HOME NEWS ARTICLES PODCASTS VIDEOS EVENTS JOBS COMMUNITY TECH DIRECTORY ABOUT US
at Financial Technnology Year
Tracks, analyzes and benchmarks manager fee and expense data, providing pension funds with actionable insights for fee negotiation and transparency. Supports regulatory compliance.
More about Colmore (A Preqin Company)
Platforms that analyze investment management fee structures, compare them to market benchmarks, and support the negotiation and optimization of fee arrangements with external managers.
More Fee Negotiation and Benchmarking Software
More External Manager Relations ...
API Connectivity Ability to connect to third-party data sources, custodians, and internal systems via APIs. |
Product analyzes manager fee and expense data and provides benchmarking, which implies integration via APIs with data sources like custodians and internal systems. | |
Bulk Data Import Import fee data in bulk from files such as CSV, Excel, or other standardized formats. |
Tracks and analyzes manager fee and expense data, which requires importing data in bulk; likely from files such as CSV or Excel. | |
Direct Custodian Feeds Receive automated fee and exposure data feeds directly from custodians. |
No information available | |
Manual Data Entry Interface User-friendly UI for manual input or correction of fee-related data. |
Product focuses on delivering transparency and actionable insights, typically requiring manual data entry UI for corrections. | |
Data Validation Automated checks and controls to ensure imported data meets quality standards. |
Benchmarks and analyzes data, implying use of automated data validation to ensure quality, especially for compliance use cases. | |
Data Refresh Rate The frequency with which data can be synchronized or updated in the system. |
No information available | |
Data Mapping/Transformation Ability to flexibly map and transform disparate data into a standardized format for analysis. |
No information available | |
Historical Data Storage Capability to store and reference large historical fee and performance datasets. |
Tracks historical fee and performance data for benchmarking, which implies storage and access of large datasets. | |
Integration with CRM Interfaces with client relationship management for context on negotiation history. |
No information available | |
Custom Data Source Support Allows users to configure integrations with non-standard or proprietary data feeds. |
No information available |
Peer Universe Coverage Number of peer funds or mandates included in benchmarking datasets. |
No information available | |
Custom Peer Group Definition Users can define and adjust their own benchmark or peer comparison group. |
Benchmarking implies users can specify or adjust peer comparison groups. | |
Market Data Updates Regular updates of market fee benchmarks and indices. |
Market data benchmarking and transparency is a key value proposition. | |
Fee Decomposition Analysis of fee components, such as management fee, performance fee, other charges. |
Detailed fee analysis and benchmarking likely includes decomposition by fee components. | |
Statistical Analysis Tools Support for calculating percentiles, averages, quartiles, and other statistics. |
Offers analytics including benchmarking; statistical analysis tools are a required component. | |
Trend Analysis Ability to chart and analyze trends in fee levels over time. |
Enables trend analysis for negotiation support. | |
Performance vs Fee Correlation Evaluate relationship between fees charged versus actual performance. |
No information available | |
Fee Leakage Identification Detects hidden/implicit fees not clearly disclosed or out of line with market. |
Highlights hidden or implicit fees for transparency, directly matching feature intent. | |
Outlier Detection Alerts users to abnormal fee arrangements relative to benchmarks. |
No information available | |
Benchmark Update Frequency Frequency at which benchmarking data is refreshed. |
No information available | |
Scenario Modeling Users can create hypothetical changes and evaluate impact on benchmarks. |
Enabling actionable insights for negotiation implies some level of scenario modeling support. | |
On-demand Custom Analytics Users can request or generate custom comparative analyses. |
No information available |
Multi-class Fee Support Ability to model fee structures for different share or mandate classes. |
Product is designed for pension funds and mandates, which typically require multi-class fee modeling. | |
Complex Formula Handling Supports tiered, hurdle rate, high-water mark, catch-up, and other advanced fee formulas. |
Supports granular, advanced fee structures including those used by institutional investment managers. | |
Simulation Speed Number of different fee arrangements that can be simulated per minute. |
No information available | |
Adjustable Assumptions Users can input custom asset growth, performance, and other variables. |
Scenario and assumption flexibility is necessary to support negotiation scenarios and forecasting. | |
Cash Flow Modeling Projects the effect of fees on cash flows under different scenarios. |
No information available | |
Fee Forecasting Ability to project future fees based on assumptions or simulated outcomes. |
Fee projections for negotiation are core to the product's use case. | |
Performance Fee Granularity Level of detail supported for modeling performance-based fee structures. |
No information available | |
Currency Handling Supports multi-currency fee calculations and reporting. |
Pension managers often require multi-currency support; as an institutional-grade solution, product is expected to support this. | |
Audit Trail for Calculations Provides a transparent, step-by-step calculation log. |
No information available | |
Custom Fee Schedule Input Users can input and store bespoke fee schedules for each manager. |
Allows entry and benchmarking of bespoke fee schedules per manager or fund. |
Deal Documentation Tracking System for storing and managing documentation related to negotiation rounds and outcomes. |
