FAMILY OFFICES

Manage complex investment portfolios better

Spend less time manually performing due diligence on your mixed asset class funds and managers. Automate your processes and get results with a few clicks.

Family Office

Cut admin time in half

Diligend clients report efficiency gains of around 5x by automating manual and repetitive data collection tasks.

DDQ Engine

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 mixed funds or managers spanning all asset classes.

Manager Portal

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.

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.

BEST PRACTICE GUIDE

Digitizing your ODD Process

Step by step guide to transforming the ODD process

INSIGHTS

Australia's superannuation mega funds

INSIGHTS

Are fund selectors sitting on a vast data treasure trove?

INSIGHTS

2022 Due Diligence Trends

DILIGEND COLLECT

Designed for institutional investors

Automate your fund and manager due diligence and monitoring