Diligend vs iPaladin 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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IPaladin, family office software, portfolio management software, consolidated reporting software

iPaladin

Category
Governance

iPaladin's Digital Family Office is a USA-based blockchain platform designed for family office professionals to orchestrate people, services, documents and activity. Family offices are able to save time, money and stress through a birds eye view platform that allows them to track past, understand present and anticipate future.

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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


$1 million+


2010


  • Owned by management
  • Key staff also have ownership
  • Clients are also owners


United States


Tampa


  • United States of America
  • Canada
  • Mexico
  • Bahamas


-

Client
Focus

Financial advisors

Serves also

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

Number

> 50


Single family offices


  • Individual Wealth Owners
  • Multi-Family Offices
  • Financial advisors
  • 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


  • Enterprise Compliance
  • Enterprise Tasks
  • Document Standardization
  • Communication and Meetings


  • Connect every person in the network
  • System of Internal Control
  • System of Records
  • Succession Process


Customizable to accommodate the operational needs of any type of entity, asset or liability


GDPR


Yes

Technology
Type Of Software

SaaS

Security

  • Encryption
  • Audit trail
  • ISO27001
  • Penetration testing

Ecosystem

-

Integrations

  • Tableau
  • Outlook
  • Excel

Mobile App

Yes


  • Serviced Software
  • SAAS
  • Fully Standalone


  • Data encrypted in transit and at rest
  • Advanced Encryption Standard 256 (AES 256)
  • Segregating information using multi-tiered physical and logical separation
  • Complete spectrum of role-based access controls
  • Multi-Factor Authentication
  • Industry standard deployment orchestration tools


AWS


Limited integrations


No

Simple solutions for complex times.