Tamarac Portfolio Management from Tamarac (Envestnet)

A comprehensive portfolio management platform with performance reporting, fee billing, and client portal capabilities. Features include daily reconciliation, custom benchmarking, tax-loss harvesting, and model-based rebalancing.

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Product analysis by function

Portfolio Management Systems for Portfolio Management

Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
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Core Portfolio Management
(5 Yes /5 Known /10 Possible features)

Order Management & Trading
(3 Yes /3 Known /10 Possible features)

Performance Measurement & Attribution
(6 Yes /6 Known /10 Possible features)

Risk Management & Analytics
(0 Yes /0 Known /10 Possible features)

Compliance & Regulatory Reporting
(7 Yes /7 Known /10 Possible features)

Data Integration & Management
(4 Yes /4 Known /10 Possible features)

Client & Investor Communications
(7 Yes /7 Known /10 Possible features)

Workflow & Task Automation
(4 Yes /4 Known /10 Possible features)

Security & Access Control
(7 Yes /7 Known /10 Possible features)

Integration & Extensibility
(1 Yes /1 Known /10 Possible features)

Usability & User Interface
(6 Yes /6 Known /10 Possible features)

Core Portfolio Management
(9 Yes /9 Known /10 Possible features)

Performance Measurement & Attribution
(7 Yes /7 Known /9 Possible features)

Risk Management
(8 Yes /8 Known /9 Possible features)

Order Management & Trade Execution Workflow
(7 Yes /7 Known /8 Possible features)

Compliance Management
(4 Yes /4 Known /8 Possible features)

Data Management & Integration
(0 Yes /0 Known /7 Possible features)

Reporting & Analytics
(0 Yes /0 Known /7 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /7 Possible features)

Automation & Workflow
(0 Yes /0 Known /5 Possible features)

Security & Reliability
(0 Yes /0 Known /7 Possible features)

Support, Maintenance & Vendor Stability
(0 Yes /0 Known /7 Possible features)

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Multi-Asset Class Support Supports a wide variety of asset classes including equities, fixed income, derivatives, alternatives, and cash.		Tamarac supports equities, fixed income, mutual funds, ETFs, and cash management, indicating Multi-Asset Class Support.
Model Portfolio Management Ability to create and manage model portfolios for replication and benchmarking.		Model-based rebalancing and model portfolios are a core feature, confirming Model Portfolio Management.
Rebalancing Tools Tools for automated and manual portfolio rebalancing based on rules or drift thresholds.		Automated and manual rebalancing tools are explicitly mentioned (model-based rebalancing).
Tax Lot Tracking Tracks individual tax lots for accurate tax management and reporting.		Daily reconciliation and tax-loss harvesting requires accurate tax lot tracking, which is described in product documentation.
Multi-Currency Support Manages and values portfolios in multiple base and reporting currencies.		No information available
Historical Position Reconstruction Ability to reconstruct historical portfolio positions for reporting or auditing.		No information available
Scenario Analysis Enables scenario modeling to assess portfolio impacts under various assumptions.		No information available
Portfolio Hierarchies Supports complex hierarchical structures (accounts, sub-portfolios, composites).		Supports household/group/portfolio/account hierarchies, as referenced in official documentation.
What-If Analysis Provides tools to simulate hypothetical trades and assess impacts.		No information available
Speed of Portfolio Valuation Time taken to compute full valuation of a portfolio.		No information available

Order Generation Create and submit orders directly from portfolio or model changes.		Order generation is supported for rebalancing and model implementation workflows.
Pre-Trade Compliance Checks Checks trade orders against investment restrictions prior to execution.		Pre-trade compliance is part of Tamarac's rebalancing solution per product descriptions.
Order Routing Supports automated routing of trades to counterparties or execution platforms.		No information available
FIX Protocol Integration Native support for FIX protocol for seamless connectivity with brokers.		No information available
Trade Allocation Flexible rules for post-trade allocation to accounts or sleeves.		Supports flexible post-trade allocation workflows (household-level management, sleeve strategies).
Market Data Integration Real-time or delayed access to market prices for pre-trade decisions.		No information available
Execution Cost Analysis Tracks and reports on transaction costs and slippage.		No information available
Straight-Through Processing (STP) Rate Percentage of trades processed from order to settlement without manual intervention.		No information available
Time to Execute Trade Average time from order entry to execution fill.		No information available
Block Trading Support Ability to manage and execute block trades efficiently.		No information available

