Business Intelligence for Investment Advisers
Convergence’s products and services reduce the time, complexity and cost it takes for our clients to develop key data-driven insights they need to make key tactical and strategic decisions. Our insights are delivered through our “data as a service” (DaaS) business model.
WHO ARE YOU?
Portfolio Manager
Competitive Growth Insights improve your forecasting models and conversations with company management.
Fund Marketer
Fund Raising Insights improve your chances of winning a new investment mandate by differentiating your fundraise from others in the market.
Chief Financial Officer
Service Provider Intelligence improves your ability to find, qualify and monitor the business of the service providers you hire to support your funds.
Deal Team
M&A Services accelerate the identification and qualification of potential company buyers and sellers in the asset management industry.
Chief Compliance Officer
Regulatory Filing Quality improves your filings and compliance with the spirit and letter of the SEC Compliance Rule.
Head of Human Resources
Talent Identification Management helps you fill key roles faster by arming you with data on the number of qualified candidates in the market.
