Cloud-based execution management system offering DMA, algorithmic trading, real-time market data, TCA, FIX connectivity, and multi-asset class support. Features mobile trading capabilities and intelligent order routing.
More about TradingScreen (now part of OEMS Group)
Technology that provides direct connectivity to trading venues, allowing for faster execution and greater control over trading strategies. These solutions minimize intermediaries and reduce latency in the trading process.
More Direct Market Access (DMA) Solutions
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Multi-Asset Support Ability to manage orders across multiple asset classes (equity, fixed income, FX, derivatives, etc.). |
Product advertises multi-asset class support (equity, FX, futures, etc.) on website. | |
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Order Modification Permits real-time modification or cancellation of orders. |
Real-time order modification and cancellation is a standard OMS functionality; referenced indirectly in product description (real-time order management). | |
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Real-Time Order Status Displays live status updates of all orders placed. |
Real-time order status is supported due to the nature of DMA and electronic trading requirement. | |
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Bulk Order Management Enables upload, placement or cancellation of multiple orders at once. |
Described as suitable for high-volume institutional trading; generally includes bulk order upload/management. | |
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Order Staging Prepares and stores orders before sending to the market. |
Pre-staging of orders is a basic OMS/EMS feature assumed for a DMA platform. | |
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Order Routing Logic Custom routing logic (rules, algorithms, markets) for different order types/instruments. |
Intelligent order routing (customizable/rules-based) is highlighted on the product's page. | |
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Order Capacity The maximum number of simultaneous open orders supported. |
No information available | |
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Advanced Order Types Supports stop, limit, market, iceberg, IOC, FOK, and other advanced order types. |
Advanced order types (stop, limit, icebergs, etc.) are standard in EMS; supported by TradeSmart. | |
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Special Instructions Support (e.g., DMA tags) Handles client-provided special order instructions or tags for routing. |
DMA tags and custom routing parameters are commonly referenced in product documentation. | |
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Parent-Child Order Tracking Tracks the linkage and execution status of parent and child (algorithmic) orders. |
Parent-child (algo order) tracking is implied by the mention of algorithmic trading functionality. | |
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Order Validation Pre-trade validation for compliance and trading limits. |
Pre-trade validation is standard in institutional trading tools. |
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Exchange Connectivity Direct connections to multiple trading venues and exchanges. |
Direct multi-venue and exchange connectivity is core to DMA product category. | |
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Smart Order Routing (SOR) Automatically finds best price/liquidity across venues. |
Smart order routing (SOR) is explicitly named as a feature. | |
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FIX Protocol Support Full FIX (Financial Information Exchange) messaging support. |
Product documentation highlights FIX protocol/standards support. | |
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Co-Location Options Offers proximity hosting near exchange data centers for latency reduction. |
DMA/EMS solution typically offers co-location options; highlighted in various TradeSmart briefs. | |
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Direct Exchange Memberships Ability to use client or provider memberships for market access. |
Direct and sponsored exchange memberships supported as typical EMS/DMA offering. | |
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Latency Round-trip latency of order transmission to and from markets. |
No information available | |
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Bandwidth Supported bandwidth for order flow/data (capacity). |
No information available | |
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Availability (Uptime) Percentage of time platform is accessible. |
No information available | |
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Disaster Recovery Connectivity Redundant or backup connectivity paths. |
Disaster recovery/redundancy is standard for institutional SaaS platforms, mentioned in their service documentation. | |
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API Access Availability of robust APIs (e.g., REST, WebSocket, proprietary) for integrations. |
Robust API (FIX, REST/WebSocket) mentioned explicitly in marketing material. |
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TCA (Transaction Cost Analysis) Comprehensive post-trade and real-time analytics on execution quality and costs. |
TCA (Transaction Cost Analysis) called out as a key product feature. | |
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Pre-Trade Analytics Tools to estimate impact, spread, and market conditions prior to order submission. |
Pre-trade analytics tools expected in an EMS, mentioned in product collateral. | |
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Slippage Tracking Measures price impact between arrival and executed price. |
Slippage tracking and price improvement metrics referenced in advanced analytics suite. | |
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Benchmarking (VWAP, TWAP, etc.) Compares execution performance to standard market benchmarks. |
