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


contract management software
  • 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

Vendor Management System
  • 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

counterparty document library
  • 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

report library parameters
  • 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.
    QDS contract management platform report library
    prime brokerage completion report
    • 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

    custom report builder tool
    • 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.
      comparison report tool
      • 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

      KYC Exchange client view
      • Firms can view status of KYC document exchanges with their counterparties organized by fund.

      • Green indicates the document is securely uploaded and accessible by the counterparty as permissioned.

      • Red indicates the document is a pending onboarding requirement to be uploaded.

      • 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.
        Adding documents to KYC Exchange
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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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        Access educational resources including surveys, webinar recordings, regulatory and market information, and Quadrangle updates.

        A Look Inside: Task Manager

        task manager update task
        • 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

        virtual data room tool bar
        • 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.
        virtual data room add documents
        • 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.
        virtual data room activity report
        virtual data room preview
        • Preview each End-User’s view following setup

        A Look Inside: Resources

        market intelligence graphic
        • 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.



        185 Hudson Street

        Suite 2320

        Jersey City, NJ 07302


        contact us for a consultation