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About

Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale.

About

Our clients use Xapien's AI for fully automated on-demand research on any person or company in the world, in minutes, not days. Until now, comprehensive due diligence has been a manual activity. Database screening and keyword searches across siloed data sources take hours and lack context. Xapien reads and analyses online media, leak sites, corporate records, and structured screening data in any language. It delivers relevant, comprehensive results in minutes. With Xapien due diligence is a proactive, initial phase in onboarding, delivering rapid insights into both risks and opportunities. Make well-informed decisions about potential relationships based on a comprehensive understanding, rather than mere compliance. Too often KYC is a tick-box exercise. Xapien provides the full story. Make complex, nuanced decisions about whether you should work with an entity or individual, and not just whether you can.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment Management solution for companies

Audience

Companies looking for a solution to automate their online research operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DiligenceVault
Founded: 2014
United States
www.diligencevault.com

Company Information

Xapien
Founded: 2018
United Kingdom
xapien.com

Alternatives

Alternatives

DD360

DD360

CENTRL
Fusion Invest

Fusion Invest

Finastra

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

ChatGPT

Integrations

ChatGPT
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Claim DiligenceVault and update features and information
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