DiligenceVault and Lonsec Partner on Digital Due Diligence, Data Centralization and Reporting

DiligenceVault and Lonsec Partner on Digital Due Diligence, Data Centralization and Reporting


Leading Australian investment research and ratings provider selects DiligenceVault’s platform to streamline the collection of fund manager data and reporting processes.

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DiligenceVault has announced a client partnership with Lonsec, a multi-award-winning Australian investment research house providing insights and analysis to financial advisers, fund managers and the superannuation industry.

By centralizing their Product Ratings processes onto DiligenceVault, Lonsec will now be able to utilize a leading-edge technology platform to deliver an even better client experience and further strengthen their fund ratings and analytical services. DiligenceVault’s digital-first platform will enable Lonsec to leverage a central tool where key investment and compliance metrics will be able to be collected, organized and reviewed across the firm. Various subject matter experts across Lonsec will now have a single point of information with which to analyze fund manager responses, conduct product assessments, collate information and validate product rating outcomes. The resulting efficiency and transparency will provide Lonsec and its clients with unparalleled insights into investment products across numerous quantitative and qualitative-based factors.

Lorraine Robinson, Executive Director, Lonsec Research, commented: “With client focus and award-winning research at the heart of what we do, the partnership with DiligenceVault gives our Research teams even better tools to support these outcomes. The new portal will make it even easier for clients to manage and provide product data, and equip our teams with high-tech tools for their analysis and insights.”

“We are so very excited to have a tech-forward and sophisticated firm such as Lonsec on the DiligenceVault platform. With Lonsec leveraging DiligenceVault’s core digital diligence, ratings and review analytics, we are confident Lonsec will be able to significantly scale their research, ratings and analytics capabilities. This also offers an exciting opportunity to be an innovation partner as we continue to deepen our technology offering for the industry,” said Monel Amin, Founder and CEO of DiligenceVault.

About DiligenceVault
DiligenceVault believes in making due diligence possible for all by creating a new data-driven standard for due diligence in the investment management industry. Today, over 45,000 users leverage the platform in digitalizing and streamlining their due diligence framework, moving away from previously manually intensive, error-prone, and expensive diligence processes. DiligenceVault is trusted by leading global asset allocators including Goldman Sachs Asset Management, Frontier, Foresight Analytics, NEPC, Shadmoor Advisors, Universities Superannuation Scheme, UTIMCO and Wells Fargo. Founded in 2014, DiligenceVault is backed by Goldman Sachs and delivers a global support promise with teams in New York, Boston, London, Singapore, and India. For more information about DiligenceVault, please visit: www.diligencevault.com

About Lonsec
Lonsec provides financial advisers, fund managers and superannuation funds with practical, actionable insights that add real value to their investment and advice solutions. Comprising Lonsec Research, SuperRatings and Lonsec Investment Solutions, Lonsec rates over 5,000 investment funds and equities and 500 plus superannuation products and is one of Australia’s fastest-growing Managed Accounts providers.
For more information about Lonsec, please visit: https://www.lonsec.com.au/

For media inquiries
Andre Boreas VP – Head of Marketing, DiligenceVault


Rob Hardy – Executive Director Sales & Marketing, Lonsec