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Diligent Governance Intelligence from Diligent Corporation

Comprehensive governance platform specifically designed for pension funds that includes board management, risk monitoring, regulatory compliance tracking, ESG oversight, secure communications, and real-time reporting. Enables administrators to streamline governance workflows, ensure regulatory compliance, and enhance board effectiveness.

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Product analysis by function

Governance Management Platforms for Compliance and Governance

Software that supports board and committee management, policy administration, and governance workflows. These platforms maintain governance documents, manage meeting schedules, and track decision implementation.
More Governance Management Platforms More Compliance and Governance ...

Board & Committee Management
(0 Yes /0 Known /15 Possible features)

Policy & Document Management
(0 Yes /0 Known /15 Possible features)

Governance Workflow Automation
(0 Yes /0 Known /15 Possible features)

Compliance & Regulatory Management
(0 Yes /0 Known /15 Possible features)

Decision & Action Tracking
(0 Yes /0 Known /15 Possible features)

User & Access Management
(0 Yes /0 Known /15 Possible features)

Audit & Evidence Management
(0 Yes /0 Known /15 Possible features)

Reporting & Analytics
(0 Yes /0 Known /15 Possible features)

Integration & Interoperability
(0 Yes /0 Known /15 Possible features)

Security & Data Protection
(0 Yes /0 Known /15 Possible features)

Usability & Support
(0 Yes /0 Known /15 Possible features)

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Meeting Scheduling Ability to coordinate and schedule meetings with automated calendar invitations.		No information available
Digital Agendas Support for creating, distributing, and amending meeting agendas electronically.		No information available
Secure Minutes Capture Tool to record, store, and distribute meeting minutes in a secure, permission-controlled environment.		No information available
Attendance Tracking System for recording and reporting on attendee participation in meetings.		No information available
Voting & Resolutions Digital tools for facilitating, recording, and storing votes and resolutions.		No information available
Conflict of Interest Declarations Automated process for members to declare and manage conflicts of interest.		No information available
Board Pack Distribution Secure delivery of meeting materials and board packs to members.		No information available
Role-Based Access Customizable access controls for different committee and board member roles.		No information available
Integration with Calendar Systems Ability to sync with external calendaring solutions (e.g., Outlook, Google Calendar).		No information available
Automated Reminders & Notifications Automated emails or alerts for pending tasks, upcoming meetings, or policy reviews.		No information available
Task Assignment & Follow-up Assign tasks to board/committee members and automate follow-up reminders.		No information available
Meeting Recording Audio or video recording of meetings with secure access.		No information available
Remote Participation Tools Support for secure video conferencing and virtual meeting participation.		No information available
Document Annotation Board members can annotate and share notes directly on meeting documents.		No information available
Member Directory Centralized directory of all board and committee members, including terms and roles.		No information available

Centralized Document Repository Single, secure storage location for all governance and policy documents.		No information available
Document Version Control Track changes, maintain prior versions, and manage approvals for documents.		No information available
Searchable Document Index Advanced search capabilities across document types and content.		No information available
Document Expiry & Review Dates Automated tracking and notification of policy expiration and scheduled reviews.		No information available
Role-Based Document Access Access controlled via roles and permissions, supporting confidentiality.		No information available
Policy Workflow Automation Automate drafting, approval, and publishing workflows for governance documents.		No information available
E-signature Integration Ability for stakeholders to electronically sign documents securely.		No information available
Document Acknowledgment Tracking Track which members have read and acknowledged receipt of documents.		No information available
External Document Sharing Secure sharing features for documents with external advisors or regulators.		No information available
Document Encryption In-transit and at-rest encryption for all stored documents.		No information available
Activity Audit Trails Record activity, changes, and access events for all documents.		No information available
Template Management Pre-defined templates for common policy and governance documents.		No information available
Multi-format Document Support Support for popular document formats (PDF, Word, XLS, etc.).		No information available
Document Retention Scheduling Automated purging and archiving based on retention policies.		No information available
Contract & Legal Document Management Specialized workflow and security for managing contracts and sensitive legal documents.		No information available

