DELEGATE OVERSIGHT

Meet regulatory requirements when delegating investment activities

Maintain oversight and control over delegates

Pink Elements 16
DELEGATE OVERSIGHT

Gather the information you need for effective delegate oversight

DDQ Engine

Ask the questions you want. Simple, intuitive and customizable.

Data Tracking

Set up pre-defined flags and alerts to track risks within third parties.

Workflows and Collaboration Tools

Allocate tasks, track activities and progress. And see a full audit trail.

Review and Risk Management

Review only the data you want to see in the fully customizable review module.

Automated Scoring and Comparison

Monitor third parties at a glance, with customizable, automated scoring and comparison.

Response Portal

User friendly white-labelled response portal. Delegates can pre-fill from previous answers or drag and drop where required.

Analytics and Reporting

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.

CRM and Document Management

Enrich your data. Outlook and SharePoint integrations let you track contacts, emails and shared documents.

LUXEMBOURG

Summary of CSSF Circular 18/698

The Circular outlines the specific framework for delegation of investment activities and ongoing supervision in Luxembourg.

IRELAND

Central Bank of Ireland's guidance around delegate oversight

Guidance for boards of directors of investment firms, UCITS management companies, AIFMs and AIF management companies authorised in Ireland.

Investor-1

Diligend Collect

Allocators

Streamline the data gathering and analysis process and make more informed choices


  • Icons (2) Digitized DDQ Engine
  • Icons (2) Fund and Manager Tracking
  • Icons (2) Workflow and Collaboration Tools
  • Icons (2) Review and Risk Management
  • Icons (2) Automated Scoring and Comparison
  • Icons (2) Analytics and Reporting
  • Icons (2) Research and Document Management
  • Icons (2) CRM Capabilities
Icons (3)

Diligend for Consultants

Consultants

Contact us to discuss your exact requirements

Diligend is flexible and can meet the varied needs of consultants


  • Every feature in DIligend Collect, plus
  • Icons (2) Dedicated Client Portal
  • Icons (2) Private Cloud Hosting
  • Icons (2) White Labelling
  • Icons (2) 24/7 Support
  • Icons (2) Advanced Custom Reporting

Maintain oversight of delegates