Alternatives to DiligenceVault

Compare DiligenceVault alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DiligenceVault in 2024. Compare features, ratings, user reviews, pricing, and more from DiligenceVault competitors and alternatives in order to make an informed decision for your business.

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    Resolver

    Resolver

    Resolver

    Resolver gathers all risk data and analyzes it in context — revealing the true business impact within every risk. Our Risk Intelligence Platform traces the extended implications of all types of risks — whether compliance or audit, incidents or threats — and translates those effects into quantifiable business metrics. Finally, risk becomes a key driver of opportunity instead of being disconnected from the business. Choose the risk intelligence software used by over 1000 of the world’s largest organizations. Resolver makes it easy to collaborate and collect data from across the enterprise, allowing teams to fully understand their risk landscape and control effectiveness. Understanding your data is one thing; being able to use it to drive vital action. Resolver automates workflows and reporting to ensure risk intelligence turns into risk reduction. Welcome to the new world of Risk Intelligence.
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    AlternativeSoft

    AlternativeSoft

    AlternativeSoft

    AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds.
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    Kollate-it

    Kollate-it

    Werkflo

    Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate due diligence, compliance, risk management and audit activities and create reports at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs given the versatility. Kollate-it helps all regulated companies document their processes for review across the business. The software solves a number of problems, including: (1) data input dramatically reduces (2) work tasks speed up (3) activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) information silos collapse (7) reporting becomes faster and 24/7 and (8) document retrieval is immediate. Kollate-it allows users to meet continuous requirements in real time with tools to collaborate, collate information and report with ease.
    Starting Price: $300 AUD per month
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    DealRoom

    DealRoom

    DealRoom

    DealRoom combines the traditional, secure VDR with project management capabilities for professionals & teams completing M&A. The platform includes secure data storage, diligence management, pipeline management, integration management, as well as overall project management. Our goal is to help teams create a better M&A process that emphasizes collaboration so that the initial vision of the deal, innovation, & value-creation, can be successfully maintained & implemented. Our users: Spend less time on due diligence by eliminating administrative tasks like updating a spreadsheet, & communicating with 3rd parties via email or other applications. Shorten integration - Achieve value realization as soon as possible by involving integration teams early so that they don't have to spend time re-diligencing the deal. Eliminate the knowledge gaps between diligence & integration - By using the same platform to manage both processes, both teams can work together collaboratively.
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    Starting Price: $1000.00/month
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    SAI360

    SAI360

    SAI360

    The most powerful, agile approach to risk management. The decisions you make today can help mitigate the risks you may encounter tomorrow. SAI360 is cloud-first software and modern ethics and compliance learning content designed to help your organization effectively navigate risk with a flexible, agile approach. Intelligent solutions, global expertise all in one award-winning platform. Solution configurability, extensible data model with configurable UI/forms, fields, relationships to extend solutions. Process modeling, easily modify or create new processes to automate and streamline risk, compliance, and audit activities. Data visualization and analysis, many out of the box and easy to configure dashboards to visualize and analyze data. Learning and best practice content – preloaded frameworks, control libraries, and regulatory content along with values-based ethics and compliance learning content. System integration – Integration framework with APIs and other protocols.
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    Dasseti

    Dasseti

    Dasseti

    Dasseti provides software solutions dedicated to the due diligence and monitoring of asset and fund managers. Dasseti offers a unique combination of flexible and powerful set of features digitizing and automating assessment of funds: digitized due diligence questionnaires engine, automatic flexible responses flagging and scoring engine, research management, reviews management, CRM, collaboration, workflows, external managers portal, analytics.... Our goal is to help, through digitization and automation, investors and investment consultants increase efficiency of their fund due diligence and monitoring processes. Dasseti solutions support investment consultants, sovereign wealth funds, pension plans, foundations, endowments, family offices, wealth managers, funds of funds, insurances and banks selecting or monitoring managers across asset classes (equities, fixed income, hedge funds, private equity, real estate, infrastructure..).
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    Dow Jones Risk & Compliance

