DiliTrust SAS vs Performativ
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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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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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