MGL Wealth Management for Managers

MGL Finance Questionnaire Hub™ provides the wealth management industry with a collaborative framework to organize, consolidate, and distribute investment research and product information.

Investment Managers receive many quarterly questionnaires from program sponsors. Industry initiatives to standardize questionnaires have stalled. The questionnaires have many repetitive questions, but not complete overlap. In the current environment, an IM with three styles in two Sponsor programs could receive six questionnaires, every quarter, requiring responses to over six hundred questions.

Each quarter, the questionnaire process creates both an administrative backlog and a fire drill. The MGL Finance Questionnaire Hub addresses this confusion. Through extensive research, we have created an integrated superset of the sponsors' questions. Our portal automates the process, increasing accuracy, speeding response times, and using staff time more efficiently.

Once you have your responses centralized, you can also create top-quality marketing materials using our publishing engine.

Easy to Join

At the request of our initial clients, MGL set up the Questionnaire Hub as a hosted solution (ASP). The Questionnaire Hub is hosted in the secure facility of a nationally known data center provider. The architecture is designed to add managers easily and our pilot participants are already familiar with many of the leading plan sponsors. The quarterly process is a very complex one, but we have modeled it extensively.

Wealth Management For Sponsors