    Dow Jones Risk & Compliance

    Dow Jones Risk & Compliance

    Dow Jones Risk & Compliance is a global provider of best-in-class risk data, web-based software applications and scalable due diligence services that help organizations manage risk and meet regulatory requirements related to financial crime, third-party risk management, sanctions and international trade. Built on the legacy of one of the world’s most trusted newsrooms, Dow Jones Risk & Compliance combines the expertise of a multilingual research team with industry-leading data scientists and technologists to provide actionable content structured specifically for compliance needs. Our solutions were developed in partnership with top legal and political advisors — including former regulators — to help our clients maintain consistency across global business units and teams.
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    PackHedge™

    PackHedge™

    FinLab Solutions SA

    PackHedge™ is the world’s most advanced investment industry solution for Alternative/Hedge funds, Private Equity funds, Traditional/Mutual funds and many other investment instruments (UCITS, ETF, Equities, Real Estate, Forwards, Currencies, etc.) empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation. A series of state of the art modular software tools in a single fully integrated platform, providing an unmatched data management model for multi-source, multi-currency, multi-frequency and multi-lingual qualitative and quantitative data.
    Starting Price: $5,000 per year
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    eVestment

    eVestment

    eVestment

    eVestment, a Nasdaq platform, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. Institutional investors including public plans, corporate pensions, superannuations, sovereign wealth funds, insurers, hedge fund of funds, family offices, foundations and endowments screen more than $78T AUM of reporting managers worldwide on eVestment to find those that best meet their investment objectives.​
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    The Caissa Platform
    The Caissa Platform is the industry-leading investment analytics platform, developed exclusively for institutional allocators including endowments, foundations, OCIOs, pension funds, and family offices. Clients representing over $1.7 trillion in assets leverage our web-based platform to perform exposure, risk, liquidity, attribution, and private equity modeling analysis across multi-asset class portfolios. Our in-house data team aggregates any form of transparency data into the Caissa Platform, including investor letters, separately managed accounts, private equity data, and 13Fs. The data is cleansed, harmonized, migrated, and integrated into the platform. With harmonized exposures allowing for full aggregation across all asset classes and investment vehicles, you can seamlessly perform exposure, risk, liquidity, attribution, and quantitative analysis on your portfolio or your underlying managers.
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    Ethic

    Ethic

    Ethic

    We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States. We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise. We've been on our mission for over 5 years and now manage over $1B of sustainable investments. Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars.
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    Fusion Invest
    Our integrated platform services the world’s leading asset managers, insurance companies, pension funds, hedge funds, family offices, and sovereign wealth funds. Harnessing the same core as Fusion Sophis, Fusion Invest covers the entire investment value chain, delivering portfolio insight and automated processes with a collaborative real-time investment book of records. Fusion Invest differentiates itself thanks to its advanced analytics, comprehensive asset class coverage, and open technology. It can be deployed on the cloud or on-premise, adapting to your strategic operating model and service needs. Provide options for investors and portfolio managers in charge of asset allocation, direct investments, or sophisticated derivative hedging and overlay strategies. The solid, scalable backbone that everyone can trust during the day as they build and report the “golden copy” of data. Consistent information and analytics mean all users can add value to the investment process together.
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    Investment Metrics

    Investment Metrics

    Investment Metrics

    Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.
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    Workiva

    Workiva

    Workiva

    Connect your enterprise to single-source clarity. Automate processes. Take control of data transformation. You didn’t get into this work to do menial tasks. We built a platform that does the things technology should be doing and frees you up to focus on what you love. Have an impact, not a headache. Spend your time on the things that matter most. Make numbers meaningful with more context. Create shared datasets that are always up to date. Don’t create another rogue spreadsheet, build reusable assets for your organization. Collaboration, but for sources of data. Connect and combine data from any source. Create reusable datasets. Have the right answers ready, for everybody. Because you don’t have to anymore. Our platform automates tedious, manual stuff like gathering data, updating numbers and narrative, keeping up with changes, managing approvals, and more. Is it magic? Maybe.
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    Lucanet