Time-Weighted Return Calculation Accurate calculation of time-weighted returns for investment performance analysis.		Time-weighted return reporting is available, indicated in performance analytics descriptions.
Money-Weighted Return Calculation Calculation of money-weighted (IRR) returns for cashflow-sensitive portfolios.		Money-weighted (IRR) calculations supported per performance reporting details.
Multi-Level Attribution Supports multi-level (sector, security, currency) performance attribution.		Performance attribution by sector/security/currency is promoted as a core reporting feature.
Custom Benchmark Support Ability to set and compare portfolios against custom benchmark indices.		Users can set custom and blended benchmarks for performance comparison.
Risk-Adjusted Return Metrics Includes Sharpe, Sortino, and other ratios for performance analysis.		Sharpe and other risk-adjusted metrics are included in reporting modules.
Performance Contribution Analysis Analyzes contribution to performance by asset, sector, or manager.		Contribution analysis by asset/sector/manager is a standard reporting option.
Automatic GIPS Composite Management Support for Global Investment Performance Standards composite setup and reporting.		No information available
Frequency of Return Calculations How often return calculations can be performed.		No information available
Granularity of Holdings Analysis Level at which performance can be broken down (e.g., lot, security, sector).		No information available
Speed of Performance Report Generation Time required to generate detailed performance reports.		No information available

VaR (Value at Risk) Calculation Calculates Value at Risk using multiple methodologies (parametric, historical, Monte Carlo).		No information available
Stress Testing Ability to run stress and shock scenarios on portfolios.		No information available
Risk Exposure Breakdown Detailed analysis and visualization of exposures (sector, country, factor, etc).		No information available
Factor Analysis Decomposition of portfolio returns/risk into underlying risk factors.		No information available
Liquidity Risk Assessment Measures and reports on the liquidity profile of portfolios.		No information available
Counterparty Risk Assessment Quantifies exposures to issuers, custodians, and brokers.		No information available
Real-Time Risk Monitoring Provides real-time or near-time updates to risk metrics.		No information available
Limit Monitoring and Alerts Automated monitoring of risk and exposure limits with alerting.		No information available
Number of Custom Risk Metrics Supported Custom risk models or metrics the platform can support at once.		No information available
Speed of Risk Report Generation Time required to generate and distribute risk reports.		No information available

Pre-Trade Compliance Checks compliance with regulatory and client-specific rules prior to order execution.		Pre-Trade Compliance is part of the rebalancing and trading engine.
Post-Trade Compliance Monitors post-trade activity for adherence to investment guidelines.		Post-Trade Compliance monitoring available, per workflow and compliance documentation.
Regulatory Report Generation Produces reports required for regulatory filings (e.g., Form PF, AIFMD, MiFID II).		Regulatory reports such as ADV, GIPS, and custom filing supported.
Custom Rule Builder GUI or scripting language for creating custom compliance rules.		Tamarac Compliance offers a GUI rule builder for custom restrictions and rules.
Audit Trail Tracks and logs all activity and changes for audit purposes.		Complete audit trail for compliance and portfolio activity.
Exception Management Workflows for handling and resolving compliance breaches and exceptions.		Exception workflows exist for breaches in compliance.
Automated Document Generation Automatically generates legal and compliance documents for clients or regulators.		Generates account statements, billing documents, and allows for automated scheduled document generation.
Number of Built-In Compliance Rules Out-of-the-box compliance rules or templates available.		No information available
Compliance Check Frequency How frequently compliance checks are run on portfolios.		No information available
Alert Notification Time Delay between identifying a compliance breach and notifying the user.		No information available

Open API Access Well-documented APIs for integration with third-party systems or internal applications.		APIs are provided for integration, as listed under Tamarac API services.
Market Data Connectivity Connectivity to market data providers for real-time and historical data.		Integration with market data for pricing and analytics, described in platform documentation.
Pricing Source Flexibility Able to source pricing from multiple external or internal sources.		No information available
ETL (Extract, Transform, Load) Tools In-built data transformation and loading utilities.		No information available
Data Quality Control Validation, deduplication, and error correction processes for incoming data.		Daily reconciliation and validation routines confirm data quality control practices.
Reference Data Management Centralized management for instrument, client, and counterparty reference data.		Centralized security and client master data described in Tamarac's materials.
Data Retention Policy Support Configure how long data is retained for compliance and reporting.		No information available
Number of Data Sources Supported Distinct external or internal data sources that can be integrated at once.		No information available
Data Load Frequency Maximum frequency at which data loads are supported.		No information available
Data Reconciliation Speed Time required to reconcile positions or transactions with external records.		No information available

