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Comprehensive portfolio management with data aggregation across all asset classes, custom reporting, risk analytics, and client portal capabilities. Provides real-time portfolio visibility, performance tracking, and sophisticated investment analytics.
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
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Client profile management Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information |
Product notes and website highlight comprehensive client profiles managed within the system. | |
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Relationship mapping Capability to map and visualize client relationships, family structures, and associated entities |
Relationship mapping is consistently referenced in documentation and demos as key for family office and UHNW use-cases. | |
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Client segmentation Tools to segment clients based on assets, revenue, risk profile, or custom criteria |
Client segmentation is available via report customization and the system’s ability to group clients by custom criteria. | |
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Contact management System to track all client interactions, communications, and touchpoints |
Addepar provides logging of all communications and client touchpoints, supporting contact management. | |
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Client onboarding workflow Structured process for onboarding new clients with necessary documentation and compliance checks |
Integration partners and references to digital onboarding workflow in product literature. | |
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Digital client portal Self-service portal for clients to view portfolio information and interact with advisors |
Client portal is a heavily marketed product feature. | |
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Client documents repository Secure storage and organization of client documents and contracts |
Document repository and vault described as part of the platform. | |
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Communication preferences Management of client communication preferences and frequency |
No information available | |
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Service level tracking Tools to monitor and ensure service level agreements are met for different client segments |
Service level tools are available for segmenting and monitoring portfolio services per client. | |
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Client retention analytics Metrics and tools to identify at-risk clients and support retention strategies |
Analytics offering includes dashboards for identifying at-risk clients and supporting retention strategies. | |
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Next best action recommendations AI-driven suggestions for appropriate next steps in client engagement |
No information available | |
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Client capacity Maximum number of client profiles the system can efficiently manage |
No information available |
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Model portfolio construction Tools to create and maintain model portfolios for different investment strategies |
Model portfolios are natively supported with full construction and maintenance workflows. | |
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Asset allocation Functionality to design and implement strategic and tactical asset allocation |
Asset allocation tools described as a platform differentiator. | |
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Portfolio rebalancing Automated or manual rebalancing tools to maintain target allocations |
Portfolio rebalancing is natively automated or manual as needed. | |
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Drift monitoring Tools to monitor portfolio drift from target allocations |
Drift monitoring is a standard part of the platform’s offering. | |
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Tax harvesting Capability to identify and execute tax-loss harvesting opportunities |
Tax harvesting capabilities are described in platform documentation including support for U.S. tax regulations. | |
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Custom constraints Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.) |
System allows custom constraints at portfolio and account level including ESG, sectors, asset types, etc. | |
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Cash management Tools to manage cash positions and flows within portfolios |
Cash management is a feature of the system for both modeling and reporting. | |
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Multi-currency support Capability to manage portfolios across multiple currencies |
Multi-currency support included since the platform is global and manages portfolios in multiple currencies. | |
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Alternative investments integration Support for incorporating and tracking alternative investments in portfolios |
Alternative investment tracking and reporting is a marketed differentiator of Addepar versus other portfolio systems. | |
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Investment policy compliance Tools to ensure portfolios comply with client investment policy statements |
Platform includes enforcement of compliance with investment policy statements. | |
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What-if scenarios Capability to model different portfolio scenarios before implementation |
What-if scenario analysis described in analytics and decision-support features. | |
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Bulk order generation Ability to generate orders across multiple portfolios efficiently |
No information available | |
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Rebalancing speed Time required to analyze and generate rebalancing recommendations for portfolios |
No information available |
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Security research database Comprehensive database of investment securities with detailed information |
Extensive security master includes comprehensive research and reference data coverage. | |
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Market data integration Real-time or delayed market data feeds integrated into the platform |
Market data integrations are supported (Bloomberg, ICE, etc.). | |
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Fundamental analysis tools Tools for fundamental analysis of stocks, bonds, and other securities |
Includes fundaments and analytics for detailed investment analysis. | |
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Technical analysis Charts and tools for technical analysis of security price movements |
No information available | |
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ESG screening Tools to screen and analyze investments based on environmental, social, and governance factors |
ESG screening and reporting are available via product integrations and built-in screening capabilities. | |
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Research report integration Integration with third-party research reports and analysis |
Integrations are available with Morningstar, Bloomberg, and other research platforms. | |
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Customizable screening Ability to create and save custom screening criteria for investments |
System allows for custom investment screen criteria, with filters and saved screens. | |
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Investment ideas workflow Process for generating, evaluating, and implementing investment ideas |
No information available | |
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Macroeconomic data analysis Tools to analyze and incorporate macroeconomic trends into investment decisions |
No information available | |
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Alternative data sources Integration with alternative data sources for investment insights |
Integration with alternative data providers is mentioned on the Addepar integrations page. | |
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AI-powered insights Machine learning tools to identify patterns and generate investment insights |
No information available | |
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Market sentiment analysis Tools to analyze market sentiment from news, social media, and other sources |
No information available | |
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Securities coverage Number of securities covered in the research database |
No information available |
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Risk profiling Tools to assess and document client risk tolerance and capacity |
Risk profiling and suitability are both natively supported or possible via integrations. | |
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Portfolio risk analytics Measurement of portfolio risk metrics (standard deviation, VaR, etc.) |
Portfolio risk analytics is included with exposure to metrics such as standard deviation, VaR, beta, etc. | |
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Stress testing Capability to stress test portfolios under different market scenarios |
Stress testing tools available, according to product literature. | |
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Monte Carlo simulations Tools to run Monte Carlo simulations for portfolio outcomes |
Monte Carlo simulation functionality is documented and demoed as part of advanced analytics. | |
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Factor-based risk analysis Analysis of portfolio exposure to various risk factors |
Factor-based analysis available both natively and via partner analytics integrations. | |
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Concentration risk monitoring Tools to identify and monitor concentration risks in portfolios |
Concentration risk metrics and reporting described in available product documentation. | |
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Downside protection tools Features to implement and monitor downside protection strategies |
Downside protection can be implemented and tracked via custom constraints and risk analytics. | |
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Liquidity risk management Tools to assess and manage portfolio liquidity risks |
Liquidity analysis is a capability of the analytics layer. | |
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Counterparty risk tracking Monitoring of exposure to various counterparties |
No information available | |
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Risk-adjusted performance metrics Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.) |
Risk-adjusted metrics such as Sharpe and Information ratios are natively supported in platform analytics. | |
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Pre-trade compliance checks Automated checking of trades against risk parameters before execution |
Pre-trade compliance checks are available as per documentation. | |
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Risk exception alerting Automated alerts when portfolios exceed risk thresholds |
Alerting for risk events and breaches is part of compliance features. | |
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Scenario analysis capacity Number of different market scenarios available for stress testing |
No information available |
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Performance calculation Accurate calculation of time-weighted and money-weighted returns |
Addepar calculates both time-weighted and money-weighted returns accurately. | |
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Benchmark comparison Tools to compare portfolio performance against relevant benchmarks |
Benchmark comparison is standard for all portfolios. | |
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Attribution analysis Performance attribution to identify sources of returns |
Product attribution analytics is a core performance reporting feature. | |
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Custom reporting Ability to create customized performance reports |
Custom report creation is supported through the reporting engine. | |
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Interactive dashboards Interactive dashboards for exploring performance data |
Interactive and visual dashboards are available via both client and advisor portals. | |
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Scheduled reporting Automated generation and distribution of scheduled reports |
Automated and scheduled reporting is available to users and clients. | |
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Multi-period analysis Performance analysis across different time periods |
Multi-period performance can be analyzed through the reporting feature set. | |
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Composite reporting Capability to create and report on performance composites |
Performance composites reporting is supported as documented in platform features. | |
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GIPS compliance Support for Global Investment Performance Standards compliance |
GIPS compliance and reporting are available as standard for institutional clients. | |
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Peer group comparison Tools to compare performance against peer groups |
Peer group comparison abilities are referenced in analytics suite. | |
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Tax-aware reporting Performance reporting that accounts for tax impacts |
Tax-aware reporting is available, tied to their tax optimization and reporting tools. | |
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Mobile reporting access Access to performance reports via mobile devices |
Clients and advisors both access reports via responsive and dedicated mobile interfaces. | |
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Report generation time Average time to generate comprehensive performance reports |
No information available |
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Financial planning tools Integrated or connected tools for comprehensive financial planning |
Many major financial planning tools integrate directly with Addepar, or via API. | |
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Goal-based planning Capability to define, track, and manage client financial goals |
Platform supports goal-based workflows, integrated with financial planning partners. | |
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Retirement planning Specialized tools for retirement scenario planning |
Retirement planning support is available via integrations and platform modules. | |
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Estate planning integration Features to incorporate estate planning considerations into wealth management |
Estate planning integration is accomplished through open architecture and supported tools. | |
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Tax planning Tools to optimize portfolio management for tax efficiency |
Tax planning tools and analytics referenced in the platform's analytics features. | |
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Cash flow modeling Capabilities for projecting and analyzing client cash flows |
Cash flow modeling and analysis included in reporting and analysis tools. | |
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Insurance needs analysis Tools to assess and incorporate insurance planning into wealth management |
No information available | |
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Education funding planning Features for planning and managing education funding goals |
No information available | |
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Plan vs. actual tracking Tools to compare actual results against financial plan projections |
Plan vs. actual tracking possible with integration and custom analytic dashboards. | |
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Life event planning Support for planning around major life events (marriage, home purchase, etc.) |
No information available | |
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Scenario comparison Ability to create and compare different planning scenarios |
No information available | |
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Client-facing plan visualizations Interactive visualizations of financial plans for client presentations |
Client-facing plan visualizations are part of the client portal offering. | |
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Planning scenarios capacity Maximum number of planning scenarios that can be compared simultaneously |
No information available |
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Order management system Comprehensive system for creating, tracking, and managing investment orders |
Built-in OMS provides robust order tracking and management. | |
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Trade execution Capabilities for executing trades directly or through connected systems |
Trade execution supported through integrations with brokers/custodians. | |
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Pre-trade compliance Automated checking of orders against compliance rules before execution |
Pre-trade compliance checks documented as part of trading workflow. | |
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Allocation management Tools for managing the allocation of block trades across multiple accounts |
Block order allocation and multi-account trade allocation supported. | |
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Trading algorithms Access to algorithmic trading strategies |
Algorithmic trading available via partners and custom integrations. | |
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FIX connectivity Financial Information eXchange protocol support for connecting to trading venues |
FIX connectivity and partner integrations support this feature. | |
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Multi-broker support Ability to route orders to multiple brokers and trading venues |
Multi-broker trade routing is a standard part of institutional trading features. | |
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Trade cost analysis Tools to analyze and optimize trading costs |
Trade cost analysis analytics are available for trading operations. | |
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Order staging and waves Capabilities for staging and releasing orders in waves |
No information available | |
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Trade settlement tracking Monitoring of trade settlement process and exceptions |
Trade settlement is tracked within the platform. | |
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Trading calendar Integrated calendar of market trading days and holidays |
Integrated calendar supports market holidays, events, and trading days. | |
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Order approval workflow Configurable workflows for order review and approval |
Order review and multi-step approvals can be configured. | |
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Order processing capacity Maximum number of orders the system can process per minute |
No information available |
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Regulatory reporting Tools for generating required regulatory reports |
Regulatory reporting for various jurisdictions is supported. | |
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Compliance rule engine Configurable engine to define and enforce compliance rules |
Custom compliance rule engines are used in reporting and controls functionality. | |
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AML/KYC integration Anti-Money Laundering and Know Your Customer compliance tools |
AML/KYC compliance features available via integration and partnerships. | |
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Suitability assessment Tools to assess and document investment suitability for clients |
Suitability assessments included in compliance workflow. | |
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Audit trail Comprehensive tracking of all system activities for audit purposes |
Full audit trail is maintained for all activities and changes. | |
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Fiduciary documentation Tools to document compliance with fiduciary responsibilities |
Fiduciary tools detailed for wealth managers in compliance workflows. | |
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Code of ethics monitoring Features to monitor and enforce code of ethics compliance |
No information available | |
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Personal trading oversight Tools to monitor personal trading activities of employees |
Personal trading oversight tools available for RIAs and firms. | |
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Best execution analysis Analysis tools to demonstrate best execution practices |
Best execution analysis supported through trading analytics and compliance dashboards. | |
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Compliance attestations Workflow for periodic compliance attestations and certifications |
No information available | |
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Regulatory updates service Service to keep compliance rules updated with regulatory changes |
No information available | |
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Exception management Process for identifying, tracking, and resolving compliance exceptions |
No information available | |
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Regulatory frameworks supported Number of different regulatory frameworks supported by the system |
No information available |
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API availability Comprehensive APIs for integration with other systems |
Addepar exposes APIs for all major modules and integration points. | |
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Cloud deployment Availability of cloud-based deployment options |
Addepar markets cloud-native SaaS as the preferred deployment. | |
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On-premises deployment Ability to deploy the system on-premises |
No information available | |
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Mobile compatibility Availability of mobile apps or responsive design for mobile devices |
Mobile app and responsive design are available for advisors and clients. | |
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Single sign-on Support for enterprise single sign-on solutions |
Single sign-on is supported for enterprise clients. | |
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Data warehouse integration Ability to integrate with enterprise data warehouses |
Data warehouse integration is supported via export and API. | |
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Custodian connectivity Pre-built integrations with major custodians |
Custodian integration is a major strength; extensive list of directly supported custodians. | |
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CRM integration Integration capabilities with CRM systems |
CRM integration is offered natively and via API. | |
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Data import/export Tools for importing and exporting data in various formats |
Import/export supported for all major data formats (CSV, XML, API, etc.). | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
Configuration and customization is a major product benefit for clients, documented throughout sales collateral. | |
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Disaster recovery Robust disaster recovery capabilities and processes |
Disaster recovery is a standard enterprise SaaS expectation and referenced in trust/security content. | |
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Multi-factor authentication Support for multi-factor authentication methods |
Two-factor and multi-factor authentication methods are described in security documentation. | |
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System uptime Guaranteed system availability as per SLA |
No information available | |
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Database performance Speed of database query execution for common operations |
No information available |
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Interface customization Ability for users to customize their interface and workflows |
Platform supports user interface customization and workflow tailoring to firm needs. | |
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Role-based access control Granular control over user permissions based on roles |
Role-based permissions are available to manage user security. | |
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Multi-language support Availability of the interface in multiple languages |
Multi-language capabilities are offered, though English is primary; additional languages as required. | |
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User training resources Comprehensive training materials and programs |
Comprehensive Addepar Academy and digital learning materials exist. | |
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Support SLA Defined service level agreements for technical support |
No information available | |
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User community Active user community for knowledge sharing |
Active user forums and community events are documented. | |
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In-app guidance Contextual help and guidance within the application |
Guided onboarding, contextual help, and in-app guidance described in the product. | |
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Implementation services Professional services for system implementation |
Addepar provides direct implementation and onboarding services. | |
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Regular updates Frequency and transparency of system updates and enhancements |
Regular updates and version releases noted in the product’s update logs and communication. | |
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Sandbox environment Availability of sandbox or test environments |
Sandbox/test environment is available for enterprise clients. | |
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Client success management Dedicated client success resources for ongoing support |
Client success management is performed by a dedicated team according to product and public reviews. | |
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User feedback mechanism Process for users to provide feedback and enhancement requests |
In-app feedback and request processes are described as part of platform’s UX. | |
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Support response time Average time to first response for support tickets |
No information available | |
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Supported concurrent users Maximum number of concurrent users the system can support |
No information available |
Platforms that generate personalized reports and statements for wealth management clients.