    Lucanet

    Lucanet

    Lucanet is the CFO Solution Platform built for modern finance leaders to automate financial consolidation & planning, disclosure management including ESG reporting, lease accounting, and tax compliance and reporting. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy.
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    TheComplianceMap

    TheComplianceMap

    TheComplianceMap

    Complete overview of your company’s product compliance and supply chain. Unparalleled all-in-one Environmental Compliance Platform to drive all your regulatory obligations from Product Compliance, Extended Producer Responsibility to Supply Audit Management, Conflict Minerals and more. We help you manage and automate your due diligence obligations arising from Global RoHS, REACH, Conflict Minerals, EPR (Packaging/WEEE/Batteries), CLP, Prop65, ELV and much more. Fast Implementation Time Our Implementation Managers will know your company’s requirements inside-out. On-going Custommer Suport Permanent Project Manager will always be there to guide and assist you on your journey with us. Responsive Participate in Customer Advisory Board meetings and take part in shaping our future products. Tap into a wealth of additional resources including Industry Updates, Events, On-Demand Webinars, White Papers, and Case Studies.
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    Intralinks DealCentre
    DealCentre equips you to navigate the entire M&A deal lifecycle with total confidence. DealCentre brings together a purpose-built set of solutions into one fully integrated M&A technology platform suite that delivers value across the deal — from the early prep phase through due diligence, and ultimately a successful close. Our goal is to help you achieve yours. Every deal, every day. Accelerate M&A due diligence with automated setup, easy file management — including bulk uploads, document-based workflows, integrated redaction — plus Zoom integration. Easily organize, accelerate and track distribution of teasers, NDAs and CIM — save time and gain insights on buyer behavior. The AI-powered solution designed specifically to support M&A buy-side due diligence — organize data room documents, streamline Q&A and add clarity to decision-making. Protect anticipated deal value and achieve projected synergies by leveraging a consistent M&A technology platform through post-merger integration.
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    LSEG Due Diligence Centre

    LSEG Due Diligence Centre

    LSEG Data & Analytics

    An integrated, effective and practical platform that helps you manage the key areas of your compliance program and make better decisions. Manage your third parties across their entire lifecycle, including compliance risk assessments, due diligence, screening and monitoring, auditing and reporting, and offboarding. Our platform is designed by former compliance officers and has been built from the ground up with one sole purpose in mind: to meet the needs of compliance managers. The scale of our technology offerings suits enterprises with minimal requirements through to global Fortune 500 companies that regularly deal with hundreds of thousands of third parties across every continent. Configurable and personalized workflows align to your organization and third-party processes. Solution architecture that allows you to integrate with hundreds of systems – including SAP, SalesForce, Oracle and HRMS systems – using a standard API model.
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    iCapital Network

    iCapital Network

    iCapital Network

    Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors. Everything you need to offer alternative investments to your high-net-worth clients, from a curated menu of professionally diligent funds to fund education to powerful portfolio analytics. All on an industry-leading, intuitive digital platform. Offer a robust selection of iCapital’s professionally diligent funds or your own menu of funds, along with comprehensive advisor training and certification on a comprehensive, seamless, digital investment platform.
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    Diligent Equity
    Diligent Equity is the only fully-integrated portfolio and cap table management platform investors will ever need. Better manage your investments, portfolios and LPs. Say goodbye to sloppy data and enjoy an accurate view of your fund performance. With real-time performance tracking of your investments, Diligent Equity is your single source of truth across your investment portfolio no matter what cap table software your companies use. Track performance across funds in one central dashboard investment multiples and different IRRs. Access real-time numbers pulled directly from your most up-to-date positions, cap tables, waterfalls, and valuations. Collect and track company KPIs from your portfolio companies from investment to exit. Use Diligent Equity’s managed services for updating and error-checking, and white-glove onboarding of portfolio company cap tables and KPIs.
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    Costars

