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Convergence launches new product suite and website

Convergence, an information and advisory services provider to alternative asset managers, service providers and investors, has launched a new product suite and website.

Convergence captures, normalises and enriches 100 per cent of all registered investment advisors’ Form ADV, Brochure and Supplemental Schedule information filed with the SEC. This core data is updated daily and supplemented with public domain intelligence relevant to the RIA.
 
“Our early experience with clients helped us shape the future direction of the firm,” says co-managing partner John Phinney. “Leveraging our significant experience in the alternative asset management industry, the Convergence team brings an insider’s perspective to managers, service providers, higher education and individuals focused on the alternative asset management industry.”
 
Convergence’s database contains the most comprehensive set of infrastructure data available in the market. The firm captures 100 per cent of RIA regulatory filings and supplements daily through internet based news, creating unique information-based observations for 14,000 registered investment advisors, 6,900 private fund advisors, 6,200 unique manager families and 40,000+ funds along with 145,000+ key C-Suite contacts and 1,000+ unique service providers.
 
The Convergence product suite consists of institutional analytical tools and individual analytical tools delivered via a web-enabled portal or direct download file interfacing with in-house and CRM systems. The firm’s analytical products include The Manager Profile, Key C-Suite Executives, Manager Benchmarking, Market Share Analyzer, Client Benchmarking Analysis, Business Development Targeting, Time Series Analysis, Material Event Analysis, Fund Expense Practices Analysis, Regulatory History Analysis, Talent Acquisition Manager and Manager Profile – Individual. The data enables clients to objectively research, compare and extract enriched data points to a fully defined peer group.
 
“Convergence’s mission to provide an independent view of data to shape an optimal infrastructure model for managers, service providers and investors remains our focus,” says Convergence co-managing partner, George Evans. “Re-launching the website reflects Convergence’s continual enhancement of its products to meet the needs of our clients. The new website helps clients understand how they can better utilise Convergence data, advisory and research services to achieve revenue, product and expense goals.”

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