In selecting fund managers, the three most important characteristics are character, character, character.
Richard Elden, Grosvenor Capital Management
Integrity and quality of decision-making are not evident from resumes and fancy brochures. Benefit from behavioral data to distinguish genuine skill from mere luck. See how well managers align with your goals and identify red flags in advance.
Make finding the right professionals easy with a system that does the work for you. Define what qualities are important to you and see the best fit based on predictive data. Decide with confidence, based of systematic comparison of the most important criteria.
Changes in the fund size, market conditions, or team dynamics can lead to undesirable shifts in decision making. Prevent style drift and deviations from the mandate through easy-to-implement monitoring.
How It Works
With a single click, invite single professionals or entire teams to participate.
Participants complete an automated 30-minute survey featuring interactive questions and decision-making scenarios.
Algorithms compare each professional and each team against your requirements.
The clear results dashboard shows you how well each candidate or team matches your criteria. You select your top candidates with confidence using easy comparisons.
Number of Licenses
(1 license = 1 advisor)
Monthly Equivalent
Annual Payment
excl. VAT
Prices shown are the total for each number of advisor licenses, excl. VAT. Billed annually; the monthly equivalent is shown for comparison only. Paying annually saves you 10% compared with paying monthly. The subscription term is one year and renews automatically unless cancelled at least 14 days prior to renewal. For business customers only.
Number of Licenses
(1 license = 1 advisor)
Monthly Payment
Annual Costs
12-month term, excl. VAT
Prices shown are the total for each number of advisor licenses when paid monthly, excl. VAT. Paying annually saves you 10%. Even when paid monthly, the subscription term is one year and renews automatically unless cancelled at least 14 days prior to renewal. For business customers only.
Need 5 or more advisor licenses?
Number of Licenses
(1 license = 1 advisor)
Monthly Equivalent
Annual Payment
excl. VAT
Prices shown are the total for each number of advisor licenses, excl. VAT. Billed annually; the monthly equivalent is shown for comparison only. Paying annually saves you 10% compared with paying monthly. The subscription term is one year and renews automatically unless cancelled at least 14 days prior to renewal. For business customers only.
Number of Licenses
(1 license = 1 advisor)
Monthly Payment
Annual Costs
12-month term, excl. VAT
Prices shown are the total for each number of advisor licenses when paid monthly, excl. VAT. Paying annually saves you 10%. Even when paid monthly, the subscription term is one year and renews automatically unless cancelled at least 14 days prior to renewal. For business customers only.
Need 5 or more advisor licenses?