    Costars

    corfinancial

    A fully integrated investment administration platform for third party administrators (TPAs), fund supermarkets, wealth management providers, building and friendly societies, and retail banks. Costars is a multi-asset investment administration solution that automates and improves client servicing, sale-channel uptake and the adoption of new products, including fully automated ISA management. Costars also provides management functionality for tax and regulatory requirements for underlying investors. Instrument types are packaged into portfolios, whether wrapped or unwrapped and are available across varying distribution channels. Handle millions of portfolios and positions with high throughput without scalability issues. With automated and manual trade input, present and historic portfolio valuations, automated customer credit and ID checks, data and documentation audit trail, full reporting and compliance, deal validation/authorization and pricing, everything is covered.
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    Backstop

    Backstop

    Backstop Solutions Group

    Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.
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    GAN Integrity

    GAN Integrity

    GAN Integrity Solutions

    Infuse ethics & compliance into every aspect of your business, work holistically with data, and seamlessly collaborate with stakeholders with GAN’s integrated compliance management software. Overloaded with spreadsheets, shared drives, emails, and web portals? Connect your entire compliance program with a single integrated compliance solution that centralizes every compliance process, every risk, and every mitigation effort in one place to give you the answers you are looking for right when you need them. Leverage holistic reporting and advanced analytics to surface powerful insights and expose hidden risks. Spot early risk indicators with integrated analytical dashboards that can visualize and aggregate input from every compliance process in a single view.
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     Compliance Star

    Compliance Star

    Thistle Initiatives

    Compliance Star is an on-demand compliance software, the right tools for effective monitoring and risk management. Compliance Star offers effective and efficient remote management of FCA Authorised Firms and its operating Units/Agents via real-time data collection and reporting. Compliance Star is a technology-enabled compliance platform that facilitates compliance management, workflow and monitoring of firms authorised by the Financial Conduct Authority (FCA). Compliance Star is underpinned by a ‘fail-safe’, calendar-based task management system. This allows for both automatic and manual setting of tasks, notifies actions, populates deadlines into a calendar, issues reminders and monitors for completion. The platform reduces compliance burden significantly and is currently being used by leading regulatory networks. Enables complete tracking of internal regulatory processes. It provides up-to-date single point data access combined with the ability to produce FCA required reports.
    Starting Price: £60 per month
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    CCH Tagetik

    CCH Tagetik

    Wolters Kluwer

    Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance.
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    Oracle Hyperion
    Oracle Hyperion Financial Management is a comprehensive, Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution. Oracle Hyperion Financial Management utilizes today's most advanced technology, yet is built to be owned and maintained by the enterprise's finance team. The web user interface for this release has been enhanced for greater ease of use and consistency with other Hyperion products. The new user interface supports navigation across multiple applications as well as access to multiple modules and documents in an application. Other enhancements include the Point of View bar, Member Selector, Journals, Data Forms and Data Grids. You can also view dimension member properties from the Member Selector, data forms, data grids, journals, or Process Management.
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    OneTrust Ethics and Compliance Cloud
    Strengthen your ability to monitor, create, and maintain a culture of trust where your team can thrive. The most resilient organizations nurture an ethical values-based culture – where everyone feels empowered to speak up, share their perspectives, ask challenging questions, and raise concerns that conflict with the values of the organization without fear of retaliation. The OneTrust Ethics and Compliance Cloud fosters and promotes an open and safe environment for employees, maximizing insights into the health of a company’s culture, so leaders can act decisively upon areas of risk. Strengthen your ethics and compliance program with a cloud-based, coordinated platform specifically designed to elevate trust and drive ethics to the center of your business. Proactively tackle emerging risks by providing a best-in-class global helpline with multiple intake channels, integrated case management, and built-in whistleblower protection.
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    DealTrack

