Maintain a strong manager portfolio with regular monitoring
Track managers' operational changes and flag risk indicators for further investigation
Never miss another warning sign in your portfolio
Automate repetitive regular manager monitoring. Quickly identify only changed data and use flags and scores to trigger risk warnings.
Data Collection Engine
Create data requests from scratch, use best practice templates or ingest pre-filled responses. Simple, intuitive and customizable.
Fund Data Tracking
Set up pre-defined flags and alerts to track risks within your manager portfolio.
Workflows and Collaboration
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 your manager 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
Enrich your data with Outlook and SharePoint integrations to track contacts, emails and shared documents.
How can university endowment investment teams take monitoring and governance to the next level?
Emulate the Ivy league institutions with an advanced due diligence and monitoring platform.
Streamline the data gathering process and make life simpler for your managers
- Data Collection 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
Diligend for 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
- Customized Platform
- Private Cloud Hosting
- White labelling
- 24/7 Support Options Available
- Advanced Custom Reporting Options