DiliTrust SAS vs Asset Vantage

You are looking for alternatives to DiliTrust SAS. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

DiliTrust

Artificial Intelligence

DiliTrust is a European legal tech leader with a worldwide footprint. We offer simple, flexible and reliable SaaS solutions and services to support corporate legal practitioners in their digital transformation, optimising legal activities and corporate governance.

Asset Vantage

Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

Employees

100-500

Revenue

Founded

1995

Incorporated

Locations

Paris
Milan
Dubai
Madrid
Mexico City
Wilmington
Munich
Montreal

Top Markets

France
Italy
United States of America

Total AUM

Avg. AUM per client

Ownership

Key staff also have ownership

50-100

2011

Owned by management
External investors

United States of America

Stamford, CT, USA
Mumbai, India
Pune, India
Singapore

United States of America
India
GCC – (UAE, Bahrain, Oman, KSA)
United Kingdom
Australia/New Zealand

$150-200 million

Client

Focus

Secondary focus

Single-family offices
Multi-family offices
Banks
Foundations
Software and technology providers
Other

Single-family offices

Individual Wealth Owners
Multi-Family Offices
Financial advisors
Accounting Firms
Trust Companies
Banks & Institutions

220+ SFOs Directly
25+ MFOs/CPAs (130+ Families Served)

Product

Main Tasks

Compliance

Top features

Board meeting management
Contract automation
Automated Workflows
Delegation of authorities
Visual ownership view

Compliance

Whitelabel

Partnership Accounting
Consolidated Reporting
Portfolio Analytics
Data Aggregation
Document Management

Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
Multi-Period performance & benchmarking
Partnership accounting and entity look-through
Global listed equities & fixed income traded asset pricing
Integrated General Ledger
Consolidating & Multi-Period Balance Sheet & Trial Balance
Consolidating & Multi-Period Income Statement
Capital Flow Reporting
Fully Configurable & exportable widget dashboard across Performance Reporting
Custodian transactions sync & reconciliation
Document Vault
Integration with Bill.com
Check Writing
User Permissions & Entitlements
Transparent Pricing

Bankable Assets
Private Equity
Real Estate
Derivatives
Private Assets (e.g. collectables, luxury cars, boats, high-value art etc)
Venture Investments

GDPR
SOC/SOC 2

Technology

Type Of Software

SAAS

Ecosystem

Integrations

Outlook
Hubspot
Salesforce
Microsoft Dynamics
Google suite
E-signature providers
Office 365

Mobile App

SaaS/Serviced Software

TLS (HTTPS) end to end
Unique client URLs tied to a VPN
Encryption for data at rest
Partners for VAPT
Unique database and URL

Linux

API Integrations available

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