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What is DiligenceVault?

Asset owners, which include entities such as pension plans, endowments, foundations, insurance companies, and sovereign wealth funds, ought to merge their external manager data needs into a cohesive digital system within the investment office, covering essential elements like manager research, operational due diligence, ESG factors, compliance, audit confirmations, and event-driven inquiries. This unified platform proves advantageous for both new and established managers, facilitating the seamless management of standard due diligence questionnaires (DDQs), investment databases, and investor DDQs. By promoting collaboration among investor relations, RFP, marketing, compliance, and product teams, organizations can greatly minimize errors while improving service quality. Whether acting as an OCIO, investment consultant, wealth management platform, or fund of funds, it is crucial to develop a strong diligence framework that encompasses a wide variety of fund products, enabling the efficient provision of distinctive investment opportunities to clients on a large scale. Furthermore, this strategy not only enhances operational efficiency but also guarantees that all involved parties remain synchronized in their strategic goals, ultimately fostering a more cohesive investment approach. Establishing such a framework may also lead to improved trust and communication between asset owners and their external managers.

What is Certent Disclosure Management?

Certent delivers a software solution aimed at improving the financial reporting processes for organizations of varying sizes. This web-based platform streamlines the entire reporting workflow, enhancing accuracy, compliance with regulations, and overall efficiency with each reporting cycle. By facilitating smooth integration with the Microsoft Office Suite and numerous other data sources, Certent makes data management and organization more straightforward. Users can conveniently access a broad range of disclosure research that covers areas such as legal matters, accounting practices, investor relations, and business development insights. Furthermore, the platform features a comprehensive library of accounting standards, rules, and regulations, which can be explored in full text. Users have the ability to fine-tune their searches across EDGAR, SEDAR, ASX, and HMRC by applying over 50 predefined criteria, including industry sector, exchange, auditing firm, and filing date, along with receiving instant email notifications when new filings are made available. This holistic approach not only conserves valuable time but also equips organizations with the information necessary to remain updated on essential regulatory shifts and filing obligations, ultimately fostering a proactive compliance culture.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Word
PowerPoint

Integrations Supported

Microsoft Excel
Microsoft Word
PowerPoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DiligenceVault

Date Founded

2014

Company Location

United States

Company Website

www.diligencevault.com

Company Facts

Organization Name

insightsoftware

Date Founded

2000

Company Location

United States

Company Website

insightsoftware.com/certent/

Categories and Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Investment Management

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

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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