DiliTrust SAS vs Fincite

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.
Go back to DiliTrust
dilitrust

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
fincite

Fincite

Category
Portfolio Management

Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.

Read more
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


< $50 million


  • 2016


  • Owned by management
  • External investors (neither clients nor staff)


Germany


Frankfurt


  • Germany
  • United States of America
  • DACH
  • Nordics
  • Dutch



Client
Focus

-

Secondary focus

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

-


  • Multi-family offices


  • Individual wealth owners
  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Custodians
  • Banks
  • Brokerages


  • 30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.

Product
Main Tasks

  • Compliance

Top features

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

Compliance

-

Whitelabel

  • No


  • Customer Onboarding
  • Portfolio management
  • Order execution


  • Ability to Whitelabel
  • Custom Development Service
  • Custom Reports
  • Digital Excellence
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Sustainability
  • Real-time analytics
  • Asset class aggregation
  • Client Portal


  • Alternatives
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Digital Assets & Crypto Currency
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate


  • MiFID II
  • GDPR


Yes

Technology
Type Of Software

  • SAAS

Ecosystem

-

Integrations

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

Mobile App

  • Yes

-


SaaS


  • Microsoft
  • SAP
  • Java
  • Other


  • There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS


Yes