Single Report
$15/report
For one-off diligence before a client conversation.
- One generated diligence report
- PDF export
- Source timeline
- Advisor notes
Pricing
Diligence pricing that starts with one report.
Stay flexible while you test the workflow.
Advisor
$150/month
For firms making diligence part of every review.
- Unlimited reports
- Saved history
- Watchlist alerts
- Team comments
- Monthly billing export
Compliance Desk
Contact us
For multi-user review desks and broker-dealer teams.
- Multi-user access
- Shared templates
- White-label exports
- Priority data refresh support
| Feature | Single Report | Advisor | Compliance Desk |
|---|---|---|---|
| Report volume | 1 report | Unlimited | Custom |
| PDF export | Included | Included | White-labeled |
| Saved history | Report file only | Included | Shared workspace |
| Watchlist alerts | - | Included | Included |
| Team collaboration | - | Comments | Roles and templates |
| Support level | Priority email | Dedicated walkthrough |
Where does the data come from?
Diligenca organizes public complaint, filing, and disclosure sources including CFPB complaint records and SEC/IAPD disclosures into one report workflow.
Can I verify the source myself?
Yes. Each report keeps source labels, refresh dates, and links visible so advisors can trace the evidence behind the score.
Is this a replacement for compliance review?
No. Diligenca accelerates diligence preparation and documentation. Final suitability and compliance decisions remain with the advisor or supervising firm.
Can I save reports for recurring client reviews?
Yes. Saved reports stay in history, and watched entities can be re-run when new complaints or disclosures appear.