Workspaces is the ultimate deal preparation platform for advisors. Streamline your due diligence process by effortlessly collecting and organising all necessary documents. Our convenient questionnaire templates, built-in redaction tool, and status updates will help you work efficiently while ensuring data privacy.
And when you're ready to kickstart the due diligence process, simply open a secure Data Room with all the information from your Workspace. Experience the power of simplicity with Workspaces.