S&P Capital IQ Pro from S&P Capital IQ

Extensive database of public and private companies, M&A transactions, with screening tools, comparables analysis, relationship mapping, league tables, and industry analytics. Includes financial modeling tools, Excel integration, and mobile access.

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M&A Advisory Tools for Investment Banking

Solutions that support the mergers and acquisitions process from target identification to deal completion.
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Deal Sourcing
(8 Yes /8 Known /10 Possible features)

Valuation Tools
(9 Yes /9 Known /10 Possible features)

Due Diligence Management
(5 Yes /6 Known /10 Possible features)

Collaboration and Workflow
(8 Yes /8 Known /10 Possible features)

Integration & Interoperability
(8 Yes /8 Known /10 Possible features)

Security & Compliance
(7 Yes /7 Known /10 Possible features)

Analytics & Reporting
(9 Yes /9 Known /10 Possible features)

User Interface & Usability
(8 Yes /8 Known /10 Possible features)

Client Engagement Tools
(6 Yes /6 Known /10 Possible features)

Implementation & Support
(7 Yes /7 Known /10 Possible features)

Scalability & Performance
(3 Yes /3 Known /10 Possible features)

Investment Research Systems for Investment Banking

Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Data Coverage
(9 Yes /9 Known /12 Possible features)

Analytical Tools
(11 Yes /11 Known /11 Possible features)

Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)

Integration Capabilities
(8 Yes /8 Known /8 Possible features)

User Experience & Customization
(7 Yes /7 Known /8 Possible features)

Performance & Scalability
(2 Yes /2 Known /6 Possible features)

Security & Compliance
(8 Yes /8 Known /8 Possible features)

Customer Support & Training
(5 Yes /5 Known /6 Possible features)

Cost & Licensing
(5 Yes /5 Known /5 Possible features)

Innovation & AI
(6 Yes /6 Known /6 Possible features)

Audit & Reporting
(5 Yes /5 Known /5 Possible features)

Investment Banking CRM for Investment Banking

Specialized CRM systems designed for investment banking relationship management and deal tracking.
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User Management and Access Control
(6 Yes /6 Known /11 Possible features)

Client and Contact Management
(12 Yes /12 Known /12 Possible features)

Deal and Pipeline Management
(9 Yes /9 Known /11 Possible features)

Task and Activity Management
(7 Yes /7 Known /10 Possible features)

Integration Capabilities
(9 Yes /9 Known /10 Possible features)

Compliance, Security and Audit Logging
(9 Yes /9 Known /10 Possible features)

Reporting and Business Intelligence
(9 Yes /9 Known /10 Possible features)

Mobile Access and Usability
(7 Yes /7 Known /9 Possible features)

Customization and Extensibility
(7 Yes /7 Known /10 Possible features)

Collaboration Tools
(8 Yes /8 Known /9 Possible features)

Data Quality and Data Enrichment
(9 Yes /9 Known /10 Possible features)

Market Data Terminals for Investment Research & Analysis

Professional financial information platforms that provide real-time market data, news, analytics, and research tools for investment professionals. Examples include Bloomberg Terminal, Refinitiv Eikon, and FactSet.
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Quantitative Analysis Tools for Investment Research & Analysis

Software for statistical analysis, econometric modeling, and quantitative research to identify patterns, correlations, and potential investment opportunities based on historical data and mathematical models.
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Specialized Research Hardware for Investment Research & Analysis

High-performance computing systems and data storage solutions to support intensive data analysis, backtesting, and modeling activities required for sophisticated investment research.
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Data Visualization Tools for Data Management

Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
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Economic Research Platforms for Investment Strategy & Asset Allocation

Comprehensive databases and analytical tools focused on macroeconomic indicators, central bank policies, and global economic trends to inform top-down investment strategy and asset allocation decisions.
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Factor Analysis Platforms for Investment Strategy & Asset Allocation