Workflow Builder Intuitive tool to design and visualize governance workflows.		No information available
Approval Routing Automated routing of documents and requests for required approvals.		No information available
Dynamic Assignment Rules-based task assignment to roles or individuals based on process steps.		No information available
Deadline Management Automated deadline tracking and escalation notifications.		No information available
Escalation Paths Configurable escalation for non-completed actions or exceptions.		No information available
Progress Tracking Dashboards Dashboards for viewing workflow and project status in real-time.		No information available
Automated Alerts & Reminders Notifications for tasks, deadlines, and required approvals.		No information available
Audit Trail of Workflow Steps Complete record of each workflow action and participant.		No information available
Conditional Logic Support for complex routing and conditional steps within governance workflows.		No information available
Integration with External Tools Connect governance workflows with external email, calendar, and communication tools.		No information available
Customizable Forms Ability to design forms for governance processes (e.g., requests, declarations).		No information available
Process Analytics Reporting on workflow bottlenecks, efficiency, and compliance.		No information available
Automated Document Generation Auto-generate documents from workflow actions and data entries.		No information available
Signature Workflow Integration Automate collection of required e-signatures as part of workflow steps.		No information available
Workflow Templates Pre-built templates for common governance and compliance processes.		No information available

Regulatory Calendar System to track filing deadlines and regulatory obligations.		No information available
Customizable Compliance Checklists Checklists tailored to specific industry requirements and regulations.		No information available
Automated Compliance Monitoring Continuous monitoring of compliance with built-in alerts for non-compliance.		No information available
Regulatory Reporting Tools for generating and submitting reports to regulators.		No information available
Rule & Policy Mapping Link regulations and policies to related internal processes and controls.		No information available
Regulatory Change Notifications Alerts for relevant changes in laws, standards, or regulations.		No information available
Automated Evidence Collection Automatically gather records necessary for demonstrating compliance.		No information available
Compliance Attestation Tracking Track and report on user attestation to key policies or regulatory requirements.		No information available
Risk Register Integration Connect compliance issues to an organizational risk register.		No information available
Compliance Analytics Analytics to identify compliance trends, gaps, and risks.		No information available
Policy Exception Management Workflow for documenting, approving, and tracking policy exceptions.		No information available
Audit Trail of Compliance Activities Detailed auditing of all compliance-related actions and changes.		No information available
Third-party Compliance Management Extend compliance monitoring and reporting to key vendors and service providers.		No information available
User Certifications and Training Tracking Record staff certifications and required compliance training completions.		No information available
Cross-jurisdictional Compliance Support Manage and track requirements across multiple applicable jurisdictions.		No information available

Decision Register Central log of all formal decisions made by boards and committees.		No information available
Automated Action Item Creation Create and assign action items directly from meeting minutes or resolutions.		No information available
Action Item Status Tracking Monitor the completion and status of governance-related action items.		No information available
Accountability Assignment Assign responsibility and deadlines for follow-up actions.		No information available
Completion Notification Automated notifications when assigned tasks are completed or overdue.		No information available
Evidence Attachment Attach evidence items (documents, links, notes) to decision and action records.		No information available
Overdue Actions Dashboard Overview of outstanding or overdue actions by board, committee, or member.		No information available
Linking Decisions to Policies Map decisions to relevant documents or policies for traceability.		No information available
Recurring Actions Scheduling Schedule and automate recurring governance actions and reminders.		No information available
Dependency Tracking Manage dependencies between multiple action items or decisions.		No information available
Export/Reporting Export lists or reports of decisions and actions for audits or reviews.		No information available
Comment and Discussion Threads Embedded discussion capability for decision and action items.		No information available
Task Re-assignment Ability to reassign actions in case of absence or role changes.		No information available
Escalation for Stalled Actions Automated escalation of uncompleted actions to designated leaders.		No information available
Action Closure Evidence Logging Log remarks or upload proof of action closure before marking tasks complete.		No information available

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Financial Technology Year

Diligent Governance Intelligence from Diligent Corporation

Product analysis by function

Governance Management Platforms for Compliance and Governance

Board & Committee Management
(0 Yes /0 Known /15 Possible features)

Policy & Document Management
(0 Yes /0 Known /15 Possible features)

Governance Workflow Automation
(0 Yes /0 Known /15 Possible features)

Compliance & Regulatory Management
(0 Yes /0 Known /15 Possible features)

Decision & Action Tracking
(0 Yes /0 Known /15 Possible features)

User & Access Management
(0 Yes /0 Known /15 Possible features)

Audit & Evidence Management
(0 Yes /0 Known /15 Possible features)

Reporting & Analytics
(0 Yes /0 Known /15 Possible features)

Integration & Interoperability
(0 Yes /0 Known /15 Possible features)

Security & Data Protection
(0 Yes /0 Known /15 Possible features)

Usability & Support
(0 Yes /0 Known /15 Possible features)

