Maintain control and oversight of sub-advisors
Meet guidance around sub-advisor monitoring and oversight
Gather the information you need for effective monitoring of sub-advisors
Ask the questions you want. Simple, intuitive and customizable.
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.
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.
Advisors and Investment Managers
Streamline the data gathering and analysis process and maintain full oversight of your sub-advisors
- Digitized DDQ Engine
- Fund and Manager Tracking
- Workflow and Collaboration Tools
- Review and Risk Management
- Automated Scoring and Comparison
- Analytics and Reporting
- Research and Document Management
- CRM Capabilities
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
- Dedicated Client Portal
- Private Cloud Hosting
- White Labelling
- 24/7 Support
- Advanced Custom Reporting