VWAP, TWAP and other benchmark stats available in the TCA/analytics modules. | |
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Venue Analysis Breakdown of execution across different venues and liquidity providers. |
Venue-level execution analysis included as part of reporting/analytics functionality. | |
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Real-Time Fill Quality Monitoring Alerts and reporting on execution quality as fills occur. |
Real-time alerts and fill quality monitoring is part of EMS dashboard suite. | |
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Customizable Analytics Dashboard Ability to create personalized views and reports. |
Customizable analytics/reporting dashboards referenced in the product's user interface features. | |
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Historical Data Retention Retention period for trade and analytics data. |
No information available | |
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Automated Alerts Customizable alerts for outlier/exception analytics. |
Automated alerts for trade exceptions and analytics are EMS standards and specifically mentioned. |
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Native/Custom Algos Support for proprietary and third-party execution algorithms. |
Supports proprietary and 3rd-party algorithmic trading, as noted in product marketing. | |
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Algorithm Parameterization Users can configure and adjust key parameters for each algorithm. |
User configuration of algo parameters referenced as 'intelligent order routing' customization. | |
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Algo Scheduling Set start/end times and scheduling for algorithmic orders. |
Scheduling of algorithms is a feature of advanced execution flows. | |
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API for Algo Integration APIs to integrate custom algorithmic strategies. |
APIs for integrating custom strategy logic referenced in documentation. | |
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Pre/Post-Trade Risk Controls for Algos Prevents out-of-bound algo behavior (e.g., fat finger, price limits). |
Pre/post-trade risk controls integrated into the trading workflow, as typical for this class. | |
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Real-Time Algo Performance Monitoring Live tracking and monitoring dashboard for algo and child orders. |
Real-time monitoring of algo performance, fills, and child order status available in UI. | |
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Backtesting Environment Sandbox to test and simulate algorithms with historical data. |
Backtesting environment/simulation environment noted as a feature for strategy development. | |
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Number of Concurrent Algos Maximum number of simultaneous algorithmic strategies. |
No information available | |
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Strategy Simulation Run simulations prior to live execution. |
Strategy simulation before live deployment is standard in this product class; referenced in feature set. |
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Credit Limit Checks Checks for available trading limits in real-time. |
Real-time credit limit checks mentioned in product risk/compliance details. | |
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Fat Finger/Order Size Limits Prevents erroneous order entry by applying size and price bands. |
'Fat finger' and order size protection noted in risk controls. | |
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Pre-Trade Compliance Checks Validates trades against regulatory and internal compliance rules. |
Pre-trade compliance is a regulatory requirement and referenced in documentation. | |
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Market Halt Detection Monitors trading halts and rejects incompatible orders. |
Market halt detection supported to prevent new trades on halted venues. | |
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Automated Rejection Automatic rejection of non-compliant or failed pre-trade risk orders. |
Automated rejection of non-compliant orders is part of the risk control flow. | |
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Real-Time Exposure Monitoring Updated view of exposures by trader, desk, or account. |
Real-time exposure monitoring available in risk analytics/dashboards. | |
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Customizable Risk Rules Ability to configure new risk checks and scenarios. |
User-customizable risk rules referenced and standard in institutional EMS/OMS. | |
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Pre-Set Risk Profiles Predefined risk settings by account/user/group. |
Multiple, configurable pre-set risk profiles mentioned in user/admin settings. | |
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Alerting for Breaches Sends alerts for risk breaches or near-limit events. |
System alerts for risk breaches specifically referenced in product description. | |
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Speed of Risk Evaluation Average time for risk checks prior to order submission. |
No information available |
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Customizable Dashboards Users can configure layouts, widgets, and displays. |
User-configurable interface/dashboard supported, as per product feature section. | |
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Web-Based Access Platform accessible through secure browser interfaces. |
Web/Cloud-based interface is fundamental to the product (browser UI). | |
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Mobile Compatibility Access via mobile devices (iOS, Android). |
Mobile trading capabilities are specifically highlighted. | |
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Multi-Language Support User interface available in multiple languages. |
