For Asset ManagersContract Manager
Contract Manager
For asset managers
Contract and vendor control for the agreements behind your research spend.
The contracts behind a firm's research spend sit in several places: with the broker relationship, in a shared folder, with whoever signed the last renewal. Contract Manager puts every contract, subscription, license and service in one firm-wide portal, whether it is paid from the firm's own money or through a CSA.
Each service carries who uses it, at team or individual level, and its renewal and cancellation windows, so the relationships a firm relies on are renewed on purpose and the ones it no longer needs are cancelled before they roll over.
What it does
- Contracts and documents
- Every agreement and its paperwork, by vendor, broker and research provider.
- Renewal and cancellation windows
- Tracked per service, with warnings before a term renews.
- Utilization by user
- Who is using each service, team or individual, so cost follows use.
- P&L and CSA cost
- Which costs the firm pays and which are paid with client commissions, in one view for the COO and CFO.
- Budget control and approvals
- Budgets, approval management and payment automation, with links to your treasury system or payment aggregator.
- Board-ready reporting
- Summaries for the board, and detail down to a subsidiary, department, team or person.
- Quick setup
- Data import to create new services without re-keying.