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Portfolio management, client reporting, order management, risk analysis, and regulatory compliance. The reporting module offers customizable templates, branding options, and automated delivery.
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 |
Diamentis advertises detailed client portfolio monitoring with performance metrics for multiple periods. | |
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Asset allocation visualization Graphical representation of client portfolio asset allocation across different asset classes and sectors |
The platform specifically highlights asset allocation visualization among its reporting outputs. | |
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Benchmark comparison Functionality to compare portfolio performance against relevant market benchmarks and indices |
Benchmark comparison, including custom and market indices, is included in core reports. | |
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Risk analytics reporting Ability to report on various risk metrics including volatility, Sharpe ratio, and drawdown statistics |
Risk analysis (volatility, Sharpe ratio etc.) is a featured module. | |
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Tax reporting Generation of tax-related reports including realized/unrealized gains and losses, dividend income, and tax lot information |
Tax-related reporting is among Diamentis's core functionalities. | |
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ESG/sustainability reporting Reports on environmental, social and governance factors in investment holdings |
No information available | |
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Custom reporting templates Ability to create and save customized reporting templates for specific client segments or requirements |
Described as having customizable reporting templates for clients and advisors. | |
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Fee transparency reporting Detailed breakdown of management fees, transaction costs, and other expenses |
Fee transparency is mentioned (breakdown of management fees and costs). | |
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Goal-based reporting Progress tracking toward specific financial goals and objectives set by clients |
Goal-based reporting and financial planning outcomes are part of the reporting suite. | |
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Forward-looking scenario analysis Projection reports showing various market scenarios and potential portfolio outcomes |
Scenario analysis and forecasts mentioned under risk and performance reporting. | |
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Historical transaction reporting Comprehensive record of all portfolio transactions during the reporting period |
Comprehensive transaction histories available in reports. | |
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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 external custodians; multi-custodian listed as key feature. | |
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Market data feeds Integration with market data providers for pricing, reference data, and market indices |
Integration with data vendors for market and pricing data confirmed. | |
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Alternative investment data handling Capacity to incorporate data from non-traditional assets like private equity, real estate, or collectibles |
Alternative asset support (e.g., real estate and private equity) described on the vendor's website. | |
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Data reconciliation automation Automated processes to reconcile data discrepancies across different sources |
No information available | |
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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 |
API integration for data and external system connectivity is highlighted. | |
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Data quality monitoring Tools to monitor and flag data anomalies or inconsistencies |
No information available | |
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Manual data entry capabilities Ability to manually input data for assets or transactions not available through automated feeds |
Manual entry available for non-automated assets as per documentation. | |
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Data visualization tools Tools to visualize complex data relationships and patterns |
Rich visualization tools and dashboards are part of portfolio reporting. | |
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Data export options Ability to export data in various formats (CSV, Excel, PDF, etc.) |
Exports to Excel, PDF and other formats supported. | |
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CRM integration Capability to integrate with customer relationship management systems |
CRM integration offered with major CRMs as listed in integration partners. |
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Client portal Secure online portal where clients can access their reports and portfolio information |
Clients have access to a secure online portal for documents and reports. | |
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Mobile access Mobile application or responsive design allowing clients to view reports on smartphones and tablets |
Product is described as mobile-ready with responsive design. | |
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Interactive reports Dynamic reports allowing clients to explore data, adjust parameters, and drill down into details |
Interactive, drill-down enabled report views are marketed as an advantage. | |
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White-labeling capabilities Ability to customize the look and feel of reports with firm branding and design elements |
White-label branding and custom templates are a standard feature. | |
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Notification system Automated alerts and notifications for report availability or important portfolio events |
Notification system for new reports and major events mentioned in feature list. | |
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Client communication tools Features facilitating secure messaging or document sharing between clients and advisors |
Secure messaging and document sharing between client/advisor listed as available. | |
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Multi-language support Ability to generate reports in different languages for international clients |
No information available | |
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Document archiving Secure storage of historical reports for client access |
Document archiving for prior reports is a promoted feature for audit/compliance. | |
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Digital signature capability Tools for clients to digitally sign documents when required |
No information available | |
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Scheduling flexibility Options for customizing the frequency and timing of automated report delivery |
Automated and manually configurable report schedule/frequency is advertised. | |
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Client feedback mechanisms Tools allowing clients to provide feedback or ask questions about their reports |
No information available | |
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Accessibility compliance Adherence to accessibility standards for clients with disabilities |
No information available | |
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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 |
Reporting templates and branding options show substantial customization possibilities. | |
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Custom calculation capabilities Ability to create and implement custom performance metrics or calculations |
No information available | |
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Client segmentation Tools to segment clients and customize reporting approaches for different client types |
Product allows segmenting clients for reporting and communication. | |
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Household reporting Ability to aggregate and report on multiple accounts as a household unit |
Household/group reporting for multi-account clients is available. | |
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Custom taxonomies Flexibility to create custom asset classifications or categorization frameworks |
No information available | |
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Workflow customization Options to customize reporting workflows and approval processes |
Reporting workflows can be adapted per client and per advisor team. | |
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User-defined fields Ability to add custom data fields specific to the firm's requirements |
No information available | |
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Reporting frequency options Flexibility in setting different reporting schedules (daily, monthly, quarterly) |
Users can configure reporting frequency: daily, monthly, quarterly, etc. | |
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Custom benchmark creation Tools to create blended or custom benchmarks for performance comparison |
Custom and blended benchmarks can be created according to feature list. | |
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User permission customization Granular control over what different user roles can view or modify |
Granular user roles and permissions are supported. | |
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Report distribution rules Ability to create custom rules for report distribution based on client preferences |
No information available | |
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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 |
Regulatory reporting templates for main global markets available per documentation. | |
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Audit trails Comprehensive logging of all system activities and changes |
