Daniel Katz

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data insights broker onboarding document storage vendor invoice tracking contract negotiations advisory services contract management vendor management contract lifecycle management ai-powered solutions investment firms financial institutions legal expertise data analytics qds software platform contract review contract negotiation risk management operational efficiency hedge fund services fund launch support institutional asset managers vendor contracts prime brokerage agreements isda agreements obligation management regulatory compliance cloud-based document storage document tracking contract benchmarking automated reminders legal technology negotiation support data-driven insights custom reporting tools investor obligations document security task management stakeholder collaboration business continuity compliance tracking due diligence client relationships multi-manager investment firms limited partnership agreements side letters management automated workflow client advisory services user-friendly interface industry expertise contract analysis service provider selection trade & financing agreements term tracking reports generation productivity