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Portfolio performance reporting Ability to generate detailed portfolio performance metrics including absolute and relative returns over multiple time periods |
Addepar enables detailed portfolio performance metrics, including returns over multiple periods as described in platform documentation. | |
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Asset allocation visualization Graphical representation of client portfolio asset allocation across different asset classes and sectors |
Addepar features graphical asset allocation visualizations in both client and advisor portals. | |
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Benchmark comparison Functionality to compare portfolio performance against relevant market benchmarks and indices |
Benchmark comparison is supported; users can compare performance against indices and custom benchmarks. | |
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Risk analytics reporting Ability to report on various risk metrics including volatility, Sharpe ratio, and drawdown statistics |
Risk analytics, including volatility and drawdown, are highlighted in Addepar's platform overview and documentation. | |
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Tax reporting Generation of tax-related reports including realized/unrealized gains and losses, dividend income, and tax lot information |
Tax reporting features include realized/unrealized gains, dividend income, and tax lot details, per Addepar feature set. | |
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ESG/sustainability reporting Reports on environmental, social and governance factors in investment holdings |
ESG/sustainability reporting is available through integrations and custom data within Addepar. | |
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Custom reporting templates Ability to create and save customized reporting templates for specific client segments or requirements |
Addepar allows users to design and save custom reporting templates. | |
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Fee transparency reporting Detailed breakdown of management fees, transaction costs, and other expenses |
Fee transparency reporting is supported, displaying management and investment fees. | |
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Goal-based reporting Progress tracking toward specific financial goals and objectives set by clients |
Supports goal-based reporting and custom goal tracking for clients. | |
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Forward-looking scenario analysis Projection reports showing various market scenarios and potential portfolio outcomes |
Addepar has scenario analysis tools that model forward-looking projections. | |
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Historical transaction reporting Comprehensive record of all portfolio transactions during the reporting period |
Generates comprehensive historical transaction reports as part of standard reporting. | |
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Report processing speed Time taken to generate complex client reports |
No information available |
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Multi-custodian integration Ability to aggregate portfolio data from multiple custodians and financial institutions |
Aggregates data from multiple custodians and institutions; this is a core capability of Addepar. | |
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Market data feeds Integration with market data providers for pricing, reference data, and market indices |
Integrates with market data providers for real-time pricing and reference data. | |
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Alternative investment data handling Capacity to incorporate data from non-traditional assets like private equity, real estate, or collectibles |
Can handle alternative investments including private equity and real estate. | |
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Data reconciliation automation Automated processes to reconcile data discrepancies across different sources |
Data reconciliation automation is available as part of data quality tools in Addepar. | |
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Historical data storage Volume of historical transaction and performance data the system can store |
No information available | |
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Data refresh frequency How often portfolio and market data is updated in the system |
No information available | |
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API connectivity Availability of APIs for integration with other systems and data sources |
APIs for interfaces and data integrations are available. | |
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Data quality monitoring Tools to monitor and flag data anomalies or inconsistencies |
Offers data quality monitoring and anomaly flagging. | |
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Manual data entry capabilities Ability to manually input data for assets or transactions not available through automated feeds |
Manual data entry supported for assets not available via automated feeds. | |
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Data visualization tools Tools to visualize complex data relationships and patterns |
Robust data visualization tools offered for both advisors and clients. | |
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Data export options Ability to export data in various formats (CSV, Excel, PDF, etc.) |
Data can be exported in formats such as CSV, Excel, and PDF. | |
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CRM integration Capability to integrate with customer relationship management systems |
CRM integration available with other platforms, according to Addepar partner listings. |
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Client portal Secure online portal where clients can access their reports and portfolio information |
Has a secure client portal for client access. | |
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Mobile access Mobile application or responsive design allowing clients to view reports on smartphones and tablets |
Mobile access is available via responsive design and apps. | |
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Interactive reports Dynamic reports allowing clients to explore data, adjust parameters, and drill down into details |
Supports interactive/dynamic reports. | |
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White-labeling capabilities Ability to customize the look and feel of reports with firm branding and design elements |
White-labeling for financial firms and RIAs is core product functionality. | |
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Notification system Automated alerts and notifications for report availability or important portfolio events |
Supports notification and alert systems for events/report availability. | |
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Client communication tools Features facilitating secure messaging or document sharing between clients and advisors |
Client communication tools such as secure messaging and document sharing are included/integrated. | |
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Multi-language support Ability to generate reports in different languages for international clients |
Multi-language reporting is supported (international client focus). | |
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Document archiving Secure storage of historical reports for client access |
Document archiving provided as part of secure records. | |
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Digital signature capability Tools for clients to digitally sign documents when required |
Digital signature via integrations (e.g., DocuSign) is available. | |
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Scheduling flexibility Options for customizing the frequency and timing of automated report delivery |
Report scheduling and delivery is customizable, per Addepar documentation. | |
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Client feedback mechanisms Tools allowing clients to provide feedback or ask questions about their reports |
Client feedback tools are available, either natively or via CRM integrations. | |
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Accessibility compliance Adherence to accessibility standards for clients with disabilities |
Accessibility compliance is addressed in documentation (WCAG standards). | |
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Client onboarding time Time required to set up a new client in the reporting system |
No information available |
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Report design customization Extent to which report layouts, content, and appearance can be customized |
Extensive report design customization is a core Addepar marketing point. | |
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Custom calculation capabilities Ability to create and implement custom performance metrics or calculations |
Custom calculation capabilities are available for sophisticated users. | |
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Client segmentation Tools to segment clients and customize reporting approaches for different client types |
Client segmentation is supported for differentiated reporting. | |
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Household reporting Ability to aggregate and report on multiple accounts as a household unit |
Household reporting and grouping is a supported feature. | |
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Custom taxonomies Flexibility to create custom asset classifications or categorization frameworks |
Supports custom asset and categorization frameworks. | |
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Workflow customization Options to customize reporting workflows and approval processes |
Workflow customization supported for firm-specific processes. | |
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User-defined fields Ability to add custom data fields specific to the firm's requirements |
Custom user-defined fields available for enhanced data. | |
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Reporting frequency options Flexibility in setting different reporting schedules (daily, monthly, quarterly) |
Report frequency options (daily/weekly/monthly/quarterly) supported. | |
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Custom benchmark creation Tools to create blended or custom benchmarks for performance comparison |
Custom/blended benchmark tools are built-in. | |
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User permission customization Granular control over what different user roles can view or modify |
Granular user-role permissions for viewing/reporting access. | |
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Report distribution rules Ability to create custom rules for report distribution based on client preferences |
Distribution rules can be configured for different client needs. | |
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Configuration options Number of configurable parameters available in the system |
No information available |
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Regulatory reporting templates Pre-built reporting templates that satisfy specific regulatory requirements |
Pre-built templates for regulatory (SEC, GIPS, etc.) are provided. | |
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Audit trails Comprehensive logging of all system activities and changes |
Audit trail functionality cited in Addepar documentation. | |
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Version control Tracking of report versions to maintain record of changes |
Version control available for reports and records. | |
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Regulatory disclosure management Tools to manage required disclosures in client communications |
Disclosure management supported for compliance communications. | |
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Approval workflows Configurable approval processes before reports are released to clients |
Approval workflows can be configured for report review. | |
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Compliance monitoring Automated monitoring of portfolio activities against compliance rules |
Addepar monitors compliance with firm and regulatory rules. | |
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Data privacy controls Features ensuring client data privacy and protection |
Data privacy controls featured within Addepar's architecture. | |
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GIPS compliance Support for Global Investment Performance Standards reporting requirements |
GIPS compliance reporting supported. | |
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Regulatory update frequency How often the system is updated to reflect changing regulations |
No information available | |
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MiFID II compatibility Features supporting Markets in Financial Instruments Directive II requirements |
Supports MiFID II compatibility per documentation for European clients. | |
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SEC/FINRA compliance features Tools supporting compliance with SEC and FINRA requirements |
SEC and FINRA rule support in regulatory templates and compliance features. | |
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Multi-jurisdiction support Ability to handle reporting requirements across different regulatory jurisdictions |
Multiple jurisdictional regulatory reporting supported. |
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Maximum portfolio size Largest portfolio (by number of positions) the system can efficiently handle |
No information available | |
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Maximum client capacity Number of client accounts the system can manage effectively |
No information available | |
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Report generation time Average time to generate standard client reports |
No information available | |
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Batch processing capability Ability to generate multiple reports simultaneously in batch mode |
Batch processing for multiple concurrent report generations supported. | |
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System uptime guarantee Promised system availability percentage |
No information available | |
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Peak load handling System performance during high-volume periods such as quarter-end reporting |
Platform architecture is designed for high load/peak processing during events such as quarter-end reporting. | |
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Concurrent user capacity Maximum number of users who can access the system simultaneously |
No information available | |
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Data processing volume Volume of transaction data the system can process daily |
No information available | |
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Horizontal scaling capability Ability to add capacity by adding more servers or nodes |
Horizontal scaling via cloud-based infrastructure is supported by design. | |
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Performance monitoring tools Built-in tools to monitor system performance and identify bottlenecks |
Performance monitoring tools are available for client administrators and IT. | |
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Response time under load System responsiveness during peak usage periods |
No information available | |
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Database size capacity Maximum database size the system can efficiently manage |
No information available |
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Multi-factor authentication Implementation of multiple verification layers for system access |
Multi-factor authentication is available for users and admins. | |
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Data encryption Encryption of data both in transit and at rest |
Data encryption both in transit and at rest, to industry standards. | |
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Role-based access control Granular user permissions based on roles and responsibilities |
Granular, role-based access control included. | |
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Intrusion detection Systems to detect and alert on unauthorized access attempts |
Intrusion detection systems are described as part of the security suite. | |
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Security audit logging Detailed logs of all security-related events and activities |
Security-related event logging is available for compliance/auditing. | |
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Data loss prevention Tools to prevent unauthorized export or sharing of sensitive data |
Data loss prevention policies are integrated within the security architecture. | |
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Session timeout controls Automatic logout after periods of inactivity |
Session timeout/re-authentication policies are enforced. | |
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Vulnerability scanning Regular scanning for security vulnerabilities in the system |
Vulnerability scanning is performed regularly per SOC2/ISO certification. | |
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Security certification Industry security certifications such as SOC 2, ISO 27001 |
Addepar has achieved SOC2 certification and other industry security standards. | |
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IP restriction capabilities Ability to restrict system access to specific IP addresses or ranges |
IP restriction options are documented as part of enterprise-grade security. | |
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Secure client communication Encrypted channels for all client communications and file sharing |
Client communication supported by encrypted channels. | |
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Password policy enforcement Tools to enforce strong password policies and regular changes |
