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Every Fund. Every Obligation.

Asset management agreements define fund obligations, counterparty terms, and investor commitments across your firm. Make every one enforceable.

Key Benefits
Use Cases
How We Deliver
Resources
Icertis in Action

Firm-wide risk visibility

Surface hidden exposure across fund agreements, counterparty contracts, and investor obligations – before regulators or auditors do.

Fee and entitlement recovery

Enforce fee structures, rebates, and entitlements across every agreement – recovering revenue your team didn’t know was missing.

Scale without adding headcount

Handle more counterparty volume, onboarding, and compliance workflows without growing legal or operations headcount linearly.

Firm-wide risk visibility

Know exactly where risk lives across every fund, counterparty, and investor agreement – in real time.
  • Surface hidden exposure and conflicts across thousands of fund, counterparty, and investor agreements automatically.
  • Identify which contracts are impacted when market conditions, regulations, or counterparties change.
  • Move from reactive contract reviews to continuous, portfolio monitoring across all agreement types.

Regulatory compliance at speed

When a new regulation lands, know exactly which agreements are affected – without manual review.
  • Surface agreements impacted by SEC Marketing Rule or AIFMD disclosure requirements.
  • Track compliance posture across US and EU jurisdictions with continuous, clause-level obligation monitoring.
  • Generate audit-ready UCITS fund obligation reports in hours, not weeks.

Fee and revenue recovery

Stop losing revenue to unenforced fee structures, missed rebates, and buried entitlement terms.
  • Surface fee terms, side letter provisions, and investor-specific conditions across every agreement.
  • Validate pricing, performance thresholds, and economic terms are being honored – and flag when they are not.
  • Connect fee intelligence to finance workflows so nothing slips through from negotiation to billing.

Counterparty onboarding at scale

Bring new funds, investors, and service providers online faster – without increasing operational risk.
  • Accelerate agreement negotiation with AI-driven drafting and redlining across standard fund and ISDA structures.
  • Ensure every onboarding agreement is complete, approved, and monitored through structured workflows and obligation tracking.
  • Scale counterparty volume across geographies without growing legal or operations headcount linearly.

How Icertis Delivers

Resources

Insights for Asset Management contract and compliance leaders.

Browse Library

Join 400+ enterprises who've made contracts their competitive advantage.

Icertis in Action

See how Icertis Contract Intelligence connects agreements, data, and systems across your firm.

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"Vera Engage is fully customizable, generates high precision redlines and provides seamless integration. Lawyers love it"

David M.
Director, Fennemore

"Vera Engage blew every other tool out of the water by a wide margin. We're talking 95% accuracy versus between 40 and 60% for the other tools."

Annie Datesh
Chief Innovation Officer, Wilson Sonsini

“Vera Engage’s AI contract review saves our legal team countless hours by automating redline generation. Other teams (procurement, finance) also love it.”

Vanessa
Legal Director & AGC, Collibra