DiliTrust SAS vs Etops

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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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etops-logo

Etops

Category
Consolidated Reporting

Etops offers outsourced services for all back-and mid-office tasks. The combination of electronic interfaces based on a unique machine-learning parser technology developed by Etops, which reads and processes bank statements and booking confirmations, ensures a high proportion of custodian bank coverage.

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Company
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


-


  • 2010


  • Owned by management
  • External investors


  • Switzerland


  • Altendorf
  • Zurich
  • Bratislava
  • Lviv


  • Germany
  • Liechtenstein
  • Luxembourg
  • Switzerland
  • France


  • $68 billion


-

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
  • Independent advisors
  • Fund managers
  • Banks


  • 70+

Product
Main Tasks

  • Compliance

Top features

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

Compliance

-

Whitelabel

  • No


  • Consolidated Reporting
  • CRM
  • Compliance (e.g. AML, KYC, regulatory reporting)
  • Portfolio management
  • Trading (orders only)
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Consolidated reporting
  • Regulatory compliance
  • Comprehensive portfolio analytics
  • Risk management
  • Private equity & non-bankable reporting
  • Sustainability analytics & ESG reporting
  • Interactive dashboards
  • Attractive mobile apps
  • Workflow management
  • Ecosystem with intelligent marketplace
  • Compliance (MiFID II, GDPR, UCITS, AIFMD)


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


-


  • 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
  • Fully standalone


  • Encryption
  • Hosting in secure IT centers
  • Access control
  • 2-factor-authentication
  • Anonymization
  • User rights management


  • Microsoft


-


  • Yes (iOS & Android)