Software that analyzes and decomposes investment returns into systematic factor exposures (such as value, momentum, quality) to understand portfolio characteristics and develop factor-based strategies.
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Target Database Integration Ability to integrate and access comprehensive databases of potential M&A targets.		S&P Capital IQ Pro provides access to comprehensive databases of potential M&A targets, both public and private.
Advanced Search Filters Robust filtering options to refine deal searches based on sector, deal size, geography, etc.		No information available
Automated Lead Scoring System automatically scores potential deals based on user-defined criteria.		The platform offers automated lead scoring, as part of its advanced screening and ranking functionality.
Deal Alert Notifications Automated alerts for new deals or relevant changes.		Deal alert notifications are available; users can set up customized alerts for activity and new deal matches.
CRM Integration Integration with customer relationship management tools for pipeline tracking.		CRM integration is supported via APIs and tools like Salesforce (as indicated by S&P documentation).
Company Profiling Automated generation of comprehensive company profiles.		Automated company profiling is a core feature—profiles are automatically built from database information.
Data Refresh Frequency How often the deal or target data is automatically updated within the platform.		No information available
External Data Source Links Direct connections to external financial and market data sources.		Direct links to external financial and market data sources like FactSet, Reuters, and more.
Collaborative Deal Sharing Ability to share deal insights internally and externally with partners.		Collaborative deal sharing is possible using relationship mapping, reports, and shared lists within teams.
Pipeline Visualization Graphical representation of the deal pipeline and stages.		Pipeline visualization dashboards show deal flow and pipeline stages graphically.

Comparable Company Analysis (Comps) Templates and tools for peer comparison analyses.		Comparable company analysis (comps) is a core function—standard screens and templates for peer analysis.
Precedent Transaction Analysis Database of historical deals for benchmarking.		Contains a database of historical M&A transactions for precedent transaction analysis.
Discounted Cash Flow (DCF) Analysis Automated projections, scenario modeling, and calculation of DCF models.		Discounted cash flow (DCF) analysis with scenario modeling is available as part of financial tools.
Valuation Multiples Library Access to industry-standard valuation multiples.		Industry-standard valuation multiples are available via proprietary and contributed datasets.
Sensitivity Analysis Built-in tools to model and graph how changes in assumptions impact value.		Sensitivity analysis tools are built into the platform's modeling suite.
Integration with Market Data Real-time pull of market data for valuations.		Integration with real-time market data (stocks, bonds, M&A data) is a listed feature.
Scenario Modeling Speed Speed with which complex scenarios can be run and compared.		No information available
Export of Valuation Reports Ability to export or print standardized valuation documents.		Valuation reports can be easily exported for further use or sharing.
Audit Trail for Valuation Inputs Logged changes and history for all key data used in valuation.		Platform provides a full audit trail for valuation model inputs/changes.
Custom Metric Calculation User-defined metrics and formula builder for bespoke valuation approaches.		Custom metric calculation is supported through formula editors and configurable fields.

Virtual Data Room (VDR) Secure online repository for confidential document storage and sharing.		Not as far as we are aware.* Virtual Data Room functionality is not a core feature; usually handled by separate platforms.
Document Indexing and Search Full-text search capabilities and customizable document organization.		Document indexing and full-text search are available for all filings and documents.
Permission Controls Granular access rights for users and teams.		Permission controls for user roles and groups are available.
Audit Logging of Access Comprehensive logs of who accessed documents and when.		Comprehensive audit logging is provided for data access and changes.
Bulk Upload/Download Speed Transfer speed for large-scale document uploads and downloads.		No information available
Q&A Workflow Integrated question and answer functionality for deal participants.		No information available
Automated Redaction Tools for automated removal of sensitive data from documents.		No information available
E-signature Integration Supports e-signature solutions for document execution.		No information available
Version Control Tracking and management of document versions.		Version control for documents and company records is included.
Mobile Access Accessible via smartphone/tablet browsers or dedicated apps.		Product is accessible through mobile devices and dedicated mobile apps.

