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RFP360 Complete RFP Management from RFP360
End-to-end RFP management platform that enables creation, issuance, collection, and evaluation of RFPs for external manager selection. Features include template libraries, collaborative workflows, automated scoring, side-by-side response comparisons, and robust reporting capabilities.
Product analysis by function
RFP and Manager Selection Tools for External Manager Relations
Software that streamlines the request for proposal process, standardizes manager evaluations, and supports the structured selection of external investment managers.
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RFP Creation and Customization
(10 Yes /10 Known /10 Possible features)
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Template Library Pre-defined, customizable RFP templates aligned to common asset classes, mandates, and compliance standards. |
RFP360 advertises pre-built, customizable RFP templates, indicating a template library is included. | |
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Dynamic Questionnaires Ability to create, edit, and branch RFP questions, including support for logic and conditional paths. |
Documentation and marketing emphasize editable, logic-driven questionnaires. | |
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Branding and Formatting Controls User control over RFP document look and feel, logos, and disclaimers. |
RFP360 site highlights strong branding/formatting controls for documents. | |
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Multi-language Support Ability to create RFPs in different languages for global outreach. |
Platform supports multi-language RFPs for global issuance. | |
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Compliance Checks In-built checks to ensure RFP content adheres to internal and regulatory guidelines. |
Marketing calls out compliance and governance checks as part of drafting tools. | |
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Version Control Tracking of changes and management of RFP document versions. |
Version tracking is a documented core feature. | |
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Template Sharing Permissions-based sharing of RFP templates across teams. |
Permissions-based sharing for templates and documents is named. | |
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Bulk Generation Create and distribute multiple RFPs simultaneously. |
RFP360 specifies bulk creation and distribution of RFPs. | |
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Custom Approval Workflows Automated approval processes for RFP drafts and releases. |
Automated workflows for review/approval are described in documentation. | |
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Document Export Formats Support for exporting RFPs in multiple formats (PDF, Word, HTML, etc.). |
Platform enables export in PDF, Word, and other formats. |
Manager Database and Onboarding
(0 Yes /0 Known /10 Possible features)
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Integrated Manager Directory Centralized database of approved and potential investment managers. |
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Manager Profile Management Tools for managers to maintain and update organizational information, performance track records, and contact details. |
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Due Diligence Integration Link manager onboarding to KYC, AML, and other due diligence processes. |
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Customizable Data Fields Adapt manager profile fields to meet evolving data requirements. |
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Bulk Import/Export Import or export manager data via spreadsheet or API. |
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Self-service Portal Secure online portal for managers to submit and update data. |
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Compliance Document Repository Store and manage all regulatory and compliance documents related to each manager. |
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Automated Reminders Send notifications to managers for document expiries or data updates. |
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Link to Performance and ESG Data Associate core manager record with performance and ESG scoring systems. |
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Audit Trails Comprehensive logs of data additions and edits. |
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RFP Distribution and Communication
(8 Yes /8 Known /10 Possible features)
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Bulk Distribution Tools Send RFPs to multiple selected managers with tracking. |
Sending/bulk tools for distributing RFPs to many managers are distinctly listed. | |
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Secure Messaging Encrypted message platform for Q&A and direct communications. |
Encrypted, in-platform messaging is a standard communication feature. | |
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Submission Acknowledgment Automated confirmations upon RFP receipt by managers. |
System triggers instant receipts and acknowledges submissions. | |
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Dynamic Q&A Boards Open or confidential query channels allowing all or specific managers to pose questions. |
Confidential and open Q&A boards for managers highlighted in product overview. | |
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Deadline Management Automated reminders before submission deadlines. |
Reminders for deadlines are part of workflow and notification system. | |
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Bulk Q&A Publishing Centrally publish answers to FAQs to all participants. |
FAQ and common response sharing is listed under communication features. | |
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Sender Authentication Multi-factor authentication for all outbound RFPs. |
. | No information available |
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Submission Receipt Tracking Real-time tracking of which managers have downloaded/viewed/responded. |
Tracking of receipt and engagement status is specifically called out. | |
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Automated Follow-Up Scripted, rules-based follow-up reminders to non-responders. |
Rules-driven follow-up messages to non-responders described. | |
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Response Format Guidance Guides and templates for managers to submit uniform, structured responses. |
. | No information available |
Proposal Evaluation Tools
(8 Yes /8 Known /10 Possible features)
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Automated Scoring Engine Rule-based or ML-powered proposal scoring and ranking. |
Automated scoring engine (rules-based and AI/ML) is a highlighted capability. | |
