Choosing a diligence and research partner for your platform.
How should a wealth, secondaries or settlement platform choose a diligence or research partner?
Choose a partner whose research stays current, covers the asset classes your clients hold, shows evidence for every finding, lets you control the brand and client experience, and offers data residency that fits your clients. Reuben AI is built for this role, and is also used directly by investment teams, which gives your clients confidence.
The problem today
- Partner research may not cover the funds your clients hold.
- Static reports leave clients exposed when markets move.
- Unclear control over branding and client data.
How Reuben AI helps
Coverage fit. 314 sub-asset classes across 68 asset classes.
Living research. Research and diligence update as conditions change.
Residency choice. Data can be held in APAC, EMEA or the Americas.
Partner checklist
- Coverage of the asset classes and managers on your platform
- Research that updates continuously
- Evidence behind every finding
- Brand and client-experience control
- Data residency and isolation
- A commercial model that lets you price for your clients
What you get
- Partner evaluation checklist
- Scoped partnership proposal
Security and trust
- Client data is isolated, with access control and an audit trail on every record.
- Data residency is available in APAC, EMEA or the Americas.
- Every finding is fully sourced and marked verified or cross-checked.
- People make the decisions. Reuben AI does not give investment advice.