DiliTrust SAS vs Assure Wealth

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.

Assure Wealth

Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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

11-50

$2.5 million

2014

Key staff also have ownership
Clients are also owners

Denmark

Nivå

Denmark
Norway
Sweden
Switzerland
United Kingdom

$20 billion

$160 million

Client

Focus

Secondary focus

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

Individual wealth owners

Single-family offices
Multi-family offices

50 UHNWI
3 SFO
10 foundations

Product

Main Tasks

Compliance

Top features

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

Compliance

Whitelabel

Accounting
Consolidated reporting
Data aggregation
Risk management
Impact/ESG reporting

Overview
Flexible wealth reports
Independence
Full risk picture
Follow-up on performance
Integration to accounting systems

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

GDPR

Technology

Type Of Software

SAAS

Ecosystem

Integrations

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

Mobile App

Serviced software

Two-factor login
Secure emails

VITEC

Accounting systems
DW-solutions

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