Investment fund reporting portal

AdviserDash is a web app that streamlines the annual mutual fund advisory agreement renewal process that Morgan Lewis manages for its clients. The old process relied on back and forth emails and attached Word document questionnaires, resulting in inefficiencies and limited traceability and ability to customize. With AdviserDash, attorneys can distribute, monitor, and review reporting questionnaires, while investment advisers can input annual responses. The portal is also used by registered funds to maintain relationships among trusts, funds, and investment advisers. The digital format makes it easier for trustees to focus on what's changed since the previous response.