Questionnaires & RFPs

Benefits

In partnership with A.S.A.P. Advisors, ACN will assist you in responding to database managers, consultant questionnaires and RFPs (Requests For Proposal). 

Outsource your quarterly efforts in disseminating your performance results to pension consultants and database managers, such as Mobius, Morningstar, RogersCasey, Effron/PSN, Wilshire, Callan, etc. 

We will help you manage the process by developing a direct relationship with the consultant/database manager and submit your data for you. Spend your time with clients and prospects and monitor and review our results.

• Nurture relationships and develop new leads.

• Leverage your time with clients and prospects.

• Maintain your firm profile in key money manager databases.

• Streamline the gathering and reporting process

• Spend your time marketing and selling.

Contact us for more information or visit ASAP