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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
(14 Yes /14 Known /15 Possible features)

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

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

Compliance & Regulatory Management
(9 Yes /9 Known /15 Possible features)

Decision & Action Tracking
(3 Yes /3 Known /15 Possible features)

User & Access Management
(4 Yes /4 Known /15 Possible features)

Audit & Evidence Management
(3 Yes /3 Known /15 Possible features)

Reporting & Analytics
(6 Yes /6 Known /15 Possible features)

Integration & Interoperability
(4 Yes /4 Known /15 Possible features)

Security & Data Protection
(4 Yes /4 Known /15 Possible features)

Usability & Support
(8 Yes /8 Known /15 Possible features)

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Meeting Scheduling Ability to coordinate and schedule meetings with automated calendar invitations.		Diligent lists meeting scheduling and calendar invites as a core capability for board management.
Digital Agendas Support for creating, distributing, and amending meeting agendas electronically.		Electronic agenda creation and distribution is highlighted as part of meeting management.
Secure Minutes Capture Tool to record, store, and distribute meeting minutes in a secure, permission-controlled environment.		Diligent offers secure minute-taking and controlled access to meeting notes as described in their board management solution.
Attendance Tracking System for recording and reporting on attendee participation in meetings.		Attendance tracking for meetings is cited in product documentation for compliance and board effectiveness.
Voting & Resolutions Digital tools for facilitating, recording, and storing votes and resolutions.		Diligent Board Management supports voting and resolutions, as referenced on the vendor website.
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.		Feature for distributing board packs securely is core to Diligent’s board portal.
Role-Based Access Customizable access controls for different committee and board member roles.		Role-based access is a standard part of Diligent's permissions and governance controls.
Integration with Calendar Systems Ability to sync with external calendaring solutions (e.g., Outlook, Google Calendar).		Product includes calendar integration with major providers (Outlook, Google Calendar, etc).
Automated Reminders & Notifications Automated emails or alerts for pending tasks, upcoming meetings, or policy reviews.		Automated reminders and notifications are provided as part of task and meeting management.
Task Assignment & Follow-up Assign tasks to board/committee members and automate follow-up reminders.		Enables task assignment, deadlines, and auto follow-up to board/committee members.
Meeting Recording Audio or video recording of meetings with secure access.		Meeting recording (audio/video) is supported in the Diligent Boards product.
Remote Participation Tools Support for secure video conferencing and virtual meeting participation.		Remote participation tools include secure video conferencing and web portal access.
Document Annotation Board members can annotate and share notes directly on meeting documents.		Document annotation and shared notes are called out as improvements for real-time collaboration.
Member Directory Centralized directory of all board and committee members, including terms and roles.		Centralized directory of members, roles, and terms is a described offering for the platform.

Centralized Document Repository Single, secure storage location for all governance and policy documents.		A centralized document repository—a Diligent core function—is confirmed on their solution site.
Document Version Control Track changes, maintain prior versions, and manage approvals for documents.		Version control features are included for governance and policy documents.
Searchable Document Index Advanced search capabilities across document types and content.		Advanced search and searchable document index provided as part of the repository.
Document Expiry & Review Dates Automated tracking and notification of policy expiration and scheduled reviews.		Document expiry, automated review scheduling and notifications are supported for policies.
Role-Based Document Access Access controlled via roles and permissions, supporting confidentiality.		Role-based access to documents is a core permission system in Diligent’s suite.
Policy Workflow Automation Automate drafting, approval, and publishing workflows for governance documents.		Workflow automation for policy lifecycle is highlighted in feature lists.
E-signature Integration Ability for stakeholders to electronically sign documents securely.		E-signature integrations with DocuSign and others for compliance and contract workflows.
Document Acknowledgment Tracking Track which members have read and acknowledged receipt of documents.		Document acknowledgment tracking is offered for compliance and policy management.
External Document Sharing Secure sharing features for documents with external advisors or regulators.		Secure sharing features for external advisors and regulators are included.
Document Encryption In-transit and at-rest encryption for all stored documents.		Encryption of all documents both in transit and at rest as stated in security documentation.
Activity Audit Trails Record activity, changes, and access events for all documents.		Activity audit trails are cited as a key feature for compliance in Diligent platform.
Template Management Pre-defined templates for common policy and governance documents.		Template management for policy and governance documents is available in the platform.
Multi-format Document Support Support for popular document formats (PDF, Word, XLS, etc.).		Multi-format document upload and review (PDF, Word, XLS, etc) is supported.
Document Retention Scheduling Automated purging and archiving based on retention policies.		Automated document retention scheduling is included as a compliance option.
Contract & Legal Document Management Specialized workflow and security for managing contracts and sensitive legal documents.		Contract management is specifically called out as part of board and legal document governance.

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.		Diligent’s regulatory calendar and compliance deadlines are highlighted for pension/financial services.
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.		Continuous compliance monitoring with alerts is included for regulatory management.
Regulatory Reporting Tools for generating and submitting reports to regulators.		Regulatory reporting capabilities are mentioned, including regulator-ready export and submission.
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.		Diligent partners with market providers to give regulatory change notifications for relevant jurisdictions.
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.		Risk register and compliance integration is a feature listed for Governance Cloud.
Compliance Analytics Analytics to identify compliance trends, gaps, and risks.		Diligent provides analytics for compliance gaps, risks, and trend visibility.
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.		Detailed audit trails of compliance activities are promoted by Diligent.
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.		User certifications and tracking for required training is noted in compliance management modules.
Cross-jurisdictional Compliance Support Manage and track requirements across multiple applicable jurisdictions.		Diligent's cross-jurisdictional compliance support described for multinational pension funds.

