QDS Platform:
Contract Management Software
QDS is our proprietary contract management software which enables firms to focus their time and energy on their businesses. With single-click tools and embedded links, QDS can increase efficiency, expand capabilities, and improve informed decision-making.
the QDS Advantage
- Accessibility from anywhere at any time with appropriate permissions.
- Real-time comparison against indexed industry data.
- Secure and on-demand access to contracts and terms.
- Ability to generate actionable reports from unique or periodic queries.
- Access to market intelligence and industry/peer data.
- Enhanced productivity of employees.
- Multi-level permissioning that allows each user to view only what is pertinent to their role.
- Streamlined connectivity between internal and external teams.
- Integration with other systems.
- Maintenance of business continuity through personnel changes.
- Custom, automated alerts.
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Counterparty Management Dashboard
View critical counterparty information at a glance, with single-click access to term-by-term reports, counterparty documents, and active matters.
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Vendor Management Dashboard
View critical vendor information including notice dates and renewals at a glance, with single-click access to term-by-term reports.
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Document Libraries
Counterparty, vendor, investment entity and account, and company documentation are stored in searchable document libraries.
A Look Inside: Counterparty Management
Dashboard
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- View critical counterparty information at a glance on the Counterparty Management Dashboard and click directly into term-by-term reports and agreements.
- Easily compare number of off-market terms in your agreements to the industry.
- Access custom reports via the Report Builder tool through Saved Reports.
- The links at the bottom right provide easy access to counterparty documents, counterparty reports, Workflow, and our Credit Score tool.
A Look Inside: Vendor Management Dashboard
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- View critical vendor information at a glance on the Vendor Management Dashboard and click directly into term-by-term reports.
- Renewal dates and notice deadlines are extracted and synced directly with your Outlook calendar.
- Customize the dashboard by entering soft dollar eligibility, cost amount, cost frequency, and notes.
- Option to export the Vendor Management Matrix to Excel.
- The links at the bottom right provide easy access to vendor documents, vendor reports, Workflow, and vendor due diligence module.
A Look Inside: Document Libraries
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- Store your counterparty, vendor, investment entity and account, and company documentation on QDS.
- Your dedicated engagement team consolidates your inventory to identify duplicates and gaps.
- Each document is tagged and stored into one of four Document Libraries: (1) Counterparty Documents (2) Company Documents (3) Investment Entity & Account Documents (4) Vendor Documents.
- Search results are filterable, with options to export your inventory, and download files.
- Notice, renewal, and expiration dates are tagged, with reminders centralized in a Notification Center and synced with Outlook.
- Quadrangle works with your team to develop normalized naming conventions to clearly identify documents by file name.
- QDS offers secure access to your documentation from anywhere at anytime, with the ability to permission users at different levels within your firm.
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Report Library
Access the term-by-term review and completion reports for your counterparty, vendor, and investor documentation.
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Report Builder
Create and save custom reports across all your benchmarked terms, with ability to narrow the search by specific term(s), fund, counterparty, or vendor.
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KYC Exchange
Send KYC and onboarding materials to your counterparties and vendors, with permissioned access and activity logs.
A Look Inside: Report Library
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- The Report Library stores your term-by-term review and completion reports.
- Narrow your search using the search parameters or conduct a universal search.
- Click ‘View’ to access individual reports.
- Select line items to export to Excel.
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- Reports break down and automatically benchmark contracts term-by-term.
- Review reports reflect new or existing executed agreements.
- Completion reports reflect agreements post negotiation, like the Prime Brokerage Completion Report seen here.
- Ability to view linked agreements.
- Filter to view “Available Improvements” only.
A Look Inside: Report Builder
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- Run customized queries across your extracted & benchmarked terms.
- Narrow your search by (1) Investment Entities/Accounts, (2) Agreement Type, (3) Counterparty/Vendor or (4) Agreement Date Range. Leaving a field blank will assume “all.”
- Search for individual terms by keyword, and select the contract terms to include in the report. Or “Check All” to select all terms.
- Results can be saved to run again and/or exported to Excel.
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- Comparison reports comprehensive side-by-side view of all report terms for a specific product / agreement type across all applicable reports.
- Select the desired ‘Agreement Type.’
- Exportable from side-by-side view to Excel.
A Look Inside: KYC Exchange
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Firms can view status of KYC document exchanges with their counterparties organized by fund.
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Green indicates the document is securely uploaded and accessible by the counterparty as permissioned.
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Red indicates the document is a pending onboarding requirement to be uploaded.
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Gray indicates the document is not applicable for that counterparty.
- Click ‘Add’ to upload documents, select expiration dates and automated Outlook reminders.
- Select the counterparties and permission users to receive that KYC Document.
- Files can be uploaded from your computer or by selecting documents from QDS.
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Task Manager
Manage your operational processes and compliance by creating tasks with the option to add approvers and sync to your Outlook calendar.
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Virtual Data Room
Quickly and securely share documentation with new and existing investors and other third parties with permissioned access for end-users and optional watermarking.
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Resources
Access educational resources including surveys, webinar recordings, regulatory and market information, and Quadrangle updates.
A Look Inside: Task Manager
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- Easily view each task status & send overdue reminders.
- Export list to Excel or access “Calendar View.”
- Access or add Linked Reports / Documents and Notes.
- Click “Update” to mark a task as:
- Complete
- In Progress
- To-Do
A Look Inside: Virtual Data Room
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- Before uploading and sharing documents, click ‘Manage Folders’ to create an organizational foundation through folders.
- Label the name and preferred sequence for the folder to appear for end-user
- Click ‘VDR End-Users’ to create new End-Users, identifying permissions for shared Folders and Start and End Date of Access.
- Option to email End-User their Login info upon creating profile.
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- To add documents, identify the folder where the document(s) will be stored.
- Upload documents by using the secure drag-and-drop feature or choose “Select a file…”
- Check or uncheck to notify End-Users via email when uploaded.
- Enable and disable dynamic watermarking by selecting one or more documents and clicking ‘Add Watermark’ or ‘Remove Watermark.’
- Permission individual documents as “View Only,” “Restricted,” or “Downloadable” by end-user.
- View and monitor end-user activity through the Activity Report.
- The activity report will show which End-User viewed the document, their company, which document they viewed, and the date and time that they viewed it.
- Option to export to Excel.
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- Preview each End-User’s view following setup
A Look Inside: Resources
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- Resources contains Quadrangle’s educational materials.
- Access industry survey results for counterparties and vendors, seen here.
- View details for upcoming conferences, events, and webinars, as well as recordings from past events.
- View counterparty information including ratings, onboarding efficiency, and products and services.
- Review regulatory and industry news and updates.
- Access Quadrangle information which includes DDQ/White Papers, News and Media postings, as well as technology and firm updates.
Address
185 Hudson Street
Suite 2320
Jersey City, NJ 07302