    DealTrack

    DealTrack

    DealTrack is a sophisticated deal management platform powered by a proprietary scoring algorithm, designed to help you effortlessly determine the deals worth deep-diving into. Complete multiple tasks in the due diligence process, from the collection of data to generation of insights, with one software and save >2,300 man-hours per year. DealTrack uses Machine Learning and Artificial Intelligence to amalgamate >1,500,000 data points, across 50 parameters and subparameters, per company and score them based on 5 scoring outcomes. You could rely on our system’s recommended algorithm, or build your own by adjusting the weightage of each scoring outcomes. By supplementing the Deal Score with market benchmarks, DealTrack presents you with a single source of truth to empower you in decision making.
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    VISE

    VISE

    Vise

    Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
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    Vyzer

    Vyzer

    Vyzer

    One platform for all of your investment management needs. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors. Analyzing all your financial documents. Investment accounts integrations. Generate and export reports. Automated transaction tracking. Vyzer integrates the very highest level of security to protect your sensitive information. Vyzer offers investors a secure platform that delivers clarity and visibility across all their holdings in a single holistic dashboard. From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and very soon benchmarking in one powerful solution, making it easy to follow the money.
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    Fundamental Portfolio Manager

    Fundamental Portfolio Manager

    Fundamental Software

    The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market.
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    Global WealthES
    Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device.
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    Nirvana Solutions

    Nirvana Solutions

    Nirvana Solutions

    One Solution To Serve All Your Asset Management Technology Needs. We are a financial technology & service provider that delivers integrated, multi-asset class workflow solutions to Asset Managers, Asset Owners and Service Providers. Our Mission is to Simplify the Investment Process. Our offering seamlessly integrates front, middle, and back-office solutions customized for a wide array of financial firms including Hedge Funds, Asset Managers, Family Offices, Prime Brokers, and Fund Administrators. Clients using Nirvana can consolidate disparate data across multiple counterparties, multiple accounts and multiple asset classes in real-time, from a single easy to use platform. Our solution includes a middle and back-office service where we work with our clients to manage these tasks on their behalf. With customized dashboards and integrated compliance, Asset Managers and Asset Owners can manage complex portfolios from a single view allowing for confident decision making.
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    Charles River IMS

    Charles River IMS

    Charles River

    Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. A strategic commitment to empowering our customers by enhancing the experience with one platform, one view of your portfolios across public and private markets. Investment, wealth and alternative managers, asset owners, and insurers in 30 countries rely on Charles River IMS to manage USD $36 Trillion in assets. Together with State Street’s middle and back-office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance.
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    FINGREEN AI

    FINGREEN AI

    FINGREEN AI

    Financial actors, consultants, and corporates use FINGREEN AI to collect data and deliver ESG reporting. Greenwashing occurs when a company makes misleading environmental claims. At FINGREEN AI we strive to use technology and AI to build precise and transparent impact-measuring tools which empower impactful decision-making. By creating an open source ESG data referential, FINGREEN AI helps you fight against greenwashing by offering an optimized solution to disclose transparent, traceable, and accurate data and then enable you to make informed sustainable investment decisions. We take care of the ESG data collection and report creation for your regulatory requirements. Track ESG performance and compliance across your portfolio. Be more efficient in ESG data collection and reporting to focus on adding your insights. Our platform collects, centralizes, and reports on ESG data for private assets, helping companies meet their sustainability targets and reporting obligations.
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    Nexis Diligence
    Nexis Diligence can help you mitigate business risk by making it easier to vet agents, partners, suppliers, investments, and other third parties in a quick and comprehensive manner. Global content and simple fill-in-the-blank search fields allow you to significantly reduce the time and expense of conducting thorough due diligence all while maintaining an auditable trail as you go. Nexis Diligence creates a new standard in conducting due diligence and helps ensure you don’t miss valuable information not found on the open web. You get access to thousands of sources that provide a 360-degree view of a person or company all in one place. Check out tips, checklists and other best practices based on regulator guidance and the expertise of other risk professionals. Explore the regulatory landscape to understand AML, ABC and Modern Slavery compliance requirements and how to address them effectively.
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    FamilyWealthGuru

