Investment data at a glance
Perform due diligence, monitor third parties, de-risk the investment portfolio and ensure compliance with a full audit trail
Automate information gathering, analysis and reporting
Speed up time to assess and compare funds and managers. Improve productivity and make your team happy with a platform that does the heavy lifting.
Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.
Fund and Manager Data Tracking
Set up pre-defined flags and alerts to track risks within funds or managers.
Workflows and Collaboration Tools
Fully customizable to match your own processes. 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
See how the portfolio looks at a glance, with customizable, automated scoring and comparison.
Analytics and Reporting
Fully customized, automatic report creation in any format. Linked directly to your CRM or database.
The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.
CRM and Document Management
Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data.
Get our free Best Practice Guide to Digitizing the ODD Process
Step by step guide to taking your ODD process to the next level.
One platform, many use cases
Operational Due Diligence
Investment Due Diligence
Investment Manager Monitoring
Research and Document Management
ESG and DEI Data Collection
Pre or post-investment
Enhance your operational due diligence process. Diligend links directly to your CRM or database, automatically collecting files and scheduling emails and reminders. Monitor progress and tag communication with your managers. Add rules, flags and scoring. Collaborate with colleagues and gain deep insights into responses with real-time analytics.
Make the right investment decisions
Keep investment portfolios on track by digitizing your investment due diligence process. Use Diligend's digital platform to perform due diligence on your investment portfolio, quickly and easily. Set your own flags, scores and alerts. Compare previous responses to show only what's changed.
Gain complete and continual visibility into your portfolio of managers
Regular, consistent monitoring of investment managers is essential for investors, investment consultants and other asset owners.
Diligend de-risks the investment process by making it easier than ever to open regular dialogue with your managers.
Managers will enjoy using Diligend's intuitive portal to provide the information you need on a regular basis.
Centralize and standardize your qualitative investment research
Empower your analysts with rich data that can be compared and analyzed as easily as quantitative data. Bring order and efficiency to investment research with a solution that flexes to fit your specific workflows.
Maintain visibility and control over delegates
Regulators are beginning to pay closer attention to the delegation of investment management functions. In Luxembourg and Ireland particularly, there is specific guidance on how managers are expected to maintain oversight of a delegate or counterparty. Diligend is an ideal platform for delegate oversight, facilitative initial due diligence, deep dive qualitative due diligence and ongoing due diligence.
Ensure sub-advisors meet expectations
Sub-advisors bring specific expertise and track record to support an investment portfolio. Ensure you have the very latest profiles across the sub-advisor landscape with Diligend's due diligence platform.
Custom dashboards to display the data you need to see
ESG and Diversity, Equality and Inclusivity issues are at the top of the agenda for many investors and citizens. Any data points can be collected via the Diligend platform and displayed in custom dashboards. Diligend has digitized the ILPA DDQ which includes diversity metrics from the PRI. Or clients can design their own questionnaires to collect the specific information they need to see.
Streamline the data gathering process and make life simpler for your managers
- Digitized DDQ Engine
- Fund and Manager Tracking
- Workflow and Collaboration Tools
- Review and Risk Management
- Automated Scoring and Comparison
- Analytics and Reporting
- CRM Capabilities
- Research and Document Management
Contact us to discuss your exact requirements
- Every feature in Diligend Collect, plus
- Dedicated Client Portal
- Private Cloud Hosting
- White labelling
- Advanced Custom Reporting Options