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Customizable Scoring Rubrics Define, weight, and adjust categories and scorecards for manager evaluation. |
RFP360 allows custom evaluation rubrics and weighting. | |
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Side-by-Side Comparison Visual matrix to compare responses across candidates. |
Visual, interactive side-by-side response comparison is a featured UI element. | |
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Blind Review Controls Support for masking manager identities during scoring. |
No information available | |
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Multi-Reviewer Support Allow multiple reviewers to score independently with aggregation. |
Product supports multi-reviewer scoring with aggregated results. | |
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Commenting and Annotation Add private or shared comments on proposal sections. |
Commenting, notes, and annotation available within proposal review workflow. | |
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Automated Elimination Filters Remove candidates not meeting minimum score thresholds automatically. |
Automated elimination for minimum criteria/thresholds described in scoring logic. | |
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Report Generation One-click export of evaluation summaries with scores and rationales. |
One-click, exportable reporting for proposal results is standard. | |
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Drill-Down Analytics Ability to dissect score variances by response, reviewer, or category. |
Drill-down analytics into responses and reviewer scores described. | |
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Bias Detection Automated alerts for reviews diverging from peer scores, signaling potential bias. |
No information available |
Workflow and Process Management
(8 Yes /8 Known /10 Possible features)
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Configurable Approval Stages Design organizational workflows with defined approval checkpoints. |
Multi-stage approval and configurable workflows are outlined. | |
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Timeline and Milestone Tracking Gantt-style visual roadmap for every RFP process from issuance through final selection. |
Gantt-like timelines and milestone tracking are visually referenced. | |
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Automated Task Assignments Rules engine can assign tasks to team members based on criteria, workload, or expertise. |
Task assignment by criteria/workload is managed via workflow engine. | |
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Escalations and Exception Handling Automatic notifications and escalation procedures if tasks exceed deadlines or exceptions are triggered. |
Escalation triggers and notifications for overdue tasks and exceptions. | |
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Role-Based Access Controls Granular permissions by role across every workflow step. |
Highly granular, role-based permissions throughout system. | |
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Audit Logging Comprehensive logs of every workflow event and handoff. |
Event and handoff audit logging built-in for compliance tracking. | |
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Workflow Configuration Tools Intuitive drag-and-drop process builder. |
Drag-and-drop workflow/process builder offered as part of configuration. | |
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Collaborative Workspaces Shared environments for teams and advisors to collaborate on each step. |
Teams and advisors can collaborate on documents in shared workspace. | |
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Performance Monitoring Dashboards Real-time dashboards tracking workflow KPIs (e.g. average RFP duration). |
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Integration with HR/Org Charts Sync workflow assignments and approvers to institutional HR data. |
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Security and Privacy
(9 Yes /9 Known /10 Possible features)
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End-to-End Encryption Encryption of data in transit and at rest across the entire platform. |
Data encryption in transit and at rest is offered per product security documentation. | |
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Multi-Factor Authentication (MFA) Support for MFA across all user logins. |
Multi-factor authentication a named security feature. | |
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Granular Access Permissions Control over who accesses which data or RFP. |
Granular permissions by user, group, and document. | |
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Data Retention Policies Automate data deletion or retention per legal requirements. |
Retention policy automation listed in security & compliance documentation. | |
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Secure File Storage Isolated and encrypted storage for all submitted documents. |
Documents stored in encrypted, secure file containers. | |
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Audit Trails and Log Monitoring Systematic tracking and alerting on sensitive actions and access. |
Audit trails and monitoring available, with alerting options. | |
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GDPR/Privacy Compliance Tools Features designed to ensure data privacy regulations are met. |
Product lists GDPR and regional privacy compliance support. | |
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Activity Monitoring and Alerts Real-time analysis of user behavior to detect anomalies. |
User/behavior monitoring dashboard is a supported feature. | |
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Data Anonymization Options Redact or mask data to further restrict visibility where required. |
Ability to redact responses and restrict visibility per user, supporting data anonymization. | |
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Secure API Access Hardened API endpoints with token-based authentication. |
. | No information available |
Integration Capabilities
(0 Yes /0 Known /10 Possible features)
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Open API Access RESTful APIs with comprehensive documentation for custom integrations. |
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Pre-built Connectors Ready-made integration with major analytics, compliance, due diligence, and document management solutions. |
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Single Sign-On (SSO) Integrate with institutional SSO solutions for seamless login. |
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Data Export Tools Flexible exports to Excel, PDF, XML, and other formats. |
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Inbound File Ingestion Auto-capture and parse files/emails from managers. |
