for managers to learn to use all of them with minimal automation included.

Quarterly update treadmill

Every quarter-end and year-end means updating time-consuming, data-intensive DDQs fraught with the potential for errors.

How AdviserGPT helps

Features and workflows designed for asset managers.

Generate first drafts in minutes or hours, not days

Our Agents pull your best and most recent compliance-approved language and answers from your Vault, and generate complete first drafts in Microsoft Word and Excel. Your writers become editors as they review, improve, and collaborate instead of starting from scratch.

One voice and a Trust Score for every response

Your Vault holds a single source of compliance-approved language in your firm’s tone of voice. Every answer and client communication is grounded with that content and includes our patented AdviserGPT Trust Score via our AI engine.

Automate quarterly data updates

Securely connect your most common proprietary data platforms such as FactSetᵀᴹ and NASDAQ® eVestmentᵀᴹ, and push updated quarterly strategy and portfolio data directly and accurately into DDQs without manual re-keying.

Draft client communications

Whether quarterly commentary, a cover letter, client talking points or a response to a client communications, automatically draft client  communications using the same compliance-approved language and firm tone of voice from your Vault.

  • "

    We love how AdviserGPT uses common sense and our latest data to answer RFP and DDQ questions. The AI is a lot more intuitive than our legacy tool, and the Microsoft Word plug-in is perfect.

    Client Development Manager — $30B Outsourced CIO

  • "

    I am using far more AdviserGPT than my prior tools. It's been a huge time saver for us in completing RFPs, DDQs, and editing write-ups for buys and sells in our consultant databases, always in our tone of voice.

    Partner/Senior Director Marketing and Client Service — $3.5B active equities manager

  • "

    AdviserGPT enables me to begin a questionnaire closer to the finish line versus staring at an empty document. It can be 50-75% complete before I start working on it.

    Managing Director, Client Service & Analytics — $5B global equities manager

  • "

    We love how AdviserGPT uses common sense and our latest data to answer RFP and DDQ questions. The AI is a lot more intuitive than our legacy tool, and the Microsoft Word plug-in is perfect.

    Client Development Manager — $30B Outsourced CIO

  • "

    I am using far more AdviserGPT than my prior tools. It's been a huge time saver for us in completing RFPs, DDQs, and editing write-ups for buys and sells in our consultant databases, always in our tone of voice.

    Partner/Senior Director Marketing and Client Service — $3.5B active equities manager

  • "

    AdviserGPT enables me to begin a questionnaire closer to the finish line versus staring at an empty document. It can be 50-75% complete before I start working on it.

    Managing Director, Client Service & Analytics — $5B global equities manager

  • "

    We love how AdviserGPT uses common sense and our latest data to answer RFP and DDQ questions. The AI is a lot more intuitive than our legacy tool, and the Microsoft Word plug-in is perfect.

    Client Development Manager — $30B Outsourced CIO

  • "

    I am using far more AdviserGPT than my prior tools. It's been a huge time saver for us in completing RFPs, DDQs, and editing write-ups for buys and sells in our consultant databases, always in our tone of voice.

    Partner/Senior Director Marketing and Client Service — $3.5B active equities manager

  • "

    AdviserGPT enables me to begin a questionnaire closer to the finish line versus staring at an empty document. It can be 50-75% complete before I start working on it.

    Managing Director, Client Service & Analytics — $5B global equities manager

Ready to see it in action?

Book a demo tailored to how asset managers use AdviserGPT.

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