Asset managers depend on data providers, administrators, and custodians. Coverbase keeps that web of vendors in check.
Outsourcing is everywhere in asset management, and so is the SEC's attention to it. Coverbase runs operational due diligence and ongoing monitoring across every service provider.
Why asset managers choose Coverbase
Operational due diligence, structured
Run consistent ODD on administrators, custodians, market data, and tech vendors instead of one-off reviews.
SEC outsourcing expectations
Document oversight of service providers the way the SEC's focus on outsourcing expects.
SOC reports, read for you
Coverbase ingests SOC 1 and SOC 2 reports, flags exceptions, and tracks bridge letters automatically.
Critical provider monitoring
Watch the financial and operational health of the providers your funds can't run without.
One record across funds
Keep diligence consistent and traceable across strategies, entities, and mandates.
Security & Privacy Program Highlights
We follow rigorous security practices and partner with independent experts to validate our approach. Our program is built to not only meet industry standards, but to exceed them.
Diligence built for an outsourced operating model
Your edge is investing, not chasing vendor paperwork. Coverbase handles the oversight that comes with relying on third parties.
SOC report intelligence
Exceptions, scope gaps, and complementary user controls surfaced automatically.
Provider financial health
Monitor the stability of administrators and custodians continuously.
Consistent ODD
Apply the same diligence framework to every provider, every review cycle.
Data and access mapped
Know which providers touch portfolio and investor data, and how.
Confidently manage procurement and risk in one platform
Speed with control
Automate procurement from intake to assessment to contract with built-in guardrails that preserve policy integrity.
Explain with confidence
AI provides traceable reasoning for every recommendation, so you can defend every risk rating, approval, and exception.
Automate with assurance
Launch new workflows, adapt controls, and meet regulatory changes in minutes, not months, without breaking compliance.
Building Trust, Together
Some of the world's most innovative and security conscious enterprises trust us to safeguard their data. We see security and privacy not as checkboxes, but as an ongoing promise to our customers. For questions about our security program or to report a vulnerability, please contact us at security@coverbase.ai