Being able to quickly and safely work with new research vendors is a top priority for many fundamentally-driven fund managers and investment advisors, especially considering today’s competitive and regulatory environment.
Using the Consolidated Checklist on Page 8, fund managers and investment advisors can compare their existing onboarding workflow to that of the broader industry, and have a checklist to ensure the proper onboarding steps are followed for each new vendor.
The Guide’s topics include:
- 5 steps for vendor onboarding
- How to use technology to simplify the onboarding process
- Consolidated Checklist for vendor onboarding