Filter the range of services to meet your firm and client requirements and get access to comprehensive due diligence on over 200 products and services, covering platforms, discretionary services and multi-asset funds. No other system has the breadth or depth of pure due diligence questions or responses to meet the FCA’s expectations.
Easily compare features, options and review detailed due diligence responses. Responses from providers are provided side by side on screen in a consistent, structured way, making it easy to compare and assess responses from different firms.
Follow providers and get alerts when they change a response to your question A crucial part of the Consumer Duty and PROD monitoring process, DD|hub will notify you about any changes made to the due diligence information held.
Easily export data to PDF or Excel. Create reports for audit trail purposes or for discussion at your firm’s governance committee meetings.
DD|hub gets your proposition in front of over 2,000 advisers from firms large and small, enhances transparency and improves its appeal. In addition to simplifying the otherwise time-consuming task of conducting due diligence, DD|hub allows you to create response sets that reflect your USPs.
Traditional RFIs and due diligence questionnaires are highly time-consuming and resource-intensive as individual adviser firms request separate responses. DD|hub’s central, online resource of questions and responses provides advisers with easy 24/7 access to the information they need.
Securely and effectively manage your due diligence information with a single source of truth, in a well secured and governed manner. DD|hub helps you evidence compliance with the FCA principles and rules.
DD|hub provides a growing library of true due diligence questions sourced from historically used questionnaires, targeting topics of particular concern to advisers and their client segments. The question bank is regularly updated to address new risks and foreseeable harms as they emerge.
DD|hub’s robust internal governance helps you to manage your due diligence information effectively and securely. A complete audit history is maintained for the approval and publication process, allowing for rollbacks if needed. You can also set review dates, attach documents, and add notes to your responses to provide further evidence and information where required.
See which advisers are viewing your responses, the products or services they are reviewing, and their areas of specific interest, with practical, real time data insights.
December brings the latest update to our DD|hub platform due diligence.
Thousands of advisers and paraplanners rely on DD|hub for easy access to important provider research and due diligence to support their Consumer Duty requirements. Here's what a few of them have to say ...
DD|hub has the potential to greatly enhance and streamline an adviser’s due diligence process and support their ongoing Consumer Duty obligations.’ It makes it easy to find and identify information relevant to us, and it’s a breeze to compare options. The range of selection tools is great - the system intelligently generates tailored reports specifically to our exact requirements, making our processes more streamlined and saving us time.
Martin SaundersDirector at IMS Wealth
DD|hub is, by a long way, the simplest and most efficient way of researching DFM-based investment solutions. We use it regularly to undertake the level of due diligence required to demonstrate that we really understand the nuts and bolts of the DFMs’ business models, and the risks and benefits to the clients that use them. DD|hub is a great team to work with, very adaptable and always do what they can to accommodate new ideas and development.
Kim Bendall-SandersDirector at Go Paraplanning
threesixty provides our firm with expert guidance and support. They take time to understand how we work as a team and provide practical advice. Together with DD|hub, threesixty is of real value to our business, providing us with a wealth of knowledge and experience to help and guide us every step of the way.
Brian MellorDirector at Brian Mellor Financial Services Ltd
