True Diligence by FactRight is designed to put a winning combination of high quality customized data, product support and training services to work for you, so you can best advise clients on their investments.
Data and information lack value until they are used to make decisions. Firms need a trusted resource that helps them focus on the information that’s most important, then use that data to help make decisions now and in the future.
Watch this recorded webinar to learn how the True Diligence platform of resources solves this challenge for firms and advisors.
Better evaluate the DPPs you can use to enhance and diversify the portfolios of high net worth clients, while gaining a greater understanding to the regulations, risks and due diligence considerations relating to private placements.
Download this whitepaper for critical due diligence items, customary fee structures, and risk management best practices for private placement investment.
Clearly identify suitability concerns specific to your firm with product recommendations and training that help you select a rock-solid platform of products. With the True Diligence program, we assess your current offerings and make recommendations for products to enhance your platform. We also provide timely updates and alerts that keep you on top of the ever-changing financial industry from your inbox or phone.
Know the tradeoffs and the comparisons to similar products to affect your platform.
Fuel growth and profitability by leveraging the knowledge of our financial and legal experts.
Attract elite talent and their investors through a winning combination of high-quality recommendations, product support, and training services.
Industry Comparisons
See at a glance what’s industry standard and what isn’t. Our sponsor and product performance evaluations provide a 360-degree perspective on assets and coverage.
Customized Recommendations
Understand why a product does or does not make sense for your platform with suitability assessments that reflect your business and your values.
Fee Assessments
Get a full analysis of a product's fee structure, including comparisons with similar products and an explanation of the impact of the fee on the investor both at the time of investment and over the life of the product.
Ongoing Monitoring
Save time and money and build advisor confidence with weekly and quarterly alerts on your investments, so you always know if a product’s risk assessment has changed.
Product Training & Education
Support and attract top advisors and clients with instant access to industry education and product training built around due diligence.
Documented Consistency & Process Review
Protect your business during regulatory audits with documentation of a consistent approach to due diligence and disclosure.
Expert Consulting
Mitigate risk and minimize liability by leveraging our industry expertise to protect your business from regulatory hassles and investor dissatisfaction.
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