Diligend vs DiligenceVault Comparison

You are looking for alternatives to Diligend. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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diligend, family office software, portfolio management software, consolidated reporting software

Diligend

Category
Digital Due Diligence

Developed in the USA, Diligend offers streamlined due diligence and monitoring processes across all asset classes through digitization and automation. Through their platform, they facilitate time-saving analysis, collaboration and the structuring and centralization of data for investors, consultants and fund managers.

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DiligenceVault

DiligenceVault

Category
Digital Due Diligence

USA based Company, DiligenceVault is a cloud-based digital due diligence ecosystem that connects investor clients with their asset managers through a secure platform to manage due diligence and information exchange flows. This platform solves the outdated manual data collection process that traditionally relied heavily on paper documents, spreadsheets, email threads, and repetitive requests. We bring transparency, efficiency and time savings to the marketplace by delivering a superior data-driven diligence experience to the investment management industry.

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Company
Employees

11-50

Revenue

-

Founded

2018

Ownership

  • Key staff also have ownership
  • External investors
  • Owned by management

Incorporated

United States of America

Locations

  • Switzerland
  • United Kingdom
  • United States of America
  • United Arab Emirates
  • Canada

Top 5 Markets

  • Australia
  • Switzerland
  • United Arab Emirates
  • United States
  • United Kingdom

Avg. AUM per client

-


11-50


2014


  • Owned by management
  • Key staff also have ownership
  • External investors


United States


  • New York
  • London
  • Singapore


  • United States
  • Canada
  • Singapore
  • Australia
  • United Kingdom


-


-

Client
Focus

Financial advisors

Serves also

  • Single family offices
  • Multi family offices
  • Fund managers
  • Banks

Number

> 50


Investors/Allocators


  • Single-Family Offices
  • Multi-Family Offices
  • Fund managers
  • Banks


> 50

Product
Main tasks

  • Data Aggregation
  • Risk Management
  • Impact/ESG Reporting
  • CRM
  • Consolidated Reporting

Top features

  • Due Diligence Questionnaires Engine
  • Research Management CRM
  • Workflows Fund tracking
  • External managers data submission portal
  • Analytics Reporting

Assets supported

  • Equities
  • Fixed Income
  • Hedge Funds
  • Private Equity
  • Real Estate

Compliance

-

Whitelabel

Yes


  • Data Aggregation & Management
  • Portfolio Analysis
  • Consolidated Reporting
  • Governance
  • CRM
  • Compliance
  • Portfolio Management
  • Impact/ESG Reporting
  • Risk Management


  • Questionnaire management
  • Fully Customizable Analytics
  • Reporting
  • Research Management
  • CRM Workflow Automation
  • Secure Information
  • Exchange Centralised Data
  • Storage External Managers Data
  • Submission Portal
  • Regulatory Module / ADV forms


  • Private equity
  • Equity, Fixed Income, Hedge Funds
  • Real Estate


-


Yes

Technology
Type Of Software

SaaS

Security

  • Encryption
  • Audit trail
  • ISO27001
  • Penetration testing

Ecosystem

-

Integrations

  • Tableau
  • Outlook
  • Excel

Mobile App

Yes


SaaS


  • Data Encryption
  • 2-factor authentication & single-sign-on (SSO)
  • Encrypted data in transit and at rest
  • SOC 2ISO27001 Certification
  • Penetration testing


-


  • MS Word
  • MS Excel
  • PDF


No

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