Free online due diligence tool for platforms, discretionary services, multi-asset funds and SIPPs

DD|hub gives advisers instant online access to a thorough library of due diligence questions and responses from providers to help firms meet the FCA’s due diligence rules and expectations.

In the past, conducting due diligence has often been an arduous process, involving the issuing of multiple questionnaires and ‘standard packs’ which rarely cover all the foreseeable harms an adviser now must consider. DD|hub cuts through the paperwork and brings due diligence to the digital age, giving advisers instant access to the information and tools they need, to evidence that they've considered all the risks and foreseeable harms to their clients.

With help from threesixty, due diligence questions have been carefully selected to help support your central governance processes. Responses are delivered online by the provider and updated in real time to reflect any changes.

Why DD|hub?

Instant responses

Filter the range of services to meet your firm and client requirements and get access to comprehensive due diligence on over 200 products and services, covering platforms, discretionary services and multi-asset funds. No other system has the breadth or depth of pure due diligence questions or responses to meet the FCA’s expectations.

Straightforward comparisons

Easily compare features, options and review detailed due diligence responses. Responses from providers are provided side by side on screen in a consistent, structured way, making it easy to compare and assess responses from different firms.

Never miss an update

Follow providers and get alerts when they change a response to your question A crucial part of the Consumer Duty and PROD monitoring process, DD|hub will notify you about any changes made to the due diligence information held.

Easy exports and reporting

Easily export data to PDF or Excel. Create reports for audit trail purposes or for discussion at your firm’s governance committee meetings.

Meet the FCA expectations and ensure good consumer outcomes

The FCA has said that good quality research and due diligence is essential for good customer outcomes and avoiding foreseeable harms. The regulator has also clearly said that ‘research’ and ‘due diligence’ are two separate processes.

The videos below explain the FCA's expectations, and how DD|hub can help firms undertake and evidence advisers that they have selected appropriate solutions and undertaken the necessary due diligence.

The difference between research and due diligence

What due diligence is and how its different to research, what the FCA expects of financial advisers, and the role due diligence has to play in delivering good Consumer Duty outcomes.

Conducting research and due diligence using DD|hub

How DD|hub can be used to research and compare products across the market and conduct robust and detailed due diligence.

Due diligence information on over numberOfServices products and services

DD|hub provides access to comprehensive due diligence on over numberOfServices products and services, covering platforms, discretionary services, SIPP's, and multi-asset funds from the following providers.

Also featured on DD|hub

@SIPP
8AM Global
Aegon
Allianz Global Investors
Alpha Portfolio Management
Arbuthnot Latham
Aspen Advisers
Atomos Investments Limited
Aviva
Aviva Investors
Barnett Waddingham
Binary Capital
Blackfinch Investments Limited
BlackRock
BNY Mellon
Bowmore Asset Management
Canaccord Genuity Wealth
Canada Life
Cantab
Casterbridge Wealth
CT (Columbia Threadneedle)
Curtis Banks
Deepbridge Capital
Dimensional Fund Advisers
Downing
DP Pensions
Edentree
Fidelity
Fidelity International
Foresight
Fundment
GAM
Goldman Sachs
GPIM Ltd
Guinness Asset Management
HSBC
Ingenious Group
Invesco
InvestAcc Pension
IPM Pensions
James Hambro & Partners
James Hay
Janus Henderson
Jupiter
LV=
M&G
M&G Wealth
M&G Wealth Investments LLP
Margetts
Marlborough
Nucleus
One Four Nine Portfolio Management
Pacific Asset Management
Premier Miton Investors
Prudential
Quilter
Raymond James
RBC Brewin Dolphin
Scottish Widows
SEI
Seneca Partners
Sentinel Portfolio Management
Standard Life
Stellar Asset Management
Tacit
Talbot & Muir
TAM Asset Management
Thorntons Investments
Timeline
Transact
Tribe Impact Capital
Vanguard
VitalityInvest
Waverton
Wealthtime
Westerby Trustee Services
XPS Self Invested Pensions
Yorsipp