Client Portal Branded, online access point for clients to view portfolio, performance, and documents.		Robust white-labeled client portal is a flagship feature.
Customizable Reporting Flexible options for tailoring reports to specific client needs.		Flexible, customizable reporting templates for clients and advisors.
Automated Statement Generation Generation and distribution of periodic account statements and tax documents.		Automated delivery of client statements and tax documents is described on the product page.
Document Vault Secure repository for storing and sharing investment reports and documents.		Secure document vault is promoted as a feature for sharing and storing reports.
Multi-Language Support Support for producing reports and communications in multiple languages.		Supports multilingual reporting for clients in various regions.
Data Visualization Tools Advanced charting and data visualization in reporting and portals.		Interactive dashboard and data visualization features included in client/advisor portals.
Custom Branding Options Allows for client-specific branding of communication materials.		Supports custom branding for client-facing communications and portals.
Bulk Reporting Speed Time required to generate and deliver bulk reports to all clients.		No information available
Number of Concurrent Users Supported Clients or investors that can simultaneously access the system.		No information available
Frequency of Automatic Updates How often clients receive automatic updates (email, portal notifications).		No information available

Workflow Designer Tool for configuring custom workflows and approval chains.		Custom workflow designer is part of Tamarac's operational ecosystem (e.g., billing, rebalancing).
Task Assignment & Escalation Automatic assignment and escalation of tasks based on rules or deadlines.		Task assignment and escalation provided via workflow automation for issues and rebalancing.
Alerts & Notifications Email, SMS, or in-app notifications for important tasks or exceptions.		Alerts and notifications (via email, system, and portal) are mentioned throughout Tamarac’s communication toolset.
Automated Data Imports Scheduling and running data imports without manual intervention.		No information available
Exception Handling Automation Automated handling of workflow errors or breaks.		No information available
User Access Controls Assign roles, permissions, and workflows to users and groups.		User access controls: user provisioning, entitlements, and role-based access assignment are implemented.
Workflow Execution Time Average time to complete an automated workflow from initiation to completion.		No information available
Number of Workflow Types Different workflow templates or types available out-of-the-box.		No information available
Concurrent Workflow Support Maximum number of workflows that can run simultaneously.		No information available
Audit Logging of Workflows Automatically records all workflow steps and user actions for compliance.		No information available

Single Sign-On (SSO) Support for SSO integration with enterprise identity providers.		Tamarac supports SSO, including integration with Microsoft Active Directory and other identity providers.
Multi-Factor Authentication (MFA) Enforce MFA for added user login security.		Multi-factor authentication at log-in is available for enhanced security.
Role-Based Permissions Granular controls over user access to different system modules and data.		Role-based permissioning is available as standard for user access management.
Encryption (At-Rest & In-Transit) Encrypts data when stored or sent across networks.		Encryption in transit and at rest applies to all core data in the Tamarac cloud platform.
Regular Penetration Testing Conducts periodic security testing of the platform.		Vendor documentation confirms regular penetration testing for security assurance.
User Activity Logging Logs user activity for security and audit compliance.		User activity logging is standard for regulatory compliance and access auditing.
Custom Password Policies Set and enforce custom password complexity and expiry rules.		Custom password policies can be set by administrators according to best practices.
Data Masking Ability to mask sensitive data fields for specific users.		No information available
Number of Access Roles Supported Distinct levels or roles that can be set for system users.		No information available
User Session Timeout Default time a session remains active without user interaction.		No information available

Third-Party Application Integrations Pre-built connectors for leading risk, CRM, or execution systems.		Numerous pre-built connectors exist, particularly for custodians, CRMs like Salesforce, and document management systems.
Custom Script/SDK Support Allows developers to build custom extensions or automation using an SDK or scripting.		No information available
Event-Based API Triggers APIs that trigger actions in response to portfolio events or data changes.		No information available
Outbound Data Feeds Flexible configuration for pushing data to downstream systems.		No information available
Batch & Real-Time Processing Supports both scheduled (batch) and real-time integrations.		No information available
Integration Partner Ecosystem Network of supported third-party vendors with certified integrations.		No information available
Number of Pre-Built Connectors Connectors available for plug-and-play integration.		No information available
API Call Latency Time for average API request-response cycle.		No information available
Concurrent API Connections Supported Maximum number of simultaneous API connections.		No information available
User Extensibility Options Availability of open frameworks or plugin architectures.		No information available

