DiliTrust SAS vs CFO Reporting
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
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.
Read more
CFO Family Reporting
Category
Reporting
USA based company, CFO Family is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.
Read moreCompany
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
- 0-10
-
- 2021
-
- United States of America
-
-
-
- Owned by management
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
- Banks
- Endowments
- Foundations
- Investment & Financial Advisors (RIAs/IFAs)
- Multi-family offices
- Pensions
- Software and technology providers
Product
Main Tasks
- Compliance
Top features
- Board meeting management
- Contract automation
- Automated Workflows
- Delegation of authorities
- Visual ownership view
Compliance
-
Whitelabel
- No
- Holistic View of Net Worth
- 24/7 Monitoring & Alerting
- Document Storage & Management
- Portfolio Analytics and Reporting
- Family Communication Portal
- Accounting, Tax and General Ledger
- AI-Powered Automation
- Global Financial Aggregation
- Estate and Trust Management
- Military Grade Security
- Art & Collectibles
- Direct Investments
- Private Equity
- Real Estate
- Venture Capital
- Alternatives
- Art & Collectibles
- Commodities
- Cryptocurrency
- Gold & Precious Metals
- Hedge Funds
- Infrastructure
- Insurance
- Music Royalty
- Private Debt
- Private Equity
- Direct Private Equity
- Private Equity Funds
- Venture Capital
- Real Estate
- Commercial
- REITS
- Residential
- Warehousing & Industrial
- Bankable or Financial Assets & Funds
- Cash & Equivalents
- Digital Assets & Crypto Currency
- Equities
- Developed Markets
- Developing Markets
- Fixed Income
- Developed Markets Fixed Income
- Developing Markets Fixed Income
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Other
- Private Equity & Direct Investments
- Real Estate
- No
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Outlook
- Hubspot
- Salesforce
- Microsoft Dynamics
- Google suite
- E-signature providers
- Office 365
Mobile App
- Yes
-