at Financial Technnology Year
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Wilshire Atlas from Wilshire
A benchmarking and performance measurement platform that allows pension funds to assess external manager fees and performance in relation to peers.
Product analysis by function
Fee Negotiation and Benchmarking Software for External Manager Relations
Platforms that analyze investment management fee structures, compare them to market benchmarks, and support the negotiation and optimization of fee arrangements with external managers.
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Data Integration
(7 Yes /7 Known /10 Possible features)
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API Connectivity Ability to connect to third-party data sources, custodians, and internal systems via APIs. |
Wilshire Atlas integrates with third-party data providers, custodians, and internal systems via API as indicated by integration and data feed documentation. | |
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Bulk Data Import Import fee data in bulk from files such as CSV, Excel, or other standardized formats. |
Documentation and product marketing note bulk import capabilities for custodial files, fund data, and spreadsheets. | |
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Direct Custodian Feeds Receive automated fee and exposure data feeds directly from custodians. |
Wilshire Atlas offers custodian and manager automated data feeds, confirmed in platform overview materials. | |
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Manual Data Entry Interface User-friendly UI for manual input or correction of fee-related data. |
The platform provides UI screens for manual edits and adjustments of fee and performance data (user interface screenshots on vendor site). | |
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Data Validation Automated checks and controls to ensure imported data meets quality standards. |
Wilshire Atlas documentation describes automated quality controls and validation checks for incoming data. | |
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Data Refresh Rate The frequency with which data can be synchronized or updated in the system. |
No information available | |
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Data Mapping/Transformation Ability to flexibly map and transform disparate data into a standardized format for analysis. |
Product cites normalization and harmonization of fee, asset class, and benchmark data for analysis. | |
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Historical Data Storage Capability to store and reference large historical fee and performance datasets. |
Wilshire Atlas supports storage and analysis of 10+ years of historical data (see case studies). | |
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Integration with CRM Interfaces with client relationship management for context on negotiation history. |
No information available | |
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Custom Data Source Support Allows users to configure integrations with non-standard or proprietary data feeds. |
No information available |
Benchmarking and Analytics
(9 Yes /9 Known /12 Possible features)
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Peer Universe Coverage Number of peer funds or mandates included in benchmarking datasets. |
No information available | |
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Custom Peer Group Definition Users can define and adjust their own benchmark or peer comparison group. |
Users can define custom peer groups for comparisons, confirmed via product FAQ and user guides. | |
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Market Data Updates Regular updates of market fee benchmarks and indices. |
Platform provides regular market data benchmarking updates; cadence not specified but mentioned in product sheets. | |
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Fee Decomposition Analysis of fee components, such as management fee, performance fee, other charges. |
Wilshire Atlas provides breakdowns of management, performance, and other fees; detailed decomposition available in analytics modules. | |
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Statistical Analysis Tools Support for calculating percentiles, averages, quartiles, and other statistics. |
Percentile, average, quartile, and other statistical tools available in benchmarking and reporting modules. | |
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Trend Analysis Ability to chart and analyze trends in fee levels over time. |
Trend analysis of fee and performance is a core part of the reporting/dashboard capabilities. | |
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Performance vs Fee Correlation Evaluate relationship between fees charged versus actual performance. |
The platform supports analysis connecting fees paid to actual performance metrics. | |
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Fee Leakage Identification Detects hidden/implicit fees not clearly disclosed or out of line with market. |
Fee leakage (implicit or hidden fee) analytics are cited as a feature, including outlier detection. | |
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Outlier Detection Alerts users to abnormal fee arrangements relative to benchmarks. |
Product highlights automated flagging of outliers in fee arrangements compared to benchmarks. | |
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Benchmark Update Frequency Frequency at which benchmarking data is refreshed. |
No information available | |
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Scenario Modeling Users can create hypothetical changes and evaluate impact on benchmarks. |
No information available | |
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On-demand Custom Analytics Users can request or generate custom comparative analyses. |
Wilshire Atlas provides ad hoc reporting and analytics; custom queries and slicing available in the user interface. |
Fee Calculation Engine
(3 Yes /3 Known /10 Possible features)
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Multi-class Fee Support Ability to model fee structures for different share or mandate classes. |
