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What is Ideagen Disclose?

Ideagen Disclose helps finance and audit teams keep every disclosure obligation covered without the spreadsheet chaos and manual checking. - Pre-built checklists for UK, international, US and Australian standards, plus ESG frameworks - Expert rules that tailor each checklist to your entity type - AI-generated responses and gap highlighting, with human review and approval of every output - Flagged questions and highlighted problem answers, so reviewers focus on the work that needs them - Reusable checklists across entities and simultaneous collaboration - Requirement libraries kept current by Ideagen as standards change - Financial and ESG disclosures in one workflow Built for accounting and audit firms, corporate finance teams, ESG and compliance consultancies and professional services networks. Disclose is part of the Ideagen compliance platform.

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.

Media

Media

Integrations Supported

EvalExpert

Integrations Supported

API Availability

API Availability

Pricing Information

$240 per year
Free Version

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Ideagen

Date Founded

1993

Company Location

United Kingdom

Company Website

www.ideagen.com/solutions/compliance/disclosure-management

Company Facts

Organization Name

DiligenceVault

Date Founded

2014

Company Location

United States

Company Website

www.diligencevault.com

Categories and Features

Accounting

Bank Reconciliation
CPA Firms
Nonprofits
Purchase Orders

Disclosure Management

Not specified

Categories and Features

Disclosure Management

Not specified

Due Diligence

Not specified

ESG

Not specified

Investment Management

Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation

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