Task Assignment Features for delegating and tracking tasks among deal team members.		Task assignment in workflow management is available for deal teams.
Progress Tracking Visual progress indicators and tracking dashboards.		Progress tracking dashboards are included as standard for deals and tasks.
Integrated Messaging Secure messaging capabilities within the platform.		Integrated messaging (in-platform notifications and communication) is available.
Real-time Notifications Immediate alerts for activity requiring user action.		Real-time notifications for system events and workflow updates are present.
Calendar and Scheduling Coordination of meetings, calls, and deadlines.		Calendar integration and scheduling are mentioned as available for workflow coordination.
User Activity Metrics Reports on user and team activity levels.		User activity metrics and reporting on platform use are available.
Concurrent User Support Number of users who can actively collaborate at once.		No information available
Template Library Standardized templates for NDAs, LOIs, and reporting.		Template library of reports and analytics is provided, including standardized M&A documentation.
Approval Workflow Customizable multi-stage approval processes for key documents.		No information available
Commenting and Annotation Inline discussion on documents and deal cards.		Commenting and annotation on reports and deal records is included.

APIs for Data Exchange Availability of public/private APIs for seamless data transfer with other tools.		Extensive API suite for data exchange (referenced in documentation and Excel integration).
Market Data Integration Out-of-the-box connections to market data providers.		Direct market data integration from S&P and third-party providers is a central feature.
Excel and Office Suite Integration Direct exports/imports and add-ins for Microsoft Office.		Excel and Office Suite integration is robust—dedicated Excel plug-ins are highlighted.
Single Sign-On (SSO) Support for enterprise authentication and identity management.		Single Sign-On (SSO) is supported per product documentation.
ERP/CRM Integration Direct syncing with core systems such as Salesforce, SAP, etc.		ERP/CRM integration, including Salesforce, is possible via data connectors and APIs.
Custom Integration Tools Custom-built connectors or middleware support.		Custom integration tools are available, with API support and professional services.
Data Import/Export Speed Rate of batch or bulk data import/export processes.		No information available
Data Mapping Capability Ability to define and map custom data fields between systems.		Custom data mapping capability for integrations is provided in APIs and connectors.
Mobile App Integration Ability to extend platform functionality to mobile applications.		Mobile app integration is supported—S&P Capital IQ Pro is available as a mobile application.
Third-party Plugin Ecosystem Availability and compatibility of an ecosystem of third-party extensions.		No information available

End-to-End Encryption All communications and stored data are protected with robust encryption.		End-to-end encryption is in place for both stored and transmitted data, as per S&P security documentation.
Multi-Factor Authentication Support for additional layers of authentication for user access.		Multi-factor authentication is available as a security feature.
Regulatory Compliance Certifications Accreditations such as SOC 2, ISO 27001, and GDPR compliance.		S&P Capital IQ adheres to ISO 27001 and SOC 2, with GDPR compliance.
Data Residency Options Ability to select geographic location for data storage.		Data residency options (data center region selection) are available for enterprise clients.
Automated User Deprovisioning Automatically revokes access for inactive or terminated users.		No information available
Role-based Access Controls Customizes feature and data access according to role.		Role-based access controls are implemented per user profile and group.
Data Breach Notification Speed Time taken to notify users/administrators of a data breach.		No information available
Audit Trail/Logging Detailed system logs for all operations and user activity.		Audit trail and system logging are comprehensive and meet compliance requirements.
Secure Data Backups Automated, encrypted backups and restoration procedures.		Secure data backups and disaster recovery procedures are present—see security overview.
Penetration Testing Frequency Frequency of scheduled independent security tests.		No information available

Dashboard Customization Ability to tailor dashboards to specific deal metrics and KPIs.		Dashboards are fully customizable in terms of metrics and KPIs displayed.
Automated Reporting Scheduled, auto-generated reports on deals and pipeline.		Automated reporting is available: scheduled report generation is supported.
Export to Multiple Formats Export reports to PDF, Excel, or PowerPoint.		Reports can be exported in multiple formats: PDF, Excel, and PowerPoint are standard.
Benchmark Analytics Built-in industry benchmarks for financial and operational comparisons.		Benchmark analytics provided via industry and peer group statistics.
Custom KPI Tracking User-defined performance metrics and visualization.		Custom KPI tracking and visualization tools are part of the reporting suite.
Data Visualization Options Range of charts, graphs, and data representations.		Wide range of data visualizations (charts, graphs, tables) available in dashboards.
On-demand Report Generation Speed Latency when generating or updating a report.		No information available
Historical Trend Analysis Longitudinal data tracking and report capability.		Historical trend analysis across financial, operational, and market data is supported.
Integration with BI Tools Direct connections to tools like Tableau, Power BI, etc.		Integration with third-party BI tools (Tableau, Power BI) is supported via connectors and APIs.
Automated Alerts for KPI Deviations Automatic notifications when key metrics fall outside thresholds.		Automated alerts for KPI deviations can be configured as part of reporting.