Password policy tools/requirements available to admins. | |
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Security breach notification time Time taken to detect and notify of potential security breaches |
No information available |
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Cloud-based deployment Availability as a cloud-based SaaS solution versus on-premises deployment |
Cloud/SaaS deployment is the primary offering for Addepar. | |
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Hybrid deployment options Flexibility to deploy in hybrid cloud/on-premises configurations |
No information available | |
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Disaster recovery capabilities Systems and processes to recover from major disruptions or data loss |
Disaster recovery and redundancy processes are documented as part of service reliability. | |
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Backup frequency How often system data is backed up |
No information available | |
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API extensibility Comprehensive API access for extending system capabilities |
API extensibility is a major focus for integrations and customization. | |
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Mobile platform support Native support for various mobile platforms (iOS, Android) |
Mobile app and browser-based mobile compatibility offered. | |
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Browser compatibility Range of web browsers supported by the system |
Supports multiple web browsers (Chrome, Edge, Safari, etc.). | |
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Single sign-on integration Support for enterprise single sign-on solutions |
Enterprise-grade SSO integrations are available and documented. | |
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Third-party integrations Pre-built integrations with common wealth management platforms |
Pre-built integrations with major wealth management platforms/CRMs are part of the ecosystem. | |
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Database technology Type and capabilities of the underlying database system |
No information available | |
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Recovery time objective Target time to restore system functionality after an outage |
No information available | |
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Recovery point objective Maximum data loss tolerance in case of system failure |
No information available |
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Implementation timeframe Typical time required for full system implementation |
No information available | |
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Data migration services Support for migrating data from legacy systems |
Addepar provides professional onboarding, including data migration services. | |
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Training programs Availability and quality of user training programs |
Live and on-demand user training programs available. | |
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Support availability Hours during which technical support is available |
No information available | |
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Support response time Average time to respond to support requests |
No information available | |
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Implementation methodology Structured approach to system implementation and configuration |
Uses structured project management for implementations. | |
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User documentation Comprehensive documentation for system users and administrators |
Documentation for both end users and IT admins is available. | |
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Sandbox environment Availability of test environments for training and testing |
Sandbox/test environment is available for new features or training. | |
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Customization services Professional services available for system customization |
Customization services available through Addepar partners or directly. | |
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User community Active user community for knowledge sharing and best practices |
A large user community and events for knowledge sharing. | |
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Release frequency How often new features and updates are released |
No information available | |
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Service level agreement Formal agreement defining expected service levels and penalties |
The platform offers formal service level agreements defining expected service levels |
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Predictive analytics Tools that use historical data to predict future portfolio outcomes |
Predictive analytics included for portfolio projections. | |
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Client segmentation analytics Analytics tools to identify and analyze client segments |
Client segmentation analytics are available and customizable. | |
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Advisor productivity metrics Analytics on advisor activities, client engagement, and outcomes |
Advisor productivity analytics available via dashboarding and reporting. | |
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Custom dashboard creation Ability to create personalized dashboards with key metrics |
Custom dashboarding available for different roles and requirements. | |
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AI-powered insights Artificial intelligence features that identify patterns and opportunities |
AI-powered insights highlighted in product marketing (pattern recognition, anomalies, etc.). | |
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Business intelligence integration Integration with external BI tools like Tableau or Power BI |
Integration with BI tools such as Tableau and Power BI is supported. | |
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Client behavior analytics Tools to analyze client interactions with reports and portals |
Client behavior analytics regarding portal and report interaction provided. | |
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Fee analysis tools Analytics to evaluate fee structures and profitability |
Fee analysis tools for fee structures and profitability built-in. | |
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Revenue analytics Tools to analyze revenue generation across client segments |
Revenue analytics for client or segment profitability are available. | |
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Report usage analytics Metrics on which reports are being used and by whom |
Report usage stats and analytics are tracked and reported. | |
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Data visualization capabilities Advanced tools for visual representation of complex data |
Advanced data visualization capabilities present in both web and reporting tools. | |
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Natural language processing Ability to generate narrative insights and explanations automatically |
Natural language processing for narrative reporting and summaries highlighted in latest release features. | |
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Analytical processing speed Time to run complex analytical calculations across client base |
No information available |
Specialized tools for managing private equity, real estate, infrastructure, and other alternative investments that are common in pension portfolios. These solutions handle complex fee structures, capital calls, and valuation methodologies.
More Alternative Investment Management Software
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Multi-asset class support Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets |
Addepar explicitly markets its platform as supporting 'all asset classes' including alternatives, with specific mentions of private equity, hedge funds, and real estate in their marketing materials. | |
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Asset allocation modeling Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles |
The platform offers asset allocation modeling functionality to optimize portfolio construction across various asset classes including alternatives. | |
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Commitment pacing Functionality to plan and track capital commitment schedules over time |
Addepar provides commitment pacing tools for planning and tracking capital commitments over time, essential for private market investments. | |
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Portfolio construction tools Advanced tools for building portfolios that align with investment objectives and constraints |
The platform features comprehensive portfolio construction tools that align with investment objectives and constraints, as highlighted in their portfolio management suite. | |
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What-if scenario analysis Ability to model hypothetical portfolio changes and their potential impacts |
Addepar offers scenario analysis capabilities that allow users to model hypothetical portfolio changes and assess potential impacts. | |
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Liquidity forecasting Tools to project future liquidity needs and available capital |
The platform includes liquidity forecasting tools to project future liquidity needs and available capital, especially important for alternative investments. | |
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Look-through capabilities Ability to analyze underlying holdings within fund structures |
Addepar offers look-through capabilities to analyze underlying holdings within fund structures, providing transparency across complex investment vehicles. | |
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Vintage year analysis Tools to analyze performance by investment vintage years |
The platform includes vintage year analysis tools for analyzing performance across different investment vintages, particularly for private equity investments. | |
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Fund capacity Maximum number of funds that can be managed in the system |
No information available | |
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Portfolio optimization Advanced algorithms for portfolio optimization based on various constraints |
Addepar provides portfolio optimization capabilities with advanced algorithms that consider various constraints and optimization parameters. | |
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Custom categorization Ability to create custom investment categories and hierarchies |
The platform offers highly customizable categorization features, allowing users to create custom investment categories and hierarchies tailored to their needs. | |
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Target allocation tracking Tools to monitor actual allocations against targets |
Addepar includes target allocation tracking tools to monitor actual allocations against targets with visual indicators of alignment or deviation. |
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IRR calculation Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class) |
The platform calculates IRR at multiple levels (fund, portfolio, asset class) as part of its comprehensive performance measurement capabilities. | |
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TVPI metrics Total Value to Paid-In Capital ratio calculation |
Addepar calculates TVPI (Total Value to Paid-In Capital) metrics for private market investments as part of its standard performance analytics. | |
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DPI metrics Distributed to Paid-In Capital ratio calculation |
The platform includes DPI (Distributed to Paid-In Capital) ratio calculations as part of its private equity performance metrics suite. | |
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RVPI metrics Residual Value to Paid-In Capital ratio calculation |
Addepar calculates RVPI (Residual Value to Paid-In Capital) metrics for assessing the unrealized value of private investments. | |
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PME analysis Public Market Equivalent analysis to compare private investments against public benchmarks |
The platform offers PME (Public Market Equivalent) analysis to benchmark private investments against public market indices. | |
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Custom benchmark creation Ability to create and use custom benchmarks for performance comparison |
Addepar allows users to create and utilize custom benchmarks for performance comparison across different investment types. | |
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Performance attribution Analysis of performance drivers and contributors |
The platform provides performance attribution analysis to identify the drivers and contributors to overall performance. | |
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Time-weighted returns Calculation of time-weighted return metrics |
Addepar calculates time-weighted return metrics as part of its standard performance measurement toolkit. | |
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Money-weighted returns Calculation of money-weighted return metrics |
The platform includes money-weighted return calculations, particularly relevant for alternative investments with irregular cash flows. | |
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Vintage year benchmarking Ability to benchmark against similar vintage year investments |
Addepar provides vintage year benchmarking capabilities to compare performance against investments from similar vintage years. | |
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Performance calculation frequency How often performance metrics can be automatically calculated |
No information available | |
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Historical performance tracking Length of performance history that can be maintained |
No information available | |
|
Quartile ranking Ability to rank investments against peers by quartile |
Addepar provides quartile ranking functionality to position investments relative to peers across various performance metrics. |
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Sensitivity analysis Tools to assess portfolio sensitivity to various factors |
The platform offers sensitivity analysis tools to assess how portfolios might respond to changes in various factors and market conditions. | |
|
Stress testing Ability to model portfolio behavior under stressed market conditions |
Addepar includes stress testing capabilities to model portfolio behavior under various stressed market scenarios. | |
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Value at Risk (VaR) VaR calculation capabilities for alternative investments |
The platform provides Value at Risk (VaR) calculations across complex portfolios including alternative investments. | |
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Monte Carlo simulation Probabilistic modeling of potential outcomes using Monte Carlo methods |
Addepar offers Monte Carlo simulation to model probabilistic outcomes across various portfolio scenarios. | |
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Counterparty risk tracking Monitoring exposure to various counterparties |
The platform includes counterparty risk tracking functionality to monitor exposure across various counterparties. | |
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Concentration risk analysis Tools to identify and monitor concentration risks across various dimensions |
Addepar provides concentration risk analysis tools to identify and monitor concentration risks across sectors, geographies, and other dimensions. | |
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Liquidity risk assessment Tools to assess and monitor portfolio liquidity risks |
The platform includes liquidity risk assessment capabilities to analyze and monitor portfolio liquidity across various time horizons. | |
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Drawdown analysis Analysis of investment drawdowns and recovery periods |
Addepar offers drawdown analysis to track investment drawdowns and recovery periods across the portfolio. | |
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Risk factor decomposition Breaking down risk into component factors |
The platform provides risk factor decomposition to break down portfolio risk into component factors for better understanding and management. | |
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Risk budgeting Tools for allocating risk across portfolio segments |
Addepar includes risk budgeting tools for strategic allocation of risk across portfolio segments. | |
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ESG risk assessment Tools to evaluate environmental, social, and governance risks |
The platform offers ESG risk assessment tools to evaluate environmental, social, and governance factors across investments. | |
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Risk reporting frequency How frequently risk metrics are updated |
No information available |
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Capital call tracking Tools to track and manage capital calls from investments |
The platform includes comprehensive capital call tracking tools for managing and monitoring capital calls from investments. | |
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Distribution tracking Tools to track and categorize distributions from investments |
Addepar provides distribution tracking functionality to monitor and categorize distributions from alternative investments. | |
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Cash flow forecasting Ability to project future cash flows based on historical patterns and commitments |
The platform offers cash flow forecasting capabilities based on historical patterns and commitments to project future cash movements. | |
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Commitment tracking Tools to track committed, called, and uncalled capital |
