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Average Ratings 0 Ratings

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ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Integrations

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Product Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Certent DisclosureNet Reviews

Certent DisclosureNet

insightsoftware

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DD360

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