Intuitive Navigation Logical organization and minimal learning curve of the platform.		User interface is widely regarded as intuitive and easy to navigate.
Role-specific Dashboards Dashboard views tailored to specific user roles (analyst, MD, client, etc.).		Role-specific dashboards are available for analysts, managers, and clients.
Multi-language Support Availability in multiple languages for international teams.		Multi-language support is provided for global users.
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA).		No information available
User Onboarding Speed Average time for a new user to become proficient.		No information available
Customizable Layouts Option for users to personalize workspace arrangement.		Layouts are customizable for different user preferences.
Dark Mode/Theme Options Choice of color schemes, including dark mode.		Dark mode and custom themes are available.
Drag-and-Drop Functionality Use of drag-and-drop interface elements for managing files and tasks.		Drag-and-drop functionality for file and workflow management exists.
Help & Documentation Comprehensive user help, guides, and tooltips.		Extensive help, documentation, in-app guides, and tooltips available for users.
Multi-device Responsiveness Consistent UX on desktop, tablet, and mobile.		Consistent experience on desktop, tablet, and mobile via responsive design and mobile apps.

Client Portal Access Dedicated and branded client-facing portal for deal tracking.		No information available
Secure Messaging with Clients Encrypted communication features specifically for clients.		Secure client messaging is possible through platform communications, with encryption.
Custom Client Reporting Tailored deliverables for client review.		Custom client reporting and deliverable templates can be generated.
White-label Branding Ability to apply bank or advisory firm's branding throughout the platform.		No information available
Client Access Management Granular controls over what clients can see or do.		Granular controls over client portal visibility and access are documented.
Client Notification Settings Configurable notification frequency and methods for clients.		No information available
Meeting and Call Integration In-app scheduling or links to video conferencing tools.		In-app meeting scheduling and links to video conferencing are included.
Document Watermarking Personalized watermarks for all documents viewed by clients.		Document watermarking is available for confidential PDF and document outputs.
Client Feedback Collection Built-in mechanisms for collecting and analyzing client feedback.		No information available
Audit Trail for Client Actions Tracking and reporting of all client interactions with materials.		Audit trails for client interactions are part of compliance reporting.

Implementation Support Time Average duration of initial implementation from contract to go-live.		No information available
Dedicated Support Manager Availability of an assigned support representative or team.		Dedicated account management/support is available for enterprise clients.
24/7 Technical Support Round-the-clock support and troubleshooting.		24/7 technical support is listed in the service offering for global financial institutions.
In-platform Help Desk Ability to submit and track support tickets within the application.		In-platform support desk/ticketing is available for troubleshooting and assistance.
Onboarding Training Modules Structured learning resources for new users.		Onboarding and training modules are available online and as part of client support.
Knowledge Base Availability Comprehensive wiki or library of product documentation.		Knowledge base and product documentation library are publicly accessible.
Update and Release Frequency How often the software receives enhancements and updates.		No information available
Community User Forums Active forums or user groups for sharing experiences and tips.		User forums and an active community exist for sharing experiences.
Customization Support Availability of professional services for custom features or workflows.		Professional services for customizations are available through S&P Global.
SLA for Issue Resolution Guaranteed maximum time for resolution of technical issues.		No information available

Concurrent Deal Capacity Number of M&A processes the system can handle simultaneously.		No information available
User Load Scalability System performance as user count increases.		No information available
System Uptime Guarantee Availability percentage of the platform per year.		No information available
Data Storage Capacity Maximum amount of data the system can store per client or organization.		No information available
Response Time Under Load Average platform response time during peak usage.		No information available
Automated Resource Scaling Automatic scaling of compute or storage resources in response to usage.		Automated resource scaling is supported in cloud deployments.
Redundancy/Failover Systems Presence of backup and failover capabilities for business continuity.		Redundancy/failover via multi-region hosting and disaster recovery protocols.
Geographic Data Distribution Multi-region data center availability for disaster recovery.		Geographic data distribution is supported for clients with global operations.
High-Volume Document Processing System throughput for large batches of document uploads, queries, or analysis.		No information available
API Rate Limits Number of API calls allowed per minute/hour.		No information available

Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets.		S&P Capital IQ Pro provides global market data including equities, fixed income, FX, commodities, and derivatives.
Historical Data Depth Range of years of historical data available.		No information available
Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc.		Alternative data sets such as social sentiment and web traffic are included in paid plans.
Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics.		Extensive coverage of company financials and filings is a core offering.
Macroeconomic Data Availability of global and regional macroeconomic indicators.		Includes real-time and historic macroeconomic data for multiple regions.
Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies.		Consensus earnings estimates available for global public companies.
Real-Time Data Feeds Support for real-time streaming data for pricing and news.		Provides real-time streaming data for market prices, news, and alerts.
Tick Data Granularity Level of detail for tick/transaction-level data.		No information available
Coverage Universe Size Number of companies, securities, or instruments covered.		No information available
Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases).		Forward-looking event calendars, such as earnings and macroeconomic events, are available.
News Aggregation Integration of multiple global news sources and filtering capabilities.		Aggregates news from hundreds of global sources with integrated filtering.
Credit Ratings Data Access to credit ratings and related information from leading agencies.		S&P offers credit ratings and related research from its agency.

Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc.		Includes ready-made financial models and templates (DCF, LBO, etc.) for valuation and analytics.
Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing.		Risk modules include scenario analysis and stress testing.
Screening and Filtering Deep filtering of securities by multiple metrics and criteria.		Provides screening tools with deep filtering capabilities by a wide range of metrics.
Backtesting Engine Ability to backtest investment strategies using historical data.		Backtesting tools are included within the investment analytics suite.
Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution.		Robust portfolio analytics and risk attribution features provided.
Charting Functionality Advanced, customizable charting and visualization tools.		Includes advanced, customizable charting and visualization.
Peer Comparison Side-by-side analysis of companies, industries, and sectors.		Peer and comps analysis is a standard Capital IQ Pro functionality.
Custom Formula Builder Support for building custom metrics and formulas.		Custom formula builder is supported in both the platform and Excel plug-in.
API Access for Analytics Exposing platform analytics via API for integration with other tools.		Analytics API available for integration with client applications.
Forecasting Models In-built forecasting functions for time series and regression-based predictions.		Forecasting models (time series, regression, financial projections) are included.
Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions.		Comprehensive deal analytics for M&A and capital markets.

Shared Workspaces Ability to create and manage shared research spaces for teams/projects.		Shared workspace and project management tools for teams are built in.
Document Management Version-controlled storage, retrieval, and tagging of research documents.		Centralized document management with permissions and versioning.
Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks.		Task assignment, workflow, and project tracking included for collaborative research.
Integrated Chat/Commenting In-platform messaging and discussion around research artifacts.		Discussion and commenting is supported for research collaboration.
Approval Workflows Formal review and approval processes for research notes and publications.		Approval workflows are supported to ensure controlled publishing.
Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination.		Research publishing tools with formatting, branding, and distribution included.
Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars.		Calendar integration for events and task management offered.
Version Control Tracking and management of updates/edits to research documents and models.		Document and model version control is specifically listed as a feature.
Content Searchability Advanced search and retrieval of research notes, documents, and data.		Advanced, cross-source search and document retrieval available.
Automated Reminders Automated notifications for important research deadlines or market events.		Automated reminders and alerting for research and deadlines offered.

API Connectivity Well-documented REST or SOAP API for accessing platform data and services.		Comprehensive API documentation for both data and analytics.
Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc).		Supported integrations with major data providers (e.g., Bloomberg, FactSet, Reuters) are described.
Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials.		SSO available via SAML and other protocols for enterprise clients.
Data Export Options Export data to CSV, Excel, PDF, and other popular formats.		Data and search results can be exported in CSV, Excel, PDF formats.
CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc.		Enterprise options for integrating with Salesforce and other CRM systems are referenced in support forums.
Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc.		Offers SDK, webhooks, and supports custom integrations for clients.
ETL Support Ability to ingest and transform data for firm-wide data pipelines.		Platform includes ETL workflows for data ingestion and transformation.
BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc.		Native integration for BI/Visualization tools such as Tableau and PowerBI is provided.

