DiliTrust SAS vs Global Asset+ by Lombard Odier
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.
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Global Asset+ by Lombard Odier
Category
Consolidated Reporting
As an independent reporting advisor, we deliver state-of-the-art consolidated financial reporting with data you can trust as a strong basis for your financial decisions. Our Global Assets+ solution, catered to professional investors, private clients or family offices, is underpinned by a unique combination of operational capabilities, investment expertise, flexibility and cutting-edge multi-currency banking technology, designed and developed by Lombard Odier.
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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+
- $235 million (2020)
- 1796
- Owned by management
- Switzerland
- Geneva
- Zurich
- Brussels
- London
- Luxembourg
- Paris
- Madrid
- Dubai
- Abu-Dhabi
- Hong-Kong
- Singapore
- Tokyo
- Bermuda
- Nassau
- Switzerland
- United Kingdom
- Singapore
- France
- Denmark
- G2 Pro – our wealth and investment platform fully developed internally in close collaboration with our business lines –allows managing more than #350 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
200+
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
- Portfolio management
- Trading (execution on platform)
- Data aggregation
- Risk management
- Impact/ESG reporting
- Dynamic analysis, easy access to financial data
- Execution monitoring
- Instant consolidation of a large number of portfolios/investments
- Historical performance, allocation, and portfolio exposure trends
- Detailed performance contribution/attribution across asset classes, countries and currencies breakdowns
- Fund look through
- Bespoke costs monitoring
- Ex-post and ex-ante risk metrics
- Dedicated investment guidelines monitoring
- Powerful reporting solutions to create personalized reports
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
- MiFID II
- GDPR
- FinSA/FinIA
- AIFMD
- UCITS
- Yes
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Outlook
- Hubspot
- Salesforce
- Microsoft Dynamics
- Google suite
- E-signature providers
- Office 365
Mobile App
- Yes
-
- SAAS
- Regulated by the Swiss Financial Market Supervisory Authority (FINMA)
- Experts leverage both inside the organisation and through networks of subject matter experts
- ISAE 3000 Report on Client Data Security Controls (Type II) on a yearly basis
- Microsoft
- IBM
- Java
-
- Yes