DiliTrust SAS vs Private Wealth Systems
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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Private Wealth Systems
Category
Consolidated Reporting
USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.
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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
–
- 2014
- Owned by management
- Clients are also owners
- United States of America
- Charlotte
- New York
- Salt Lake City
- Switzerland
- United States of America
- United Kingdom
- Saudi Arabia
- Australia
- $200 billion
- $223 million
Client
Focus
-
Secondary focus
- Single-family offices
- Multi-family offices
- Banks
- Foundations
- Software and technology providers
- Other
-
- Single-family offices
- Multi-family offices
- Banks
- Individual wealth owners
- Fund managers
- 650+ UHNWIs and family offices
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
- Data aggregation
- Risk management
- Impact/ESG reporting
- Data aggregation – our direct bank feeds captures 3x more data than other providers.
- Data validation – we perform daily reconciliation and correct bank data errors.
- Performance calculation – in side by side comparisons with other systems we have proven double-digit accuracy in performance and analytics.
- Custom reporting – our award winning data model empowers each user to personalize their data any way they want.
- Digital portal – wealth owners can customize their own mobile dashboards to have total power over their wealth.
- Private equity
- Bankable assets
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewellery)
- 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
- Serviced software
- Multi factor authentication
- Application scanning
- Network scanning
- Encryption at-rest and in-transit
- Data leakage prevention (DLP)
- User level access controls
- Annual audits by global banks
- Microsoft
- API that can connect with any third party system including CRM, bill pay
- Yes