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S&P Capital IQ Pro from S&P Capital IQ
Extensive database of public and private companies, M&A transactions, with screening tools, comparables analysis, relationship mapping, league tables, and industry analytics. Includes financial modeling tools, Excel integration, and mobile access.
Product analysis by function
M&A Advisory Tools for Investment Banking
Solutions that support the mergers and acquisitions process from target identification to deal completion.
More like this ...
Deal Sourcing
(8 Yes /8 Known /10 Possible features)
Target Database Integration
Ability to integrate and access comprehensive databases of potential M&A targets.
Yes - has this feature
S&P Capital IQ Pro provides access to comprehensive databases of potential M&A targets, both public and private.
Advanced Search Filters
Robust filtering options to refine deal searches based on sector, deal size, geography, etc.
No information available
.
Automated Lead Scoring
System automatically scores potential deals based on user-defined criteria.
Yes - has this feature
The platform offers automated lead scoring, as part of its advanced screening and ranking functionality.
Deal Alert Notifications
Automated alerts for new deals or relevant changes.
Yes - has this feature
Deal alert notifications are available; users can set up customized alerts for activity and new deal matches.
CRM Integration
Integration with customer relationship management tools for pipeline tracking.
Yes - has this feature
CRM integration is supported via APIs and tools like Salesforce (as indicated by S&P documentation).
Company Profiling
Automated generation of comprehensive company profiles.
Yes - has this feature
Automated company profiling is a core feature—profiles are automatically built from database information.
Data Refresh Frequency
How often the deal or target data is automatically updated within the platform.
No information available
External Data Source Links
Direct connections to external financial and market data sources.
Yes - has this feature
Direct links to external financial and market data sources like FactSet, Reuters, and more.
Collaborative Deal Sharing
Ability to share deal insights internally and externally with partners.
Yes - has this feature
Collaborative deal sharing is possible using relationship mapping, reports, and shared lists within teams.
Pipeline Visualization
Graphical representation of the deal pipeline and stages.
Yes - has this feature
Pipeline visualization dashboards show deal flow and pipeline stages graphically.
Valuation Tools
(9 Yes /9 Known /10 Possible features)
Comparable Company Analysis (Comps)
Templates and tools for peer comparison analyses.
Yes - has this feature
Comparable company analysis (comps) is a core function—standard screens and templates for peer analysis.
Precedent Transaction Analysis
Database of historical deals for benchmarking.
Yes - has this feature
Contains a database of historical M&A transactions for precedent transaction analysis.
Discounted Cash Flow (DCF) Analysis
Automated projections, scenario modeling, and calculation of DCF models.
Yes - has this feature
Discounted cash flow (DCF) analysis with scenario modeling is available as part of financial tools.
Valuation Multiples Library
Access to industry-standard valuation multiples.
Yes - has this feature
Industry-standard valuation multiples are available via proprietary and contributed datasets.
Sensitivity Analysis
Built-in tools to model and graph how changes in assumptions impact value.
Yes - has this feature
Sensitivity analysis tools are built into the platform's modeling suite.
Integration with Market Data
Real-time pull of market data for valuations.
Yes - has this feature
Integration with real-time market data (stocks, bonds, M&A data) is a listed feature.
Scenario Modeling Speed
Speed with which complex scenarios can be run and compared.
No information available
Export of Valuation Reports
Ability to export or print standardized valuation documents.
Yes - has this feature
Valuation reports can be easily exported for further use or sharing.
Audit Trail for Valuation Inputs
Logged changes and history for all key data used in valuation.
Yes - has this feature
Platform provides a full audit trail for valuation model inputs/changes.
Custom Metric Calculation
User-defined metrics and formula builder for bespoke valuation approaches.
Yes - has this feature
Custom metric calculation is supported through formula editors and configurable fields.
Due Diligence Management
(5 Yes /6 Known /10 Possible features)
Virtual Data Room (VDR)
Secure online repository for confidential document storage and sharing.
