Report-first workflow
Start from the client-ready diligence packet instead of a broad workstation menu.
Mission
Diligence tools should be built around the report.
Diligenca exists because small advisory teams face enterprise-grade diligence expectations without enterprise-grade time or tooling.
Run a sample report Sample Report
Sample Union Bank
Normalized identity: FDIC 18412 · CFPB company match 94%
RISK SCORE
72
Review advised
Red flag summary
Complaints rose in the last two quarters, with mortgage servicing and payoff timing as repeated categories. No recent SEC enforcement action was found for the matched entity.
2026 Q2 · Complaint volume +18%
2026 Q1 · State registration renewed
2025 Q4 · Disclosure language unchanged
Advisor notes
Client context: compare complaint trend against current lender shortlist before June review meeting.
Visible provenance
Every score keeps the public-source trail close enough for review.
Independent-advisor pricing
Begin with one report, then standardize when diligence becomes routine.
Built by ChimeStream for independent advisors who need defensible reports, not another bulky terminal.
The product is intentionally narrow: search, verify, summarize, export, and retain. That focus keeps the diligence trail clear for client reviews and compliance conversations.