Multi-class and share-class fee comparisons are supported; specifically mentioned in the context of mutual fund benchmarking. | |
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Complex Formula Handling Supports tiered, hurdle rate, high-water mark, catch-up, and other advanced fee formulas. |
No information available | |
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Simulation Speed Number of different fee arrangements that can be simulated per minute. |
. | No information available |
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Adjustable Assumptions Users can input custom asset growth, performance, and other variables. |
No information available | |
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Cash Flow Modeling Projects the effect of fees on cash flows under different scenarios. |
No information available | |
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Fee Forecasting Ability to project future fees based on assumptions or simulated outcomes. |
Product documentation claims capability to project future fees under different asset and manager scenarios. | |
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Performance Fee Granularity Level of detail supported for modeling performance-based fee structures. |
No information available | |
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Currency Handling Supports multi-currency fee calculations and reporting. |
Wilshire Atlas is cited as multi-currency capable for calculations and reporting. | |
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Audit Trail for Calculations Provides a transparent, step-by-step calculation log. |
No information available | |
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Custom Fee Schedule Input Users can input and store bespoke fee schedules for each manager. |
No information available |
Negotiation Support Tools
(1 Yes /1 Known /10 Possible features)
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Deal Documentation Tracking System for storing and managing documentation related to negotiation rounds and outcomes. |
No information available | |
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Negotiation Workflow Management Track progress through negotiation stages, approvals, and digital signatures. |
No information available | |
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Best Practices Library Provides templates, guidelines, and market intelligence around negotiation tactics. |
No information available | |
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Automated Proposal Generation System generates counter-offers or proposals based on analysis and policy. |
No information available | |
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Negotiation Outcome Analytics Post-negotiation analysis to assess how fee reductions were achieved. |
Post-negotiation analytics referenced in platform materials, showing how fee outcomes compare to policy and benchmarks. | |
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Negotiator Collaboration Tools Supports real-time messaging, sharing of notes, and coordinated edits among negotiating team. |
No information available | |
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Historical Negotiation Repository Database of all past negotiations for reference and lessons learned. |
No information available | |
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Approval Workflow Customization Customizable approval chains for finalizing negotiated terms. |
No information available | |
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Meeting Scheduler Integrated calendar and scheduling tools for meetings and deadlines. |
No information available | |
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Negotiation Status Dashboard Real-time overview of the state and stage of all ongoing negotiations. |
No information available |
Reporting and Visualization
(7 Yes /7 Known /10 Possible features)
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Custom Report Builder Allows users to design and generate tailored fee, benchmarking, and negotiation reports. |
Custom report builder referenced in product literature and sample dashboard screenshots. | |
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Interactive Dashboards Real-time, user-customizable dashboards for visualizing key fee metrics. |
Real-time user dashboards with customizable widgets for metrics are shown in demos and documentation. | |
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Scheduled Report Distribution Automate delivery of routine reports to stakeholders. |
Support for scheduled, automated distribution of reports described in product sheets and presentations. | |
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Export Formats Number of report and data export types supported (e.g., PDF, Excel, PowerPoint). |
No information available | |
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Drill-down Visualization From summary views, users can drill into detailed fee components and sources. |
Wilshire Atlas provides drill-down from summary layer to manager- and fund-level fee details. | |
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Data Table Export Direct export of raw and formatted data tables for further user analysis. |
No information available | |
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Graphical Fee Comparison Visual comparison of own fees vs benchmarks and across calendar periods. |
Graphical fee comparisons across calendar time and peer benchmarks are prominent in platform screenshots. | |
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Role-based Report Access Control which users can access specific types of reports. |
Role-based access is available and described in security and permissions features. | |
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Regulatory Report Templates Includes templates that comply with local regulatory or internal requirements. |
Regulatory reporting templates are incorporated in report modules according to product info. | |
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Automated Data Annotation System can tag or explain anomalies or highlights within reports. |
No information available |
Compliance and Policy Management
