GenVisory

GenVisory

DiligenceX GmbH
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About

DiligenceX's AI-powered platform GenVisory augments M&A and corporate strategy advisory by automating due diligence and strategic analysis. The platform generates tailored red flag reports and full-scale 300+ slide due diligence decks from inputs such as information memoranda, financial models, and complete data-room contents, including direct export into clients’ own Word and PowerPoint templates. DiligenceX also places strong emphasis on GDPR-compliant, EU-hosted data security, operating in a closed environment with dual encryption, multi-factor authentication, and regular independent penetration testing to ensure data sovereignty.

About

UPNavigator is a web-based SaaS application that simplifies every step of unclaimed property compliance by unifying data management, eligibility analysis, due diligence mailing, and state report processing into one intuitive platform. Always updated with the latest state laws and accepted in every U.S. jurisdiction, it automates the submission of NAUPA II–format reports without manual data entry, reducing the risk of significant fines and penalties while ensuring rightful owners can reclaim assets. It delivers real-time reporting and analytics, lets you review state due diligence and escheatment eligibility, create and print internal evaluation reports and owner letters, track due diligence responses, reconcile data for record-keeping, and apply customizable customer filtering and column selection. Proven by thousands of successful state reports, UPNavigator provides a hassle-free, cost-effective compliance solution that keeps operations teams ahead of regulatory deadlines.

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

Private Equity, Corporate M&A and Strategy, Management Consulting

Audience

Enterprises looking for a solution to manage unclaimed property reporting from data ingestion through report generation

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

No images available

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

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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

DiligenceX GmbH
Founded: 2024
Germany
www.diligencex.de

Company Information

UPCR
United States
www.upcr-llc.com/software/upnavigator/

Alternatives

Alternatives

AUPTC

AUPTC

DMA

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim GenVisory and update features and information
Claim GenVisory and update features and information
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Claim UPNavigator and update features and information