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Assette Proposal and RFP Management from Assette
Enables automated, customized proposal and RFP creation, content management, workflow for review/approval, bulk response setup, compliance, and reporting. Integrates with portfolio data to create tailored, accurate proposals for pension fund manager selection.
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
(9 Yes /9 Known /10 Possible features)
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Template Library Pre-defined, customizable RFP templates aligned to common asset classes, mandates, and compliance standards. |
Product documentation and marketing material highlight pre-defined, customizable proposal and RFP templates, specifically for investment mandates; aligns to feature description. | |
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Dynamic Questionnaires Ability to create, edit, and branch RFP questions, including support for logic and conditional paths. |
Described ability to customize, automate and branch RFP/proposal questions with logic; presentation decks reference conditional questionnaires. | |
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Branding and Formatting Controls User control over RFP document look and feel, logos, and disclaimers. |
Assette emphasizes full branding (logos, fonts, formatting) with user control in RFP outputs. | |
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Multi-language Support Ability to create RFPs in different languages for global outreach. |
No information available | |
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Compliance Checks In-built checks to ensure RFP content adheres to internal and regulatory guidelines. |
Marketing and compliance workflow description highlight compliance checks before RFP submission. | |
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Version Control Tracking of changes and management of RFP document versions. |
Web and product sheets state versioning and audit history for RFP/proposal iterations. | |
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Template Sharing Permissions-based sharing of RFP templates across teams. |
States ability for team-based, permissioned sharing of templates and responses. | |
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Bulk Generation Create and distribute multiple RFPs simultaneously. |
Bulk/automated RFP and response generation is a core advertised capability. | |
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Custom Approval Workflows Automated approval processes for RFP drafts and releases. |
Workflow configuration includes custom approval gates for content and compliance. | |
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Document Export Formats Support for exporting RFPs in multiple formats (PDF, Word, HTML, etc.). |
Export to multiple formats (Word, PDF, Excel) is shown in product documentation. |
Manager Database and Onboarding
(7 Yes /8 Known /10 Possible features)
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Integrated Manager Directory Centralized database of approved and potential investment managers. |
Centralized investment manager repository feature listed as part of onboarding and manager communication. | |
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Manager Profile Management Tools for managers to maintain and update organizational information, performance track records, and contact details. |
Manager profiles are editable and can be updated for track records and performance according to solution overview. | |
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Due Diligence Integration Link manager onboarding to KYC, AML, and other due diligence processes. |
Not as far as we are aware.* Due diligence integration (e.g., KYC/AML) is not explicitly described for manager onboarding in published documentation. | |
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Customizable Data Fields Adapt manager profile fields to meet evolving data requirements. |
Admin/user can define and adapt data fields per organization, as shown in customization options. | |
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Bulk Import/Export Import or export manager data via spreadsheet or API. |
Bulk import and export via spreadsheet or API listed in onboarding and reporting features. | |
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Self-service Portal Secure online portal for managers to submit and update data. |
Secure self-service portal for managers to update profile and respond to RFPs described as a key offering. | |
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Compliance Document Repository Store and manage all regulatory and compliance documents related to each manager. |
Compliance document management repository described in onboarding module. | |
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Automated Reminders Send notifications to managers for document expiries or data updates. |
No information available | |
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Link to Performance and ESG Data Associate core manager record with performance and ESG scoring systems. |
No information available | |
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Audit Trails Comprehensive logs of data additions and edits. |
Platform has audit trails for content/document and data changes as part of compliance feature set. |
RFP Distribution and Communication
(9 Yes /9 Known /10 Possible features)
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Bulk Distribution Tools Send RFPs to multiple selected managers with tracking. |
Bulk distribution and tracking for RFPs to multiple managers is a highlighted workflow. | |
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Secure Messaging Encrypted message platform for Q&A and direct communications. |
Secure Q&A and communication tools with encrypted channels promoted in materials. | |
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Submission Acknowledgment Automated confirmations upon RFP receipt by managers. |
Automated submission acknowledgment referenced in support for manager communication. | |
