Diligent Entities reviews: what users say about the entity management module

Diligent Entities, formerly Blueprint OneWorld, has about 10 unique public reviews across G2, Capterra, Software Advice and TrustRadius. None of the public reviews we found identifies a private equity firm, hedge fund, family office or fund administrator as the reviewer's employer; if you manage 50 to 250+ entities, you are reading reviews written by company secretaries, paralegals, IT directors and financial services users at large enterprises.

The scores are favorable, at 4.0 or better on every platform, but Diligent said in a June 2025 release that Entities has "over 100,000 monthly users," so reviewers are a small slice of the people using it.

The pattern inside those reviews tells you more than the averages: users praise centralized records, customization and support, but complain about workflow friction and the training it takes to get value. Diligent's public documentation names Delaware as the only U.S. state it e-files with, so the reviews cannot tell you how the module handles annual reports across many U.S. states.

The ratings are favorable, and the sample is thin

Every platform rates Diligent Entities at 4.0 or better, and no platform shows more than seven reviews; Capterra and Software Advice display the same two reviews, so the four listings add up to far fewer unique reviewers than their combined counts suggest.

Scores by platform

The table below shows ratings as of October 2026.

We found no Entities-specific listing on Gartner Peer Insights, which rates only the broader Diligent One Platform.

Strengths reviewers mention most often

Centralized records across many entities is the most repeated compliment, with four reviewers on G2 and Software Advice describing some version of a single source of truth.

One record for every entity

Mariangela N., an Assistant Company Secretary at an enterprise, wrote on G2 in December 2024 that the module "has the history of all the 120 companies that I look after and it is easy to access and share."

A Financial Services enterprise user wrote on G2 in September 2023: "Whenever we want to find data about a company or answer questions about how we've historically managed our entities, Diligent offers a quick and easy platform to answer those questions."

Customization and responsive support

Steven M., a Company Secretary at a small business, wrote on G2 in August 2024 that "the system is infinitely customisable and offers all the functionality that a corporate secretary could ever need."

Margherita M., a Director of IT at a 10,000+ employee machinery company, wrote on Software Advice in August 2026 that "The customer support is really efficient and responsive" and that the "customer support team has been instrumental in building the extra fields needed for tax tracking."

Support is the highest sub-score on Software Advice, at 4.5.

Org charts, reports and reminders

The Financial Services enterprise reviewer on G2 wrote that "GSV is an amazing tool and addon for creating org charts" and that quick reports "are also extremely useful for stakeholders to access the information on short notice." Steven M. described the reminder-to-filing loop as it works in the UK: the system "reminds us when deadlines are due and automatically makes required filings at UK Companies House once reminders are acted upon and required entries to the system made."

That is the most detailed filing workflow any reviewer describes. A TrustRadius reviewer also says competing products lacked Diligent's integration with the Australian Securities and Investments Commission (ASIC) company portal for lodgements. Neither registry is a U.S. state.

Complaints that recur across platforms

Workflow friction and the learning curve show up on several platforms, and the usability sub-scores on Software Advice (4.0) and TrustRadius (9.2 out of 10) trail each platform's other ratings.

Workflows and training

Reviewers describe the workflow friction in three ways:

• Margherita M. wrote on Software Advice that "The workflows are not very user friendly," adding that until all the changes for a specific legal entity are made, "there is no visibility on what's in progress."

• A TrustRadius reviewer wanted some functions made "more user-friendly" so that senior managers without the time, coding, or other technical skills could use more of the product's functionality.

• Software Advice's Functionality sub-score averages 3.0, the lowest of its four sub-scores.

Even positive reviewers flag training. Steven M. wrote that the product's large suite of customisable functionality "means it does take a little training to get the best out of the product."

Data handling and small missing functions

Two G2 reviewers list specific gaps rather than broad complaints. Polly W. wrote in September 2023 that there is "No option to undo certain actions such as deletion of documents," and the Financial Services user noted, "There are not as much built in assistance with data cleanliness."

If your back office reconciles entity records across portfolio companies, ask to see document recovery and data-validation controls in the demo.

Cost and contract signals

The one reviewer who discusses cost puts the useful floor at about 20 entities, and Diligent's published terms set a 30-day non-renewal notice window.

Cost at small entity counts

A TrustRadius reviewer wrote that they would "probably not recommend the product for companies with only a few entities," calling it "quite expensive" and "geared towards larger, structured organisations, particularly those with international companies." The same reviewer recommends it "for organisations with 20 or more entities."

Contract terms

At least two published versions of Diligent's General Terms and Conditions require non-renewal notice "no later than thirty (30) days prior to the expiration of the Initial Term or any Renewal Term." Diligent's published terms do not say whether they apply to Entities order forms, so ask for the order form language before you sign.

Tracking versus filing for U.S. multi-state portfolios

Diligent documents Entities as a tracking and record system, and the only U.S. state it names for e-filing is Delaware; none of the public reviews we found describes the module filing a U.S. annual report.

What Diligent documents

Diligent documents its tracking and filing coverage in three places:

• A February 2026 Diligent blog post says that when you register a Delaware corporation, "the system automatically generates annual report requirements based on Delaware's rules."

• Diligent's tips blog names the e-filing bodies: Companies House (UK), the Companies Registration Office (Ireland), ASIC (Australia) and the "ICIS XML Filing Service in Delaware, United States."

• Delaware is also the only U.S. state in Diligent's 12-jurisdiction statutory forms list.

The Diligent pages we reviewed do not say the module pays Delaware franchise tax, files foreign registrations in other states, or acts as a registered agent. Registered agent coverage comes through a partnership; Diligent's 2018 newsroom release describes a "unified offering" of Blueprint OneWorld software and CSC Registered Agent services, and CSC still presents the partnership as active.

Turn tracked deadlines into filed reports with Discern

The reviews show a gap between tracking a deadline and completing the filing. Discern provides registered agent service in all 51 jurisdictions, and Discern's automated annual report filing creates pre-filled filings in advance of each due date; foreign registrations run end to end, with the certificate of good standing acquired automatically. At the Secretary of State filing layer, Discern calculates Delaware corporate franchise tax using both available methods to find the lower amount, files it, and also files the annual tax for Delaware LLCs and LPs.

For multi-entity portfolios, customers with 200+ registrations spend 5 to 10 minutes annually on compliance. Discern's payment system supports multiple bank accounts per entity, and an onboarding audit identifies and remediates historical compliance issues so your entities are in good standing from day one.

Book a demo with Discern to see annual report filings run across your entity portfolio.

Frequently asked questions

These answers summarize what the public reviews and Diligent's own documentation show as of October 2026.

Does Diligent Entities file annual reports in U.S. states?

Diligent's documentation names Delaware's ICIS XML Filing Service as its only U.S. e-filing channel, alongside registries in the UK, Ireland and Australia. The pages we reviewed do not describe annual report filing in other U.S. states, and the one U.S. reviewer we found used a separate provider for U.S. filings.

Does Diligent Entities include registered agent service?

The Diligent pages we reviewed do not describe Entities as a registered agent. Registered agent coverage comes through Diligent's partnership with CSC, which a 2018 Diligent release describes as a unified offering of the software and CSC Registered Agent services.

What entity count is Diligent Entities suited to?

The one reviewer who discusses cost recommends it for organisations with 20 or more entities and would not recommend it for companies with only a few, citing price. Most G2 reviewers come from enterprise companies, and both reviewers shared across Software Advice and Capterra work at companies with 10,000+ employees.