Decision Register Central log of all formal decisions made by boards and committees.		Decision registers are part of formal board record-keeping and audit trail documentation.
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.		Status tracking of action items linked to meeting decisions is available in the platform.
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.		Export and reporting are described for all major governance logs and registers.
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
(14 Yes /14 Known /15 Possible features)

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

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

Compliance & Regulatory Management
(9 Yes /9 Known /15 Possible features)

Decision & Action Tracking
(3 Yes /3 Known /15 Possible features)

User & Access Management
(4 Yes /4 Known /15 Possible features)

Audit & Evidence Management
(3 Yes /3 Known /15 Possible features)

Reporting & Analytics
(6 Yes /6 Known /15 Possible features)

Integration & Interoperability
(4 Yes /4 Known /15 Possible features)

Security & Data Protection
(4 Yes /4 Known /15 Possible features)

Usability & Support
(8 Yes /8 Known /15 Possible features)

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Single Sign-On (SSO) Support Integration with SSO providers for streamlined, secure login.		Diligent supports SSO integration for secure and efficient access.
Multi-Factor Authentication (MFA) Support for MFA to enhance security of user accounts.		Multi-Factor Authentication (MFA) is available as a standard security setting.
User Provisioning and De-provisioning Automated onboarding and offboarding of users based on roles.		User provisioning, de-provisioning and role-based onboarding are documented in admin tools.
Role-Based Access Controls Granular permissions management based on organizational and governance roles.		Granular, role-based access and permission controls available for all users and assets.
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.		Comprehensive audit logging is enabled for all governance and user actions.
Evidence Repository Central, secure storage for audit evidence (documents, communications, files, etc.).		A secure evidence repository for audit and compliance evidence forms part of the Diligent platform.
Audit Query Support Rapid response to audit requests with filtered document and record search.		Audit query and quick document search are available for supporting audit requests.
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.		Custom report builder is available within the reporting and analytics suite.
Dashboards Configurable, real-time dashboards for monitoring key governance metrics.		Dashboards for governance insight are a flagship feature of Diligent Governance Intelligence.
Automated Scheduled Reports Auto-generate and distribute reports on a regular schedule.		Automated scheduled report creation and email delivery included.
Export to Multiple Formats Download reports in PDF, Excel, CSV, or other useful formats.		Download/export of reports to multiple common formats is supported.
Data Visualization Charts, graphs, and visual aids for performance and compliance trends.		Robust data visualization on dashboards and report pages offered to users.
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.		Integration with external BI tools is part of data interoperability offerings.
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.		API availability and documentation are referenced under integration features.
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.		Diligent supports bulk data import/export with legacy and external systems.
Integration with Cloud Storage Connect platform to cloud storage services (e.g., SharePoint, Dropbox, Google Drive).		Integration with cloud storage providers is supported—SharePoint, Dropbox, Google Drive.
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.		Real-time synchronization between desktop and mobile (iOS, Android) apps confirmed.
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.		All transmitted data is encrypted in transit with modern standards.
Data Encryption At Rest Encryption of all stored data in databases and backups.		All stored data is encrypted at rest as part of cloud security protocols.
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.		Compliance certifications such as ISO 27001 and/or SOC 2 are highlighted in security documentation.
Secure Mobile Access Data protection for mobile users and devices.		No information available
Disaster Recovery & Backups Automated backup and recovery policies for all data.		Disaster recovery and automated backups, with policy management, is cited as a platform guarantee.
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.		Diligent promotes an intuitive user interface to drive board and admin adoption.
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).		Responsive web and native mobile app support is confirmed on Diligent’s product page.
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.		In-app help, tutorials and knowledge center are available to end users.
Live Chat Support Real-time assistance from support staff.		Live chat with support is referenced as part of customer support services.
Email and Ticketing Support Support available via email or online ticket submission.		Email and ticketing support are standard support channels for Diligent customers.
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.		Dedicated account manager offered for enterprise and regulated industries.
Onboarding & Training Services Structured programs for training new users and facilitating rollout.		Structured onboarding and user training documented as part of new client services.
Self-service Knowledge Base Users can search and find solutions to common issues.		Comprehensive self-service knowledge base is available to all users through the portal.
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 (14 Yes /14 Known /15 Possible features)

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

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

Compliance & Regulatory Management (9 Yes /9 Known /15 Possible features)

Decision & Action Tracking (3 Yes /3 Known /15 Possible features)

User & Access Management (4 Yes /4 Known /15 Possible features)

Audit & Evidence Management (3 Yes /3 Known /15 Possible features)

Reporting & Analytics (6 Yes /6 Known /15 Possible features)

Integration & Interoperability (4 Yes /4 Known /15 Possible features)

Security & Data Protection (4 Yes /4 Known /15 Possible features)

Usability & Support (8 Yes /8 Known /15 Possible features)

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Board & Committee Management
(14 Yes /14 Known /15 Possible features)

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

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

Compliance & Regulatory Management
(9 Yes /9 Known /15 Possible features)

Decision & Action Tracking
(3 Yes /3 Known /15 Possible features)

User & Access Management
(4 Yes /4 Known /15 Possible features)

Audit & Evidence Management
(3 Yes /3 Known /15 Possible features)

Reporting & Analytics
(6 Yes /6 Known /15 Possible features)

Integration & Interoperability
(4 Yes /4 Known /15 Possible features)

Security & Data Protection
(4 Yes /4 Known /15 Possible features)

Usability & Support
(8 Yes /8 Known /15 Possible features)