FAQs - Portfolio Pro
Q: What is Diligentsia Portfolio Pro?
Diligentsia Portfolio Pro is a plan designed for advisors and investors. Under this plan, we provide a FREE dashboard and additional monitoring functionality, automated due diligence checklist building and portfolio benchmarking. For more information on this plan, please contact us @ sales@diligentsia.co.uk or via our customer services messenger (bottom left of your screen).
Q: If I have to add a minimum of 5 companies onto the Diligentsia platform, how much does it cost my companies?
It costs your companies from £5 per month, on a minimum 12-month contract, paid annual in advance. Alternatively, you can subscribe on their behalf.
Q: How do I add those companies to the Diligentsia platform?
Adding your clients/investee companies to the Diligentsia platform is quick and easy. For a step by step guide, please see our Article - adding clients/investee companies in Diligentsia Portfolio Pro.
Q: Do I need to get the permission of my client/investee company prior to adding them to your platform?
No, you can create the company on the platform, and then via our automated email system we help you to obtain the appropriate permissions from the company, with any restrictions the company may impose (there are different access permissions ranging from dashboard view only through to full access with ability to add/edit/delete content.
Q: What is the purpose of the Portfolio Pro plan?
It enables advisors and investors to monitor, benchmark, and manage company portfolios.
Q: Is there a free trial for Portfolio Pro?
You can contact sales to inquire about available trials.
Q: Can I cancel my Portfolio Pro subscription?
Cancellations are subject to the 12-month contract terms.
Q: Is there a limit to how many companies I can add?
There is no specific limit.
Q: Can I upgrade my Portfolio Pro plan?
Yes, you can upgrade by contacting support.
Q: Can I export portfolio reports?
Yes, reports can be exported from the dashboard for analysis or sharing with clients.
Q: How secure is the data on Portfolio Pro?
The platform uses industry-standard encryption and security protocols to protect data.
Q: Can I remove a company from my portfolio?
Yes, you can remove companies at any time.
Q: What industries are covered in the benchmarking tools?
The tools cover a wide range of industries, with metrics tailored to each sector.
Troubleshooting
Q: Why can’t I add a company to my portfolio?
A: Ensure you have met the minimum requirements for adding companies. If the issue persists, contact support for assistance.
Q: How do I resolve errors while obtaining permissions from a client company?
A: Double-check the email address provided for the client. Resend the email invitation, and ensure the client checks their spam folder.
Q: Why is my dashboard not showing all the companies I added?
A: Refresh your dashboard and ensure all permissions have been granted by the client companies.
Q: What should I do if a client rejects the invitation to join the platform?
A: Contact the client directly to discuss their concerns, and resend the invitation if needed.
Q: I’m unable to export portfolio reports. What could be the issue?
A: Ensure you have completed the report generation process. If the issue persists, try downloading it again or contact support.
Q: Why is benchmarking data not updating?
A: Benchmarking updates are real-time but depend on data inputs from client companies. Ensure all data is current in their repositories.
Q: Can I recover a removed company from my portfolio?
A: No, once a company is removed, you will need to re-add it as a new entity.
Q: What happens if I exceed the minimum 5 companies on my Portfolio Pro plan?
A: There are no additional charges for adding more companies. However, each company will incur their subscription cost.
Q: How do I monitor activity across multiple companies effectively?
A: Use the centralized Portfolio Pro dashboard to view all client activities and statuses in one place.
Q: Why can’t I access certain benchmarking tools?
A: Benchmarking tools vary by industry and plan level. Ensure your portfolio includes the required data for the desired tools.
Q: What happens to my data if I cancel my Portfolio Pro subscription?
A: Data remains accessible to the client companies but will no longer be available in your dashboard.
Q: Can I add companies without their knowledge or approval?
A: You can create companies on the platform, but permissions are required for further access and interaction.
Q: Why am I unable to generate due diligence checklists for my portfolio?
A: Ensure you have correctly configured the portfolio and input the required data for checklist generation.
Q: Is there a way to track changes in my portfolio over time?
A: Yes, you can track progress through audit logs and benchmarking reports available in the dashboard.
Q: Why are certain metrics missing in benchmarking reports?
A: Missing metrics may indicate incomplete data entries by client companies. Follow up with them to update their information.
Q: Can I assign team members to manage specific companies in the portfolio?
A: Yes, use the permissions settings to assign roles and responsibilities for team members.
Q: What security measures protect sensitive portfolio data?
A: Portfolio Pro uses advanced encryption protocols, multi-factor authentication, and secure cloud storage to protect all data.