Castle Hall's DiligenceExpress Form ADV Analytics factors identify the existence of noteworthy data points and changes in data points between two Form ADV Annual Amendments
Castle Hall's DiligenceHub platform helps clients turn diligence into data, and use analytics on data to drive new diligence actions.
Castle Hall is pleased to introduce DiligenceExpress Analytics – a series of over 30 noteworthy analytical factors derived from SEC Form ADV data - which are calculated and updated automatically in DiligenceExpress. These include a short track record, existence of disciplinary disclosures, or a material, year on year rise or fall in regulatory assets under management.
The Manager Home Page includes DiligenceExpress summary data and DiligenceExpress Analytics for each SEC Registered Manager.
These analytical factors can also be assessed across your entire portfolio using View Analytics or Filter Analytics through the DiligenceHub Analytics page.
We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.