Rocketdocs broomfield co12/23/2023 ![]() Overwriting Excel save files or inserting PMAPS records into Excel files frequently does not work or bugs out. I've struggled to use Excel well with PMAPS. The saving process on PMAPS can be a little slow (relative to offline in word/excel), so a background frequent autosave would be a really nice feature. You have to make sure to manually save every so often as you will most likely experience the program closing on you unexpectedly at least once if you use PMAPS prolongedly. When working on PMAPS cloud version of Excel of Microsoft Word, there is no autosave feature, and it's not uncommon for the program to run into errors and forcibly shutdown. ![]() I've found in using it these past few years that it makes the job far easier. I use the PMAPS software as a way to store, retrieve, and update thousands of individual records. This work with both qualitative and quantitative updates and is a huge time-saver. The ability to link word documents to PMAPS makes it quick and painless to update documents through the re-link function. This function is immensely helpful on ensuring answers used have been updated or at least recently reviewed. The last feature is especially helpful as the database will automatically change the highlight on the PMAPS dashboard for any record that has reached the creator's expiration date. Under each uploading record, there are options to maintain notes, input the personnel responsible for uploading and/or reviewing the record, and options to put dates on when records become outdated. This lets one customize how they want to tag and tier their information to make searching through thousands of records seamless. When uploading information, there are several different customizable categories that the user can use to sort information. The software provides an excellent conduit to organize information. By connecting to that ecosystem, we can save our asset managers even more time externalizing that data to their wealth management clients," he stated.PMAPS Software has made organizing, updating, and retrieving information quick and straightforward. "Asset managers have established workflows and systems to manage and control their own data. The pandemic has boosted this digital trend as firms adapt to a world where home working is the norm. This integration enables asset managers to update content in one location that can automatically be used with Door and in other RFIs, RFPs, and DDQs.īefore the COVID pandemic, a Casey Quirk industry study discovered that 34 percent of distribution leaders already labeled technology investments as their number-one priority1. Similarly, RocketDocs has seen a marked increase in the volume of DDQs and RFPs during the pandemic. This means asset managers can now offer live data for investment research and due diligence, saving time as well as ensuring resilient distribution of content, critical for clients in managing risk.ĭoor has recorded almost a 100 percent increase in information updates during the pandemic period from asset managers want to streamline their processes and automate the distribution of due diligence information as they respond to the challenges caused by Covid. Door would now monitor RocketDocs for live updates to information on asset managers' investment strategies, which are then sent in real-time to Manager Research Teams. Door has recorded almost a 100 percent increase in information updates during the pandemic period from asset managers who want to streamline their processes and automate the distribution of due diligence information as they respond to the challenges caused by Covid.įremont, CA: RocketDocs and Door have partnered up on a new service that allows asset managers to streamline the information exchange with their clients while finding greater efficiencies in overall data management.
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