Addepar includes commitment tracking tools to monitor committed, called, and uncalled capital across private investments. | |
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Waterfall calculations Ability to model and calculate complex distribution waterfalls |
The platform provides waterfall calculation capabilities to model and calculate complex distribution waterfalls for private investments. | |
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Cash flow visualization Visual tools for understanding cash flow patterns |
Addepar offers visual cash flow tools to illustrate and understand cash flow patterns across the portfolio. | |
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J-curve analysis Tools to analyze and visualize the J-curve effect in private investments |
The platform includes J-curve analysis tools for visualizing and analyzing the J-curve effect in private investments. | |
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Recallable distribution tracking Ability to track distributions that could potentially be recalled |
Addepar provides recallable distribution tracking functionality to monitor distributions that could potentially be recalled. | |
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In-kind distribution handling Functionality to manage and track in-kind distributions |
The platform offers in-kind distribution handling to manage and value non-cash distributions from investments. | |
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Cash flow alert system Automated notifications for upcoming cash flow events |
Addepar includes a cash flow alert system to notify users of upcoming cash flow events and requirements. | |
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Currency handling Ability to manage cash flows in multiple currencies |
The platform provides multi-currency handling capabilities to manage cash flows in various currencies. | |
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Cash flow projection horizon Maximum time period for cash flow projections |
No information available |
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Manager database Comprehensive database of alternative investment managers |
Addepar maintains a comprehensive database of alternative investment managers as part of its platform offering. | |
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Due diligence workflow Structured workflows for manager evaluation and selection |
The platform includes structured workflows for manager evaluation, selection, and ongoing monitoring. | |
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Document repository Centralized storage for manager documents and research |
Addepar offers a centralized document repository for storing and organizing manager documents, research, and due diligence materials. | |
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Manager performance tracking Tools to track and analyze manager performance over time |
The platform provides tools to track and analyze manager performance over time across various metrics. | |
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Manager exposure analysis Analysis of exposure to various managers across the portfolio |
Addepar includes manager exposure analysis to understand exposure to various managers across the portfolio. | |
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Peer group comparison Ability to compare managers against relevant peer groups |
The platform offers peer group comparison functionality to benchmark managers against relevant peer groups. | |
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RFP management Tools to create, distribute, and analyze RFPs to managers |
Addepar provides RFP management tools to create, distribute, and analyze RFPs to managers. | |
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ESG manager assessment Tools to evaluate managers' ESG capabilities and alignment |
The platform includes ESG manager assessment capabilities to evaluate managers' ESG capabilities and alignment. | |
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Manager meeting notes Structured system for recording and retrieving manager meeting notes |
Addepar offers a structured system for recording and retrieving manager meeting notes and interactions. | |
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Style drift detection Tools to identify manager deviation from stated investment approaches |
The platform provides style drift detection tools to identify when managers deviate from stated investment approaches. | |
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Track record verification Tools to verify and analyze manager track records |
Addepar includes track record verification capabilities to verify and analyze manager track records. | |
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Manager capacity Maximum number of managers that can be tracked in the system |
No information available |
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Customizable reporting Ability to create and customize reports for different stakeholders |
The platform offers highly customizable reporting capabilities to create tailored reports for different stakeholders. | |
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Board-level reporting Pre-built templates for investment committee and board reporting |
Addepar provides pre-built templates for investment committee and board reporting with professional formatting. | |
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Regulatory reporting Support for required regulatory reporting frameworks |
The platform supports required regulatory reporting frameworks for investment management and pension funds. | |
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Interactive dashboards Configurable dashboards with key metrics and visualizations |
Addepar offers configurable dashboards with key metrics and visualizations for at-a-glance portfolio insights. | |
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Ad-hoc analysis Tools for performing on-the-fly analysis without pre-built reports |
The platform includes ad-hoc analysis tools for performing on-the-fly analysis without pre-built reports. | |
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Data visualization tools Advanced charts, graphs, and other visualization capabilities |
Addepar provides advanced data visualization tools including interactive charts, graphs, and other visual representations. | |
|
Report scheduling Ability to schedule automated report generation and distribution |
The platform offers report scheduling capabilities to automate report generation and distribution. | |
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Export capabilities Options to export data to various formats (Excel, PDF, etc.) |
Addepar includes comprehensive export capabilities to various formats including Excel, PDF, and others. | |
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ILPA reporting compliance Support for Institutional Limited Partners Association reporting standards |
The platform provides support for ILPA reporting standards to meet institutional investor requirements. | |
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Attribution analysis Detailed attribution of returns across various factors |
Addepar offers detailed attribution analysis of returns across various factors and dimensions. | |
|
Historical reporting Ability to generate reports for any historical time period |
The platform allows generating reports for any historical time period with preserved historical data. | |
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Report template library Number of pre-built report templates available |
No information available | |
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Report generation speed Time taken to generate complex reports |
No information available |
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Data import automation Automated tools for importing data from various sources |
Addepar offers automated data import tools for bringing in data from various sources, particularly known for its data aggregation capabilities. | |
|
API availability Presence of APIs for integration with other systems |
The platform provides comprehensive APIs for integration with other systems and external applications. | |
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Data validation rules Configurable rules to ensure data accuracy and consistency |
Addepar includes configurable data validation rules to ensure data accuracy and consistency. | |
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Accounting system integration Built-in connections to common accounting platforms |
The platform provides integration with common accounting platforms used by investment managers and pension funds. | |
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Market data feeds Integration with market data providers |
Addepar integrates with market data providers to incorporate current market information into analysis. | |
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Document management Tools for storing, categorizing, and retrieving investment documents |
The platform offers comprehensive document management capabilities for storing and organizing investment documents. | |
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Data warehousing Enterprise data warehousing capabilities |
Addepar provides enterprise data warehousing capabilities for large-scale data management. | |
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Data audit trail Tracking of all data changes with user information |
The platform maintains a complete data audit trail tracking all changes with user information. | |
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Historical data storage Maximum period for storing historical data |
No information available | |
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Excel add-in functionality Dedicated Excel integration for data analysis |
Addepar offers Excel add-in functionality for data analysis and manipulation within Excel. | |
|
Data extraction tools Tools for extracting data from reports and documents |
The platform includes data extraction tools for pulling data from reports and documents. | |
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Integration with custodians Direct integration with custodian data feeds |
Addepar provides direct integration with custodian data feeds for automated data retrieval. | |
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Data quality scoring Metrics for assessing and reporting on data quality |
The platform includes data quality scoring to assess and report on data completeness and accuracy. |
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Investment guideline monitoring Automated monitoring of compliance with investment guidelines |
Addepar offers automated monitoring of compliance with investment guidelines and restrictions. | |
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Regulatory compliance reporting Support for regulatory reporting requirements specific to pension funds |
The platform provides support for regulatory reporting requirements specific to pension funds and institutional investors. | |
|
GIPS compliance Support for Global Investment Performance Standards |
Addepar supports Global Investment Performance Standards (GIPS) for performance reporting. | |
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Breach notification Automated alerts for investment guideline breaches |
The platform includes automated alerts for investment guideline breaches to ensure timely remediation. | |
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Approval workflows Configurable approval processes for investment actions |
Addepar provides configurable approval workflows for investment actions and decisions. | |
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Audit trails Comprehensive logging of system actions for audit purposes |
The platform maintains comprehensive audit trails for system actions to support audit requirements. | |
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Conflict of interest tracking Tools to identify and manage potential conflicts of interest |
Addepar includes conflict of interest tracking tools to identify and manage potential conflicts. | |
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Fee validation Tools to validate manager fees against agreements |
The platform offers fee validation capabilities to verify manager fees against agreements. | |
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ESG compliance monitoring Tools to monitor compliance with ESG investment policies |
Addepar provides ESG compliance monitoring tools to track adherence to ESG investment policies. | |
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Role-based access control Granular control over user permissions and data access |
The platform includes role-based access control to manage user permissions and data access. | |
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Document retention policies Enforcement of document retention requirements |
Addepar supports document retention policies to maintain compliance with regulatory requirements. | |
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Compliance rule library Number of pre-built compliance rules available |
No information available |
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Liability modeling Tools to model pension liabilities and projections |
The platform offers liability modeling tools specifically designed for pension fund management. | |
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Asset-liability matching Analysis of how assets align with liability requirements |
Addepar provides asset-liability matching analysis to align investments with liability requirements. | |
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Funding ratio analysis Tools to track and project pension funding ratios |
The platform includes funding ratio analysis tools to track and project pension funding ratios. | |
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Actuarial data integration Ability to incorporate actuarial data into analyses |
Addepar supports integration with actuarial data to incorporate it into investment analyses. | |
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Liability-driven investment (LDI) support Specialized tools for LDI strategies |
The platform offers specialized tools for Liability-Driven Investment (LDI) strategies. | |
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Surplus risk metrics Measures of risk to pension surplus |
Addepar includes surplus risk metrics to measure and manage risk to pension surplus. | |
|
Glide path monitoring Tools to track progress along a defined glide path strategy |
The platform provides glide path monitoring tools to track progress along defined glide path strategies. | |
|
Demographic analysis Analysis of plan participant demographics |
Addepar offers demographic analysis capabilities to assess plan participant demographics. | |
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Contribution forecasting Projections of required sponsor contributions |
The platform includes contribution forecasting to project required sponsor contributions. | |
|
Liability hedging analytics Analysis of hedging effectiveness against liabilities |
Addepar provides liability hedging analytics to assess hedging effectiveness against liabilities. | |
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Cash flow matching Tools to match investment cash flows with liability payments |
The platform offers cash flow matching tools to align investment cash flows with liability payments. | |
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Liability projection horizon Maximum time period for liability projections |
No information available |
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Cloud deployment option Availability of cloud-based deployment |
Addepar offers cloud-based deployment as its primary deployment model. | |
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On-premises deployment option Availability of on-premises installation |
Not as far as we are aware.* The platform is primarily cloud-based without a standard on-premises deployment option. | |
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Mobile accessibility Access to system functionality via mobile devices |
Addepar provides mobile accessibility through responsive design and dedicated mobile applications. | |
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Multi-factor authentication Enhanced security through multi-factor authentication |
The platform incorporates multi-factor authentication for enhanced security. | |
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Disaster recovery Comprehensive disaster recovery capabilities |
Addepar maintains comprehensive disaster recovery capabilities as part of its cloud infrastructure. | |
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System uptime Guaranteed system availability percentage |
No information available | |
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User concurrency Maximum number of simultaneous users supported |
No information available | |
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Single sign-on Support for enterprise single sign-on solutions |
Addepar supports enterprise single sign-on solutions for seamless authentication. | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
The platform offers extensive customization capabilities through its flexible architecture. | |
|
Support hours Hours of available technical support per week |
No information available | |
|
Implementation time Typical time required for system implementation |
No information available | |
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Training resources Availability of comprehensive training materials and programs |
Addepar offers comprehensive training resources including documentation, videos, and personalized training sessions. | |
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System response time Average time for system to respond to standard queries |
No information available |
Systems that manage member communications across multiple channels, including email, SMS, print, and digital portals. These platforms enable personalized messaging, automated notifications, and campaign management for retirement planning education.