Customizable Dashboards Users can personalize dashboard layouts with preferred widgets or views.		Customizable analyst/advisor dashboards supported in the interface as promoted on their site.
Mobile Access Optimized access from mobile and tablet devices.		Tamarac offers mobile-optimized access for both advisors and clients, via browser and apps.
Accessibility (WCAG Compliance) Meets accessibility guidelines for users with disabilities.		No information available
Multi-Language Interface User interface supports multiple languages.		Multi-language user interface is supported for global advisory teams per documentation.
Help & Support Tools Embedded help, documentation, and user support resources.		Help & support tools, including live chat and searchable documentation, are part of Tamarac’s support suite.
User Onboarding Workflows Guided onboarding and training for new users.		User onboarding workflows are included by Tamarac as part of their implementation and support process.
Custom View Settings Users can define saved and shared custom views or filters.		Custom view settings and shared filters are part of Tamarac's UI customization.
Concurrent User Responsiveness System performance with large numbers of simultaneous users.		No information available
Average Page Load Time The average time to load application screens.		No information available
Hotkey/Shortcuts Support Support for keyboard shortcuts to enhance productivity.		No information available

Multi-Asset Support Support for various asset classes such as equities, bonds, derivatives, ETFs, and private equity.		Tamarac supports all major asset types, specifically listing stocks, bonds, ETFs, mutual funds, and alternatives.
Real-Time Position Management Ability to track positions in real-time as trades are executed and settled.		Real-time position management is a core function noted across all Tamarac product materials.
Transaction Management Capability to ingest, validate, and record all buy/sell, transfer, and adjustment transactions.		Full transaction management is described, including handling all trade, adjustment, and settlement types.
Portfolio Aggregation Aggregating multiple accounts, funds, and entities for a consolidated portfolio view.		Aggregates household and entity-level accounts for consolidated views, as a marketed feature.
Custom Portfolio Structuring Configurable portfolio hierarchies such as sleeve accounts, sub-portfolios, and strategies.		Custom structures, sleeve accounting, and sub-portfolio structuring documented as available.
Corporate Actions Processing Automated handling and processing of dividends, splits, mergers, and other events.		Automated processing of corporate actions described in product feature guides.
Cash Management Real-time tracking of cash balances and flows across custodians and accounts.		Cash management and tracking is provided, supporting multiple custodians and sweep accounts.
Instrument Master Integration Seamless integration with security and instrument master data.		Integrates with security/instrument masters; listed as part of data integration suite.
Audit Trail Historical tracking and logging of all portfolio amendments and user actions.		Audit trail/tracking for all user activity and portfolio changes indicated across compliance features.
Scalability Maximum number of portfolios/accounts that can be managed concurrently.		No information available

Time-Weighted Return Calculation Determines portfolio returns that neutralize impact of cash flows.		Time-weighted return (TWR) calculations are a supported standard for reporting in Tamarac.
Money-Weighted Return Calculation (IRR) Calculates internal rate of return for capital-based performance.		Money-weighted return/IRR reporting is natively supported for accurate cashflow analysis.
Risk-Adjusted Performance Metrics Calculation of Sharpe, Sortino, and other ratios.		Sharpe, Sortino and other risk-performance metrics described in reporting documentation.
Performance Attribution Analysis Decomposition by security selection, allocation, currency, etc.		Security-level and allocation-level attribution analysis available; confirmed by reporting samples.
Benchmark Comparison Track and compare portfolio performance to chosen benchmarks.		Benchmarking and benchmark comparison functionality is prominent in reports and configuration.
Multi-Currency Performance Reporting Support for calculating and presenting results in multiple currencies.		Multi-currency performance reporting is available for global clients.
Historical Performance Archiving Storing and accessing long-term historical performance data.		Long-term historical data archiving for portfolios and performance metrics is confirmed.
Granularity of Reporting The finest level (e.g. security, sector, account) at which performance is reported.		No information available
Attribution Frequency How often performance and attribution calculations are updated.		No information available

