Easily populate databases with accurate and consistent data
Your database profile is your firm’s first impression to the institutional investment community. Consultants and investors rely on databases to conduct research, perform due diligence and monitor managers in their portfolios. Omni helps you minimize the time and effort required when reporting your data, while increasing accuracy, timeliness and consistency — leading to higher viewership. Submit your quarterly, monthly, quantitative and qualitative data across your traditional or alternative strategies to multiple third-party and consultant databases, including eVestment.
“Omni has allowed us to get our information out faster, more efficiently and in less time. That’s exactly what we were looking for, and Omni is serving its purpose, for sure.”
– Marketing & Products Manager, Foundry Partners
Explore the full capabilities
of Omni, our investment management marketing support service.
Our specialists will work with you to understand the level of service that meets your firm's needs.
- Receive expert advice on which databases to populate
- Learn which data points are the most relevant for your target audiences
- Map data to the specific requirements of each database
- Auto-populate all databases simultaneously if desired
- Choose individual sections of data to submit such as performance or holdings
- Preview your data online and approve prior to submission
- Monitor real-time submission progress and updates
- Store historical data for future population and/or RFP responses
- Learn how many screens you are passing and the reasons you may be falling out
- Take advantage of technology-enabled data submission