Transparent Pricing Clear and upfront disclosure of all costs, including data fees.		Transparent pricing and contract disclosures; fees and inclusions are detailed.
Modular Licensing Ability to purchase only specific modules or functionalities.		Licensing is modular with selectable feature add-ons (screening, M&A, etc.).
Usage-Based Pricing Option for per-user or per-usage pricing models.		Usage-based pricing is available for some features and data sets.
Volume Discounts Discounts for larger user numbers or extended contracts.		Volume/enterprise discounts available by negotiation or tier.
Trial or Demo Availability Possibility to try before purchase via free trial/demo.		Demo request and trial access are standard for potential clients.

Intuitive Navigation Clean user interface with logical navigation structure.		The user interface is known for its logical and intuitive navigation structure.
Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets.		Supports creation and customization of dashboards with widgets and modules.
Theme and Branding Options Support for custom firm branding and color schemes.		Firm and user-level branding is available, e.g., for research publication and interface.
Accessibility Compliance Compliant with WCAG or local accessibility standards.		No information available
Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices.		Mobile-optimized web and native mobile applications are available for both iOS and Android.
User Preferences Granular customization of alerts, reports, and notifications.		User-customized alerts, notifications, and preferences are supported.
Multi-Language Support Availability of platform in multiple languages.		Supports multiple languages, including English, Spanish, Chinese, etc.
Keyboard Shortcuts Productivity shortcuts for quick navigation and action.		Keyboard shortcuts are available for rapid navigation, especially in desktop platform and Excel integration.

System Uptime Guaranteed platform uptime (SLA).		No information available
Response Time Average latency for user interactions and analytics queries.		No information available
Concurrent User Support Maximum number of users supported simultaneously.		No information available
Data Throughput Rate at which data can be processed or retrieved.		No information available
Load Balancing Automated distribution of workloads across system resources.		Describes built-in load balancing and resource management across multiple servers.
Horizontal Scalability Ability to add capacity by connecting multiple systems or servers.		Platform is horizontally scalable; deployed as SaaS on resilient cloud infrastructure.

Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption.		Data in transit is secured via TLS/SSL in accordance with industry standards.
Data Encryption At-Rest Stored data is encrypted using industry standard protocols.		At-rest data is encrypted as per SOC2 compliance documentation.
Role-Based Access Control Granular user and permission management.		Role-based, policy-driven access control available for all user accounts.
Audit Logging Comprehensive logs for tracking all user and system activities.		Audit logging is part of compliance and security protocols.
Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc.		Platform supports multiple global certifications, including SOC2, GDPR, and ISO 27001.
Multi-Factor Authentication Support for MFA in user logins.		Supports multi-factor authentication for user logins.
Privacy Controls Ability to configure and enforce data privacy rules and data retention policies.		Privacy and retention settings are configurable by administrators.
Secure Data Deletion Support for secure and auditable deletion of sensitive data.		Data deletion meets compliance requirements with logs for audit.

24/7 Support Access to live support around the clock.		24/7 live and online customer support is available for all enterprise tiers.
Dedicated Account Manager Personal point of contact for enterprise clients.		Dedicated account managers are assigned to enterprise accounts.
In-Platform Tutorials Interactive guides for onboarding and user education.		Interactive, in-platform guided walkthroughs and tutorials are included.
Knowledge Base Comprehensive library of documentation, FAQs, and best practices.		Online knowledge base with full documentation, FAQs, and guides.
Custom Training Sessions Provision for onsite or remote training tailored to client needs.		Onsite and remote training available as part of onboarding and for a fee.
Response Time SLA Guaranteed support response time as per client tier.		No information available

Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings.		NLP analytics extract structured data from filings and news (e.g., Kinesis tools).
Smart Alerts AI-driven, context-aware alerts and recommendations.		Smart alerting/AI-driven notifications for market moves and events.
Automated Data Tagging Machine-driven identification and tagging of important events or entities.		Automated data tagging of entities, events, and people in news and filings.
Sentiment Analysis Detection of sentiment in news, reports, and social media.		Sentiment analysis of news and filings is advertised as a differentiator.
Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools.		Predictive scenario and forecasting analytics available via S&P's AI suite.
Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user.		Personalized recommendations for research, watchlists, and alerts.

