Skip to content MandateLens:
Automate Smarter.
Accelerate Faster.
An Agentic Solution from
NuSummit and EvoluteIQ
MandateLens:
Automate Smarter.
Accelerate Faster.
NuSummit and EvoluteIQ
NuSummit and EvoluteIQ help wealth and asset management firms modernize mandate pursuit and due diligence operations.
Together, we combine EvoluteIQ’s agentic AI platform with NuSummit’s financial markets domain and implementation expertise to automate RFPs, DDQs, consultant questionnaires, and investor information requests.
Our approach helps firms accelerate response cycles, improve consistency, and strengthen governance across the submission lifecycle.
Key Highlights
Domain and Implementation Partner
NuSummit customizes MandateLens to align with each firm’s workflows, institutional knowledge, and governance requirements.
Financial Markets Expertise
Deep experience across wealth management, asset management, and the wider financial markets.
Agentic Response Automation
Business function-specific AI agents support document intake, knowledge retrieval, drafting, review, and approval.
Governed and Source-Backed
Confidence scoring, source traceability, human review, and auditability across every response.
MandateLens helps wealth and asset management firms transform trusted institutional knowledge into accurate, submission-ready responses.
The solution connects document intake, question analysis, knowledge retrieval, AI-assisted drafting, expert review, and approvals in one governed workflow.
Key Capabilities
RFP and DDQ
automation
Consultant questionnaire management
Intelligent question extraction & classification
Trusted institutional knowledge retrieval
AI-powered, source-backed response generation
Expert review and approval workflows
Governance, traceability, and auditability
Continuous knowledge improvement
Why Choose
NuSummit for EvoluteIQ?
NuSummit combines EvoluteIQ platform capabilities with deep financial markets experience to help wealth and asset management firms implement MandateLens with confidence.
Our role extends beyond technology implementation. We help organizations identify the right workflows, structure institutional knowledge, configure review and approval processes, and establish the governance required to scale mandate response operations.
Ready to modernize your mandate pursuit and due diligence operations?
Download the MandateLens solution brief to explore how NuSummit and EvoluteIQ can help your organization respond faster, improve consistency, and pursue more opportunities.
