Investment management Review
January 19, 2023

Investment management Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Nexis Diligence

Helps with analysis of business leaders managing companies we review for investment. Another layer of insight to quality of management.
  • reviews prior management employment
  • provides additional associations
  • shows peer comparisons and updates
  • custom domestic or international diligence
  • provide frequency of declines
  • categorize executive summary highlights
  • Dun and Bradstreet information
  • PEP reviews
  • Public record review for regions
  • Positive return since we don't waste resources on exposed management.
  • Positive return providing information as situations change..
  • Positive return verifying our efforts to associates.
Cost, and Nexus was more focused for our needs.

Do you think Nexis Diligence delivers good value for the price?

Yes

Are you happy with Nexis Diligence's feature set?

Yes

Did Nexis Diligence live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Nexis Diligence go as expected?

Yes

Would you buy Nexis Diligence again?

Yes

Riskalyze, Charles River Portfolio Management & Risk Analytics, Morningstar Advisor Workstation
Well suited for investment opportunities since much of the early success is based on the management of the organization. Their associations and peer rankings are very important to the analysis.

The review is not as necessary with mature companies as the financials and strength in the industry can often overcome management missteps in the long term.