Not as far as we are aware.*
Virtual Data Room functionality is not a core feature; usually handled by separate platforms.
Document Indexing and Search
Full-text search capabilities and customizable document organization.
Yes - has this feature
Document indexing and full-text search are available for all filings and documents.
Permission Controls
Granular access rights for users and teams.
Yes - has this feature
Permission controls for user roles and groups are available.
Audit Logging of Access
Comprehensive logs of who accessed documents and when.
Yes - has this feature
Comprehensive audit logging is provided for data access and changes.
Bulk Upload/Download Speed
Transfer speed for large-scale document uploads and downloads.
No information available
Q&A Workflow
Integrated question and answer functionality for deal participants.
No information available
Automated Redaction
Tools for automated removal of sensitive data from documents.
No information available
E-signature Integration
Supports e-signature solutions for document execution.
No information available
Version Control
Tracking and management of document versions.
Yes - has this feature
Version control for documents and company records is included.
Mobile Access
Accessible via smartphone/tablet browsers or dedicated apps.
Yes - has this feature
Product is accessible through mobile devices and dedicated mobile apps.
Collaboration and Workflow
(8 Yes /8 Known /10 Possible features)
Task Assignment
Features for delegating and tracking tasks among deal team members.
Yes - has this feature
Task assignment in workflow management is available for deal teams.
Progress Tracking
Visual progress indicators and tracking dashboards.
Yes - has this feature
Progress tracking dashboards are included as standard for deals and tasks.
Integrated Messaging
Secure messaging capabilities within the platform.
Yes - has this feature
Integrated messaging (in-platform notifications and communication) is available.
Real-time Notifications
Immediate alerts for activity requiring user action.
Yes - has this feature
Real-time notifications for system events and workflow updates are present.
Calendar and Scheduling
Coordination of meetings, calls, and deadlines.
Yes - has this feature
Calendar integration and scheduling are mentioned as available for workflow coordination.
User Activity Metrics
Reports on user and team activity levels.
Yes - has this feature
User activity metrics and reporting on platform use are available.
Concurrent User Support
Number of users who can actively collaborate at once.
No information available
Template Library
Standardized templates for NDAs, LOIs, and reporting.
Yes - has this feature
Template library of reports and analytics is provided, including standardized M&A documentation.
Approval Workflow
Customizable multi-stage approval processes for key documents.
No information available
Commenting and Annotation
Inline discussion on documents and deal cards.
Yes - has this feature
Commenting and annotation on reports and deal records is included.
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
APIs for Data Exchange
Availability of public/private APIs for seamless data transfer with other tools.
Yes - has this feature
Extensive API suite for data exchange (referenced in documentation and Excel integration).
Market Data Integration
Out-of-the-box connections to market data providers.
Yes - has this feature
Direct market data integration from S&P and third-party providers is a central feature.
Excel and Office Suite Integration
Direct exports/imports and add-ins for Microsoft Office.
Yes - has this feature
Excel and Office Suite integration is robust—dedicated Excel plug-ins are highlighted.
Single Sign-On (SSO)
Support for enterprise authentication and identity management.
Yes - has this feature
Single Sign-On (SSO) is supported per product documentation.
ERP/CRM Integration
Direct syncing with core systems such as Salesforce, SAP, etc.
Yes - has this feature
ERP/CRM integration, including Salesforce, is possible via data connectors and APIs.
Custom Integration Tools
Custom-built connectors or middleware support.
Yes - has this feature
Custom integration tools are available, with API support and professional services.
Data Import/Export Speed
Rate of batch or bulk data import/export processes.
No information available
Data Mapping Capability
Ability to define and map custom data fields between systems.
Yes - has this feature
Custom data mapping capability for integrations is provided in APIs and connectors.
Mobile App Integration
Ability to extend platform functionality to mobile applications.
Yes - has this feature
Mobile app integration is supported—S&P Capital IQ Pro is available as a mobile application.
Third-party Plugin Ecosystem
Availability and compatibility of an ecosystem of third-party extensions.
