Consultant Database (CDB) Support
Acuity Knowledge Partners offers unique and flexible consultant relations asset management support solutions and CDB services that combine smart technology (EDGE) and CDB specialisations to ensure clients spend minimal time on securing timely, hassle-free and accurate CDB updates. EDGE is a custom-built proprietary platform and is one of the leading platforms among top asset managers; this is an entirely customisable tool designed to meet clients’ specificities, offering a superior solution to standard stock service providers.
The tool also helps automate the CDB update process and consultant narrative update, reduces turnaround time, increases efficiency and delivers significant cost savings.
Who we serve
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Asset Managers
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Mutual Fund and ETF Providers -
Fund Consultants -
Fund Brokers
CDB services - Support We Offer
End-to end automated CDB update process to reduce turnaround time, and increase efficiency
Data sourcing from multiple channels and data processing in multiple formats
Data cleansing, validation, formatting, and calculations
Qualitative and quantitative data uploads
Quality checks on data uploads and periodic data audits
New fund profile registrations
Responding to consultants’ questionnaires
Detailed process documentation for knowledge retention
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Automate CDB update process with BEAT Edge - Explore Now
CDB services - Support We Offer
End-to end automated CDB update process to reduce turnaround time, and increase efficiency
Data sourcing from multiple channels and data processing in multiple formats
Data cleansing, validation, formatting, and calculations
Qualitative and quantitative data uploads
Quality checks on data uploads and periodic data audits
New fund profile registrations
Responding to consultants’ questionnaires
Detailed process documentation for knowledge retention
-
Automate CDB update process with BEAT Edge - Explore Now
Customer Testimonials
Ludovic Ferras
Senior Manager, Global Consultants Relationship
The Acuity team meets all the consultant databases delivery deadlines. The volume is very high and even when RFP's are prioritized over databases during quarter-end the team still manages to meet all the databases deadlines. We never have to ask if data is delivered on time. It is without question each month that delivery has been met.
Highly confident and satisfied with the work over the past year. Also as important, the team has been a pleasure to work with. They are eager to assist in all aspects of the Business Response Team's deliverables and have been instrumental in helping us meet all the deliverables in a timely fashion this year.
Managing Director
Marketing and Consultant Relations, Leader in Specialty Fixed Income, US
I appreciate when Acuity follows-up with me; I know I can sometimes be a little slow to respond and I appreciate their focus. They also take instruction well and are quick to implement changes or feedback.
Acuity is quick to respond, helpful, and takes direction wonderfully! A true joy to work with
RFP Manager
Global RFP Services / Global Client Services, Leading Multi-boutique Investment Management Company, US
We really appreciate the work and service that you and your team do for us.
Communication and willingness to help out/take on additional tasks. Acuity team has a high level of professionalism. We are very satisfied with the general reoccurring requests for database population.
Client Relationship Associate
Privately owned American Mutual Fund company, US
Good communication, high level of professionalism, highly trusted partner Excellent team work, Excellent communication & reactivity, In depth analysis and Connections with databases staff
Senior Manager
Global Consultants Relations, Global Multi-Specialist Asset Management firm, Luxembourg
The team assigned to our firm is prompt, responsive and efficient. They provide valuable insights to projects and inform us if they catch any discrepancies.
Director of Finance and Fund Accounting
A boutique institutional investment firm, US
Our Acuity team is very detailed and willing to take on new tasks without pushback. They do a great job of getting data updated on time and communicating back to our team with status updates and/or questions.
Our Acuity team is extremely responsive and always willing to take on new tasks. They are a great extension of our team and provide quality and efficient support for us.
Acuity is always willing to help with new projects, provide guidance when needed, and does an amazing job keeping on top of tasks and bringing issues to our attention.
Sr. Prod Info Data Specialist
Global Client Services, Leading Multi-boutique Investment Management Company
As a relative new joiner to the team, I rely heavily on Acuity to keep my guided on what I need to do. They have not let me down and always provided excellent status reports, ad hoc reports when I need them, always spot on.
My experience with Acuity, although short, has been excellent and productive. As a relative new joiner to the team, I have leaned on Acuity for much my background learning and they have supported me very well. I am very happy with their service and support.
Head of RFP content
A leading European Asset Management company, France
How we are different
Experience in covering more than 60 consultants, including online and manual data submissions for CDB services
EDGE, a custom-built proprietary platform, that helps automate the CDB services update process, reduces turnaround time and enhances efficiency
End-to-end bespoke support, including sub-processes, such as data sourcing management, CDB updates and final uploads review
Customisation of the consultant relations asset management reporting process, accommodating specific business rules
40-50% process efficiency by using EDGE for automation
Cost savings of 30-40% through consultant relations asset management support services
What we have done
Consultant database solutions for a Top 30 US-based asset manager
What we are proud of
Top 30
US-based asset manager
1,100+
profiles across 20 databases
Consultant database solutions for a trillion dollar asset manager
What we are proud of
€1.5tn
leading European asset manager
60%
faster turnaround time
Consultant database solutions for a US specialist asset manager
What we are proud of
99.5%
data quality for mid-sized US specialist asset manager
97%
fill rates by adding 100 new profiles
Financial Marketing Services for a Europe-based Asset Manager
What we are proud of
$2.4m
annualized cost savings
>30,000
reports generated per annum
Centralization and Automation of Updates
What we are proud of
20%
gain in process efficiency
30%
reduction in CDB updating time
CDB Updates for a Top 15 Global Asset Manager
What we are proud of
~40%
process efficiency gain
2x
enhanced CDB coverage
Our Perspective on Consultant Database Services
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