    FamilyWealthGuru

    FACT Software Group

    Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations.
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    Syndicately

    Syndicately

    Syndicately

    Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital sectors looking to leverage the power of Special Purpose Vehicles (SPVs) and grow their portfolios. Our platform offers a dynamic, scalable solution for all. Syndicately streamlines the entire investment process, ensuring your next deal is seamless and successful. Experience the ease of top-tier enterprise functionality with Syndicately, and transform the way you invest.
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    Alyne

    Alyne

    Mitratech

    Alyne equips the Board, CRO’S and those stakeholders responsible for raising risks across the enterprise with an end-to-end Risk Management function. Leverage highly scalable Risk Assessments, intuitive Risk Identification and Reporting, qualitative and quantitative Risk Analysis with a built-in Monte Carlo Simulator, and much more. Whether you are at the beginning of your GRC journey, or looking to deploy next-generation governance, risk and compliance capability across your full enterprise environment, Alyne’s cross-industry capabilities are delivered in an all-in-one platform, tailored to your needs.
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    Risk Shell

    Risk Shell

    ABC Quant

    Risk Shell is a SaaS risk management and portfolio construction platform for hedge fund of funds and multi-asset investment portfolios. Some of the tools that are included in Risk Shell are: • Quantitative and qualitative asset screening and manager selection • Risk analytics delivering hundreds of statistics • Macroeconomic Scenario Screening™ • Multi-statistic and traditional Peer Group Analysis • Returns-Based Analysis and Holdings-Based Analysis • Portfolio optimization incl. market-neutral portfolio builder • Portfolio What-if analysis • Portfolio marginal risk contribution • Stochastic simulation and stress testing • Risk budgeting • Performance attribution analysis, style analysis and factor analysis • 50+ interactive charts • Shadow accounting for hedge Fund of Funds • CRM & Document management • Due Diligence tools designed for hedge funds
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    FORDATA Virtual Data Room
    FORDATA Virtual Data Room is No.1 trusted Virtual Data Room provider in Europe. FORDATA is more than just a platform for securely sharing confidential documents.FORDATA provides top-notch security to online due diligence, audits, M&A and all dealmaking processes in various industries. Our expertise and successful execution of more than 1200 projects have garnered recognition and endorsement from investment bankers, investment associates, lawyer. Adjust your plan to the project's needs and pay only for the resources that are actually used! Contact sales today at +48 533 354 054. The #FORDATAteam is here for YOU.
    Starting Price: 159,20€/month
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    MineralSoft
    Easily manage minerals, royalties and non-operated interests at any scale with Enverus MineralSoft. An intuitive, cloud-based minerals management software solution featuring integrated revenue, well data and rig activity. Pinpoint and acquire prime acreage before the competition, identify underpayments and maximize ROI. MineralSoft is the ideal management solution for investment funds, family offices, banks, trusts, foundations, endowments, corporations, E&P companies and government agencies. MineralSoft delivers a complete toolset for managing your mineral and royalty revenue streams, auditing portfolios, mapping your properties and seamlessly bringing accounting, land and A&D workflows together in one solution.
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    Floodlight Invest

    Floodlight Invest

    Floodlight Invest

    Floodlight and ESGAnanalytics.AI have joined forces to provide more than 100 data sets built with ESG and Sustainability in mind. Our data enrichment process ensures all corporate behavior is captured and reported up to the parent company. We present a comprehensive review of corporate performance rooted in qualitative and quantitative insights. Data and analytics platform that provides investors with specialized insights into a company's full behavior. Easily integrate unique data to enhance insights and performance.
    Starting Price: $99 per month
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    Macroaxis

    Macroaxis

    Macroaxis

    Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis.
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    PwC Risk Detect
    You could be more agile, more adept at identifying opportunities and better able to anticipate change. All powerful drivers of competitive advantage and growth. Risk Command is a suite of PwC Products that identify and monitor potential threats, helping you respond and remediate with speed and confidence. Identify potential high-risk third parties and movements before they impact your business. Address regulatory requirements and save your business from potential financial or reputational damage. Incorporate Integrity Due Diligence, providing the ability to request due diligence reports and conduct focused risk-based monitoring. Bring your data and operations to a single view, helping you capitalize on areas of convergence across compliance and fraud programs and aligning operational data with corporate strategies.
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    Strise

