Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Certent provides a software solution designed to enhance the financial reporting procedures for businesses of all sizes. This online platform automates the entire reporting workflow, ensuring increased accuracy, adherence to regulatory requirements, and improved efficiency with every reporting cycle. By enabling seamless integration with the Microsoft Office Suite and various other data sources, Certent simplifies data management and organization. Users gain easy access to disclosure research spanning legal, accounting, investor relations, and business development. In addition, the platform offers an extensive library of accounting standards, rules, and regulations that can be searched in full text. Users can refine their searches across EDGAR, SEDAR, ASX, and HMRC using over 50 predefined criteria, such as industry sector, exchange, auditing firm, and filing date, and benefit from instant email alerts upon the publication of new filings. This comprehensive approach not only saves time but also empowers organizations to stay informed about critical regulatory changes and filing requirements.
Description
Asset owners, including those in pension plans, endowments, foundations, insurance companies, and sovereign wealth funds, should consolidate their external manager data requirements into a unified digital platform within the investment office, encompassing areas such as manager research, operational due diligence, ESG considerations, compliance, audit confirmations, and event-driven inquiries. This centralized platform is beneficial for both emerging managers and well-established funds, allowing for the management of standard due diligence questionnaires (DDQs), investment databases, and investor DDQs seamlessly. By fostering collaboration among investor relations, RFP, marketing, compliance, and product teams, organizations can significantly reduce errors and enhance service quality. Whether serving as an OCIO, investment consultant, wealth platform, or fund of funds, it's essential to construct a robust diligence framework that spans a diverse portfolio of fund products, enabling the effective delivery of unique investment options to clients on a large scale. Additionally, this approach not only streamlines operations but also ensures that all stakeholders are aligned in their strategic objectives.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
Microsoft Word
Yes
Integrations
Microsoft Excel
No
Microsoft PowerPoint
No
Microsoft Word
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
insightsoftware
Founded
2000
Country
United States
Website
insightsoftware.com/certent/
Vendor Details
Company Name
DiligenceVault
Founded
2014
Country
United States
Website
www.diligencevault.com
Product Features
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
No
Controls Testing
Yes
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
Yes
Workflow / Process Automation
No
Product Features
ESG
Activity Dashboard
No
Analytics/Reporting
No
Audit Management
No
Benchmarking
No
Compliance Management
No
Data Visualization
No
Document Management
No
Performance Metrics
No
Risk Assessment
No
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No