DiliTrust SAS vs Sharpfin

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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.

Sharpfin

Consolidated Reporting

Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.

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

0–10

$600k

2014

Owned by management
Kay staff also have ownership
Clients are also owners
External investors

Sweden

Stockholm

Sweden
Finland
Norway
Switzerland
United Kingdom

$4 billion

$400 million

Client

Focus

Secondary focus

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

Independent financial advisors
Registered investment advisors

Single-family offices
Multi-family offices
Individual wealth owners

3 SFOs
1 bank
6 RIAs

Product

Main Tasks

Compliance

Top features

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

Compliance

Whitelabel

Consolidated reporting
CRM
Compliance (e.g. AML, KYC, regulatory reporting)
Portfolio management
Data aggregation
Risk management
Impact/ESG reporting

AML/KYC documentation and monitoring
Consolidated reporting
Calculation of management fees
White labeled reporting and customer portal
Depreciation reporting
Cost reporting
Model portfolio management and rebalancing
Block order management
Risk management

Bankable assets
Private equity
Real estate
Rare collectibles (e.g. luxury cars, boats, high-value jewelry)

MiFID II
GDPR
FinSA/FinIA
AIFMD
UCITS

Technology

Type Of Software

SAAS

Ecosystem

Integrations

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

Mobile App

Services software
SaaS

Two factor authentication through Yubikey or one time password
Strong SSL encryption on all traffic
Market unique access control to ensure that users only have access to functionalities they should

Linux
Java

Active Directory
Interfaces to a number of CRM system and accounting software
Any other third party software through our API

Yes (iOS, Android)

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