Power Manager Screening, Research and Monitoring

Leverage Form ADV filings data to do more faster

Receive Free Alerts

User Friendly Research Platform

  • Access simple, yet effective advisor profiles, private fund listing, and private fund profiles. Configure 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. Be proactive in managing risks in your portfolio.


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 our ADV Data Module.

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

(From $299/month)
(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

Sign Up for Daily Alerts

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