DiliTrust SAS vs Performativ

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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.

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performativ

Performativ

Category
Portfolio Management

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.

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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


  • 11-50


  • <$50 million


  • 2019


  • Owned by management
  • External investors


  • Denmark


  • Copenhagen


  • Denmark
  • Sweden
  • Norway
  • Belgium
  • Netherlands


  • 15 billion


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)
  • Fund managers
  • Banks


Product
Main Tasks

  • Compliance

Top features

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

Compliance

-

Whitelabel

  • No


  • Advisors
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio Management
  • Risk Management
  • Technology provider
  • Non-bankable assets
  • Reporting, data entry
  • Offering backend data (i.e., reconciliation corporate action fixing)


  • Full suite of performance metrics
  • Consolidated performance reporting
  • Firmwide analytics
  • Near real-time valuation
  • API gateway to 3rd party services
  • Intelligent benchmarking
  • Data aggregation
  • Ability to Whitelabel
  • Mobile App
  • Banking Providers
  • Full Multi-Currency Support


  • Bankable or Financial Assets & Funds
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Private Equity & Direct Investments
  • Alternative investments


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
  • Fully standalone
  • Serviced software




Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.


  • Yes