No information available
Security & Compliance
(7 Yes /7 Known /10 Possible features)
End-to-End Encryption
All communications and stored data are protected with robust encryption.
Yes - has this feature
End-to-end encryption is in place for both stored and transmitted data, as per S&P security documentation.
Multi-Factor Authentication
Support for additional layers of authentication for user access.
Yes - has this feature
Multi-factor authentication is available as a security feature.
Regulatory Compliance Certifications
Accreditations such as SOC 2, ISO 27001, and GDPR compliance.
Yes - has this feature
S&P Capital IQ adheres to ISO 27001 and SOC 2, with GDPR compliance.
Data Residency Options
Ability to select geographic location for data storage.
Yes - has this feature
Data residency options (data center region selection) are available for enterprise clients.
Automated User Deprovisioning
Automatically revokes access for inactive or terminated users.
No information available
Role-based Access Controls
Customizes feature and data access according to role.
Yes - has this feature
Role-based access controls are implemented per user profile and group.
Data Breach Notification Speed
Time taken to notify users/administrators of a data breach.
No information available
.
Audit Trail/Logging
Detailed system logs for all operations and user activity.
Yes - has this feature
Audit trail and system logging are comprehensive and meet compliance requirements.
Secure Data Backups
Automated, encrypted backups and restoration procedures.
Yes - has this feature
Secure data backups and disaster recovery procedures are present—see security overview.
Penetration Testing Frequency
Frequency of scheduled independent security tests.
No information available
Analytics & Reporting
(9 Yes /9 Known /10 Possible features)
Dashboard Customization
Ability to tailor dashboards to specific deal metrics and KPIs.
Yes - has this feature
Dashboards are fully customizable in terms of metrics and KPIs displayed.
Automated Reporting
Scheduled, auto-generated reports on deals and pipeline.
Yes - has this feature
Automated reporting is available: scheduled report generation is supported.
Export to Multiple Formats
Export reports to PDF, Excel, or PowerPoint.
Yes - has this feature
Reports can be exported in multiple formats: PDF, Excel, and PowerPoint are standard.
Benchmark Analytics
Built-in industry benchmarks for financial and operational comparisons.
Yes - has this feature
Benchmark analytics provided via industry and peer group statistics.
Custom KPI Tracking
User-defined performance metrics and visualization.
Yes - has this feature
Custom KPI tracking and visualization tools are part of the reporting suite.
Data Visualization Options
Range of charts, graphs, and data representations.
Yes - has this feature
Wide range of data visualizations (charts, graphs, tables) available in dashboards.
On-demand Report Generation Speed
Latency when generating or updating a report.
No information available
Historical Trend Analysis
Longitudinal data tracking and report capability.
Yes - has this feature
Historical trend analysis across financial, operational, and market data is supported.
Integration with BI Tools
Direct connections to tools like Tableau, Power BI, etc.
Yes - has this feature
Integration with third-party BI tools (Tableau, Power BI) is supported via connectors and APIs.
Automated Alerts for KPI Deviations
Automatic notifications when key metrics fall outside thresholds.
Yes - has this feature
Automated alerts for KPI deviations can be configured as part of reporting.
User Interface & Usability
(8 Yes /8 Known /10 Possible features)
Intuitive Navigation
Logical organization and minimal learning curve of the platform.
Yes - has this feature
User interface is widely regarded as intuitive and easy to navigate.
Role-specific Dashboards
Dashboard views tailored to specific user roles (analyst, MD, client, etc.).
Yes - has this feature
Role-specific dashboards are available for analysts, managers, and clients.
Multi-language Support
Availability in multiple languages for international teams.
Yes - has this feature
Multi-language support is provided for global users.
Accessibility Compliance
Adherence to accessibility standards (e.g., WCAG, ADA).
No information available
User Onboarding Speed
Average time for a new user to become proficient.
No information available
Customizable Layouts
Option for users to personalize workspace arrangement.
Yes - has this feature
Layouts are customizable for different user preferences.