Customizable Reports Ability to create custom report templates and scheduled reports.		Customizable report templates and automated reporting are featured in review and support materials.
Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting.		Regulatory reporting templates for financial institutions are available.
Usage Analytics Detailed tracking and reporting of platform usage.		Track and analyze user and firm platform usage through dashboards and exports.
Comprehensive Audit Trail Immutable logs showing every action taken within the platform.		Comprehensive, immutable audit trail is maintained across the platform.
Integration with BI Tools Data export and direct feeds to external business intelligence platforms.		Supports direct integration and export to BI platforms such as PowerBI and Tableau.

Role-based Access Control Assign different permissions to users based on their roles within the organization.		S&P Capital IQ Pro supports different permissions and user roles for financial institutions.
Single Sign-On (SSO) Ability to authenticate users using the organization’s central identity provider.		Single Sign-On is supported via enterprise-grade integrations (e.g., SAML, Okta) as referenced in S&P Pro documentation.
User Activity Auditing Track and log user actions within the system for security and compliance purposes.		Audit trails and user activity logs are built-in for regulatory compliance.
Multi-Factor Authentication (MFA) Enforce additional security with multi-factor authentication for user logins.		S&P Capital IQ Pro supports MFA for secure financial data access.
Customizable User Profiles Configure user profiles with distinct fields for investment banking.		User profiles can be customized for complex workflows (e.g., managing IB contacts, roles).
Delegated Administration Allow certain users to manage others’ permissions and settings.		No information available
Time-based Access Restrictions Restrict user access to the CRM to certain time periods.		No information available
Geolocation-based Access Permit or deny user access based on geographic location.		No information available
Concurrent Session Control Limit the number of concurrent logins per user.		No information available
Bulk User Import/Export Import or export user details in bulk for easier administration.		No information available
User Deactivation/Termination Easily deactivate or remove user accounts when necessary.		User accounts can be deactivated or removed via the admin panel.

Contact Database Centralized repository for client, contact, and entity data.		The core of S&P CIQ Pro is a global, searchable client/contact database.
Relationship Mapping Visual and data-driven mapping of connections among people and organizations.		Relationship mapping—including company, executive, and deal relations—is a key feature (see product marketing and documentation).
Custom Fields and Tagging Define custom fields and tags for segmentation and classification.		Custom fields/tags can be created for contacts, deals, and entities.
Historical Interaction Logging Log all meetings, calls, emails, and notes with clients.		Comprehensive activity/interaction histories (calls, meetings, emails) are supported.
Client Hierarchies Support parent-child and group structures for complex client organizations.		Company groupings and ownership structures are supported via client hierarchies.
Prospect Management Manage leads and potential deals in pre-engagement phases.		Lead and prospect pipelines are part of the platform’s CRM suite.
Bulk Contact Update Make changes to multiple contacts at once.		Bulk changes to contacts and entities can be performed through data management tools.
Contact Lifecycle Status Track status such as ‘active’, ‘engaged’, ‘former’, etc.		Status indicators and lifecycle tagging for contacts/entities is supported.
Data Deduplication Identify and merge duplicate contact/client records.		Data deduplication and record merging options available for client lists.
Client Segmentation Group clients by sector, region, activity, and more.		Segmentation tools supporting sector, region, and other analytic filters are available.
Advanced Search and Filtering Advanced search and custom filters for database use.		Advanced search/filtering is a core feature of S&P CapIQ Pro.
Contact Import/Export Bulk import or export contact records.		Import/export tools exist for bulk contact management in the admin toolkit.

