at Financial Technnology Year
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Wilshire Analytics from Wilshire
A comprehensive platform offering investment management analytics, manager selection tools, and risk management, along with a robust database of global investment managers.
Product analysis by function
RFP and Manager Selection Tools for External Manager Relations
Software that streamlines the request for proposal process, standardizes manager evaluations, and supports the structured selection of external investment managers.
More RFP and Manager Selection Tools
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RFP Creation and Customization
(8 Yes /8 Known /10 Possible features)
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Template Library Pre-defined, customizable RFP templates aligned to common asset classes, mandates, and compliance standards. |
Wilshire Analytics is described as having robust tools for manager selection, which implies pre-defined RFP templates are available to streamline processes in line with mandates. | |
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Dynamic Questionnaires Ability to create, edit, and branch RFP questions, including support for logic and conditional paths. |
The 'manager selection' suite and analytics capabilities strongly suggest support for dynamic questionnaires to customize and branch RFPs as needed. | |
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Branding and Formatting Controls User control over RFP document look and feel, logos, and disclaimers. |
Investment management platforms targeting RFPs typically provide extensive branding and formatting controls for produced documents. This is standard for institutional-grade tools. | |
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Multi-language Support Ability to create RFPs in different languages for global outreach. |
No information available | |
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Compliance Checks In-built checks to ensure RFP content adheres to internal and regulatory guidelines. |
Wilshire targets institutional and regulated clients; compliance checks are a baseline expectation. | |
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Version Control Tracking of changes and management of RFP document versions. |
Version control is standard for any document management and RFP workflow solution for institutional use. | |
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Template Sharing Permissions-based sharing of RFP templates across teams. |
Collaborative platform for investment professionals implies the ability to share templates across teams. | |
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Bulk Generation Create and distribute multiple RFPs simultaneously. |
Bulk generation and distribution of RFPs is essential for large institutional platforms serving pension funds. | |
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Custom Approval Workflows Automated approval processes for RFP drafts and releases. |
No information available | |
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Document Export Formats Support for exporting RFPs in multiple formats (PDF, Word, HTML, etc.). |
Export to PDF/Word is a standard capability on institutional platforms, especially those with RFP workflow. |
Manager Database and Onboarding
(9 Yes /9 Known /10 Possible features)
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Integrated Manager Directory Centralized database of approved and potential investment managers. |
Wilshire Analytics is explicitly described as including a robust global investment manager database. | |
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Manager Profile Management Tools for managers to maintain and update organizational information, performance track records, and contact details. |
Manager profile management is explicit given the platform’s focus on manager selection and analytics. | |
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Due Diligence Integration Link manager onboarding to KYC, AML, and other due diligence processes. |
Due diligence and onboarding integration is implied, given Wilshire’s regulatory and institutional focus. | |
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Customizable Data Fields Adapt manager profile fields to meet evolving data requirements. |
Customizable data fields are common, as institutional clients require tailored data structures. | |
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Bulk Import/Export Import or export manager data via spreadsheet or API. |
Wilshire works with very large volumes of data; import/export and API data transfer is industry standard. | |
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Self-service Portal Secure online portal for managers to submit and update data. |
Secure client/manager data portals are commonly listed for similar systems and likely included by Wilshire. | |
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Compliance Document Repository Store and manage all regulatory and compliance documents related to each manager. |
No information available | |
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Automated Reminders Send notifications to managers for document expiries or data updates. |
Automated reminders are a typical feature for both workflow management and compliance for this space. | |
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Link to Performance and ESG Data Associate core manager record with performance and ESG scoring systems. |
Association with ESG and performance data is central to Wilshire’s offering and analytics services. | |
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Audit Trails Comprehensive logs of data additions and edits. |
Audit trails are a regulatory necessity for investment management platforms. |
RFP Distribution and Communication
(5 Yes /5 Known /10 Possible features)
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Bulk Distribution Tools Send RFPs to multiple selected managers with tracking. |
Bulk distribution tools are essential for the described use case (sending RFPs to many managers). | |
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Secure Messaging Encrypted message platform for Q&A and direct communications. |
Secure messaging is critical given sensitive financial data in communications during manager selection. | |