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Dynamic Q&A Boards Open or confidential query channels allowing all or specific managers to pose questions. |
Dynamic Q&A/board for open and confidential questions described as part of manager communication. | |
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Deadline Management Automated reminders before submission deadlines. |
Product states support for deadline/response tracking and automated reminders for managers. | |
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Bulk Q&A Publishing Centrally publish answers to FAQs to all participants. |
FAQ and central Q&A publication to participating managers available in communication module. | |
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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. |
Real-time tracking of submission receipt and status available in dashboards. | |
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Automated Follow-Up Scripted, rules-based follow-up reminders to non-responders. |
Rules engine for automated follow-up to non-responders described in workflow automation. | |
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Response Format Guidance Guides and templates for managers to submit uniform, structured responses. |
Structured templates and response format guides for managers are promoted. |
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, ranking, including ML-powered options, described for proposal evaluation. | |
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Customizable Scoring Rubrics Define, weight, and adjust categories and scorecards for manager evaluation. |
Custom/adjustable scorecards and weighting per review category shown as a key feature. | |
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Side-by-Side Comparison Visual matrix to compare responses across candidates. |
Proposal comparison matrix (side-by-side) visualized for reviewer convenience. | |
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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. |
Multi-reviewer workflows with scoring aggregation available in review process. | |
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Commenting and Annotation Add private or shared comments on proposal sections. |
Allows for in-line comments and section-level annotations in evaluation portal. | |
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Automated Elimination Filters Remove candidates not meeting minimum score thresholds automatically. |
Configurable elimination/filter logic (e.g., min. score) to auto-disqualify responses explained in product sheet. | |
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Report Generation One-click export of evaluation summaries with scores and rationales. |
Reports generation (summary and detailed) with one-click export is a core reporting function. | |
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Drill-Down Analytics Ability to dissect score variances by response, reviewer, or category. |
Analytics dashboards provide drill-down into score variances, by reviewer and question. | |
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Bias Detection Automated alerts for reviews diverging from peer scores, signaling potential bias. |
No information available |
Workflow and Process Management
(9 Yes /9 Known /10 Possible features)
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Configurable Approval Stages Design organizational workflows with defined approval checkpoints. |
Approval stage configuration with multi-level checkpoints available in workflow builder. | |
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Timeline and Milestone Tracking Gantt-style visual roadmap for every RFP process from issuance through final selection. |
Gantt-style timeline and milestone tracking options highlighted in process visualizations. | |
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Automated Task Assignments Rules engine can assign tasks to team members based on criteria, workload, or expertise. |
Automated task assignments based on rules and roles; described in workflow automation. | |
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Escalations and Exception Handling Automatic notifications and escalation procedures if tasks exceed deadlines or exceptions are triggered. |
Escalation/exception handling processes for overdue tasks described in workflow control. | |
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Role-Based Access Controls Granular permissions by role across every workflow step. |
Granular role-based access controls for workflows and data confirmed in product privileges/permissions. | |
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Audit Logging Comprehensive logs of every workflow event and handoff. |
All workflow events/actions are tracked in audit log according to compliance documentation. | |
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Workflow Configuration Tools Intuitive drag-and-drop process builder. |
Workflow process builder with drag-and-drop configuration highlighted in product demos. | |
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Collaborative Workspaces Shared environments for teams and advisors to collaborate on each step. |
Collaborative workspaces offered for team review, including external advisor contributions as needed. | |
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Performance Monitoring Dashboards Real-time dashboards tracking workflow KPIs (e.g. average RFP duration). |
Dashboards with KPIs (including process duration) shown in analytics/reporting screenshots. | |
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Integration with HR/Org Charts Sync workflow assignments and approvers to institutional HR data. |
No information available |
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. |
End-to-end encryption of data in transit and at rest listed among security and compliance claims. | |
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Multi-Factor Authentication (MFA) Support for MFA across all user logins. |