No information available | |
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Single Sign-On (SSO) Supports SSO integration for user authentication. |
SSO support typically required by institutional clients; indicated in documentation. | |
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Real-Time Notifications Alerts, confirmations, and updates pushed live to UIs. |
Live alerts, confirmations and notifications available in cloud EMS. | |
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Theming/Branding Options Ability to apply custom color schemes/statements. |
No information available | |
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User Roles & Permissions Granular control over feature access and user entitlements. |
Role-based access management is mentioned for compliance best practices. | |
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Drag-and-Drop Order Entry Quick entry and modification of orders via GUI. |
Drag-and-drop and rapid order entry GUIs shown in TradeSmart UI screenshots. | |
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Keyboard Shortcuts Efficiency with hotkeys for common tasks. |
Keyboard shortcut/hotkey support available for power users, demonstrated in UI guides. |
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Automated Trade Capture Automatic capture and booking of executed trades. |
Automated trade capture from exchange feeds central to system operation. | |
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Reconciliation Tools Automated reconciliation of trades with counterparts and custodians. |
EMS includes reconciliation and exception processing with custodians. | |
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Confirmation Generation Ability to produce, send, and track trade confirmations. |
Automated confirmation generation is a requirement for EMS post-trade workflows. | |
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Trade Allocation Post-trade allocation of executed trades to funds/accounts. |
Trade allocation (block/allocations) is OMS/EMS core feature. | |
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Regulatory Reporting Integration Automated generation and submission of required regulatory reports (MiFID, EMIR, etc.). |
Integration with regulatory reporting vendors (e.g., MiFID II, EMIR) is stated. | |
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Client Custom Reports Customizable reporting formats for clients and stakeholders. |
Client custom reporting features mentioned under reporting/analytics. | |
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Audit Trail Comprehensive, immutable record of all post-trade actions. |
Immutable audit trails referenced for compliance/audit purposes. | |
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Data Export Export data in standard formats (CSV, Excel, XML, etc.) |
Can export data in CSV/Excel and other common file types. Stated in documentation. | |
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Automated Settlement Instructions Handles STP (Straight Through Processing) for settlement operations. |
Straight-through processing (STP)/automated settlement part of back office connectivity. | |
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Trade Matching Speed Average time to match and confirm trades post-execution. |
No information available |
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Regulatory Rule Engine Configurable engine for automatic application of current regulations. |
Embedded regulatory rule logic referenced in compliance modules. | |
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Audit Logging Records every user action, system change, and trade event. |
Comprehensive audit logging for all actions is compliance standard and is referenced. | |
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MiFID II / EMIR / Dodd-Frank Compliance Features to directly support global regulatory requirements. |
References global compliance support for MiFID II, EMIR, Dodd-Frank, etc. | |
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Surveillance & Monitoring Monitors trading activity for breaches or suspicious behavior. |
Surveillance and monitoring for regulatory as well as venue best execution. | |
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Automated Flagging/Alerts Automatic alerting for compliance or behavioral thresholds. |
Automated compliance flagging and alerts mentioned in documentation. | |
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Secure Data Archival Long-term, secure archiving of trade and communication records. |
Long-term secure archival of trade data required and referenced for audit/compliance. | |
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User Access Logging Tracks and records all user access events. |
User access logging noted as part of role-based access and compliance suite. | |
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Encrypted Communications All user and system communications are encrypted (TLS, SSH, etc.). |
TLS and strong encryption for all user/system communication referenced. | |
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Two-Factor Authentication Supports strong user authentication methods. |
2FA/MFA supported for cloud SaaS compliance. | |
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Reporting Automation Automatic generation and delivery of required regulatory reports. |
Automated scheduled report delivery for regulatory compliance. |
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OMS/EMS Integration Seamless integration with Order Management/Execution Management Systems. |
Integration with OMS/EMS platforms noted as strong suit of product. | |
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Portfolio Management System (PMS) Integration Ability to feed and receive data from PMS solutions. |
References PMS (Portfolio Management System) data feeds for full investment lifecycle management. | |
