For Advisory Firms & Consultants

One workspace for every client's investor story.

Switch between client accounts, collaborate on investor communications, and draft from each company's disclosure record - without manually pulling together announcements, filings or background documents every time.

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8 clients · 1 login

Scaling the advice, not the headcount.

Give every consultant instant access to the right client context. Diolog helps advisory teams move faster without anything crossing between accounts.

Protect every client record.

Each client account is fully separate. No model trained on Client A ever sees Client B. Isolated by architecture, not by policy.

Switch clients without starting again.

Move between client accounts in a click. The drafting, compliance and inbox tools work the same way in every one, so context-switching costs you nothing.

Take on more mandates with less manual work.

When the drafting and inbox work compresses, a consultant can carry more accounts without the quality slipping on any of them.

Onboard. Switch. Repeat.

Built for the way firms actually work.

  • Onboard a client in under an hour.

    Upload their announcement history and approved language guide.

  • Give clients visibility without losing control.

    Draft, review and respond grounded in that client's record only. Nothing from any other account is ever in scope.

  • Work together from the same source of truth.

    Client team members review and approve, with the full approval trail recorded automatically.

Client sign-off · in their own account

Sent to Sarah Chen for approval Approved by Sarah Chen
Client context

Each client's context, always intact.

Every client has its own knowledge base, indexed and walled off. Switch accounts and the full context is waiting; nothing from another client is ever in scope.

Partner with Diolog

Become an agency partner.

We'll configure Diolog around your client portfolio, then walk your consultants through the platform so they can start using it immediately.

Onboarding included

Enter your name.

Enter a valid work email address.

Tell us which listed clients you advise, so we can configure the workspace.

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