(3 Yes /3 Known /10 Possible features)
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Policy Rule Engine Configurable engine for setting and monitoring compliance with internal fee policies. |
No information available | |
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Automated Compliance Alerts Triggers alert when proposed terms fall outside of policy guidelines. |
No information available | |
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Regulatory Change Updates Monitor and update fee policies as regulations evolve. |
Wilshire provides clients with regulatory change guidance and monitors changes affecting reporting according to solution briefs. | |
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Custom Policy Documentation Stores and manages custom fund, board, or regulatory fee policies. |
No information available | |
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Audit Logging Tracks every user action, change to fee schedules, and negotiation edits. |
Audit logs and tracking of schedule/report changes referenced for client governance/audit support. | |
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Segregation of Duties Restricts and logs who can propose, approve, and implement fee terms. |
No information available | |
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Approval Workflow Integration Integrates compliance sign-off into negotiation and fee change workflows. |
No information available | |
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Policy Violation Reporting Reports and analyzes any breaches or overrides of established policies. |
No information available | |
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Historical Compliance Evidence Stores documentation demonstrating full compliance for audit purposes. |
No information available | |
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User Access Controls Granular permission levels for user roles and policy visibility. |
Granular permission levels and access controls cited as a platform feature especially for sensitive data. |
Collaboration and Workflow
(3 Yes /3 Known /10 Possible features)
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Team Task Assignment Assign tasks related to fee negotiation, review, or reporting to specific users. |
No information available | |
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Commenting/Discussion Threads Support for threaded comments attached to fee negotiations or benchmarking data. |
No information available | |
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Notifications and Reminders Automatic reminders for critical negotiation milestones or deadlines. |
Platform provides automated reminders and status alerts for review and negotiation cycles. | |
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External Stakeholder Invitations Securely invite third parties (e.g., consultants, legal) into selected workflow steps. |
No information available | |
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Workflow Customization Ability to customize sequential and parallel approval paths or negotiations. |
No information available | |
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Realtime Collaboration Multiple users can work simultaneously on the same negotiation or report. |
No information available | |
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Role-Based Task Routing Route tasks to users depending on seniority, expertise, or division. |
No information available | |
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Collaboration History Access to full logs of all comments, edits, and decisions made per negotiation. |
No information available | |
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Integrated Email Alerts Send email notifications triggered by workflow events. |
Email notifications are part of workflow for review and alerting, referenced in platform demos. | |
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Mobile Workflow Support Collaboration and task approvals available via mobile device. |
Mobile views and workflow approval support mentioned in product documentation and feature matrix. |
Security and Access Control
(5 Yes /5 Known /10 Possible features)
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User Authentication Method Support for advanced authentication mechanisms (e.g., SSO, 2FA). |
Single sign-on (SSO), two-factor, and secure authentication mechanisms are referenced in Wilshire Atlas security documentation. | |
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Encryption at Rest All fee and contract data is encrypted while stored. |
No information available | |
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Encryption in Transit All communications between users and servers are encrypted. |
Communications secured with TLS/SSL as per security/IT factsheets. | |
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Audit Trail for Access Tracks every login, change of credentials, and privileged activity. |
Audit trail of platform logins and privileges indicated as part of IT controls. | |
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Field-Level Access Control Sensitive data fields (e.g., manager/mandate-level fees) can be hidden by user permission. |
Granular data access control settings available according to Wilshire compliance documentation. | |
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Data Residency Options Allows users to select or request specific data localization requirements. |
No information available | |
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Incident Response Protocols Documented and tested procedures if a data breach is detected. |
No information available | |
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Role-based Security Grouping Assigns security policies based on user roles and teams. |
Role-based security configuration explained in Wilshire compliance and user guides. | |
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Access Expiry Management Automatically expires or restricts access after set periods of inactivity or role changes. |
No information available | |
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Secured API Gateways All external API integrations pass through secure gateway filtering. |
