Power Manager Screening, Research and Monitoring

Leverage Form ADV filings data to do more faster


Receive Free Alerts

Evaluate research ROI with PRICING levels below.

User Friendly Research Platform

  • Access simple, yet effective advisor profiles, private fund listing, and private fund profiles. Configurate materiality threshold for filing changes. Track historical changes between any two dates.

Timely Email Alerts

  • Free daily / weekly / monthly email alert with FormADV filing changes of your portfolio delivered to your inbox.

Comprehensive Data Exports

  • A customized excel file attachment on key changes along with email alert by upgrading to our analytics subscription.

Powerful Analytics

  • Leverage ADV filings for manager sourcing and benchmarking. Build dashboards, research service providers, identify key risk areas.

Annual Subscription Pricing for the ADV Data Module

To upgrade or sign up for CORE and ANALYTICS plans, please emailsubscriptions@diligencevault.com

THINGS YOU CAN DO FREE CORE
(From $299/month)
ANALYTICS
(From $599/month)
User accounts per firm 5 Unlimited Unlimited
Receive timely email alerts of filings
Receive Excel of filing changes in email alerts
Set materiality thresholds for changes
Maintain portfolio by firm
Maintain portfolio by analyst
Access snapshot summary of investment firms
Access snapshot summary of private funds
Access snapshot summary of service providers
Review snapshot of potential risk flags
Maintain filing review notes
Trigger workflows to support collaboration on filing reviews
Download standard data of tracked portfolio
Download aggregate data of tracked portfolio
Download MIS report of filing reviews

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