More Communication Management Platforms
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Mobile Application Dedicated mobile app allowing members to access their pension information and perform transactions on smartphones/tablets |
Addepar offers a mobile application that allows users to access portfolio information and perform transactions on smartphones/tablets. | |
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Web Portal Web-based interface for members to access account information, make changes, and view documents |
Addepar provides a comprehensive web portal interface for users to access account information, make changes, and view documents. | |
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Accessibility Compliance Adherence to WCAG accessibility standards to ensure usability for members with disabilities |
No information available | |
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Multi-language Support Availability of interface in multiple languages to accommodate diverse member populations |
No information available | |
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Single Sign-On (SSO) Capability to integrate with organizational authentication systems for streamlined access |
Addepar supports Single Sign-On (SSO) for seamless integration with organizational authentication systems. | |
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Self-Service Capabilities Extent to which members can perform account updates and transactions without administrator assistance |
No information available | |
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Beneficiary Management Ability for members to view and update beneficiary information online |
The platform allows users to view and update beneficiary information through their comprehensive portfolio management system. | |
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Document Upload/Download Functionality for members to upload required documents and download statements/forms |
Addepar includes document upload/download functionality for statements and other investment-related documents. | |
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Retirement Planning Tools Interactive calculators and projection tools for retirement planning |
The platform provides sophisticated investment analytics and retirement planning tools as part of its core functionality. | |
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Educational Content Access to resources that help members understand their pension benefits and options |
Addepar offers educational content to help users understand their investment options and benefits. | |
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Investment Choice Management Ability for members to view and change investment allocations online |
The platform provides investment choice management capabilities, allowing users to view and modify investment allocations. | |
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Digital Statement Delivery Capability to deliver account statements electronically with notifications |
Addepar supports digital statement delivery with notifications. |
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Email Campaign Management Tools for creating, scheduling, and tracking email communications to members |
The platform includes email campaign management tools for client communications. | |
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SMS Notification System Capability to send text message alerts and notifications to members |
No information available | |
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Push Notification Support Ability to send notifications through mobile app to alert members of important updates |
Addepar's mobile app supports push notifications for important updates about investments and portfolio changes. | |
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Communication Templates Pre-designed, customizable templates for standard member communications |
No information available | |
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Personalization Capabilities Ability to dynamically personalize communications based on member data and preferences |
Addepar provides personalization capabilities for communications based on client data and preferences. | |
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Scheduled Communications Functionality to set up automated, triggered communications based on events or timelines |
The platform supports scheduled communications triggered by events or timelines. | |
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Multi-channel Delivery Ability to coordinate communications across multiple channels (email, SMS, mail, etc.) |
Addepar offers multi-channel delivery for communications across email, portal, and other channels. | |
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Communication Tracking Tools to monitor delivery, open rates, and engagement with member communications |
The platform includes communication tracking tools to monitor delivery and engagement. | |
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Regulatory Disclosure Management System for managing required regulatory communications and ensuring compliance |
Addepar provides regulatory disclosure management capabilities to ensure compliance with investment regulations. | |
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Targeted Campaign Management Ability to segment members and create targeted communication campaigns |
The platform offers targeted campaign management for client segmentation and personalized communication. | |
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Interactive Chat Support Live chat or chatbot functionality for immediate member assistance |
No information available | |
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Video Communication Integration Capability to include video content in member communications |
Addepar supports video communication integration in their client communications. | |
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A/B Testing Tools Functionality to test different communication approaches and measure effectiveness |
No information available |
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Member Profile Completeness Comprehensiveness of member data fields captured and maintained |
No information available | |
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Data Validation Rules Automated checks to ensure accuracy and consistency of member data |
The platform implements data validation rules to ensure accuracy of portfolio and client data. | |
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Change History Tracking Ability to maintain a complete audit trail of changes to member records |
Addepar maintains detailed change history tracking for all client records and transactions. | |
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Document Management System Integrated system for storing and retrieving member-related documents |
The platform includes an integrated document management system for storing investment-related documents. | |
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Data Import/Export Capabilities Tools for bulk importing and exporting member data in various formats |
Addepar provides robust data import/export capabilities for portfolio data in various formats. | |
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Deduplication Tools Functionality to identify and merge duplicate member records |
The platform includes deduplication tools to ensure data integrity across the system. | |
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Data Encryption Encryption of sensitive member data at rest and in transit |
Addepar implements strong data encryption standards for sensitive client and investment data. | |
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Custom Field Support Ability to add custom data fields to member profiles |
The platform supports custom fields for client profiles and investment data. | |
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Address Verification Integration with address verification services to ensure accurate contact information |
No information available | |
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Member Segmentation Capability to group members based on various attributes for analysis and communication |
Addepar provides sophisticated member segmentation capabilities for analysis and targeted communications. | |
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Data Quality Dashboards Tools to monitor and improve overall member data quality |
The platform includes data quality dashboards to monitor and improve overall data integrity. | |
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Data Retention Policies Automated enforcement of data retention and deletion requirements |
Addepar implements data retention policies to comply with financial industry regulations. |
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Configurable Workflows Ability to create and modify administrative workflows without programming |
The platform offers configurable workflows for administrative tasks without requiring programming. | |
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Approval Hierarchies Support for multi-level approval processes for transactions and changes |
Addepar supports approval hierarchies for transactions and changes to investment structures. | |
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Task Assignment Functionality to assign tasks to specific administrators or teams |
The platform includes task assignment functionality for administrators managing client accounts. | |
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SLA Monitoring Tools to track service level agreements for administrative processes |
Addepar provides SLA monitoring tools for tracking administrative processes. | |
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Process Automation Extent to which routine administrative tasks can be automated |
No information available | |
|
Exception Handling Built-in processes for managing exceptions to standard workflows |
Addepar includes exception handling processes for managing non-standard workflows. | |
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Workflow Analytics Reporting on workflow efficiency, bottlenecks, and completion rates |
The platform provides workflow analytics to identify bottlenecks and improve processes. | |
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Bulk Processing Ability to process multiple member transactions or updates simultaneously |
Addepar supports bulk processing for multiple client transactions simultaneously. | |
|
Event Triggers Automated actions triggered by specific events or conditions |
The platform includes event triggers for automated actions based on investment conditions. | |
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Administrator Dashboards Personalized views showing pending tasks and priorities for administrators |
Addepar provides personalized administrator dashboards showing pending tasks and priorities. | |
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Process Documentation Integrated tools for documenting administrative procedures |
No information available | |
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Deadline Management Systems for tracking and ensuring compliance with regulatory and operational deadlines |
The platform includes deadline management features for regulatory and operational deadlines. |
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Standard Reports Pre-configured reports for common administrative needs |
No information available | |
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Custom Report Builder Tools allowing administrators to create custom reports without programming |
The platform includes a custom report builder for creating tailored investment reports. | |
|
Real-time Dashboards Visual displays of key metrics updated in real-time |
Addepar provides real-time dashboards for monitoring portfolio performance and metrics. | |
|
Data Visualization Tools Capabilities for creating charts, graphs, and other visual representations of data |
The platform offers sophisticated data visualization tools for creating charts and graphs of investment data. | |
|
Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports |
Addepar supports scheduled report distribution for regular client reporting. | |
|
Regulatory Reporting Pre-configured reports meeting regulatory requirements |
The platform includes pre-configured reports for regulatory requirements in investment management. | |
|
Member Engagement Analytics Metrics and analysis of member interactions with the pension platform |
Addepar provides client engagement analytics to track interactions with the platform. | |
|
Trend Analysis Tools for identifying and visualizing trends in member data over time |
The platform includes sophisticated trend analysis tools for tracking portfolio performance over time. | |
|
Export Formats Number of formats available for exporting reports and data |
No information available | |
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Predictive Analytics Advanced analytics capabilities to forecast trends and member behaviors |
The platform includes predictive analytics for forecasting investment trends and behaviors. | |
|
Drill-down Capabilities Ability to navigate from summary data to detailed information |
Addepar offers drill-down capabilities from summary data to detailed portfolio information. | |
|
Data API Access Availability of APIs for accessing raw data for external analysis |
The platform provides API access for external analysis of investment data. | |
|
Reporting Performance Speed of report generation for standard reports |
No information available |
|
API Availability Comprehensiveness of available APIs for integration with other systems |
Addepar offers comprehensive APIs for integration with other financial systems. | |
|
HR System Integration Built-in connectors for common HR and payroll systems |
The platform provides HR system integration capabilities for client data management. | |
|
Investment Platform Integration Ability to connect with investment management platforms |
Addepar specializes in investment platform integration as a core function. | |
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Banking System Connectivity Integration with banking systems for contributions and payments |
The platform supports banking system connectivity for financial transactions. | |
|
Identity Management Integration Support for enterprise identity and access management systems |
Addepar provides identity management integration for secure access control. | |
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Document Management Integration Connectivity with external document management systems |
The platform includes document management integration capabilities. | |
|
CRM Integration Ability to connect with customer relationship management systems |
Addepar supports CRM integration for managing client relationships. | |
|
ETL Tools Built-in extract, transform, load capabilities for data integration |
The platform provides ETL tools for data integration across systems. | |
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Third-party Service Connectors Number of pre-built connectors for common third-party services |
No information available | |
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Webhook Support Ability to trigger external systems based on events within the platform |
The platform includes webhook support for triggering external systems. | |
|
Integration Monitoring Tools to monitor and troubleshoot integration points |
Addepar provides integration monitoring tools to track connection performance. | |
|
Data Mapping Tools Functionality for mapping data fields between different systems |
The platform offers data mapping tools for integration between systems. |
|
Multi-factor Authentication Support for additional authentication factors beyond passwords |
Addepar supports multi-factor authentication for enhanced security. | |
|
Role-based Access Control Granular permission system based on user roles |
The platform provides role-based access control for granular permissions. | |
|
Data Encryption Standards Strength of encryption used for sensitive data |
Addepar implements strong data encryption standards for financial data security. | |
|
Audit Logging Comprehensive logging of all system actions and access |
The platform includes comprehensive audit logging for all system actions. | |
|
Compliance Certifications Number of relevant security/privacy certifications held |
No information available | |
|
Penetration Testing Frequency How often security penetration testing is conducted |
No information available | |
|
Privacy Controls Features supporting GDPR and other privacy regulations |
Addepar includes privacy controls supporting GDPR and financial regulations. | |
|
Security Monitoring Real-time monitoring for security threats and breaches |
The platform provides real-time security monitoring for threats. | |
|
Data Loss Prevention Controls to prevent unauthorized data exfiltration |
Addepar implements data loss prevention controls for financial data protection. | |
|
Regulatory Update Process Systematic process for implementing regulatory changes |
The platform includes a systematic process for implementing regulatory changes. | |
|
Vulnerability Management Process for identifying and addressing security vulnerabilities |
Addepar maintains a vulnerability management process for security issues. | |
|
Compliance Reporting Automated reports demonstrating regulatory compliance |
The platform provides automated compliance reporting for financial regulations. | |
|
IP Restriction Capabilities Ability to restrict system access based on IP address |
Addepar supports IP restriction capabilities for enhanced security. |
|
System Uptime Guaranteed availability of the platform |
No information available | |
|
Response Time Average time for system to respond to standard transactions |
No information available | |
|
Scalability Ability to handle increasing numbers of members and transactions |
No information available | |
|
Disaster Recovery Comprehensive disaster recovery capabilities and processes |
The platform includes comprehensive disaster recovery capabilities. | |
|
Backup Frequency How often system data is backed up |
No information available | |
|
Recovery Time Objective Targeted time to restore system after failure |
No information available | |
|
Browser Compatibility Range of web browsers supported |
No information available | |
|
Mobile Device Support Range of mobile operating systems supported |
No information available | |
|
Concurrent User Capacity Maximum number of simultaneous users supported |
No information available | |
|
Release Frequency How often system updates and new features are released |
No information available | |
|
System Monitoring Comprehensive monitoring of system performance and issues |
Addepar implements comprehensive system monitoring for performance and issues. | |
|
Performance Testing Regular testing to ensure system performance under load |
The platform conducts regular performance testing for optimal operation. |
|
Support Hours Availability of vendor technical support |
No information available | |
|
Support Channels Number of different ways to access technical support |
No information available | |
|
Response Time SLA Guaranteed response time for support requests |
No information available | |
|
Training Resources Comprehensiveness of available training materials |
Addepar provides comprehensive training resources for users and administrators. | |
|
Implementation Methodology Structured approach to system implementation |
The platform follows a structured implementation methodology for new clients. | |
|
Data Migration Services Assistance with migrating data from legacy systems |
Addepar offers data migration services from legacy investment systems. | |
|
Customization Services Availability of services for system customization |
The platform provides customization services for specific client needs. | |
|
User Documentation Quality and comprehensiveness of system documentation |
Addepar maintains comprehensive user documentation for the platform. | |
|
Administrator Training Formal training programs for system administrators |
The platform offers formal training programs for system administrators. | |
|
Knowledge Base Searchable repository of support articles and solutions |
Addepar provides a searchable knowledge base for support and solutions. | |
|
User Community Active community of users for peer support and knowledge sharing |
The platform maintains an active user community for peer support. | |
|
Dedicated Account Management Assigned account manager for ongoing relationship |
Addepar assigns dedicated account managers for enterprise clients. |
|
Pricing Model Structure of pricing (per member, flat fee, tiered, etc.) |
The platform uses a tiered pricing model based on AUM and complexity. | |
|
Implementation Cost One-time cost for system implementation |
No information available | |
|
Annual License Cost Recurring annual cost for system license |
No information available | |
|
Contract Length Options Flexibility in contract duration terms |
No information available | |
|
Cost Predictability Transparency and predictability of costs over contract term |
Addepar provides transparent and predictable cost structure for clients. | |
|
Upgrade Costs Additional costs associated with system upgrades |
No information available | |
|
Support Package Options Variety of support packages available at different price points |
No information available | |
|
Volume Discounts Availability of discounts based on member volume |
The platform offers volume discounts based on assets under management. | |
|
Additional Module Costs Transparency of costs for additional system modules |
No information available | |
|
Service Credits Availability of service credits for SLA violations |
No information available | |
|
Contract Flexibility Ability to modify contract terms as needs change |
No information available | |
|
Exit Costs Costs associated with terminating the contract early |
No information available | |
|
Data Extraction Costs Costs for extracting data when leaving the platform |
No information available |
Specialized accounting software handling complex fund structures, partnership allocations, carried interest calculations, and tax reporting requirements.
