Consultant databases remain one of the investment industry’s most important distribution channels.
For many investment managers, visibility across consultant and research platforms plays a significant role in how strategies are discovered, screened and shortlisted by allocators. Maintaining accurate and consistent database narratives has therefore become a core part of the broader investor communication process.
Yet despite their importance, many consultant database workflows are still heavily dependent on spreadsheets, manual updates and disconnected operational processes.
As database requirements continue to expand, firms are increasingly recognising that these legacy workflows are becoming difficult to scale.