    Strise

    Strise

    Run your sales and compliance processes from one platform. At Strise, we create technology that supercharges business-to-business processes with AI. Our platform provides teams and companies with a complete online-suite designed to accelerate growth and reduce risk. Run due diligence, KYC, and AML processes from a single platform. Utilize event-triggered due diligence and perpetual monitoring of companies and generate automated audit reports to save time and increase quality in compliance processes. Automate prospecting and fuel growth with sales data enrichment to focus on revenue-increasing activities. Spend less time researching prospects, but increase hit-rates and conversion for your sales numbers with our account-based opportunity profiling. In Strise, teams can track, tag, assign companies to stay updated and collaborate effortlessly. Connecting teams and processes in a new way that offers a massive productivity gain through seamless process-to-process transferability.
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    PwC Third Party Tracker
    What if you could bring together all aspects of third party risk into one place? Third Party Tracker, a PwC Product, helps companies screen and manage third parties, identify upfront risks from potential partners, conduct due diligence, and monitor through the lifecycle of the relationship. Address regulatory requirements, meet stakeholder expectations and leverage continuous monitoring to help mitigate financial or reputational risk. Identify areas of upfront risk through due diligence prior to entering into new mergers, acquisitions or strategic partnerships. A web-based solution, no software or plug-ins required. Capture and save reviewer responses to provide historical audit trails. Eliminate back and forth with multi-language capabilities. Stop working in silos and enable your teams to see relationships across the enterprise, resulting in long-term cost efficiencies and enhanced risk coverage.
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    CEBS

    CEBS

    Calyx Solutions UK Ltd

    Best Currency Exchange Software you can find in today's world. You focus on business, we manage the accounting & compliance CEBS makes sure you have the right checklist of KYC documents by setting up Simple Due Diligence, Customer Due Diligence and Enhanced Due Diligence as and when required. System alerts the cashier if the same customer is transacting above threshold. Customer name is searched against HMRC, UN, EUand US OFAC SDN sanctions list. Fast and intelligent are characteristics of CEBS. Before finalising the deal currency system tells you how much profit you may earn; system also notifies you what your current stock level is and alerts if you are trying to sell more than your stock value. Receipt and reports are precisely formatted and catered to give you real insights of your trading. And yes the system is Accountant friendly. Security of the system and protecting customer data is our prime motive. We carefully partner with service providers and do not share any data.
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    Admincontrol Data Room
    Artificial Intelligence (AI) has moved from the realms of science fiction into business reality. Paired with virtual data rooms, it will truly digitalize and revolutionize due diligence and deal-making. Admincontrol has partnered up with Luminance, a leading provider of artificial intelligence platform for the legal profession, to provide a solution that is delivering a step change in efficiency and productivity. Our folder wizard is a dynamic and user-friendly tool that lets you build your initial folder structure in the data room, either from one of our templates or from scratch. A transaction process typically involves many discussions and clarifications. Communications between team members and their advisors often take place by email and other insecure channels. The Secure Messaging module provides a safe, encrypted alternative. Due diligence and other processes often require extensive and time-consuming preparation.
    Starting Price: $250 per month
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    Drooms

    Drooms

    Drooms

    With privately owned servers, external security audits, safe data processing practices, vulnerability management and encryption at rest, Drooms offers maximum security and GDPR compliance. With a clean design enabling a great user experience you can enjoy simplified working with no need for user manuals. With artificial intelligence (AI) and machine learning technology built into our virtual data room you can substitute repetitive manual processes with smart workflows. Prepare for your real estate transaction with Drooms' full proof index that provides the ideal folder structure and documents required for due diligence.
    Starting Price: $10.90/month/user