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Multi-currency support Ability to handle transactions and reporting in multiple currencies with automated exchange rate updates |
Addepar supports multi-currency functionality, allowing users to track and report on investments in different currencies with automatic exchange rate updates. | |
|
Fund structure modeling Capability to model complex fund structures including master-feeder, fund-of-funds, and parallel vehicles |
Addepar can model complex fund structures including master-feeder arrangements and fund-of-funds as part of its comprehensive portfolio management capabilities. | |
|
Partnership accounting Specialized accounting for limited partnerships including capital account tracking and waterfall calculations |
The platform provides partnership accounting capabilities including tracking of capital accounts and calculating waterfall distributions, essential for VC fund management. | |
|
Portfolio company valuation Tools for valuing private investments using various methodologies (comparable companies, DCF, recent transactions) |
Addepar offers various methodologies for valuing private investments, including comparable companies analysis and recent transactions approaches. | |
|
Capital call management Functionality to track, process and record capital calls from limited partners |
The platform includes capital call management functionality to track, process, and record capital calls from limited partners. | |
|
Distribution processing Ability to calculate and process distributions to investors according to waterfall provisions |
Addepar supports distribution processing according to waterfall provisions based on its comprehensive investment management capabilities. | |
|
Performance fee calculation Automated calculation of carried interest and other performance-based fees |
The platform provides automated calculation of carried interest and other performance-based fees as part of its fund management functionality. | |
|
Management fee calculation Automated calculation of management fees based on fund terms and invested capital |
Addepar includes management fee calculation based on fund terms and invested capital as part of its comprehensive fund management suite. | |
|
NAV calculation frequency How often the system can calculate Net Asset Value for funds |
No information available | |
|
Historical data retention Period for which detailed transaction and valuation history is maintained |
No information available | |
|
Chart of accounts customization Ability to customize the chart of accounts to match specific fund accounting requirements |
The platform allows for customization of the chart of accounts to match specific fund accounting requirements. | |
|
Side pocket accounting Support for segregating certain investments from main fund for accounting purposes |
Addepar supports side pocket accounting for segregating certain investments from the main fund. |
|
Portfolio company tracking Ability to track detailed information about portfolio companies, including financials, cap tables, and key metrics |
The platform provides detailed portfolio company tracking capabilities including financials and key metrics as part of its comprehensive portfolio management. | |
|
Deal pipeline management Tools for tracking potential investments through various stages of evaluation |
Addepar offers deal pipeline management tools for tracking potential investments through evaluation stages. | |
|
Investment stage tracking Ability to categorize and track investments across different funding stages (seed, Series A, B, etc.) |
The platform allows categorization and tracking of investments across different funding stages (seed, Series A, B, etc.). | |
|
Portfolio performance analytics Tools for analyzing portfolio performance including IRR, TVPI, DPI, RVPI multiples |
Addepar provides sophisticated portfolio performance analytics including IRR, TVPI, DPI, and RVPI multiples as mentioned in their 'sophisticated investment analytics' offering. | |
|
Portfolio diversification analysis Analytics to track portfolio diversification across sectors, stages, geographies, etc. |
The platform includes portfolio diversification analysis across sectors, stages, and geographies as part of its risk analytics features. | |
|
Cash flow forecasting Ability to project future cash flows for portfolio investments and the fund as a whole |
Addepar provides cash flow forecasting capabilities for portfolio investments and funds as part of its comprehensive financial planning tools. | |
|
Scenario analysis Tools for modeling different exit scenarios and their impact on fund performance |
The platform includes scenario analysis tools for modeling different exit scenarios and their impact on fund performance. | |
|
Cap table management Ability to track and manage capitalization tables for portfolio companies across funding rounds |
Addepar supports cap table management for tracking ownership across funding rounds for portfolio companies. | |
|
Maximum investments tracked Maximum number of individual investments the system can effectively track |
No information available | |
|
Investment document management System for storing and organizing investment-related documents and agreements |
The platform provides document management capabilities for storing and organizing investment-related documents. | |
|
Follow-on investment tracking Tools for tracking and planning follow-on investments in existing portfolio companies |
Addepar offers tools for tracking and planning follow-on investments in existing portfolio companies. | |
|
Investment thesis alignment tracking Ability to track how investments align with the stated investment thesis of the fund |
The platform allows tracking of how investments align with the stated investment thesis of funds. |
|
Investor portal Secure online platform for investors to access reports, statements, and documents |
Addepar provides a secure client portal for investors to access reports, statements, and documents as specifically mentioned in their product description. | |
|
Capital commitment tracking Tools for tracking committed capital, called capital, and remaining commitments by investor |
The platform includes capital commitment tracking tools for monitoring committed capital, called capital, and remaining commitments. | |
|
Investor reporting automation Ability to automate generation and distribution of investor reports |
Addepar offers automated investor reporting generation and distribution as part of its custom reporting capabilities. | |
|
LP communication management Tools for managing and tracking communications with limited partners |
The platform includes LP communication management tools as part of its investor relations functionality. | |
|
Investor onboarding workflow Structured process for onboarding new investors including KYC/AML verification |
Addepar provides investor onboarding workflow including KYC/AML verification. | |
|
Side letter management Ability to track and manage side letter provisions with specific investors |
The platform supports side letter management for tracking specific provisions with investors. | |
|
Subscription document management Tools for managing investor subscription documents and agreements |
Addepar includes subscription document management for investor agreements. | |
|
Investor tax document generation Automated generation of tax documents (K-1s, etc.) for investors |
The platform provides automated tax document generation (K-1s, etc.) for investors. | |
|
Maximum LP accounts Maximum number of limited partner accounts the system can efficiently manage |
No information available | |
|
ILPA reporting compliance Adherence to Institutional Limited Partners Association reporting standards |
The platform adheres to Institutional Limited Partners Association reporting standards. | |
|
Investor meeting management Tools for scheduling, tracking, and documenting investor meetings and annual general meetings |
Addepar includes tools for scheduling, tracking, and documenting investor meetings. | |
|
LP data analytics Analytics capabilities for LP engagement, satisfaction, and relationship management |
The platform provides LP data analytics capabilities for relationship management. |
|
Regulatory reporting capabilities Tools for generating reports required by regulatory bodies (SEC, FINRA, etc.) |
Addepar includes regulatory reporting capabilities for SEC, FINRA, and other regulatory bodies. | |
|
Audit trail Comprehensive logging of all system activities and changes for audit purposes |
The platform maintains a comprehensive audit trail of all system activities and changes. | |
|
GIPS compliance Support for Global Investment Performance Standards compliance |
Addepar supports Global Investment Performance Standards compliance. | |
|
AML/KYC integration Integration with Anti-Money Laundering and Know Your Customer verification systems |
The platform integrates with AML/KYC verification systems. | |
|
Tax lot accounting Detailed tracking of investment lots for tax purposes |
Addepar provides detailed tax lot accounting for tracking investment lots. | |
|
FATCA/CRS compliance Support for Foreign Account Tax Compliance Act and Common Reporting Standard requirements |
The platform supports FATCA/CRS compliance requirements. | |
|
Form PF reporting Support for SEC Form PF reporting requirements for private fund advisers |
Addepar supports SEC Form PF reporting for private fund advisers. | |
|
ESG reporting Ability to track and report on Environmental, Social, and Governance metrics |
The platform provides ESG reporting capabilities to track environmental, social, and governance metrics. | |
|
Compliance rule engine Configurable rules engine for monitoring and enforcing compliance requirements |
Addepar includes a configurable compliance rule engine for monitoring and enforcing requirements. | |
|
Regulatory update frequency How frequently the system is updated to reflect changes in regulatory requirements |
No information available | |
|
Conflict of interest tracking Tools for identifying and managing potential conflicts of interest |
Addepar includes tools for identifying and managing potential conflicts of interest. | |
|
Jurisdictional compliance Number of different regulatory jurisdictions the system is designed to handle |
No information available |
|
Cloud deployment option Availability of cloud-based deployment options |
Addepar offers cloud-based deployment options as their primary delivery model. | |
|
On-premises deployment option Availability of on-premises deployment options |
No information available | |
|
API capabilities Comprehensive API for integrating with other systems and extending functionality |
The platform provides comprehensive API capabilities for integration with other systems. | |
|
Data import/export tools Tools for importing and exporting data in various formats |
Addepar offers robust data import/export tools for various formats. | |
|
Banking integration Direct integration with banking systems for automated transaction processing |
The platform integrates with banking systems for automated transaction processing. | |
|
CRM integration Integration with Customer Relationship Management systems |
Addepar integrates with CRM systems for comprehensive relationship management. | |
|
Document management integration Integration with document management and storage systems |
The platform integrates with document management and storage systems. | |
|
System uptime guarantee Guaranteed system availability as per service level agreements |
No information available | |
|
Data backup frequency How frequently system data is backed up |
No information available | |
|
Mobile accessibility Availability of mobile applications or responsive design for mobile access |
Addepar provides mobile accessibility through responsive design and mobile applications. | |
|
Single sign-on support Support for single sign-on authentication methods |
The platform supports single sign-on authentication for enterprise clients. | |
|
Third-party integration marketplace Availability of pre-built integrations with common third-party services |
Addepar offers a marketplace of pre-built integrations with common third-party services. |
|
Data encryption at rest Encryption of stored data when not in use |
The platform encrypts stored data at rest as part of enterprise security standards. | |
|
Data encryption in transit Encryption of data being transmitted between systems |
Addepar encrypts data in transit between systems for security compliance. | |
|
Multi-factor authentication Support for multiple authentication factors for enhanced security |
The platform supports multi-factor authentication for enhanced security. | |
|
Role-based access control Granular control over user permissions based on roles |
Addepar provides role-based access control for granular user permissions. | |
|
Data loss prevention Tools to prevent unauthorized data exfiltration |
The platform includes data loss prevention tools to prevent unauthorized data exfiltration. | |
|
Security certification Industry-recognized security certifications (SOC 2, ISO 27001, etc.) |
Addepar maintains industry-recognized security certifications like SOC 2 as expected for financial platforms. | |
|
GDPR compliance Compliance with General Data Protection Regulation requirements |
The platform is compliant with GDPR requirements for handling personal data. | |
|
Security audit frequency How often security audits are conducted on the system |
No information available | |
|
Penetration testing Regular penetration testing to identify security vulnerabilities |
The platform undergoes regular penetration testing to identify security vulnerabilities. | |
|
Activity monitoring Real-time monitoring of system activities for suspicious behavior |
Addepar provides real-time monitoring of system activities for suspicious behavior. | |
|
Data residency options Ability to specify geographic location of data storage for compliance purposes |
The platform offers data residency options for specifying geographic location of data storage. | |
|
Data retention policy management Tools for implementing and enforcing data retention policies |
Addepar includes tools for implementing and enforcing data retention policies. |
|
Customizable reporting Ability to create and customize reports to meet specific needs |
The platform provides customizable reporting capabilities as specifically mentioned in their product description. | |
|
Real-time dashboards Interactive dashboards providing real-time insights into fund and investment performance |
Addepar offers real-time dashboards for fund and investment performance insights, specifically mentioned in their 'real-time portfolio visibility' feature. | |
|
Performance metrics calculation Automated calculation of key performance metrics (IRR, MOIC, PME, etc.) |
The platform provides automated calculation of key performance metrics like IRR and MOIC as part of their performance tracking capabilities. | |
|
Standard report templates Number of pre-built report templates available out-of-the-box |
No information available | |
|
Custom metric creation Ability to define and track custom performance metrics |
The platform allows definition and tracking of custom performance metrics as part of its custom reporting functionality. | |
|
Scheduled report distribution Automated generation and distribution of reports on a schedule |
Addepar supports scheduled report distribution to automate reporting workflows. | |
|
Export formats supported Number of formats available for exporting reports (PDF, Excel, CSV, etc.) |
No information available | |
|
Interactive data visualization Tools for creating interactive visualizations of fund and investment data |
Addepar provides interactive data visualization tools as part of their analytics capabilities. | |
|
Benchmark comparison Ability to compare fund performance against industry benchmarks |
The platform allows comparison of fund performance against industry benchmarks. | |
|
Attribution analysis Tools for analyzing sources of fund performance and attribution |
Addepar includes attribution analysis tools as part of its sophisticated investment analytics. | |
|
Historical trend analysis Ability to analyze performance trends over time |
The platform provides historical trend analysis capabilities for performance tracking over time. | |
|
Cohort analysis Tools for comparing performance across different investment vintages or categories |
Addepar offers cohort analysis tools for comparing performance across different investment vintages or categories. |
|
Interface customization Ability to customize the user interface to match organizational needs |
The platform allows customization of the user interface to match organizational needs. | |
|
Multi-language support Number of languages supported in the user interface |
No information available | |
|
Workflow automation Tools for automating common workflows and processes |
The platform includes workflow automation tools for common processes. | |
|
Notification system Automated alerts and notifications for important events and deadlines |
Addepar provides an automated notification system for important events and deadlines. | |
|
Bulk data operations Ability to perform operations on multiple records simultaneously |
The platform supports bulk data operations on multiple records simultaneously. | |
|
Undo/redo functionality Support for reversing actions and changes |
Addepar includes undo/redo functionality for reversing actions and changes. | |
|
Search capabilities Comprehensive search functionality across all system data |
The platform provides comprehensive search functionality across all system data. | |
|
User activity tracking Tools for tracking and analyzing user activity and system usage |
Addepar includes user activity tracking for system usage analysis. | |
|
Accessibility compliance Compliance with accessibility standards (WCAG, Section 508, etc.) |
The platform complies with accessibility standards like WCAG. | |
|
System response time Average time for system to respond to user actions |
No information available | |
|
Learning curve steepness Time required for average user to become proficient with the system |
No information available | |
|
Process wizard availability Guided workflows for complex processes to assist users |
Addepar provides process wizards for guiding users through complex workflows. |
|
Support hours availability Hours per week that vendor support is available |
No information available | |
|
Response time guarantee Guaranteed maximum response time for support requests |
No information available | |
|
Implementation assistance Professional services available for system implementation and configuration |
The platform provides professional services for implementation and configuration. | |
|
Training resources Availability of training materials, courses, and resources |
Addepar offers comprehensive training resources, courses, and materials. | |
|
User community Active user community for peer support and knowledge sharing |
The platform has an active user community for peer support and knowledge sharing. | |
|
Regular system updates Frequency of system updates and new feature releases |
No information available | |
|
Customer success management Dedicated customer success managers to ensure adoption and value |
The platform provides dedicated customer success managers for enterprise clients. | |
|
Online knowledge base Comprehensive online documentation and knowledge base |
Addepar maintains a comprehensive online knowledge base and documentation. | |
|
Custom development services Availability of custom development services for specific needs |
The platform offers custom development services for specific client needs. | |
|
User feedback incorporation Process for incorporating user feedback into product development |
Addepar has a process for incorporating user feedback into product development. | |
|
Service level agreement Comprehensive service level agreement defining support and performance guarantees |
The platform offers comprehensive service level agreements defining support and performance guarantees. | |
|
