VendorAdvisor

Third-Party & Vendor Risk Management

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This platform provides extensive vendor management and compliance solutions tailored for registered investment advisers, enabling firms to conduct thorough due diligence, track contracts, and monitor vendor relationships that involve nonpublic client information. It features tools for mapping client data exposure, flagging sensitive vendors, managing contract renewals with timely alerts, and documenting regulatory oversight efforts such as Reg S-P compliance, helping financial firms meet fiduciary standards and prepare for examinations.

VendorAdvisor can be found in Third-Party & Vendor Risk Management categories.

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Details

VendorAdvisor Main Features

• Vendor Register
  All vendors are listed in one place, showing contracts, renewals, and important dates.
• Map Data Exposure
  It shows which vendors handle or store your clients' private data so you know where the risks are.
• Oversight Evidence
  You can show that you are checking vendors properly, which helps if regulators ask for proof.
• Contract Management
  It organizes contracts with details like costs, terms, and renewal dates all in one place.
• Compliance Diligence
  It includes tools like questionnaires and breach clauses to help you follow privacy rules and keep records.
• Vendor Due Diligence
  It checks all vendors that handle your clients' private information to make sure they follow rules.
• Tracking Contracts and Renewals
  It keeps track of when contracts and renewals are due and sends notices before they end or auto-renew.

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