Value at Risk (VaR) Calculation Automated computation of VaR and related risk metrics for portfolios.		Value at Risk (VaR) reporting is available through Tamarac’s risk analytics suite.
Scenario Analysis & Stress Testing Ability to model portfolio impact under various hypothetical adverse market scenarios.		Scenario analysis and stress testing modules are listed in risk analysis features.
Exposure Analysis Breakdown and monitoring of exposures (e.g. sector, region, currency).		Exposure analysis: reporting by sector, asset, and region is described in product materials.
Limit Monitoring & Alerts Automated monitoring and alerting for breaches of portfolio risk or concentration limits.		Automated monitoring of portfolio exposure and risk triggers is marketed as a compliance feature.
Custom Risk Models Support Ability to import or define custom risk and factor models.		Custom risk models and factor model integrations are supported according to user and API documentation.
Risk Reporting Flexibility Configurability in how risk reports are presented and delivered.		Flexible and customizable risk reporting is a highlighted feature of Tamarac’s analytics module.
Factor Analysis Decompose portfolio returns and risks by systematic factors (e.g. size, value, momentum).		Factor analysis is referenced as available for portfolio risk and attribution breakdowns.
Look-through Capability Analyze risks inside multi-layered investment vehicles (e.g., funds of funds, ETFs).		Look-through analysis for funds/ETFs is supported for multi-layered holdings.
Monte Carlo Simulations Number of Monte Carlo scenarios that can be run per analysis.		No information available

Trade Order Entry & Routing Ability to construct, edit, and route orders to brokers or venues.		Trade order management, entry, and routing are offered as native functionality in the trading platform.
Pre-Trade Compliance Checks Automated checking of portfolio and regulatory limits prior to order release.		Pre-trade compliance including regulatory and user-defined rules is a central selling point.
Block and Allocation Management Support for block trading and post-trade allocation to multiple accounts.		Block trading and allocation management are available to facilitate efficient trading for households/groups.
Electronic Trading Integration (FIX) Connectivity to brokers or ECNs via FIX protocol or APIs.		FIX protocol and other API integrations for electronic trading provided, per product integrations.
Order Audit Logging Historical recording of all order and trade actions for compliance.		Order audit logs are maintained for compliance and reporting as stated in the platform standards.
Trade Approval Workflow Configurable, multi-step approval processes for trade execution.		Approval workflows for trades can be configured based on user documentation.
Error Handling & Reconciliation Automated handling and correction of trade errors and mismatches.		Exception and error handling is automated and supported by the trade reconciliation system.
Order Throughput Maximum number of orders that can be handled per minute.		No information available

Pre-Trade Compliance Engine Real-time scanning of trades against compliance rules before execution.		Compliance engine conducts pre-trade checks for all regulatory and custom rules.
Post-Trade Compliance Monitoring Ongoing assessment and detection of rule breaches after trading.		Post-trade and ongoing compliance monitoring is integrated to flag and resolve exceptions.
Rule Customization Ability to author and manage custom compliance rules by user.		Rule customization for compliance and workflow rules is accessible to users and admins.
Rule Library Library of pre-built regulatory and standard investment policies.		Library of pre-built regulatory rules included in the compliance engine.
Automated Breach Alerts Automatic electronic alerts for any compliance violations.		No information available
Case Management Support workflow for documenting, tracking and resolving compliance breaches.		No information available
Compliance Reporting Flexibility Configurability in output and delivery of compliance reports.		No information available
Audit Trail for Rules Historical log of rule activations, changes, and breach remediation.		No information available

Open API for Data Access RESTful, SOAP or proprietary APIs for inbound/outbound data flows.		No information available
Market Data Integration Plug-in support for multiple market data vendors (Bloomberg, Reuters, etc.).		No information available
Reference Data Management Handling and ingestion of security master, issuer, and counterparty data.		No information available
Third-Party System Integration Interfacing with custodians, fund accountants, and pricing engines.		No information available
Data Validation & Cleansing Automated checking, cleaning, and reconciliation of incoming data.		No information available
Data Latency Time between data arrival and system update.		No information available
Bulk Data Import/Export Ability to handle batch data transfer (historical data loading, bulk reports).		No information available