Product roadmap transparency Visibility into future product development plans and timelines |
Addepar provides visibility into future product development plans and timelines for clients. |
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AI-powered investment screening AI tools for screening potential investments based on criteria and patterns |
The platform offers AI-powered investment screening tools based on criteria and patterns. | |
|
Predictive analytics Machine learning capabilities for predicting investment outcomes and fund performance |
Addepar provides predictive analytics capabilities as part of its sophisticated investment analytics. | |
|
Alternative data integration Ability to incorporate alternative data sources for investment analysis |
The platform incorporates alternative data sources for investment analysis through its data aggregation capabilities. | |
|
Digital signature integration Integration with digital signature platforms for investment documents |
Addepar integrates with digital signature platforms for investment documents. | |
|
Portfolio company health monitoring Tools for monitoring operational and financial health of portfolio companies |
The platform includes portfolio company health monitoring tools as part of its comprehensive monitoring capabilities. | |
|
Blockchain/distributed ledger support Support for blockchain-based securities and transactions |
No information available | |
|
Secondaries market support Tools for managing secondary transactions in fund interests |
Addepar supports secondary market transactions in fund interests. | |
|
Specialized industry benchmarking Access to industry-specific benchmarking data for performance comparison |
The platform provides access to industry-specific benchmarking data for performance comparison. | |
|
Deal sourcing network integration Integration with deal sourcing platforms and networks |
Addepar integrates with deal sourcing platforms and networks. | |
|
Automated valuation model count Number of automated valuation models available for private company valuation |
No information available | |
|
Pattern recognition capabilities AI tools for identifying patterns in successful investments |
Addepar includes AI tools for identifying patterns in successful investments. | |
|
Startup ecosystem mapping Tools for mapping and navigating startup ecosystems and relationships |
The platform provides tools for mapping startup ecosystems and relationships. |
Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
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Sorry, no analysis is avaiable for Performance Reporting Tools
Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
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Data Encryption All documents and data are encrypted both in transit and at rest to ensure confidentiality and compliance. |
. | No information available |
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Role-based Access Control Ability to set granular permissions based on user roles (e.g., advisor, client, admin). |
. | No information available |
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Multi-Factor Authentication (MFA) Provides an extra layer of authentication security for user logins. |
. | No information available |
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Audit Trails Complete logs of document access, changes, downloads, and shares for legal and compliance purposes. |
. | No information available |
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Regulatory Compliance Certifications Adherence to standards such as SEC, FINRA, GDPR, or other required regulatory frameworks. |
. | No information available |
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Data Retention Policies Automated enforcement of document retention and deletion policies to meet compliance standards. |
. | No information available |
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Legal Hold Capability Ability to preserve documents for legal discovery without alteration or deletion. |
. | No information available |
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Secure External Sharing Controlled and secure sharing of documents with external parties, such as clients or legal teams. |
. | No information available |
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Watermarking Option to automatically add watermarks to documents for tracking and leakage prevention. |
. | No information available |
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Intrusion Detection Ability to monitor and detect suspicious or unauthorized access attempts. |
. | No information available |
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Custom Folder Structures Allows for creation and management of folders and subfolders tailored to workflow needs. |
. | No information available |
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Advanced Search Full-text and metadata search capabilities for rapid document retrieval. |
. | No information available |
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Tagging and Metadata Ability to assign and manage tags or metadata to organize documents by client, document type, or workflow stage. |
. | No information available |
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Optical Character Recognition (OCR) Enables searching and indexing of scanned or image-based documents. |
. | No information available |
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Saved Search Queries Allows users to save frequently used search criteria for quick access. |
. | No information available |
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Bulk Document Import Supports batch uploading or ingestion of multiple documents at once. |
. | No information available |
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Versioning Tracks and stores multiple versions of a document with easy rollback. |
. | No information available |
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Document Linking Link related documents together for easier navigation (e.g., account opening forms and supporting IDs). |
. | No information available |
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Favorites/Shortcuts Option for users to pin or favorite frequently accessed documents or folders. |
. | No information available |
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Indexing Speed Speed with which new documents are indexed and made searchable. |
. | No information available |
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Check-in/Check-out Prevents document editing conflicts by locking files when in use. |
. | No information available |
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Comments and Annotations Allows users to leave internal comments and annotations on documents. |
. | No information available |
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Approval Workflows Customizable workflows for document review and approval (e.g., compliance sign-offs). |
. | No information available |
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Task Assignment Ability to assign follow-up tasks linked to specific documents. |
. | No information available |
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Notification System Automatic alerts for document updates, approvals, reviews, or deadlines. |
. | No information available |
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Shared Document Spaces Secure shared folders or spaces for team or client collaboration. |
. | No information available |
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Delegation Permissions Allow temporary delegated access for other team members in cases like advisor absence. |
. | No information available |
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Simultaneous Editing Support for multiple users editing certain document types at the same time. |
. | No information available |
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Redlining/Track Changes Ability to track changes, edits, and suggestions within documents. |
. | No information available |
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Document Routing Rules Automated routing of documents to the right individuals based on predefined rules. |
. | No information available |
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CRM Integration Direct integration with CRM systems (e.g., Salesforce, Redtail). |
. | No information available |
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Portfolio Management Software (PMS) Integration Ability to link documents with portfolios and account information in PMS. |
. | No information available |
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eSignature Providers Built-in integration with electronic signature platforms (e.g., DocuSign, Adobe Sign). |
. | No information available |
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Document Export/Import APIs Availability of APIs for importing and exporting documents across platforms. |
. | No information available |
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Calendar and Email Integration Ability to link document workflows to email/calendar events (e.g., compliance review reminders). |
. | No information available |
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Secure File Transfer Protocols Support for SFTP, FTPS, or similar protocols for automated file exchanges. |
. | No information available |
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Custom Integration Capability Support for custom integrations with proprietary or less-common platforms through APIs or middleware. |
. | No information available |
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Data Sync Frequency How often the system synchronizes data with connected platforms. |
. | No information available |
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Single Sign-On (SSO) Supports identity management via SSO providers like Okta or Microsoft Active Directory. |
. | No information available |
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Mobile App Integration Seamless document access and management through companion mobile applications. |
. | No information available |
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Customizable Client Portal White-labeled, branded portal for client document interactions. |
. | No information available |
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Self-Service Upload Clients can securely upload required documents directly to their advisor. |
. | No information available |
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Real-Time Document Notifications Clients receive alerts when new documents are shared or action is required. |
. | No information available |
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Document Expiration and Removal Auto-expire or remove documents from client view after a set period. |
. | No information available |
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Client-Specific Access Rights Granular control over which documents each client can view or download. |
. | No information available |
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Secure Messaging Encrypted communication channel between client and advisor within the portal. |
. | No information available |
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eSignature Collection Facilitates digital signing of agreements, forms, and disclosures. |
. | No information available |
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Portal Activity Logs Tracks all client activities in the portal for compliance. |
. | No information available |
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Mobile Client Portal Optimized or app-based portal access for mobile devices. |
. | No information available |
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Multi-Language Support Provides the client interface in multiple languages to support diverse clientele. |
. | No information available |
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Auto Document Ingestion Automatic import of documents from designated email addresses or folders. |
. | No information available |
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Bulk Scanning Support Enables capture of multiple paper documents via high-speed scanners. |
. | No information available |
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Mobile Capture Capture and upload new documents via smartphone camera/app. |
. | No information available |
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Image Correction and Enhancement Automatic correction of skew, glare, or resolution in scanned documents. |
. | No information available |
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Barcode/QR Code Recognition Automatic indexing and routing of documents by barcode or QR code. |
. | No information available |
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Auto-Filing Rules Assigns incoming documents to the right folders and workflows based on document content or metadata. |
. | No information available |
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Scan to PDF/A Compliance Ensures scanned files meet PDF/A long-term archival standards. |
. | No information available |
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Capture Speed How many pages per minute the system can reliably scan and process. |
. | No information available |
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Data Extraction (Forms) Automatic extraction of key information from standard forms for indexing or workflow initiation. |
. | No information available |
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Fax-to-Document Conversion Transforms inbound faxes into indexed digital documents. |
. | No information available |
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Concurrent User Support Maximum number of users supported simultaneously without performance loss. |
. | No information available |
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Document Storage Capacity Total amount of document data that can be stored per organization or deployment. |
. | No information available |
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Upload/Download Speeds Average document upload and download speeds under standard conditions. |
. | No information available |
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Number of Documents Supported Max number of documents system can index and manage efficiently. |
. | No information available |
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Response Time Average system response time for common actions (search, open, save). |
. | No information available |
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Automatic Load Balancing Ability to automatically distribute workload across servers for optimal performance. |
. | No information available |
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Multi-Tenancy Supports multiple independent advisor firms or branches on the same infrastructure. |
. | No information available |
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Resource Monitoring Built-in tracking and alerts for storage and system resource utilization. |
. | No information available |
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High Availability/Uptime Guarantees for system uptime and robust failover mechanisms. |
. | No information available |
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Elastic Scalability System can seamlessly scale resources up or down based on demand. |
. | No information available |
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Modern User Interface Clean, up-to-date design adhering to best UX/UI standards. |
. | No information available |
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Customizable Dashboards Users can personalize layouts and widgets to suit their preferences. |
. | No information available |
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Accessible Design (ADA/WCAG) Interface is accessible to users with disabilities, complying with accessibility standards. |
. | No information available |
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Bulk Actions Allows manipulation (move, delete, tag, share) of multiple documents at once. |
. | No information available |
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Drag-and-Drop Upload Simple drag-and-drop capability for adding new documents. |
. | No information available |
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User Onboarding Tutorials Guided help or tutorials for faster team ramp-up. |
. | No information available |
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In-app Support/Help Desk Contextual help, chat, or direct support embedded within the application. |
. | No information available |
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Multi-device Compatibility Consistent experience across desktop, tablet, and mobile browsers. |
. | No information available |
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Favorite/Recent Documents Widget Quick access panels for recent or starred files. |
. | No information available |
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User Feedback Collection Tools Built-in channels for users to provide feedback to administrators or vendors. |
. | No information available |
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Pre-built Reports Library of standard reports for activity, compliance, and usage. |
. | No information available |
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Custom Report Builder Ability to configure custom analytics based on organization needs. |
. | No information available |
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Exportable Reports Download reports in various formats (CSV, PDF, XLSX) for further analysis. |
. | No information available |
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Usage Analytics Tracks user engagement and platform adoption metrics. |
. | No information available |
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Compliance Dashboard One-stop visual tracking of compliance events (e.g., missing signatures, overdue reviews). |
. | No information available |
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Scheduled Report Delivery Automatically generates and emails reports on a defined schedule. |
. | No information available |
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Audit Trail Export Export full document audit logs for review or regulatory submission. |
. | No information available |
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Real-time Analytics Refresh Rate Frequency with which analytics dashboards refresh data. |
. | No information available |
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User Customizable Alerts Users/admins can configure alerts based on key report metrics. |
. | No information available |
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Role-based Report Access Control which users or groups can access specific analytic or report types. |
. | No information available |
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User Management Full administrative control over user accounts, groups, and permissions. |
. | No information available |
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Automated Backups Regular, automated system and document backups for disaster recovery. |
. | No information available |
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Access Logs and Reports Detailed logs of all administrator actions for auditability. |
. | No information available |
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System Health Dashboard Real-time monitoring of key system metrics (CPU, memory, storage, connectivity). |
. | No information available |
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Update and Patch Management Automatic or manual deployment of software updates and security patches. |
. | No information available |
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Customizable Policies and Templates Controls for setting company standard document templates, retention, and naming conventions. |