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Single Sign-On (SSO) Support Integration with SSO providers for streamlined, secure login.		No information available
Multi-Factor Authentication (MFA) Support for MFA to enhance security of user accounts.		No information available
User Provisioning and De-provisioning Automated onboarding and offboarding of users based on roles.		No information available
Role-Based Access Controls Granular permissions management based on organizational and governance roles.		No information available
Delegated User Administration Allow designated personnel to manage users in subgroups or committees.		No information available
User Activity Monitoring Audit and log user activity within the platform.		No information available
Group and Committee Memberships Easily manage group affiliations and role memberships.		No information available
Guest/External User Access Secure, time-limited platform access for external advisors, auditors, or consultants.		No information available
Custom Password Policies Enforce organizational password complexity and rotation requirements.		No information available
Account Lockout Policies Security measures for failed login attempts and account lockouts.		No information available
Bulk User Management Support for bulk upload or changes to user permissions and accounts.		No information available
Access Request and Approval Workflow Automate and document the approval process for user access changes.		No information available
Session Timeout Configuration Adjustable limits for user session activity and automatic logoff.		No information available
User Directory Synchronization Integration with enterprise directory systems (e.g., Active Directory, LDAP).		No information available
User Access Review Reporting Generate reports for periodic access reviews and audits.		No information available

Audit Trail Logging Comprehensive logs of all actions, changes, and access events throughout the platform.		No information available
Evidence Repository Central, secure storage for audit evidence (documents, communications, files, etc.).		No information available
Audit Query Support Rapid response to audit requests with filtered document and record search.		No information available
Audit-ready Reports Pre-built report templates for common audit requirements.		No information available
Data Export Capabilities Ability to securely export audit logs and supporting documentation.		No information available
Tamper-evident Logging Ensure audit logs cannot be altered without detection.		No information available
Point-in-Time Snapshots Store system state/archive at specific dates for evidence and historical reference.		No information available
Exception Documentation Document reasons for and approval of exceptions to standard processes.		No information available
Link Evidence to Decisions Direct association of evidence files with meeting items, decisions, policies, or actions.		No information available
Access-controlled Evidence Sharing Secure, permission-based access for internal or external auditors.		No information available
Retention Management Automated application of retention policies to audit evidence and logs.		No information available
Evidence Version Control Track changes or additions to audit evidence over time.		No information available
Audit Issue Tracking Track and manage audit findings, recommendations, and remedial actions.		No information available
Cross-linking to Policies Link audit evidence and findings directly to governing policy documents.		No information available
Audit Engagement History Log of all past audit events, responses, and outcomes for reference.		No information available

Custom Report Builder Design, save, and schedule custom reports from governance and compliance data.		No information available
Dashboards Configurable, real-time dashboards for monitoring key governance metrics.		No information available
Automated Scheduled Reports Auto-generate and distribute reports on a regular schedule.		No information available
Export to Multiple Formats Download reports in PDF, Excel, CSV, or other useful formats.		No information available
Data Visualization Charts, graphs, and visual aids for performance and compliance trends.		No information available
Report Access Controls Restrict access to sensitive reports based on user roles and permissions.		No information available
Drill-through Analytics Navigate from summary dashboards to detailed report data.		No information available
Filter and Search Capabilities Advanced filter and search on report data.		No information available
Automated KPI Monitoring Continuous monitoring of key performance indicators with alerts for threshold breaches.		No information available
Audit and Compliance Reporting Pre-built templates for regulatory, audit, or compliance reporting.		No information available
Historical Data Analysis Compare current and past governance/compliance performance data.		No information available
Integration with BI Tools Connect platform data to external business intelligence tools.		No information available
Scheduled Distribution Lists Auto-email scheduled reports to distribution groups or individuals.		No information available
Interactive Data Exploration Users can interact with report visualizations in the browser.		No information available
Maturity & Benchmarking Reports Compare governance maturity or compliance benchmarks against peers.		No information available

API Availability Availability of well-documented APIs for exchanging data with other systems.		No information available
Single Sign-On Integration Seamless login integration with enterprise authentication solutions.		No information available
Data Import/Export Bulk import/export of data to/from external platforms and legacy systems.		No information available
Integration with Cloud Storage Connect platform to cloud storage services (e.g., SharePoint, Dropbox, Google Drive).		No information available
Email System Integration Bi-directional communication with corporate email systems.		No information available
Calendar Integration Sync platform events with individual or shared calendars in real time.		No information available
Directory Service Integration Synchronize user accounts and groups with enterprise identity systems.		No information available
Workflow & Automation Tool Integration Integrate with external workflow automation (e.g., Zapier, Power Automate).		No information available
Regulatory Filing System Connectivity Automate data submissions to regulatory portals.		No information available
Mobile App Synchronization Real-time sync and notifications between desktop and mobile applications.		No information available
Data Export Frequency The maximum number of data exports possible per day.		No information available
Supported Integration Endpoints Number of external systems/platforms that can be connected simultaneously.		No information available
Webhook Support Real-time external event notification via webhooks.		No information available
Custom Integration Toolkit Resources for custom integration development (SDKs, sandboxes).		No information available
Audit Logging of Data Transfers Audit trail for all data exchanged with external systems.		No information available

