Simpli-FI Money · Institutional intelligence

The average active public-fund mandate pays $980,000 a year in fees. This desk costs $50,000. It exists to get you one more at-bat.

Name: Mandate Desk
Brand: Simpli-FI Money
Price: 50000 USD

Mandate Desk is the public-records intelligence terminal for North American public-pension mandates: every plan, provider, and filing consolidated into one screen, with the source, the retrieval date, and a confidence grade on every figure.

Callan 2025 Investment Management Fee Study · 2,356 mandates · actual negotiated fees

Book the ten-minute walkthrough See the terminal

The Mandate Desk terminal: headline record, live change wire, and the plan screener

The actual terminal · real record, photographed 2026-07-28 · nothing mocked

4,687US public plans on record

$5.98^TIn reported assets mapped

36.4^MMembers represented

50^+DCStates & jurisdictions

Verified by live scan 2026-07-13 · the full national frame · coverage graded per state, never overstated

01The problem

The funds are public. The picture isn’t.

Everything a public plan does is on the record, scattered across four thousand websites, board packets, and regulator PDFs. The teams that sell to public funds pay analysts to read it, conference fees to be near it, and still walk into the boardroom on last year’s picture.

Asset managers

You find out about the mandate when the RFP posts, with everyone else.

The desk holds computed evaluation clocks for Texas plans under §802.109: a documented basis for which windows open next, before anything posts. Labeled computed, never promised.

Consultants & OCIOs

Your own book rebids on five-year clocks, and the first warning is a courtesy call.

Watch your territory with documented provider successions: which fund changed consultants, evaluator, or actuary, in sequence, with the filings that prove it.

Legal · audit · actuarial

You buy a booth once a year to reach trustees who hire year-round.

The desk reads every board packet in its record so you walk in knowing who holds the role today and when it was last rebid. It makes the conference budget work harder.

02The terminal

One screen. Every fact with its receipt.

Screen the universe. Open a fund’s dossier. Read the change wire. Print the board brief. Export watermarked CSV to your CRM. Every row carries its source document, retrieval date, and a confidence grade, including the honest answer “not located.”

A fund dossier: financial facts from the state regulator's own report, confidence grades, and the evaluation clock

The dossier: facts from the regulator’s filings, graded

Provider relationships with quoted evidence and source links, and the coverage panel that states gaps honestly

The receipts: every relationship quotes its document

Screen

The universe, filterable

Every plan by state, size, funded ratio, source, and confidence, with evaluation windows rendered hot when they’re due.

Watch

The wire

Dated events as documents change: new filings detected, provider edges added, successions surfaced. Each one clicks through to its source.

Prove

The brief & the export

A print-ready tearsheet for the boardroom, and watermarked CSV for the CRM. Provenance columns included; every download logged.

04The arithmetic

Priced against the stakes, not the software budget.

For managers

$4.9M per mandate: what one average active mandate pays over a typical five-year life. Even a conservative one-in-twelve at-bat conversion makes a single extra at-bat the whole case. (Callan 2025 fee study; five-year life typical; conversion illustrative, never a promised rate.)

For consultants

$40k–$127k per year: public-record consulting retainers, rebid on roughly five-year clocks. One client won, or saved, covers years of the desk.

Either way

Half an analyst’s year, returned: the desk reads the board packets across a two-hundred-plan territory and cites every fact, so your people sell instead of searching. (Staff-time figure is an estimate.)

The conference test

A single conference cycle runs $25k–$50k all-in (estimate) for a few hundred attendees, once a year. The desk covers 4,687 funds, year-round, and makes that same conference budget work harder, because you arrive knowing who has a window opening.

Series 2026 · Flagship firm license

$50,000 / YEAR

Published price · by design, the best value on the ladder

SeatsUnlimited: the whole firm

ScopeNational: everything the desk ships

RenewalsThe sticker is the quote. No per-seat math, no module creep

IncludedSimpli-FI ID Enterprise, the verified digital-identity card for your whole team

Smaller booksScoped regional packs, priced in conversation

Exports are watermarked and every download is logged. Derived figures are labeled computed. An aggregate whose integrity is in doubt renders as a hold, never as a number.

Talk to Hunter

05The walkthrough

Ten minutes. Your territory. The sourced record.

Tell us who you cover and we’ll walk the desk on your ground: your states, your funds, your competitors’ mandates. You pull every receipt yourself.

Prefer email? hunter.lott@simpli-fi-money.com