DiligenceVault Training Resources

Your one-stop shop for all training resources for Lonsec Research clients using DiligenceVault.

If you have any specific questions, please contact researchsupport@lonsec.com.au or call us on +61 3 9956 3840.

User Guides & FAQ

Adding New Users

Inviting new users to your account.

Questionnaire Completion

Information on all Lonsec Research surveys and how to complete a questionnaire.

Portfolio Holdings

Steps to successfully provide portfolio holdings to Lonsec Research.

Firm Level Questionnaire

Information on the Firm Level questionnaire. Itemised list of which questions are used for assessment vs final research report.

FAQ

Frequently Asked Questions

Webinars

Session Recording:
DiligenceVault Client
Q&A

Session Recording:
ESG Data Collection in DiligenceVault

Session Recording:
DiligenceVault Administrator Training

Session Recording:
DiligenceVault User
Training