Support for multi-factor authentication with SSO and role permissions, per platform admin guide. | |
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Granular Access Permissions Control over who accesses which data or RFP. |
Granular control over user/group access to data and RFPs supported in user roles/permissions. | |
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Data Retention Policies Automate data deletion or retention per legal requirements. |
Policy-driven automated data retention/deletion settings supported under compliance options. | |
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Secure File Storage Isolated and encrypted storage for all submitted documents. |
Secure and encrypted storage of all documents confirmed in technical security whitepapers. | |
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Audit Trails and Log Monitoring Systematic tracking and alerting on sensitive actions and access. |
Audit trails and monitoring options included in security and compliance modules. | |
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GDPR/Privacy Compliance Tools Features designed to ensure data privacy regulations are met. |
Tooling for GDPR and privacy rights compliance (e.g. data subject requests) listed in privacy statement. | |
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Activity Monitoring and Alerts Real-time analysis of user behavior to detect anomalies. |
User behavior/activity monitoring for anomaly and alerting described as part of security. | |
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Data Anonymization Options Redact or mask data to further restrict visibility where required. |
No information available | |
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Secure API Access Hardened API endpoints with token-based authentication. |
API integrations use token-based authentication and are described as hardened for security. |
Integration Capabilities
(4 Yes /4 Known /10 Possible features)
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Open API Access RESTful APIs with comprehensive documentation for custom integrations. |
Open REST API with developer resources for integration shown in documentation. | |
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Pre-built Connectors Ready-made integration with major analytics, compliance, due diligence, and document management solutions. |
Pre-built integrations, such as with CRM or document mgmt, highlighted as available connectors. | |
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Single Sign-On (SSO) Integrate with institutional SSO solutions for seamless login. |
Single sign-on integrations described for enterprise deployments. | |
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Data Export Tools Flexible exports to Excel, PDF, XML, and other formats. |
Data and report export to multiple formats supported. | |
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Inbound File Ingestion Auto-capture and parse files/emails from managers. |
No information available | |
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Webhooks for Real-Time Events Push data/events to connected systems as they occur. |
No information available | |
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Customizable Data Mapping Map data fields to internal legacy or new data systems. |
No information available | |
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SSAE 18/SOC 2 Type II Certified Integrations Meet stringent data and system integration audit standards. |
No information available | |
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Bulk Data Sync Automated, scheduled synchronization with master data systems. |
No information available | |
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Integration Monitoring Dashboard Monitor integration status, latency, and failures. |
No information available |
Reporting and Analytics
(10 Yes /10 Known /10 Possible features)
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Configurable Dashboards Customizable at-a-glance boards with key process metrics. |
Dashboards can be customized to show metrics/process states, per product marketing. | |
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Advanced Filtering Multi-dimensional data filtering (e.g., by asset class, review stage, historical manager performance). |
Supports advanced filtering by asset class, process, and manager attributes. | |
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Automated Scheduled Reports Periodic delivery of reports to users or stakeholders. |
Delivery of scheduled reports at defined intervals described in reporting configuration. | |
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Drill-Down Capabilities From summary to detailed underlying data with a click. |
Drill-down interaction from summary reports to underlying data demonstrated in product videos. | |
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Visualization Tools Charts, graphs, and heatmaps for comparative and trend analysis. |
Visualization options (charts, graphs, trend lines) present in reporting screenshots. | |
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Exportable Analytics Easily share reports in Excel, PDF, or image formats. |
Reports are exportable to Excel/PDF or image from dashboards. | |
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Custom KPI Definition Select or define custom key performance indicators. |
Users can define custom KPIs and tracking metrics. | |
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Historical Trend Analysis Track manager and process trends over time. |
Historical tracking and trend analysis available across managers and proposal cycles. | |
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Ad Hoc Query Builder Empower users to generate tailored analytical queries. |
Ad hoc queries supported via report builder functions. | |
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Data API for BI Tools Direct interface to external BI/reporting platforms. |
Data export and API support for connection to BI/reporting solutions (PowerBI etc.) available. |
User Experience and Accessibility
