sign inDiligend 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
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
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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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