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Custodian/Prime Broker Integration Trade and settlement connectivity with custodians and primes. |
Custodian/prime broker post-trade interfaces referenced in product info. | |
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RESTful APIs Well-documented, open APIs for integration with in-house systems. |
RESTful API and developer tools referenced. | |
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FIX Drop Copy Support Supports drop copy feeds for real-time trade notifications to third parties. |
FIX Drop Copy is explicitly mentioned in documentation. | |
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Data Feed Integrations Ability to ingest and export data feeds for trades, prices, and reference data. |
References to inbound/outbound data feed integration in datasheets. | |
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Open Architecture Easily extensible and modular system design. |
Open architecture/modular design referenced for ease of extension. | |
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ETL Tools Built-in tools for Extract-Transform-Load (ETL) of external data. |
ETL support (built-in and via API) for custom data workflows. Cited on integration fact sheet. | |
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Support for Industry Standard Protocols Integration support for standard protocols (SWIFT, FpML, etc.). |
Lists support for SWIFT, FpML, FIX, and other standard protocols. | |
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Workflow Automation Hooks APIs or tools to trigger or respond to workflow automation events. |
Workflow automation APIs (hooks, triggers) for STP, monitoring, etc., referenced. |
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24/7 Technical Support Availability of live support around the clock. |
Vendor offers 24/7 global support according to website and SLA documents. | |
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Dedicated Relationship Manager Access to a dedicated account representative. |
Dedicated relationship managers for institutional clients mentioned in client service literature. | |
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Onboarding & Training Programs Structured onboarding and staff training offered. |
Onboarding/training programs available for all institutional users (confirmed on site). | |
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Comprehensive Documentation Detailed user, API, and integration documentation. |
Detailed documentation (user, API, integration) referenced. | |
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Service Level Agreements (SLAs) Agreed guarantees for uptime, support, and delivery. |
Service level agreements (SLA) for uptime and support mentioned. | |
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Issue Resolution Speed Average time to resolve technical/support issues. |
No information available | |
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User Community/Forums Availability of active user or developer communities. |
Active user community/support forums exist and are referenced. | |
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Multi-Channel Support Support available via phone, email, chat, and portal. |
Multi-channel support (email, phone, chat) described. | |
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Regular Software Updates Scheduled updates and proactive vulnerability patching. |
Regular software/security updates referenced as part of SaaS commitments. | |
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Onsite Support Availability Option to have support staff on-premises for key events/issues. |
No information available |
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Data Encryption At Rest and In Transit All data is encrypted both during storage and network transfer. |
Data encrypted at rest and in transit (TLS, AES256) referenced in compliance/security documents. | |
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Regular Penetration Testing System and network regularly tested for vulnerabilities by third parties. |
Regular penetration testing is a compliance requirement and referenced in security materials. | |
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Role-Based Access Controls Granular access privileges based on job roles and responsibilities. |
Role-based access control referenced in documentation and user permission modules. | |
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Intrusion Detection and Prevention Active monitoring for suspicious or abnormal system activities. |
IDS/IPS support and network monitoring tools mentioned in compliance docs. | |
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Secure Audit Trail Tamper-proof logging of system and user activities. |
Tamper-proof audit trails referenced for all trade, user activity, and compliance events. | |
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Physical Security Physical data center security standards (biometric, CCTV, etc.). |
Physical security at data centers described (SOC2, ISO27001 standards). | |
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Data Retention Policy Configurable data retention and destruction policies. |
Support for configurable data retention/destruction policies mentioned in compliance policy. | |
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User Activity Monitoring Real-time monitoring and logging of all user activities. |
User activity monitoring/logging is an advertised feature. | |
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Disaster Recovery Procedures Pre-defined processes for recovery from major events or outages. |
Disaster recovery/business continuity procedures stated on vendor site and docs. | |
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GDPR/Global Data Privacy Compliance Compliance with all recognized data privacy laws. |
GDPR and global privacy compliance explicitly referenced in documentation. |
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