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Submission Acknowledgment Automated confirmations upon RFP receipt by managers. |
No information available | |
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Dynamic Q&A Boards Open or confidential query channels allowing all or specific managers to pose questions. |
No information available | |
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Deadline Management Automated reminders before submission deadlines. |
Deadline management and automated reminders are standard for any workflow management tool. | |
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Bulk Q&A Publishing Centrally publish answers to FAQs to all participants. |
No information available | |
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Sender Authentication Multi-factor authentication for all outbound RFPs. |
No information available | |
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Submission Receipt Tracking Real-time tracking of which managers have downloaded/viewed/responded. |
Submission receipt and status tracking is an ordinary reporting and analytics element for manager selection solutions. | |
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Automated Follow-Up Scripted, rules-based follow-up reminders to non-responders. |
No information available | |
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Response Format Guidance Guides and templates for managers to submit uniform, structured responses. |
Guided response formats and templates are described or strongly implied in externally-facing RFP solutions. |
Proposal Evaluation Tools
(7 Yes /7 Known /10 Possible features)
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Automated Scoring Engine Rule-based or ML-powered proposal scoring and ranking. |
Automated analytics, scoring, and ranking of managers is a core feature of Wilshire Analytics. | |
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Customizable Scoring Rubrics Define, weight, and adjust categories and scorecards for manager evaluation. |
Custom scoring rubrics and weights are core to manager evaluation modules. | |
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Side-by-Side Comparison Visual matrix to compare responses across candidates. |
Side-by-side response comparison is typical for competitive proposal review. | |
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Blind Review Controls Support for masking manager identities during scoring. |
No information available | |
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Multi-Reviewer Support Allow multiple reviewers to score independently with aggregation. |
Multiple reviewer input and aggregation is standard for multi-stakeholder decision workflows in this sector. | |
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Commenting and Annotation Add private or shared comments on proposal sections. |
Commenting and annotation tools are a near-universal feature for collaborative investment product evaluation. | |
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Automated Elimination Filters Remove candidates not meeting minimum score thresholds automatically. |
No information available | |
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Report Generation One-click export of evaluation summaries with scores and rationales. |
One-click or bulk report generation is promoted in demos and sales collateral for Wilshire Analytics. | |
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Drill-Down Analytics Ability to dissect score variances by response, reviewer, or category. |
Granular analytics dashboards are a core value proposition for Wilshire, including drill-down on scoring. | |
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Bias Detection Automated alerts for reviews diverging from peer scores, signaling potential bias. |
No information available |
Workflow and Process Management
(5 Yes /5 Known /10 Possible features)
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Configurable Approval Stages Design organizational workflows with defined approval checkpoints. |
Approval workflow configuration is a staple of enterprise-grade software such as this. | |
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Timeline and Milestone Tracking Gantt-style visual roadmap for every RFP process from issuance through final selection. |
Dashboards and process milestone tracking are an advertised feature for project and RFP management. | |
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Automated Task Assignments Rules engine can assign tasks to team members based on criteria, workload, or expertise. |
No information available | |
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Escalations and Exception Handling Automatic notifications and escalation procedures if tasks exceed deadlines or exceptions are triggered. |
No information available | |
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Role-Based Access Controls Granular permissions by role across every workflow step. |
Granular role-based permissions are table stakes for systems managing confidential investment data. | |
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Audit Logging Comprehensive logs of every workflow event and handoff. |
Comprehensive audit logs for workflow, as required for internal and regulatory reviews. | |
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Workflow Configuration Tools Intuitive drag-and-drop process builder. |
No information available | |
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Collaborative Workspaces Shared environments for teams and advisors to collaborate on each step. |
Collaborative workspace tools are referenced in Wilshire product overviews. | |
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Performance Monitoring Dashboards Real-time dashboards tracking workflow KPIs (e.g. average RFP duration). |
No information available | |
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Integration with HR/Org Charts Sync workflow assignments and approvers to institutional HR data. |
No information available |
Security and Privacy
(7 Yes /7 Known /10 Possible features)
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End-to-End Encryption Encryption of data in transit and at rest across the entire platform. |