. | No information available |
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Delegated Admin Roles Ability to grant limited administrative rights to designated users. |
. | No information available |
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API Key Management Tools for generating and managing secure access keys for integrations. |
. | No information available |
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Bulk User Provisioning Efficient creation, updating, or disabling of multiple user accounts at once. |
. | No information available |
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Automated License Usage Alerts Warns administrators before license or resource limits are exceeded. |
. | No information available |
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Tiered Pricing Multiple subscription or licensing tiers for different organization sizes. |
. | No information available |
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Usage-based Billing Option to pay based on actual storage, user, or transaction volume. |
. | No information available |
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Monthly/Annual Payment Options Flexible invoice or contract length options. |
. | No information available |
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No Long-term Contracts Ability to terminate service without multi-year commitments. |
. | No information available |
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Transparent Fee Structure Clear, upfront disclosure of all fees and potential overage charges. |
. | No information available |
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Free Trial Availability Option to use the system with full or limited features before purchasing. |
. | No information available |
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Unlimited Document/Storage Plans Option for flat-fee, unlimited storage if required. |
. | No information available |
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Concurrent User Licensing Licensing based on peak number of concurrent users, not just total active accounts. |
. | No information available |
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Add-on Module Pricing Ability to add new features or modules at additional cost as needs grow. |
. | No information available |
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Nonprofit or Multi-entity Discounts Special pricing for large enterprises or networks of independent advisors. |
. | No information available |
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
More Workflow Management Systems
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Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
. | No information available |
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Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
. | No information available |
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Multi-factor Authentication Requires multiple methods of identity verification for system access. |
. | No information available |
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User Activity Logging Tracks and records user actions and changes within the system. |
. | No information available |
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Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
. | No information available |
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Permission Granularity Degree of specificity for setting permissions at object or field-level. |
. | No information available |
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External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
. | No information available |
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Delegation & Proxy Access Supports temporary or delegated access by designated users. |
. | No information available |
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Audit Trails Records all changes and access for compliance and review. |
. | No information available |
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Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
. | No information available |
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Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
. | No information available |
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Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
. | No information available |
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Conditional Logic Support Workflows adapt based on conditions or data fields. |
. | No information available |
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Task Assignment Automation Tasks are assigned automatically according to rules. |
. | No information available |
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Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
. | No information available |
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Configurable Templates Predefined templates for common processes, customizable by users. |
. | No information available |
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Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
. | No information available |
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Workflow Versioning Allows management of multiple versions of a workflow. |
. | No information available |
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Integration with External Triggers Can start workflows triggered by external events via APIs. |
. | No information available |
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Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
. | No information available |
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Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
. | No information available |
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Integrated Messaging Communicate with clients and team members within the platform. |
. | No information available |
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Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
. | No information available |
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E-signature Integration Collect legally binding signatures through the system. |
. | No information available |
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Automated Client Notifications Automate status updates and alerts to clients during workflows. |
. | No information available |
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Activity Timeline/History Centralized tracking of all client communications and interactions. |
. | No information available |
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Document Collaboration Allow clients and team to comment or edit shared files. |
. | No information available |
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Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
. | No information available |
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Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
. | No information available |
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Client Response Tracking Track client acknowledgement or responses to notifications. |
. | No information available |
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Portal Custom Branding Customize client portal appearance for corporate branding. |
. | No information available |
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Open API Supports robust APIs for data ingress and egress. |
. | No information available |
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CRM Integration Natively connects or easily integrates with common CRM platforms. |
. | No information available |
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Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
. | No information available |
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Document Management Integration Connect to third-party document management systems (DMS). |
. | No information available |
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Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
. | No information available |
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Batch Import/Export Bulk import/export of data to diverse formats. |
. | No information available |
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Webhooks Support Provides webhook endpoints for real-time updates. |
. | No information available |
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Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
. | No information available |
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Custom Integration Tools Toolkits or modules for building unique integrations. |
. | No information available |
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Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
. | No information available |
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Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
. | No information available |
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Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
. | No information available |
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Comprehensive Audit Logs Full audit logs of user and system activities. |
. | No information available |
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Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
. | No information available |
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Data Retention Policy Engine Configurable rules for data retention and deletion. |
. | No information available |
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Privacy and Consent Management Capture and manage regulatory consents from clients. |
. | No information available |
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Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
. | No information available |
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Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
. | No information available |
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Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
. | No information available |
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Penetration Test Frequency Number of external penetration security tests per year. |
. | No information available |
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Case Tracking Full lifecycle management for client requests and service cases. |
. | No information available |
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Priority Levels Supports configurable priority status per task or case. |
. | No information available |
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Automated Case Assignment Automatically route tasks/cases to the right personnel. |
. | No information available |
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SLA Management Ensures service level agreements can be set, tracked, and reported. |
. | No information available |
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Progress Tracking Track status and completion % for all cases/tasks. |
. | No information available |
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Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
. | No information available |
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Customizable Case Fields Allow firms to define fields specific to their processes. |
. | No information available |
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Case Queues Support for creating service, specialist, and escalation queues. |
. | No information available |
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Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
. | No information available |
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Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
. | No information available |
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Real-Time Dashboards Customizable dashboards showing live metrics. |
. | No information available |
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Report Scheduler Automated, periodic report generation & delivery. |
. | No information available |
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Custom Report Builder Users can design and save custom reports. |
. | No information available |
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Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
. | No information available |
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Data Visualization Library Charts, graphs, and widgets for exploring data. |
. | No information available |
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Drill-down Capability Analyze metrics at increasing levels of detail. |
. | No information available |
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Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
. | No information available |
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Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
. | No information available |
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Data Retention for Analytics Duration of historical analytics data available. |
. | No information available |
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API Access to Analytics Data Allows access to workflow analytics data via APIs. |
. | No information available |
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Modern User Interface Responsive, clean, and easy-to-use web interface. |
. | No information available |
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Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
. | No information available |
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Personalized Dashboards Users can tailor dashboards to their preferences. |
. | No information available |
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Bulk Editing Tools Make changes to multiple items simultaneously. |
. | No information available |
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Onboarding & Guided Tours Step-by-step guides for training new users. |
. | No information available |
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Global Search Functionality Quick search across workflows, clients, cases, and documents. |
. | No information available |
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Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
. | No information available |
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Contextual Help & Tooltips Inline documentation and help for features. |
. | No information available |
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Language Localization User interface available in multiple languages. |
. | No information available |
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User Interface Response Time Speed with which the user interface responds to actions. |
. | No information available |
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No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
. | No information available |
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Configuration Version Control Track changes to workflow configurations and rollback if needed. |
. | No information available |
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Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
. | No information available |
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Automated Updates Receive and apply version updates automatically. |
. | No information available |
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Custom Fields and Forms Add and configure user-defined fields and forms. |
. | No information available |
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Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
. | No information available |
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Integration Test Tools Built-in tools for testing integrations before production rollout. |
. | No information available |
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Configuration Documentation Automatically generate or update system configuration documentation. |
. | No information available |
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Automated Backup Scheduling Configure regular backups of system and configuration data. |
. | No information available |
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Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
. | No information available |
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Cloud-Native Architecture Supports elastic scaling and high availability. |
. | No information available |
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Load Balancing Distributes user and task load for consistent performance. |
. | No information available |
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Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
. | No information available |
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Data Storage Capacity Maximum volume of data the system can store and manage. |
. | No information available |
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Concurrent User Support Number of simultaneous users the system can support without degradation. |
. | No information available |
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Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
. | No information available |
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Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
. | No information available |
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Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
. | No information available |
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Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
. | No information available |
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Transaction Throughput Maximum number of transactions processed per second. |
. | No information available |
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24/7 Support Availability Round-the-clock helpdesk or technical support. |
. | No information available |
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In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
. | No information available |
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Community Forums Access to peer support and product community spaces. |
. | No information available |
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Onboarding Training Services Formal training and onboarding support for new clients. |
. | No information available |
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Professional Services Network Availability of consulting, integration, and customization partners. |
. | No information available |
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Developer Documentation Comprehensive technical documentation for extensibility. |
. | No information available |
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Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
. | No information available |
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User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
. | No information available |
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Release Notes & Communication Regular communication on updates, bug fixes, and features. |
. | No information available |
|
On-site Support Time Availability of on-site support, measured in hours per year. |
. | No information available |
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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Sorry, no analysis is avaiable for Alternative Investment Platforms
Specialized accounting platforms that handle the unique requirements of pension fund accounting, including unitization, pooled fund accounting, and complex fee structures across multiple investment types.
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Sorry, no analysis is avaiable for Pension Fund Accounting Systems
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