DiliTrust SAS vs TIFIN Give

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.

TIFIN Give

Philanthropy

TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process.

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

2021

Bengaluru
Boulder, CO
Charlotte, NC
Mumbai
New York, NY

United States of America

$670 M

Key staff also have ownership,
External investors (neither clients nor staff),
Owned by management

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),
Banks,
Foundations

Product

Main Tasks

Compliance

Top features

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

Compliance

Whitelabel

Foundation,
Impact & ESG,
Technology Provider

Ability to Whitelabel,
Digital Excellence,
Proven Agility

Art & Collectibles,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Digital Assets & Crypto Currency,
Equities

Technology

Type Of Software

SAAS

Ecosystem

Integrations

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

Mobile App

SAAS

TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.

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