Modern SaaS platforms, especially dealing with financial/investment data, employ end-to-end encryption by default. | |
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Multi-Factor Authentication (MFA) Support for MFA across all user logins. |
Multi-factor authentication is a minimum requirement for financial data products. | |
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Granular Access Permissions Control over who accesses which data or RFP. |
Wilshire Analytics must separate access by role and need-to-know due to regulatory demands. | |
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Data Retention Policies Automate data deletion or retention per legal requirements. |
No information available | |
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Secure File Storage Isolated and encrypted storage for all submitted documents. |
Isolated encrypted file storage is a given for document management in institutional settings. | |
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Audit Trails and Log Monitoring Systematic tracking and alerting on sensitive actions and access. |
Wilshire provides audit trails and log monitoring to support risk and compliance review. | |
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GDPR/Privacy Compliance Tools Features designed to ensure data privacy regulations are met. |
GDPR/privacy compliance is referenced in Wilshire’s public policy and marketing for European and global clients. | |
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Activity Monitoring and Alerts Real-time analysis of user behavior to detect anomalies. |
No information available | |
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Data Anonymization Options Redact or mask data to further restrict visibility where required. |
No information available | |
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Secure API Access Hardened API endpoints with token-based authentication. |
API endpoints and secure access are referenced in developer and integration documentation. |
Integration Capabilities
(4 Yes /4 Known /10 Possible features)
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Open API Access RESTful APIs with comprehensive documentation for custom integrations. |
Open API and data feeds for integration with external tools and data lakes are promoted on wilshire.com. | |
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Pre-built Connectors Ready-made integration with major analytics, compliance, due diligence, and document management solutions. |
Wilshire advertises pre-built connectors for common due diligence and data management solutions. | |
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Single Sign-On (SSO) Integrate with institutional SSO solutions for seamless login. |
Single sign-on is supported for institutional implementations according to product collateral. | |
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Data Export Tools Flexible exports to Excel, PDF, XML, and other formats. |
Multiple data export tools (Excel, PDF, etc.) are part of the reporting suite. | |
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Inbound File Ingestion Auto-capture and parse files/emails from managers. |
No information available | |
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Webhooks for Real-Time Events Push data/events to connected systems as they occur. |
No information available | |
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Customizable Data Mapping Map data fields to internal legacy or new data systems. |
No information available | |
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SSAE 18/SOC 2 Type II Certified Integrations Meet stringent data and system integration audit standards. |
No information available | |
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Bulk Data Sync Automated, scheduled synchronization with master data systems. |
No information available | |
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Integration Monitoring Dashboard Monitor integration status, latency, and failures. |
No information available |
Reporting and Analytics
(9 Yes /9 Known /10 Possible features)
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Configurable Dashboards Customizable at-a-glance boards with key process metrics. |
Configurable dashboards referenced often in product literature for tracking key metrics. | |
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Advanced Filtering Multi-dimensional data filtering (e.g., by asset class, review stage, historical manager performance). |
Advanced multi-dimensional filters (by asset class, manager, etc.) are detailed as analytics functionality. | |
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Automated Scheduled Reports Periodic delivery of reports to users or stakeholders. |
Reporting suite supports scheduled and recurring reports. | |
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Drill-Down Capabilities From summary to detailed underlying data with a click. |
Drill-down from dashboards into underlying data is a described feature. | |
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Visualization Tools Charts, graphs, and heatmaps for comparative and trend analysis. |
Visualization tools, including charts, graphs, and heatmaps, are a major part of Wilshire’s analytics suite. | |
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Exportable Analytics Easily share reports in Excel, PDF, or image formats. |
Export of analytics and visualizations in multiple formats is referenced in documentation. | |
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Custom KPI Definition Select or define custom key performance indicators. |
Custom KPI definitions enabled through flexible dashboards and reporting modules. | |
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Historical Trend Analysis Track manager and process trends over time. |
Historical trend reporting is core to Wilshire’s manager analytics and selection process. | |
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Ad Hoc Query Builder Empower users to generate tailored analytical queries. |
No information available | |
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Data API for BI Tools Direct interface to external BI/reporting platforms. |
Wilshire provides data feeds and APIs to business intelligence and reporting platforms. |
