DiliTrust SAS vs Black Diamond Wealth Platform
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DiliTrust
Category
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.
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Black Diamond Wealth Platform
Category
Consolidated Reporting
USA-based, the Black Diamond Wealth Platform offers a cloud-based solution encompassing accounting, consolidated reporting, compliance, portfolio management, trading and data aggregation. Complete with performance reporting, portfolio rebalancing and an immersive client portal, the platform connects to a vast ecosystem of smart integrations.
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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
- 500+
- $4.633 million
- 2003
- Owned by a larger corporation
- United States of America
- Jacksonville
- Florida
- New York
- San Francisco
- California
- United States of America
- $1.9 trillion
- $1.2 billion
Client
Focus
-
Secondary focus
- Single-family offices
- Multi-family offices
- Banks
- Foundations
- Software and technology providers
- Other
-
- Independent financial advisors
- Single-family offices
- Multi-family offices
- Independent financial advisors
- Registered investment advisors
- +1.800 firms
Product
Main Tasks
- Compliance
Top features
- Board meeting management
- Contract automation
- Automated Workflows
- Delegation of authorities
- Visual ownership view
Compliance
-
Whitelabel
- No
- Accounting
- Consolidated reporting
- Compliance (e.g. AML, KYC, regulatory reporting)
- Portfolio management
- Trading (execution on platform)
- Trading (orders only)
- Data aggregation
- User interface
- End client experience (client portal)
- Data quality/data integrity
- Exceptional service model
- Billing
- Trading/rebalancing
- Sophisticated report output
- Business intelligence
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- RCI
- SmartRIA
- Yes
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Outlook
- Hubspot
- Salesforce
- Microsoft Dynamics
- Google suite
- E-signature providers
- Office 365
Mobile App
- Yes
-
- Serviced Software
- SaaS
- SSO & MFA (Single Sign-on and Multi-Factor Authentication)
- Encryption In-Transit and At-Rest
- Vulnerability and Penetration Testing
- Source Code Analysis
- Data Integrity Validation
- Multi-Layered Endpoint Protection
- Network Security including Web Application Firewall and Intrusion
- Detection Secure Document Vault
- Access Control (Role Based Permissions with Principle of Least-Privilege)
- Firm Configurable Security Settings
- Security Awareness Program
- Microsoft
- Linux
- More than 55 pre-built integrations with other software solutions. We have a robust open API for custom integrations as well. Some key integrations are listed below:
- – CRM: Salentica, Redtail, Salesforce
- – Trading & rebalancing: Redblack, Blaze, iRebal
- – Financial planning: eMoney, RightCapital, MoneyGuidePro, Advizr, Libretto
- – Risk management: RCI, Hidden Levers
- – Custodian: Schwab, Fidelity, Pershing, Raymond James, LPL, Goldman Sachs
- – UMA/SMA: Adhesion, SMArtX
- Yes