Deal Pipeline Visualization Graphical dashboards to monitor deal progress and stages.		Deal pipeline dashboards and visualizations (including league tables, funnel views) available.
Customizable Deal Stages Define unique deal stages specific to your organization or sector.		Customizable deal stages for pipelines; prominent feature in deal workflow engine.
Deal Origination Tracking Track source and origination activity for new deals.		Deal origination markers and tracking supported with built-in reporting and field tagging.
Pipeline Value Calculation Calculate total value, probability, and pipeline metrics.		Deal value and pipeline value calculations (with probability, metrics) included in analytics.
Mandate Documentation Repository Attach and manage mandate letters, IMs, and NDAs.		Document attachment and repository (IMs, NDAs, mandate letters) supported per deal.
Deal Team Assignment Assign internal users to deal teams for collaboration.		Deal team assignment and permissions is a fundamental CRM/IB functionality.
Deal Stage Aging Monitor and analyze how long deals remain in each stage.		No information available
Historical Deal Archive Archive deals and access full deal history.		Historical deal archiving accessible in deal history and analytics modules.
Integration with Transaction Diligence Tools Connect CRM with financial modeling or diligence solutions.		No information available
Notes and Task Assignment Assign tasks and track notes related to deals.		Notes and task assignments are included (via platform task management).
Pipeline Filtering and Custom Views Customizable deal filtering and saveable pipeline views.		Custom pipeline filters and views can be created/saved.

Automated Task Triggers Automatically create tasks based on events (e.g. new deal, meeting logged).		Automated task generation based on CRM events is available.
Recurring Task Scheduling Set up recurring meetings, follow-ups, and compliance checks.		Recurring scheduling and reminders for compliance/follow-up tasks are available.
Activity Timeline Chronological view of all past and upcoming activities.		A timeline of activities and interactions is standard in the client/deal profile.
Calendar Integration Sync CRM tasks and meetings to Outlook, Gmail, etc.		Calendar integration (Outlook, Gmail) is promoted as a key integration feature.
Notification and Reminders Automated notifications for upcoming or overdue tasks.		Automated notifications and reminders for tasks are configurable.
Task Delegation Assign tasks and track delegation progress.		Task delegation and assignment is included as standard.
Document Collaboration Share and co-author documents related to tasks/activities.		Document collaboration is possible via the attached file and task interfaces.
Task Progress Reporting Automated reports on open, completed, and overdue tasks.		No information available
Bulk Task Creation and Editing Create or edit tasks for multiple deals/contacts at once.		No information available
Activity Approval Workflows Route tasks or activities for managerial approval.		No information available

S&P Capital IQ Pro from S&P Capital IQ

Product analysis by function

M&A Advisory Tools for Investment Banking

Deal Sourcing (8 Yes /8 Known /10 Possible features)

Valuation Tools (9 Yes /9 Known /10 Possible features)

Due Diligence Management (5 Yes /6 Known /10 Possible features)

Collaboration and Workflow (8 Yes /8 Known /10 Possible features)

Integration & Interoperability (8 Yes /8 Known /10 Possible features)

Security & Compliance (7 Yes /7 Known /10 Possible features)

Analytics & Reporting (9 Yes /9 Known /10 Possible features)

User Interface & Usability (8 Yes /8 Known /10 Possible features)

Client Engagement Tools (6 Yes /6 Known /10 Possible features)

Implementation & Support (7 Yes /7 Known /10 Possible features)

Scalability & Performance (3 Yes /3 Known /10 Possible features)

Investment Research Systems for Investment Banking

Data Coverage (9 Yes /9 Known /12 Possible features)

Analytical Tools (11 Yes /11 Known /11 Possible features)

Collaboration & Workflow (10 Yes /10 Known /10 Possible features)

Integration Capabilities (8 Yes /8 Known /8 Possible features)

User Experience & Customization (7 Yes /7 Known /8 Possible features)

Performance & Scalability (2 Yes /2 Known /6 Possible features)

Security & Compliance (8 Yes /8 Known /8 Possible features)

Customer Support & Training (5 Yes /5 Known /6 Possible features)

Cost & Licensing (5 Yes /5 Known /5 Possible features)

Innovation & AI (6 Yes /6 Known /6 Possible features)

Audit & Reporting (5 Yes /5 Known /5 Possible features)