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For OCIOs

One investment process.Every client mandate,
in its own form.

Finpilot connects the manager record to each client’s mandate, portfolio and decision history—so research is done once, client materials stay specific and every relationship team walks in prepared.

Book a demoSee one quarter across every mandate
Calm coastal landscape under low cloud
One manager update · four mandates
Q3 manager letterConnected to the record
  1. Client ACommittee book sectionDraft ready
  2. Client BBoard-format summaryDraft ready
  3. Client CQuarterly brief · watch itemNeeds your judgment
  4. Client DDiligence summaryDrafting

The OCIO model

The manager may be the same.The client context is not.

Each mandate brings its own policy, holdings, reporting format, committee expectations and relationship history.

Research is duplicated across client files
The same manager letters, meetings and analysis are copied or rewritten wherever that manager appears.
Mandate context is reconstructed
Policies, holdings, benchmarks and prior decisions are pulled together again each time client work is prepared.
Relationship knowledge stays with people
Meeting history, open questions and committee expectations often live across emails, notes and the memories of the people closest to the client.

The quarter

One quarter.Every client mandate, ready in its own form.

The same manager activity can affect many clients differently. Finpilot connects one shared record to each mandate’s policy, holdings, history and reporting requirements.

Manager research is copied or rewritten across client folders and prior-period materials.

The manager record and its sources are connected once and reused wherever relevant.

Each client pack is assembled separately around its own format and calendar.

Each mandate retains its policy, holdings, decision history, template and open questions.

Policy, holdings and relationship context are reconstructed by the people who remember them.

Client materials are prepared in the required format, with sources and exceptions ready for review.

Each new client adds another version of the same cycle.

Each new mandate extends the connected process instead of recreating it.

One record, many mandatesShared research. Separate client context and outputs.
Shared manager record
Manager updatesQ3 letter
  • Manager and fund record
  • Research and underwriting
  • Letters and RFIs
  • Performance data
  • Meeting notes
  • Prior decisions
  1. Client ARelevant to holding
    Policy and guidelines
    Committee-book section
    In review
  2. Client BRelevant to holding
    Holdings and benchmark
    Board-format summary
    In review
  3. Client CRelevant to watch item
    Watch items and open questions
    Quarterly brief
    Needs your judgment
  4. Client DRelevant to diligence
    Allocation and diligence context
    Diligence summary
    Drafting

Beyond the quarter

One connected record.Working across the practice.

  • Every reporting period

    Client reporting in each client’s format

    Prepare recurring reports from the connected manager record, mandate and performance context—using the client’s approved template and review process.

  • Before every client meeting

    Client briefing

    Bring together the mandate, recent manager changes, prior conversations, decisions and open questions for the relationship team.

  • As information arrives

    Manager research across relevant mandates

    Research and monitor the manager once, then apply the work wherever that manager appears without losing each client’s context.

  • When a mandate changes

    Portfolio and mandate analysis

    Connect policy changes, holdings and manager exposure to show which clients are affected and where review is needed.

Your systems

Keep the systems that already work.Connect the work between them.

Finpilot works across the practice’s existing manager-research, client-record, document, communication and approved-data systems—connecting the information needed across mandates without replacing the systems of record.

See how Finpilot connects your data
Plus the documents the practice runs on

Investment-policy statements, capital-account statements, quarterly letters, side letters, RFIs, manager decks, meeting notes, prior client reports, committee templates and approved performance exports.

Trust the work

Shared process.Client boundaries intact.

01Evidence stays visible
Claims remain linked to their sources, while missing or conflicting information is clearly flagged for review.
02Client boundaries stay intact
Each client’s information and outputs remain governed by the firm’s established access model.
03Judgment stays with your team
Your team controls client communication, review, approval and escalation.
Client C · AnswerView source

Why is Investment A on Client C’s watch list?

Investment A reported a portfolio-management change. Client C holds the fund in its credit allocation, and its committee previously asked to be notified of team changes.

Investment A · Q3 letter · p. 2
“Effective October 1, a co-portfolio manager has joined the team…”
Client C quarterly briefAwaiting your review

Bring one manager update.See it work across your mandates.

Bring one manager update, two client mandates and the formats each committee expects. We’ll show how Finpilot connects shared research to the context and output each client requires.

Book a demo