Audit logs and report histories are part of the compliance package. | |
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Version control Tracking of report versions to maintain record of changes |
Version control for reports and audit trail information is described. | |
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Regulatory disclosure management Tools to manage required disclosures in client communications |
Disclosure language and regulatory notifications included in client communications. | |
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Approval workflows Configurable approval processes before reports are released to clients |
Standard and custom approval workflows for compliance before distribution are advertised. | |
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Compliance monitoring Automated monitoring of portfolio activities against compliance rules |
Compliance monitoring tools, including rules and audit, are integrated. | |
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Data privacy controls Features ensuring client data privacy and protection |
Privacy features for clients, in line with GDPR and other standards, are listed. | |
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GIPS compliance Support for Global Investment Performance Standards reporting requirements |
Support for GIPS-compliant reporting confirmed in marketing material. | |
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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 |
Global regulatory compatibility is claimed including MiFID II. | |
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SEC/FINRA compliance features Tools supporting compliance with SEC and FINRA requirements |
No information available | |
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Multi-jurisdiction support Ability to handle reporting requirements across different regulatory jurisdictions |
Multi-jurisdiction and multinational reporting compliance described. |
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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 report generation is supported for client/advisor operations. | |
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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 |
Product promises resilient performance during peak (quarter-end/year-end) reporting cycles. | |
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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 referenced in cloud deployment notes. | |
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Performance monitoring tools Built-in tools to monitor system performance and identify bottlenecks |
Performance and system status monitoring dashboards exist for administrators. | |
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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 (MFA/2FA) is supported as part of security features. | |
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Data encryption Encryption of data both in transit and at rest |
All data encrypted at rest and in transit, per security statement. | |
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Role-based access control Granular user permissions based on roles and responsibilities |
Role-based permissions are supported for users and administrators. | |
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Intrusion detection Systems to detect and alert on unauthorized access attempts |
No information available | |
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Security audit logging Detailed logs of all security-related events and activities |
Security audit trails for all key activities are maintained. | |
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Data loss prevention Tools to prevent unauthorized export or sharing of sensitive data |
No information available | |
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Session timeout controls Automatic logout after periods of inactivity |
Supports session timeout controls for inactivity per security details. | |
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Vulnerability scanning Regular scanning for security vulnerabilities in the system |
Vulnerability assessment and regular security testing is stated under security compliance. | |
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Security certification Industry security certifications such as SOC 2, ISO 27001 |
Product claims SOC 2 and ISO 27001 compliance/certification. | |
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IP restriction capabilities Ability to restrict system access to specific IP addresses or ranges |
Admin options exist to restrict access by IP as an additional control. | |
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Secure client communication Encrypted channels for all client communications and file sharing |
Client communications, including web portal and messages, are encrypted. | |
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Password policy enforcement Tools to enforce strong password policies and regular changes |
No information available | |
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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 delivery is the default deployment model. | |
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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 |
Business continuity, backup, and disaster recovery processes are described for data protection. | |
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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 |
Platform is described as extensible via public APIs. | |
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Mobile platform support Native support for various mobile platforms (iOS, Android) |
Mobile app available for iOS and Android. | |
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Browser compatibility Range of web browsers supported by the system |
Supports modern browsers (Chrome, Firefox, Safari, Edge) as per support document. | |
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Single sign-on integration Support for enterprise single sign-on solutions |
Enterprise SSO/SAML integrations are supported. | |
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Third-party integrations Pre-built integrations with common wealth management platforms |
Vendor lists out-of-the-box integrations with wealth management platforms. | |
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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 |
Migration services from legacy and competitive systems mentioned in implementation section. | |
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Training programs Availability and quality of user training programs |
Multiple training modes (online, in-person, materials) are advertised for onboarding. | |
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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 |
Describes structured methodologies for rollout and configuration. | |
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User documentation Comprehensive documentation for system users and administrators |
Full user/admin documentation is available to clients. | |
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Sandbox environment Availability of test environments for training and testing |
Test/sandbox environments provided for setup and training. | |
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Customization services Professional services available for system customization |
Professional customization services available for custom workflows or integrations. | |
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User community Active user community for knowledge sharing and best practices |
No information available | |
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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 |
SLA agreements for uptime and support are available. |
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Predictive analytics Tools that use historical data to predict future portfolio outcomes |
No information available | |
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Client segmentation analytics Analytics tools to identify and analyze client segments |
No information available | |
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Advisor productivity metrics Analytics on advisor activities, client engagement, and outcomes |
No information available | |
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Custom dashboard creation Ability to create personalized dashboards with key metrics |
Personalized dashboards with configurable metrics are available. | |
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AI-powered insights Artificial intelligence features that identify patterns and opportunities |
No information available | |
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Business intelligence integration Integration with external BI tools like Tableau or Power BI |
No information available | |
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Client behavior analytics Tools to analyze client interactions with reports and portals |
No information available | |
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Fee analysis tools Analytics to evaluate fee structures and profitability |
No information available | |
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Revenue analytics Tools to analyze revenue generation across client segments |
No information available | |
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Report usage analytics Metrics on which reports are being used and by whom |
No information available | |
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Data visualization capabilities Advanced tools for visual representation of complex data |
Powerful portfolio and data visualization described as part of reporting UX. | |
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Natural language processing Ability to generate narrative insights and explanations automatically |
No information available | |
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Analytical processing speed Time to run complex analytical calculations across client base |
No information available |
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