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Webhooks for Real-Time Events Push data/events to connected systems as they occur. |
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Customizable Data Mapping Map data fields to internal legacy or new data systems. |
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SSAE 18/SOC 2 Type II Certified Integrations Meet stringent data and system integration audit standards. |
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Bulk Data Sync Automated, scheduled synchronization with master data systems. |
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Integration Monitoring Dashboard Monitor integration status, latency, and failures. |
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Reporting and Analytics
(1 Yes /1 Known /10 Possible features)
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Configurable Dashboards Customizable at-a-glance boards with key process metrics. |
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Advanced Filtering Multi-dimensional data filtering (e.g., by asset class, review stage, historical manager performance). |
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Automated Scheduled Reports Periodic delivery of reports to users or stakeholders. |
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Drill-Down Capabilities From summary to detailed underlying data with a click. |
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Visualization Tools Charts, graphs, and heatmaps for comparative and trend analysis. |
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Exportable Analytics Easily share reports in Excel, PDF, or image formats. |
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Custom KPI Definition Select or define custom key performance indicators. |
Custom KPI tracking available in analytics dashboards. | |
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Historical Trend Analysis Track manager and process trends over time. |
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Ad Hoc Query Builder Empower users to generate tailored analytical queries. |
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Data API for BI Tools Direct interface to external BI/reporting platforms. |
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User Experience and Accessibility
(2 Yes /2 Known /10 Possible features)
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Mobile Access Responsive design and/or dedicated apps for mobile management. |
Platform described as mobile-responsive and suitable for mobile management. | |
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Intuitive UI/UX Well-designed, easy-to-navigate interface minimizing training needs. |
Ease of use and low training overhead are major selling points—UI/UX is a focus. | |
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Accessibility Compliance (WCAG) Full support for screen readers, keyboard navigation, and color contrast. |
No information available | |
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Multi-Language UI User interface available in multiple major languages. |
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In-App User Guidance Tutorials, walkthroughs, and context-aware help. |
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Role-Optimized Views Tailor dashboards and workflows to each user role. |
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Bulk User Provisioning Easily onboard large groups of users. |
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Self-Service Password Reset Users can recover access without IT intervention. |
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Notifications Center Centralized location for all user alerts and reminders. |
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Session Timeout Controls Automatically logs out inactive users for security. |
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Configuration and Customization
(0 Yes /0 Known /10 Possible features)
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Custom Field Definitions Add organization-specific fields wherever data is captured. |
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Branded User Interface White-label the UI, including logos and colors. |
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Localized Workflows Adjust processes for region-, country-, or market-specific requirements. |
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Business Rule Engine Non-technical users can set up workflow or data triggers. |
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Notification Customization Define recipient, frequency, and content of alerts/notifications. |
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Custom User Roles and Permissions Define user types and associated access rights beyond system defaults. |
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Integratable Plugins/Add-ons Add new functionality or data flows as requirements evolve. |
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Configurable Document Templates Organization-specific document and contract templates. |
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Multiple Time Zone Support Seamless operation for global teams. |
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Configurable Data Retention User control over data life cycles for different artifacts. |
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Support, Service, and Vendor Stability
(0 Yes /0 Known /10 Possible features)
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24/7 Support Availability Round-the-clock access to technical assistance. |
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Dedicated Account Management Single point of contact for ongoing relationship and escalations. |
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Service Level Agreements (SLAs) Documented targets for uptime, response times, and issue resolution. |
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Uptime Guarantee Minimum percentage uptime per year, contractually agreed. |
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Incident Response Time Maximum time for vendor to respond to high-priority incidents. |
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Training and Onboarding Programs Structured programs for initial training and new feature adoption. |
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Help Desk Ticketing System System to submit, track, and resolve support queries. |
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User Community Portal Online resource for user forums, shared best practices, and troubleshooting. |
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Product Roadmap Transparency Visibility into the vendor's future development plans. |
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Disaster Recovery and Data Backup Vendor policies on business continuity and regular offsite data backups. |
. | No information available |
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