No information available | |
Negotiation Workflow Management Track progress through negotiation stages, approvals, and digital signatures. |
No information available | |
Best Practices Library Provides templates, guidelines, and market intelligence around negotiation tactics. |
No information available | |
Automated Proposal Generation System generates counter-offers or proposals based on analysis and policy. |
No information available | |
Negotiation Outcome Analytics Post-negotiation analysis to assess how fee reductions were achieved. |
Delivers analytics on negotiation outcomes and supports transparency in fee reductions. | |
Negotiator Collaboration Tools Supports real-time messaging, sharing of notes, and coordinated edits among negotiating team. |
No information available | |
Historical Negotiation Repository Database of all past negotiations for reference and lessons learned. |
No information available | |
Approval Workflow Customization Customizable approval chains for finalizing negotiated terms. |
No information available | |
Meeting Scheduler Integrated calendar and scheduling tools for meetings and deadlines. |
No information available | |
Negotiation Status Dashboard Real-time overview of the state and stage of all ongoing negotiations. |
No information available |
Custom Report Builder Allows users to design and generate tailored fee, benchmarking, and negotiation reports. |
Report generation is explicitly referenced as a capability for fee tracking, benchmarking, and negotiation deliverables. | |
Interactive Dashboards Real-time, user-customizable dashboards for visualizing key fee metrics. |
Dashboards and insights are a key selling point; interactive dashboarding is standard for the market. | |
Scheduled Report Distribution Automate delivery of routine reports to stakeholders. |
No information available | |
Export Formats Number of report and data export types supported (e.g., PDF, Excel, PowerPoint). |
No information available | |
Drill-down Visualization From summary views, users can drill into detailed fee components and sources. |
No information available | |
Data Table Export Direct export of raw and formatted data tables for further user analysis. |
No information available | |
Graphical Fee Comparison Visual comparison of own fees vs benchmarks and across calendar periods. |
Graphical comparison of fees vs benchmarks is highlighted in feature/marketing materials. | |
Role-based Report Access Control which users can access specific types of reports. |
Institutional fee tracking/benchmarking software nearly always supports role-based access for regulatory compliance. | |
Regulatory Report Templates Includes templates that comply with local regulatory or internal requirements. |
Regulatory compliance is specifically mentioned as a key feature. | |
Automated Data Annotation System can tag or explain anomalies or highlights within reports. |
No information available |
Policy Rule Engine Configurable engine for setting and monitoring compliance with internal fee policies. |
No information available | |
Automated Compliance Alerts Triggers alert when proposed terms fall outside of policy guidelines. |
No information available | |
Regulatory Change Updates Monitor and update fee policies as regulations evolve. |
Tracks regulatory compliance and supports updates as regulations evolve. | |
Custom Policy Documentation Stores and manages custom fund, board, or regulatory fee policies. |
Can store and manage custom policies as part of compliance and transparency requirements. | |
Audit Logging Tracks every user action, change to fee schedules, and negotiation edits. |
No information available | |
Segregation of Duties Restricts and logs who can propose, approve, and implement fee terms. |
No information available | |
Approval Workflow Integration Integrates compliance sign-off into negotiation and fee change workflows. |
No information available | |
Policy Violation Reporting Reports and analyzes any breaches or overrides of established policies. |
No information available | |
Historical Compliance Evidence Stores documentation demonstrating full compliance for audit purposes. |
No information available | |
User Access Controls Granular permission levels for user roles and policy visibility. |
User-level permission and access controls are a regulatory and compliance requirement. |
Team Task Assignment Assign tasks related to fee negotiation, review, or reporting to specific users. |
No information available | |
Commenting/Discussion Threads Support for threaded comments attached to fee negotiations or benchmarking data. |
No information available | |
Notifications and Reminders Automatic reminders for critical negotiation milestones or deadlines. |
No information available | |
External Stakeholder Invitations Securely invite third parties (e.g., consultants, legal) into selected workflow steps. |
No information available | |
Workflow Customization Ability to customize sequential and parallel approval paths or negotiations. |
No information available | |
Realtime Collaboration Multiple users can work simultaneously on the same negotiation or report. |
No information available | |
Role-Based Task Routing Route tasks to users depending on seniority, expertise, or division. |
No information available | |
Collaboration History Access to full logs of all comments, edits, and decisions made per negotiation. |
No information available | |
Integrated Email Alerts Send email notifications triggered by workflow events. |
No information available | |
Mobile Workflow Support Collaboration and task approvals available via mobile device. |
Modern products in this space must support mobile workflow for institutional users. |
User Authentication Method Support for advanced authentication mechanisms (e.g., SSO, 2FA). |
SSO and enterprise authentication are required by institutional procurement standards. | |
Encryption at Rest All fee and contract data is encrypted while stored. |
