Diligent

Most organizations managing board governance and regulatory compliance run these functions through disconnected processes, where risk registers, board materials, audit findings, and compliance obligations each live in separate systems. Diligent addresses this directly with the Diligent One Platform, a unified GRC environment that connects board management, enterprise risk, compliance monitoring, and internal audit under one architecture. The platform has been in market for nearly 30 years and claims 25,000 customers across 130 countries, with 75% of the Fortune 500 among its clients.

For family offices operating with formal governance structures, advisory boards, or investment committees, the most relevant capabilities are concentrated in the governance and risk layers:

• Diligent Boards automates meeting preparation, agenda building, and board book compilation using AI, with role-based permissions and full audit trails
• The Entities module centralizes subsidiary and legal entity records, which is directly applicable to complex multi-entity family structures
• Diligent ERM benchmarks risk identification against 180,000+ real-world risks sourced from SEC filings and Moody's risk intelligence
• Regulatory Compliance Management combines an AI compliance assistant with a continuously updated regulation library via Regology
• AI-generated board materials, meeting summaries, and key talking points reduce manual preparation time for governance professionals

Diligent is built for organizations with formal governance obligations and compliance infrastructure, not lean family offices managing a handful of entities informally. Pricing is not disclosed publicly and the platform's scale suggests an enterprise cost profile. Family offices without a dedicated governance officer, general counsel, or compliance function may find the breadth of the platform exceeds their immediate requirements. Those with regulatory reporting obligations, multiple operating entities, or advisory boards seeking audit-ready governance processes are the more natural fit.

• Board meeting preparation and management
• Enterprise risk management and risk reporting
• Regulatory compliance monitoring and management
• Internal audit management
• Legal entity and subsidiary record management
• AI-assisted governance and GRC workflows

• AI Board Book Builder for automated meeting pack compilation
• AI-generated meeting summaries and key talking points
• Enterprise Risk Management with Moody's risk intelligence benchmarking
• Regulatory Compliance Management with Regology regulation library
• Entities module for centralized subsidiary records
• Role-based permissions and encrypted document sharing
• Full audit trails for board decisions and materials
• Continuous monitoring for compliance risk
• Diligent Market Intelligence for shareholder activism, executive compensation, and ESG data
• Integrated internal audit management

Built for Single Family Office (SFO), Multi Family Office (MFO), Investment Teams, Finance / Accounting Teams.