Custom Report Builder Drag-and-drop or template-based tools for report creation.		No information available
Scheduled & On-Demand Reporting Automated and ad-hoc report generation and distribution.		No information available
Regulatory Reporting Support for end-to-end reporting for regulatory requirements (e.g. MiFID, Form PF).		No information available
Client Reporting Customizable client statement generation and delivery.		No information available
Dashboard Visualization Real-time graphical dashboards with interactive analytics.		No information available
Drill-Down Capabilities Ability to analyze data from summary down to transaction-level details.		No information available
Report Distribution Channels Number of supported distribution mechanisms (email, portal, print).		No information available

Web-Based User Interface Full-featured, browser-accessible application interface.		No information available
Role-Based Access Control Fine-grained user permissions by function, portfolio, or asset class.		No information available
Single Sign-On (SSO) Integration with Active Directory, OAuth, or similar identity services.		No information available
Mobile Device Support Accessible via smartphones and tablets.		No information available
Self-Service Customization End-user ability to configure dashboards, reports, and alerts.		No information available
Localization & Multi-Language Support for multiple languages and regional formats.		No information available
Concurrent User Capacity Maximum number of users that can operate the platform simultaneously.		No information available

Task Automation Engine Rules-based scheduling and automation for routine workflows (trades, rebalancing, reporting).		No information available
Configurable Workflow Engine Tools for custom approval and exception handling flows.		No information available
Notifications & Alerts Configurable system triggers for email/SMS/push notifications.		No information available
Rebalancing Automation Automated portfolio rebalancing according to model, drift or schedule.		No information available
Approval Steps per Workflow Maximum supported approval or sign-off steps in a workflow.		No information available

Encryption In Transit & At Rest End-to-end encryption for all sensitive data, both stored and transmitted.		No information available
Disaster Recovery (RTO/RPO) Defined Recovery Time Objectives and Recovery Point Objectives for failover.		No information available
Penetration Testing & Security Audits Regular, independent reviews of system security.		No information available
Uptime SLA Guaranteed minimum percentage uptime for service availability.		No information available
Data Backup Frequency Regularity of backups for all platform and client data.		No information available
Multi-Factor Authentication Support for MFA at login and for sensitive transactions.		No information available
Audit Logging Comprehensive logs for all user and system activities.		No information available

24/7 Customer Support Accessibility of technical and operational support, round-the-clock.		No information available
Service Level Agreements (SLAs) Contracted guarantees for support response and resolution times.		No information available
Product Roadmap Transparency Clear visibility into upcoming features and enhancements.		No information available
Regular Software Updates Frequency of platform feature and security updates.		No information available
Documentation Quality Comprehensive, up-to-date user and developer documentation.		No information available
Vendor Financial Stability Evidence of corporate and financial durability of the provider.		No information available
Community & User Forums Availability of user communities for support & feature sharing.		No information available

Tamarac Portfolio Management from Tamarac (Envestnet)

Product analysis by function

Portfolio Management Systems for Portfolio Management

Core Portfolio Management (5 Yes /5 Known /10 Possible features)

Order Management & Trading (3 Yes /3 Known /10 Possible features)

Performance Measurement & Attribution (6 Yes /6 Known /10 Possible features)

Risk Management & Analytics (0 Yes /0 Known /10 Possible features)

Compliance & Regulatory Reporting (7 Yes /7 Known /10 Possible features)

Data Integration & Management (4 Yes /4 Known /10 Possible features)

Client & Investor Communications (7 Yes /7 Known /10 Possible features)

Workflow & Task Automation (4 Yes /4 Known /10 Possible features)

Security & Access Control (7 Yes /7 Known /10 Possible features)

Integration & Extensibility (1 Yes /1 Known /10 Possible features)

Usability & User Interface (6 Yes /6 Known /10 Possible features)

Core Portfolio Management (9 Yes /9 Known /10 Possible features)

Performance Measurement & Attribution (7 Yes /7 Known /9 Possible features)

Risk Management (8 Yes /8 Known /9 Possible features)

Order Management & Trade Execution Workflow (7 Yes /7 Known /8 Possible features)

Compliance Management (4 Yes /4 Known /8 Possible features)

Data Management & Integration (0 Yes /0 Known /7 Possible features)

Reporting & Analytics (0 Yes /0 Known /7 Possible features)

User Experience & Accessibility (0 Yes /0 Known /7 Possible features)

Automation & Workflow (0 Yes /0 Known /5 Possible features)

Security & Reliability (0 Yes /0 Known /7 Possible features)

Support, Maintenance & Vendor Stability (0 Yes /0 Known /7 Possible features)