Management companies (ManCos) in Europe, faced with growing competition and ever-changing regulations, are being forced to rethink their business models. ManCoTech systems intelligently combine solutions and technologies to support the unique needs of ManCos.
Our offer
Meet DBoard, Deloitte’s ManCoTech platform
OPEN PLATFORM
Integrate legacy systems, third-party solutions, and Deloitte’s technology and services
Conduct your business under one roof, regardless of your underlying architecture
ONE CENTRALIZED GOVERNANCE COCKPIT
Access all-encompassing business dashboards fueled by a variety of applications
Enable your management team and board of directors (BoD) to perform governance and oversight duties from one place
MODULAR PLATFORM AND ONBOARDING
Select the applications from our DBoard app store
Profit from progressive onboarding, in-line with your top business priorities
LEVERAGE OUR OPERATIONAL POWER
Orchestrate do-it-yourself tools and managed services
Benefit from regulatory expertise, industry knowledge and consulting support
Free your resources to shift to your core and value-added activities
The dawn on ManCoTech
Let’s make this work.
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The Project Dashboard application allows you to monitor your core business activities across all functions from one place and keep track of remedial actions agreed with the management team.
SERVICE DELIVERY MODEL
Managed service
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
Governance
MEETINGS BY DELOITTE
The Meetings by Deloitte application is our corporate secretary digital tool, offering a holistic set of services to help you structure, run and follow-up on your BoD and management meetings.
SERVICE DELIVERY MODEL
Managed service
LEVEL OF ASSISTANCE
Deloitte can operate the service on your behalf as a managed service.
Oversight – business risk management
DUE DILIGENCE
The Due Diligence application is pragmatic, multifunctional and addresses initial, ongoing or ad-hoc due diligence monitoring of delegates.
SERVICE DELIVERY MODEL
Advisory
Managed service
LEVEL OF ASSISTANCE
Deloitte can review and provide feedback on your existing due diligence framework.
Deloitte can operate the service on your behalf as a managed service.
KPI OVERSIGHT
The delegate KPI Oversight application helps you with the operations related to ongoing oversight controls.
SERVICE DELIVERY MODEL
Managed service
LEVEL OF ASSISTANCE
Deloitte can assist you in configuring the platform and establishing technical connections to your delegates and third parties to collect both exception and KPI reports.
Deloitte can operate the service on your behalf as a managed service.
SMARTCOMPLY
The SmartComply application merges compliance risk assessment (CRA) and compliance monitoring program (CMP) functionalities, helping the compliance function better follow up on its risk profile, monitoring program and internal control deficiencies and offers reporting and aggregation capacities to support the compliance function’s communication.
SERVICE DELIVERY MODEL
Do-it-yourself application
Managed service
LEVEL OF ASSISTANCE
Deloitte can advise you on CRA and CMP definition as per internal organization and regulations.
Deloitte can assist with the tool’s technical integration and configuration.
Deloitte can operate the service on your behalf as a managed service.
Operations
TO-DO LIST/WORKFLOW
The To-Do list/Workflow application allows you to monitor and take over tasks in relation to your day-to-day activities.
SERVICE DELIVERY MODEL
Managed service
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
COMMUNICATION CENTER
The Communication Center application provides you with a direct channel to send queries and requests to Deloitte, and monitor our responses.
SERVICE DELIVERY MODEL
Managed service
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
DOCUMENT LIBRARY
The Document Library application allows you to store and manage your ManCo and fund-level documentation for your management committees, BoD meetings, due diligence and many other business workflows.
SERVICE DELIVERY MODEL
Managed service
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
Compliance & internal audit
KALEIDOSCOPE
The Kaleidoscope application provides you with full access to all regulatory developments through regulatory dashboards outlining geographical scope, deadlines of regulatory updates, as well as a central repository with governance, risk and compliance capabilities.
SERVICE DELIVERY MODEL
Do-it-yourself application
Managed service
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
Deloitte can assist you in identifying new regulations, provide a walk-through of new rules, and analyze any impacts to your organization.
Product management, onboarding and CRM
CLIENTS, PRODUCTS LIFECYCLE
The Clients, Products and Third-parties Lifecycle application helps you efficiently manage the lifecycle of your clients, products, and third parties.
SERVICE DELIVERY MODEL
Do-it-yourself application
Managed service
LEVEL OF ASSISTANCE
Deloitte can assist with the tool’s technical integration and configuration.
Deloitte can operate the service on your behalf as a managed service.
DKYC
The DKYC application is an integrated service that combines numerous know your customer (KYC) features and workflows together with anti-money laundering/counter-terrorist financing (AML/CTF) expertise.
SERVICE DELIVERY MODEL
Do-it-yourself application
Managed service
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
Deloitte can assist you in identifying new regulations, provide a walk-through of new rules, and analyze any impacts to your organization.
Marketing and distribution
REGISTRATION INSIGHTS
The Registration Insights application offers access to fund registration intelligence for UCITS and AIFs in 50+ jurisdictions.
SERVICE DELIVERY MODEL
Do-it-yourself application
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
FUND REGISTRATION SERVICES
The Fund Registration Services application helps you fulfill initial cross-border fund registration and ongoing regulatory maintenance obligations in all jurisdictions.
SERVICE DELIVERY MODEL
Managed service
LEVEL OF ASSISTANCE
Deloitte assists you in the technical integration of database systems.
Deloitte can operate the service on your behalf as a managed service.
Data management and reporting (internal & external)
DATA FOUNDATION
The Data Foundation application is designed to help you set up robust technical data exchange channels, manage huge volumes of data, and deal with high-frequency transmissions (e.g., NAVs) through a centralized solution.
SERVICE DELIVERY MODEL
Managed service
Do-it-yourself application
Out of the box or fully customized
LEVEL OF ASSISTANCE
Deloitte can advise you on data management strategy.
Deloitte can assist you with the data flow setup.
Deloitte can operate the service on your behalf as a managed service.
UNIVERSAL REPORTING
The Universal Reporting application gathers all data required to generate regulatory, marketing, financial and tax reports.
SERVICE DELIVERY MODEL
Managed service
LEVEL OF ASSISTANCE
Deloitte can assist you in the technical onboarding and data integration processes.
Deloitte can operate the service on your behalf as a managed service.
AIFMD ANALYTICS
The AIFMD Analytics application provides analytics through a set of dynamic dashboards in relation to the AIFMD Annex IV reporting services.
SERVICE DELIVERY MODEL
Visual application delivered as part of AIFMD Annex IV reporting services
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
CAPITAL GAIN TAX (CGT) ANALYTICS
The Capital Gain Tax Analytics application allows you to monitor CGT accruals in real-time based on the data compiled by CGT services.
SERVICE DELIVERY MODEL
Visual application delivered as part of CGT services
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
PRIIPS/MIFID ANALYTICS
The PRIIPs/MiFID Analytics application provides simple, intuitive views of the main risk and costs indicators proposed in the European PRIIPs Template (EPT) and European MiFID Template (EMT). These indicators are compiled as part of the PRIIPs and MiFID reporting services.
SERVICE DELIVERY MODEL
Visual application delivered as part of PRIIPs and MiFID reporting services
LEVEL OF ASSISTANCE
Deloitte can provide training to your employees, enabling them to operate the online application autonomously.