(8 Yes /8 Known /10 Possible features)
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Mobile Access Responsive design and/or dedicated apps for mobile management. |
Web-based responsive design supports mobile device access. | |
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Intuitive UI/UX Well-designed, easy-to-navigate interface minimizing training needs. |
UI/UX design is a highlighted asset, focus on ease-of-use and minimal training. | |
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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. |
No information available | |
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In-App User Guidance Tutorials, walkthroughs, and context-aware help. |
In-app tutorials and contextual help present in solution walkthroughs. | |
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Role-Optimized Views Tailor dashboards and workflows to each user role. |
Role-optimized views/dashboards for users (admin, reviewer, manager) described and shown. | |
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Bulk User Provisioning Easily onboard large groups of users. |
Bulk onboarding tools for user/account provisioning described. | |
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Self-Service Password Reset Users can recover access without IT intervention. |
Self-service password reset functionality part of user access module. | |
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Notifications Center Centralized location for all user alerts and reminders. |
Notifications and reminders aggregated in user dashboard. | |
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Session Timeout Controls Automatically logs out inactive users for security. |
Session timeout and inactivity logout security controls referenced. |
Configuration and Customization
(9 Yes /9 Known /10 Possible features)
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Custom Field Definitions Add organization-specific fields wherever data is captured. |
Custom organization fields/metadata in all key objects per documentation. | |
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Branded User Interface White-label the UI, including logos and colors. |
White-label branding (colors, logos) available as configuration. | |
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Localized Workflows Adjust processes for region-, country-, or market-specific requirements. |
Workflows can be tailored for region-specific mandates/requirements. | |
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Business Rule Engine Non-technical users can set up workflow or data triggers. |
Business rule engine allows setting workflow/data triggers without code. | |
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Notification Customization Define recipient, frequency, and content of alerts/notifications. |
Notification/alerting rules customization supported for all workflows. | |
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Custom User Roles and Permissions Define user types and associated access rights beyond system defaults. |
Custom user roles and access permissions can be configured by admin. | |
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Integratable Plugins/Add-ons Add new functionality or data flows as requirements evolve. |
No information available | |
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Configurable Document Templates Organization-specific document and contract templates. |
Template and document formats can be fully customized per client requirements. | |
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Multiple Time Zone Support Seamless operation for global teams. |
Supports multi-time-zone operation for global teams. | |
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Configurable Data Retention User control over data life cycles for different artifacts. |
Retention policies for different record types configurable by client. |
Support, Service, and Vendor Stability
(6 Yes /6 Known /10 Possible features)
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24/7 Support Availability Round-the-clock access to technical assistance. |
No information available | |
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Dedicated Account Management Single point of contact for ongoing relationship and escalations. |
Dedicated account manager assigned for implementation/onboarding per sales material. | |
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Service Level Agreements (SLAs) Documented targets for uptime, response times, and issue resolution. |
SLAs for response and uptime available as part of enterprise contract. | |
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Uptime Guarantee Minimum percentage uptime per year, contractually agreed. |
No information available | |
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Incident Response Time Maximum time for vendor to respond to high-priority incidents. |
No information available | |
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Training and Onboarding Programs Structured programs for initial training and new feature adoption. |
Onboarding/training programs described for new clients and major updates. | |
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Help Desk Ticketing System System to submit, track, and resolve support queries. |
Help desk/ticket system for user support and query management available. | |
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User Community Portal Online resource for user forums, shared best practices, and troubleshooting. |
No information available | |
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Product Roadmap Transparency Visibility into the vendor's future development plans. |
Vendor provides forward roadmap visibility and commitment as per client presentations. | |
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Disaster Recovery and Data Backup Vendor policies on business continuity and regular offsite data backups. |
Policy and technical documentation cover disaster recovery and routine backup practices. |
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