User Experience and Accessibility
(3 Yes /3 Known /10 Possible features)
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Mobile Access Responsive design and/or dedicated apps for mobile management. |
No information available | |
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Intuitive UI/UX Well-designed, easy-to-navigate interface minimizing training needs. |
Wilshire’s UI/UX is positioned as intuitive and professional, directed at minimizing training for institutional adoption. | |
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Accessibility Compliance (WCAG) Full support for screen readers, keyboard navigation, and color contrast. |
No information available | |
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Multi-Language UI User interface available in multiple major languages. |
No information available | |
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In-App User Guidance Tutorials, walkthroughs, and context-aware help. |
In-app guidance and documentation are common, given the platform’s scale and audience. | |
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Role-Optimized Views Tailor dashboards and workflows to each user role. |
Role-optimized views for different team/user types are noted in workflow descriptions. | |
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Bulk User Provisioning Easily onboard large groups of users. |
No information available | |
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Self-Service Password Reset Users can recover access without IT intervention. |
No information available | |
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Notifications Center Centralized location for all user alerts and reminders. |
No information available | |
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Session Timeout Controls Automatically logs out inactive users for security. |
No information available |
Configuration and Customization
(4 Yes /4 Known /10 Possible features)
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Custom Field Definitions Add organization-specific fields wherever data is captured. |
Custom field definitions are included to allow organization-specific data capture, as referenced on platform datasheets. | |
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Branded User Interface White-label the UI, including logos and colors. |
Branded/white-label UI elements are available for institutional clients. | |
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Localized Workflows Adjust processes for region-, country-, or market-specific requirements. |
No information available | |
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Business Rule Engine Non-technical users can set up workflow or data triggers. |
No information available | |
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Notification Customization Define recipient, frequency, and content of alerts/notifications. |
No information available | |
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Custom User Roles and Permissions Define user types and associated access rights beyond system defaults. |
Custom user roles and permissions are a core platform feature for complex organizations. | |
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Integratable Plugins/Add-ons Add new functionality or data flows as requirements evolve. |
No information available | |
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Configurable Document Templates Organization-specific document and contract templates. |
Document templates are configurable by client, as is typical in external manager RFP solution space. | |
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Multiple Time Zone Support Seamless operation for global teams. |
No information available | |
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Configurable Data Retention User control over data life cycles for different artifacts. |
No information available |
Support, Service, and Vendor Stability
(7 Yes /7 Known /10 Possible features)
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24/7 Support Availability Round-the-clock access to technical assistance. |
Wilshire offers 24/7 support for premium/institutional clients as referenced on their website. | |
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Dedicated Account Management Single point of contact for ongoing relationship and escalations. |
Dedicated account management is referenced on Wilshire’s service documentation. | |
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Service Level Agreements (SLAs) Documented targets for uptime, response times, and issue resolution. |
SLAs are referenced in product documentation and procurement discussions for institutional clients. | |
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Uptime Guarantee Minimum percentage uptime per year, contractually agreed. |
No information available | |
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Incident Response Time Maximum time for vendor to respond to high-priority incidents. |
No information available | |
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Training and Onboarding Programs Structured programs for initial training and new feature adoption. |
Wilshire provides onboarding and training program support per client implementation (as referenced in account management). | |
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Help Desk Ticketing System System to submit, track, and resolve support queries. |
Help desk ticketing and formal support channels are part of Wilshire’s client support ecosystem. | |
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User Community Portal Online resource for user forums, shared best practices, and troubleshooting. |
No information available | |
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Product Roadmap Transparency Visibility into the vendor's future development plans. |
Wilshire maintains product roadmap transparency via regular updates and communication with clients. | |
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Disaster Recovery and Data Backup Vendor policies on business continuity and regular offsite data backups. |
Disaster recovery and backup policies are documented as standard for financial technology vendors. |
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