The dawn of ManCoTech

Solutions

The dawn of ManCoTech

Management companies (ManCos) in Europe, faced with growing competition and ever-changing regulations, are being forced to rethink their business models. ManCoTech systems intelligently combine solutions and technologies to support the unique needs of ManCos.

Our offer

Meet DBoard, Deloitte’s ManCoTech platform

OPEN PLATFORM

  • Integrate legacy systems, third-party solutions, and Deloitte’s technology and services
  • Conduct your business under one roof, regardless of your underlying architecture

ONE CENTRALIZED GOVERNANCE COCKPIT

  • Access all-encompassing business dashboards fueled by a variety of applications
  • Enable your management team and board of directors (BoD) to perform governance and oversight duties from one place

MODULAR PLATFORM AND ONBOARDING

  • Select the applications from our DBoard app store
  • Profit from progressive onboarding, in-line with your top business priorities

LEVERAGE OUR OPERATIONAL POWER

  • Orchestrate do-it-yourself tools and managed services
  • Benefit from regulatory expertise, industry knowledge and consulting support
  • Free your resources to shift to your core and value-added activities

Our platform

Discover Deloitte’s ManCoTech solution

“Business as usual” integrated dashboard

“Business as usual” integrated dashboard

PROJECT DASHBOARD

The Project Dashboard application allows you to monitor your core business activities across all functions from one place and keep track of remedial actions agreed with the management team.

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Governance

Governance

MEETINGS BY DELOITTE

The Meetings by Deloitte application is our corporate secretary digital tool, offering a holistic set of services to help you structure, run and follow-up on your BoD and management meetings.

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Oversight – business risk management

Oversight – business risk management

DUE DILIGENCE

The Due Diligence application is pragmatic, multifunctional and addresses initial, ongoing or ad-hoc due diligence monitoring of delegates.

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KPI OVERSIGHT

The delegate KPI Oversight application helps you with the operations related to ongoing oversight controls.

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SMARTCOMPLY

The SmartComply application merges compliance risk assessment (CRA) and compliance monitoring program (CMP) functionalities, helping the compliance function better follow up on its risk profile, monitoring program and internal control deficiencies and offers reporting and aggregation capacities to support the compliance function’s communication.

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Operations

Operations

TO-DO LIST/WORKFLOW

The To-Do list/Workflow application allows you to monitor and take over tasks in relation to your day-to-day activities.

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COMMUNICATION CENTER

The Communication Center application provides you with a direct channel to send queries and requests to Deloitte, and monitor our responses.

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DOCUMENT LIBRARY

The Document Library application allows you to store and manage your ManCo and fund-level documentation for your management committees, BoD meetings, due diligence and many other business workflows.

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Compliance & internal audit

Compliance & internal audit

KALEIDOSCOPE

The Kaleidoscope application provides you with full access to all regulatory developments through regulatory dashboards outlining geographical scope, deadlines of regulatory updates, as well as a central repository with governance, risk and compliance capabilities.

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Product management, onboarding and CRM

Product management, onboarding and CRM

CLIENTS, PRODUCTS LIFECYCLE

The Clients, Products and Third-parties Lifecycle application helps you efficiently manage the lifecycle of your clients, products, and third parties.

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DKYC

The DKYC application is an integrated service that combines numerous know your customer (KYC) features and workflows together with anti-money laundering/counter-terrorist financing (AML/CTF) expertise.

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Marketing and distribution

Marketing and distribution

REGISTRATION INSIGHTS

The Registration Insights application offers self-service access to fund registration intelligence for UCITS and AIFs in 50+ jurisdictions.

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FUND REGISTRATION SERVICES

The Fund Registration Services application helps you fulfill initial cross-border fund registration and ongoing regulatory maintenance obligations in all jurisdictions.

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Data management and reporting
(internal & external)

Data management and reporting (internal & external)

DATA FOUNDATION

The Data Foundation application is designed to help you set up robust technical data exchange channels, manage huge volumes of data, and deal with high-frequency transmissions (e.g., NAVs) through a centralized solution.

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UNIVERSAL REPORTING

The Universal Reporting application gathers all data required to generate regulatory, marketing, financial and tax reports.

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AIFMD ANALYTICS

The AIFMD Analytics application provides analytics through a set of dynamic dashboards in relation to the AIFMD Annex IV reporting services.

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CAPITAL GAIN TAX (CGT) ANALYTICS

The Capital Gain Tax Analytics application allows you to monitor CGT accruals in real-time based on the data compiled by CGT services.

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PRIIPS/MIFID ANALYTICS

The PRIIPs/MiFID Analytics application provides simple, intuitive views of the main risk and costs indicators proposed in the European PRIIPs Template (EPT) and European MiFID Template (EMT). These indicators are compiled as part of the PRIIPs and MiFID reporting services.

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Contacts

François-Kim Hugé

François-Kim Hugé

Partner | Fund Registration Services

François-Kim is a partner within the advisory & consulting department. He is currently in charge for running the Fund Registration Services, incl. the KIID Factory and AIFMD Notification Services. He ... More

Simon Ramos

Simon Ramos

Partner | IM Advisory & Consulting Leader

Simon is a partner within the Luxembourg advisory and consulting practice and has more than 20 years’ experience in the investment management industry. He delivers client solutions across the entire i... More

Jérôme Sosnowski

Jérôme Sosnowski

Partner | Risk Advisory

Jérôme is a Partner within the Risk Advisory department and has more than 20 years of experience in internal audit, risk management and regulatory compliance serving the bank, FSP and management compa... More

Yann Mérillou

Yann Mérillou

Partner | Audit & Assurance

Yann Mérillou is an audit partner with over 14 years of experience in accounting and auditing. He is specialised in the audits of regulated investment funds and Management Companies, and has deep expe... More