Data & Technology Integrations
Creating a seamless diligence experience with integrations.
Public API
API Overview
Connect with DiligenceVault through our public APIs to seamlessly sync entities with your CRM and RMS, and systematically pull data collected on the platform.
RMS Integration
Bipsync
Sync project content from DiligenceVault to Bipsync as Notes. The integration automates data transfers while giving users full control over sync settings for efficient management.
RMS Integration
Factset
The integration of FactSet’s research with DiligenceVault’s digital diligence platform enhances transparency for asset owners and allocators, saving time and enabling deeper analysis of key investment factors and changes.
Browser Extension
Chrome/Edge Browser Plugin
The DiligenceVault integration with Chrome and Edge browser plugins makes it easy for asset managers to manage content and respond quickly to investor requests.
CRM Connectors
Dynamics365
The Microsoft Dynamics365 integration with DiligenceVault allows you to seamlessly bring entity data into the platform, eliminating manual entry and simplifying entity management.
Regulatory Filing
FormADV
The FormADV integration with DiligenceVault lets you view filings, receive email alerts on changes, and access firm and fund profiles, ownership details, flags, and ADV portfolio or service provider analytics.
Efficiency
Microsoft Office (Word, PPT, Excel)
DiligenceVault’s Microsoft Office Add-ins let asset managers access the Q&A bank and document library directly within Word, PowerPoint, and Excel, enabling faster, more accurate responses to investor inquiries.
Connectivity
Outlook Plugin
DiligenceVault’s Outlook Add-in enables asset owners and managers to sync email attachments directly to the DV document library and integrate meetings, workflows, tasks, and project details with their Outlook calendar.
Data Visualization
PowerBI
Power BI embedded dashboards on DiligenceVault give asset owners and managers access to flexible, actionable datasets. By synthesizing data across diligence processes and workflows, users gain the analytical power to lead with data-driven decisions.
CRM Connectors
Salesforce
The Salesforce CRM integration with DiligenceVault lets you seamlessly sync firms and contacts while leveraging DiligenceVault’s powerful DDQ, RFP, and RFI capabilities with a single click.
Data Management
Sharepoint
The SharePoint integration with DiligenceVault allows you to fetch documents from your DiligenceVault library and transfer them to SharePoint directly from your browser in just a few clicks.
Authentication
SSO/SAML
The SSO/SAML integration with DiligenceVault enables simple user authentication and streamlined access management across the platform.