Whether you’re curious about specific features, need help with troubleshooting,
or want to understand our services better, this page is your go-to resource.
Yes, you may submit data in sets. We will distribute what is submitted and the databases will be updated within 24-48 hours. Answers applies for revisions/restatements – we inform the client when data is revised, and databases will be updated within 24-48 hours of receipt.
Depending on the database, some credentials we will need to obtain on our own, some credentials we will share with that client.
All databases request the same data in their own unique way. How data is grouped can vary from database to database. Our staff of senior analysts works closely with the clients product specialists to understand and document every nuance of how the client prefers their data to be represented.
No. Of course, we prefer our data templates, but the choice is ultimately the client’s. Using our templates saves time and effort with conversions, questions, and errors; but we will work with the client to understand their in-house workbooks as needed.
Yes, we have breakpoints at 301, 1001, and 3001 profiles. Schedule a demo to learn more
In the Narratives section, APX can build an editable and exportable web-accessible custom narrative workbook. More broadly, the DataDrive has a Collateral Library section into which all marketing collateral can be uploaded and stored for easy access and distribution.
Setup, data transmission formatting, database access credentials and mapping average 2-4 weeks.
Yes. All ESG questions requested by each database are built into the narratives section.
A database profile consists of 14 subsets of qualitative and quantitative investment data: Firm narratives, personnel, and AUM & Breakdowns; Product personnel, AUM & Breakdowns, biographies, narratives; Vehicle performance, holdings, portfolio characteristics, AUM & Breakdowns, benchmark returns, NAV, & fees.
Everything is logged, from data submission to publication, to reconciliation. The analyst conducting the account is also identified for accountability purposes.
All communications are answered same-day or within 24 hours of receipt.
