What are Financial Statement Analytics?

Castle Hall's Financial Statement analytical factors identify the existence of noteworthy data points within the Financial Statements

Castle Hall's DiligenceHub platform helps clients turn diligence into data, and use analytics on data to drive new diligence actions.

Castle Hall is pleased to introduce DiligenceProfessional Financial Statement Analytics – a series of over 45 noteworthy financial statement analytical factors flagging key data points such as a change in auditor, inclusion of an emphasis of matter paragraph or material increase in Level 3 assets.

    Financial Statement Analytics flags can located through the Fund-level Analytics tab on any Fund Page, or within the downloadable financial statement report pdf.

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    These analytical factors can also be assessed across your entire portfolio using View Analytics or Filter Analytics through the DiligenceHub Analytics page. 


    We hope the DiligenceHub Help Center will provide quick answers to your questions as you as you begin to use the app. Please browse the articles at your convenience - and, of course, feel free to send a support ticket or live chat with our team if you have questions at any time.