DiliTrust SAS vs LedgeX

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

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.

Ledgex

Portfolio Management

USA based, Ledgex Pro is comprehensive portfolio management and accounting suite designed specifically for family offices to help them with data quality & control, portfolio accounting, general ledger, performance & analytics reporting, modelling, and beneficial owner tracking.

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

11-50

–

2010

Privately owned

United States of America

Waltham, Massachusetts

–

$500 million – $1 billion

Client

Focus

Secondary focus

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

Single family offices
Multi-family offices

Complex asset owners

Product

Main Tasks

Compliance

Top features

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

Compliance

Whitelabel

Data aggregation and management for all transactions and market values
Review and approval of transaction and market value entries
Tax lot processing and reporting
General ledger processing
Financial reporting
Beneficial owner management and reporting
Portfolio modeling
Cash flow modeling
Exposure monitoring and reporting
Performance and analytics reporting
Entity management

Data aggregation and management
Data confidence index reporting
Side by Side ABOR vs IBOR Reporting
Beneficial ownership
Liquidity forecasting
Entity management
What-if/Portfolio modeling
Exposure reporting
Lookthru reporting

Public funds (partnerships, offshore funds, unitized funds, mutual funds/ETFs, etc)
Private investments (private equity, venture capital, REITs, etc)
Any commitment-based funds
Marketable Securities
Trusts
Cash and liquid assets
Personal assets (real estate, vehicles, artwork, etc)

–

Yes

Technology

Type Of Software

SAAS

Ecosystem

Integrations

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

Mobile App

SaaS

–

Azure PaaS and IaaS

Data feeds
OCR integration
CRM integration
3rd party general ledger systems
Document storage solutions
AP/Bill pay
Data warehouse

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