No information available |
User Experience and Interface
(5 Yes /5 Known /10 Possible features)
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Intuitive Navigation Clearly structured menus and paths for efficient navigation. |
Platform emphasizes intuitive navigation with focus on institutional usability (as reviewed on website and in user testimonials). | |
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Customizable Dashboard Layouts Each user can configure their dashboard views. |
User-configurable dashboard widgets and page layouts highlighted as product features. | |
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Responsive Design System works effectively across desktop, tablet, and mobile displays. |
Responsive interface confirmed by product overview and support for desktop + mobile workflows. | |
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In-platform Help and Tooltips Contextual help resources and tooltips guide users through features. |
No information available | |
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Search Capability Powerful search for fee schedules, negotiations, or documents. |
Search function for managers, mandates, data, and negotiation history visible in UI screenshots. | |
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Multi-language Support Platform can be delivered in multiple languages. |
No information available | |
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Favorite/Saved Views Users can bookmark or save favorite report/filter settings. |
Users can bookmark or save custom report and dashboard views as per user guide. | |
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Accessibility Compliance UI designed per AA/AAA accessibility standards for all users. |
No information available | |
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User Activity Dashboards Dashboard summary of all user’s recent activity and open tasks. |
No information available | |
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Background Auto-save All changes and inputs are auto-saved to prevent data loss. |
No information available |
Scalability and Performance
(3 Yes /3 Known /10 Possible features)
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Concurrent User Capacity Max number of users supported simultaneously without performance loss. |
No information available | |
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Data Volume Capacity Maximum data storage supported before performance degradation. |
No information available | |
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Average Page Load Time Measured front-end system response for a standard dataset. |
No information available | |
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Peak Simulation Performance Maximum number of fee scenarios or calculations per hour. |
No information available | |
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Elastic Resource Scaling Platform automatically scales server resources during demand spikes. |
Cloud-based architecture with dynamic load balancing and scaling per Wilshire's IT architecture notes. | |
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Disaster Recovery SLA Maximum outage time for system recovery to full functionality. |
No information available | |
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Uptime Guarantee Service level guarantee for minimum available uptime. |
No information available | |
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Multi-region Deployment Supports users and data across multiple geographic jurisdictions for redundancy. |
Multi-region deployment supported for institutional clients as per solution brief. | |
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Zero Downtime Upgrades System upgrades occur without interrupting user work. |
No information available | |
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Historical Data Performance Maintains high performance for analytics on 5+ years of historical data. |
High performance with 5+ years historical datasets mentioned in benchmarking success stories. |
Integration and Extensibility
(3 Yes /3 Known /10 Possible features)
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Open API Full-featured API allows integration with upstream and downstream systems (e.g., risk, accounting). |
Atlas provides an open API for outbound/inbound integration, as per developer documentation. | |
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Webhooks/Push Notifications Send real-time notifications or updates to external applications. |
No information available | |
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Plugin/Extension Support Support for installing add-ons that enhance or customize platform capability. |
No information available | |
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Custom Data Connector Capability Users can build and deploy custom connectors for proprietary data feeds. |
No information available | |
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Single Sign-On Integration Platform integrates with corporate identity management for simplified login. |
Single sign-on integration featured for enterprise. | |
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Export to BI Tools Direct compatibility with business intelligence solutions (e.g., Tableau, Power BI). |
Direct export to Power BI and other BI tools cited in integration documentation. | |
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Third-Party Regulatory Interface Automated reporting or data transfer to regulatory agencies or auditor portals. |
No information available | |
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White-labeling and Branding Allows overlays of fund or sponsor branding for internal/external presentation. |
No information available | |
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Versioned API Documentation Detailed, version-controlled documentation for developers and integrators. |
No information available | |
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Legacy System Migration Tools Built-in tools and guidance for migrating data from old systems. |
No information available |
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