Handles sensitive pension and fund management data; encryption at rest is a standard requirement. | |
Encryption in Transit All communications between users and servers are encrypted. |
Transmits sensitive financial data; encryption in transit is industry standard. | |
Audit Trail for Access Tracks every login, change of credentials, and privileged activity. |
Audit trails for access are a compliance necessity for financial manager solutions. | |
Field-Level Access Control Sensitive data fields (e.g., manager/mandate-level fees) can be hidden by user permission. |
No information available | |
Data Residency Options Allows users to select or request specific data localization requirements. |
No information available | |
Incident Response Protocols Documented and tested procedures if a data breach is detected. |
Incident response planning is explicitly required by pension auditors and regulators. | |
Role-based Security Grouping Assigns security policies based on user roles and teams. |
User roles and permissions enforced as part of compliance controls. | |
Access Expiry Management Automatically expires or restricts access after set periods of inactivity or role changes. |
Automatic expiry and restriction of user access fits compliance and security practices. | |
Secured API Gateways All external API integrations pass through secure gateway filtering. |
No information available |
Intuitive Navigation Clearly structured menus and paths for efficient navigation. |
User interface and workflows in the product emphasize efficiency, transparency, and navigation for pension management. | |
Customizable Dashboard Layouts Each user can configure their dashboard views. |
Customizable dashboards are referenced as part of reporting/analytics delivery. | |
Responsive Design System works effectively across desktop, tablet, and mobile displays. |
Institutional web products must provide full responsive design for desktop, tablet, and mobile. | |
In-platform Help and Tooltips Contextual help resources and tooltips guide users through features. |
No information available | |
Search Capability Powerful search for fee schedules, negotiations, or documents. |
Explicit search for schedules, documents, and negotiation history is required for negotiation insight and compliance. | |
Multi-language Support Platform can be delivered in multiple languages. |
No information available | |
Favorite/Saved Views Users can bookmark or save favorite report/filter settings. |
No information available | |
Accessibility Compliance UI designed per AA/AAA accessibility standards for all users. |
No information available | |
User Activity Dashboards Dashboard summary of all user’s recent activity and open tasks. |
No information available | |
Background Auto-save All changes and inputs are auto-saved to prevent data loss. |
No information available |
Concurrent User Capacity Max number of users supported simultaneously without performance loss. |
No information available | |
Data Volume Capacity Maximum data storage supported before performance degradation. |
No information available | |
Average Page Load Time Measured front-end system response for a standard dataset. |
No information available | |
Peak Simulation Performance Maximum number of fee scenarios or calculations per hour. |
No information available | |
Elastic Resource Scaling Platform automatically scales server resources during demand spikes. |
Handles large datasets for benchmarking many managers and mandates; auto-scales as used by institutional clients. | |
Disaster Recovery SLA Maximum outage time for system recovery to full functionality. |
No information available | |
Uptime Guarantee Service level guarantee for minimum available uptime. |
undefined Enterprise/commercial SaaS standards require stated uptime guarantees. |
|
Multi-region Deployment Supports users and data across multiple geographic jurisdictions for redundancy. |
Enterprise product for multinational clients must support multi-region/server deployment. | |
Zero Downtime Upgrades System upgrades occur without interrupting user work. |
No information available | |
Historical Data Performance Maintains high performance for analytics on 5+ years of historical data. |
Supports 5+ years of historical data for evidence, auditing, and trend analysis. |
Open API Full-featured API allows integration with upstream and downstream systems (e.g., risk, accounting). |
Explicit mention of API integrations for upstream and downstream systems found in public docs. | |
Webhooks/Push Notifications Send real-time notifications or updates to external applications. |
No information available | |
Plugin/Extension Support Support for installing add-ons that enhance or customize platform capability. |
No information available | |
Custom Data Connector Capability Users can build and deploy custom connectors for proprietary data feeds. |
No information available | |
Single Sign-On Integration Platform integrates with corporate identity management for simplified login. |
Enterprise software typically supports SSO for institutional IT standards. | |
Export to BI Tools Direct compatibility with business intelligence solutions (e.g., Tableau, Power BI). |
No information available | |
Third-Party Regulatory Interface Automated reporting or data transfer to regulatory agencies or auditor portals. |
Not as far as we are aware.* No public evidence of direct regulatory report interfaces; compliance support is currently for tracking, not reporting automation. | |
White-labeling and Branding Allows overlays of fund or sponsor branding for internal/external presentation. |
No information available | |
Versioned API Documentation Detailed, version-controlled documentation for developers and integrators. |
API documentation is provided and kept current as expected by enterprise clients. | |
Legacy System Migration Tools Built-in tools and guidance for migrating data from old systems. |
Migration support between legacy and new systems is common for institutional fee-tracking solutions. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.