Data Encryption In Transit Encryption standards applied to data during transmission.		No information available
Data Encryption At Rest Encryption of all stored data in databases and backups.		No information available
Granular Access Permissions Fine-grained access control for sensitive content.		No information available
Data Residency Options Choice of data storage location to comply with national regulations.		No information available
Penetration Testing Regular independent security testing and vulnerability scanning.		No information available
Compliance Certifications Certifications such as ISO 27001, SOC 2, or similar.		No information available
Secure Mobile Access Data protection for mobile users and devices.		No information available
Disaster Recovery & Backups Automated backup and recovery policies for all data.		No information available
Incident Response Procedures Documented and tested plan for managing security incidents.		No information available
Real-time Threat Monitoring Continuous monitoring and alerting for security events.		No information available
Customer Security Portal A portal for customers to review security operations and documents.		No information available
Privacy by Design Features Design/inclusion of controls to comply with privacy regulations (GDPR, CCPA, etc).		No information available
Secure File Transfer Methods for securely transferring files to and from the platform.		No information available
Time to Restore from Backup Maximum platform recovery time from backup in case of disruption.		No information available
Physical Security Controls Safeguards for physical data centers (access control, environmental monitoring, etc).		No information available

Intuitive User Interface User-optimized design supporting quick learning and efficient task completion.		No information available
Role-based Dashboards Different dashboards tailored to user roles (trustees, managers, admins, etc).		No information available
Responsive Design Platform adapts to any device (desktop, tablet, mobile).		No information available
Accessible Design (ADA, WCAG) Accessibility and compatibility for users with disabilities.		No information available
Customizable Workflows Users can tailor governance workflows to their organizational needs.		No information available
In-app Help and Tutorials Built-in user guides, tooltips, and access to help resources.		No information available
Live Chat Support Real-time assistance from support staff.		No information available
Email and Ticketing Support Support available via email or online ticket submission.		No information available
Phone Support Hours The number of hours per day phone support is available.		No information available
Dedicated Account Manager Access to a named support/contact person for enterprise accounts.		No information available
Onboarding & Training Services Structured programs for training new users and facilitating rollout.		No information available
Self-service Knowledge Base Users can search and find solutions to common issues.		No information available
Multi-lingual Support Ability to use the platform in multiple languages.		No information available
User Communities or Forums Access to peer support through online communities.		No information available
User Feedback Mechanism In-platform tools for submitting ideas and improvement suggestions.		No information available

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Financial Technology Year

Diligent Governance Intelligence from Diligent Corporation

Product analysis by function

Governance Management Platforms for Compliance and Governance

Board & Committee Management (0 Yes /0 Known /15 Possible features)

Policy & Document Management (0 Yes /0 Known /15 Possible features)

Governance Workflow Automation (0 Yes /0 Known /15 Possible features)

Compliance & Regulatory Management (0 Yes /0 Known /15 Possible features)

Decision & Action Tracking (0 Yes /0 Known /15 Possible features)

User & Access Management (0 Yes /0 Known /15 Possible features)

Audit & Evidence Management (0 Yes /0 Known /15 Possible features)

Reporting & Analytics (0 Yes /0 Known /15 Possible features)

Integration & Interoperability (0 Yes /0 Known /15 Possible features)

Security & Data Protection (0 Yes /0 Known /15 Possible features)

Usability & Support (0 Yes /0 Known /15 Possible features)

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Board & Committee Management
(0 Yes /0 Known /15 Possible features)

Policy & Document Management
(0 Yes /0 Known /15 Possible features)

Governance Workflow Automation
(0 Yes /0 Known /15 Possible features)

Compliance & Regulatory Management
(0 Yes /0 Known /15 Possible features)

Decision & Action Tracking
(0 Yes /0 Known /15 Possible features)

User & Access Management
(0 Yes /0 Known /15 Possible features)

Audit & Evidence Management
(0 Yes /0 Known /15 Possible features)

Reporting & Analytics
(0 Yes /0 Known /15 Possible features)

Integration & Interoperability
(0 Yes /0 Known /15 Possible features)

Security & Data Protection
(0 Yes /0 Known /15 Possible features)

Usability & Support
(0 Yes /0 Known /15 Possible features)