All solutions

SOLUTIONS

DDQ & RFP Teams

RFP and DDQ teams handle some of the most repetitive, high-stakes work in the firm. Orrigo automates first drafts, keeps answers current with your latest approved language, and lets your team focus on the questions that actually need human judgment.

The Challenge

Common problems DDQ & RFP teams face every day.

Legacy RFP tools

Legacy RFP tools may have recently added AI, but they still require you to be a full-time content manager, to often start questionnaires from scratch, and still spend more time wrangling with formatting after a draft is complete.

Clunky User experience

The same RFP tools and portals may offer plug-ins, but they are an afterthought or sidekick versus the primary user interface. You still have to log-in to a traditional web application versus applying AI as a semi-autonomous workflow agent that runs in the background.

Content, data and narrative out of sync

Legacy tools quickly become a mess of hierarchically-tagged content with a lot of manual curation required to keep your content up-to-date. And that’s after several months of onboarding at the start.

How Orrigo helps

Features and workflows designed for marketing teams.

Auto-draft full questionnaires

Open a blank questionnaire in Microsoft Word and Orrigo completes the first draft automatically using your Vault. Review and refine instead of starting from scratch.

Keep data and narratives in sync

Our quarterly data files from your proprietary data and reporting providers link your firm data to questions including tables and narratives. Update your quarterly data file automatically, and it flows into every data-intensive questionnaire you answer.

Work inside Word, Excel, Outlook, and Chrome

No new tools to learn. Orrigo runs within the questionnaire documents your team receives. Our Agentic UI runs in the background in a user experience you already know.

Up and running in a day, really

Upload your prior RFPs, DDQs, or Question/Answer exports, install the add-ins, export from your legacy tool, and start drafting. No months-long implementation to create a content library you then need to continually and constantly manage.

  • "

    Formerly, it took me more than a week each quarter end to update our internal 20+ strategy DDQs. It now takes me hours with Orrigo, saving me days each quarter. It's important to update these documents quarterly; now they are always ready-to-go for client service and business development to use. Orrigo’s Data Agent is unique in that it handles the quantitative data table updates and maintains proper formatting, while the RFP Agent is great to bulk answer narrative RFP questions from my Vault.

    National Accounts Manager — $45B active asset manager

  • "

    Orrigo is like having a senior writer write the first draft, and then I get to be the editor!

    Manager, Client Service and Product Support — $10B global equities manager

  • "

    We use Orrigo to update repetitive annual DDQs and to respond to new RFPs. It's easy to either go straight to the Vault to find content (like taking a book out of the library) or to use the AI Bulk Answer function to automatically populate and improve our answers. It's been a very helpful extension of our knowledge base internally.

    Senior Marketing and Communications Specialist — $7B value equities manager

  • "

    Formerly, it took me more than a week each quarter end to update our internal 20+ strategy DDQs. It now takes me hours with Orrigo, saving me days each quarter. It's important to update these documents quarterly; now they are always ready-to-go for client service and business development to use. Orrigo’s Data Agent is unique in that it handles the quantitative data table updates and maintains proper formatting, while the RFP Agent is great to bulk answer narrative RFP questions from my Vault.

    National Accounts Manager — $45B active asset manager

  • "

    Orrigo is like having a senior writer write the first draft, and then I get to be the editor!

    Manager, Client Service and Product Support — $10B global equities manager

  • "

    We use Orrigo to update repetitive annual DDQs and to respond to new RFPs. It's easy to either go straight to the Vault to find content (like taking a book out of the library) or to use the AI Bulk Answer function to automatically populate and improve our answers. It's been a very helpful extension of our knowledge base internally.

    Senior Marketing and Communications Specialist — $7B value equities manager

Ready to see it in action?

Book a demo tailored to how asset managers use Orrigo.

Explore other solutions

Asset Managers

Automate Questionnaires, Draft Commentary

Broker-Dealers & RIAs

Apply consistent, approved client commentary

Compliance & Portfolio Management

Ensure use of your latest compliance-approved language