Dark Mode/Theme Options
Choice of color schemes, including dark mode.
Yes - has this feature
Dark mode and custom themes are available.
Drag-and-Drop Functionality
Use of drag-and-drop interface elements for managing files and tasks.
Yes - has this feature
Drag-and-drop functionality for file and workflow management exists.
Help & Documentation
Comprehensive user help, guides, and tooltips.
Yes - has this feature
Extensive help, documentation, in-app guides, and tooltips available for users.
Multi-device Responsiveness
Consistent UX on desktop, tablet, and mobile.
Yes - has this feature
Consistent experience on desktop, tablet, and mobile via responsive design and mobile apps.
Client Engagement Tools
(6 Yes /6 Known /10 Possible features)
Client Portal Access
Dedicated and branded client-facing portal for deal tracking.
No information available
Secure Messaging with Clients
Encrypted communication features specifically for clients.
Yes - has this feature
Secure client messaging is possible through platform communications, with encryption.
Custom Client Reporting
Tailored deliverables for client review.
Yes - has this feature
Custom client reporting and deliverable templates can be generated.
White-label Branding
Ability to apply bank or advisory firm's branding throughout the platform.
No information available
Client Access Management
Granular controls over what clients can see or do.
Yes - has this feature
Granular controls over client portal visibility and access are documented.
Client Notification Settings
Configurable notification frequency and methods for clients.
No information available
Meeting and Call Integration
In-app scheduling or links to video conferencing tools.
Yes - has this feature
In-app meeting scheduling and links to video conferencing are included.
Document Watermarking
Personalized watermarks for all documents viewed by clients.
Yes - has this feature
Document watermarking is available for confidential PDF and document outputs.
Client Feedback Collection
Built-in mechanisms for collecting and analyzing client feedback.
No information available
Audit Trail for Client Actions
Tracking and reporting of all client interactions with materials.
Yes - has this feature
Audit trails for client interactions are part of compliance reporting.
Implementation & Support
(7 Yes /7 Known /10 Possible features)
Implementation Support Time
Average duration of initial implementation from contract to go-live.
No information available
Dedicated Support Manager
Availability of an assigned support representative or team.
Yes - has this feature
Dedicated account management/support is available for enterprise clients.
24/7 Technical Support
Round-the-clock support and troubleshooting.
Yes - has this feature
24/7 technical support is listed in the service offering for global financial institutions.
In-platform Help Desk
Ability to submit and track support tickets within the application.
Yes - has this feature
In-platform support desk/ticketing is available for troubleshooting and assistance.
Onboarding Training Modules
Structured learning resources for new users.
Yes - has this feature
Onboarding and training modules are available online and as part of client support.
Knowledge Base Availability
Comprehensive wiki or library of product documentation.
Yes - has this feature
Knowledge base and product documentation library are publicly accessible.
Update and Release Frequency
How often the software receives enhancements and updates.
No information available
Community User Forums
Active forums or user groups for sharing experiences and tips.
Yes - has this feature
User forums and an active community exist for sharing experiences.
Customization Support
Availability of professional services for custom features or workflows.
Yes - has this feature
Professional services for customizations are available through S&P Global.
SLA for Issue Resolution
Guaranteed maximum time for resolution of technical issues.
No information available
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
Concurrent Deal Capacity
Number of M&A processes the system can handle simultaneously.
No information available
User Load Scalability
System performance as user count increases.
No information available
System Uptime Guarantee
Availability percentage of the platform per year.
No information available
Data Storage Capacity
Maximum amount of data the system can store per client or organization.
No information available
Response Time Under Load
Average platform response time during peak usage.
No information available
Automated Resource Scaling
Automatic scaling of compute or storage resources in response to usage.
Yes - has this feature
Automated resource scaling is supported in cloud deployments.
Redundancy/Failover Systems
Presence of backup and failover capabilities for business continuity.
Yes - has this feature
Redundancy/failover via multi-region hosting and disaster recovery protocols.
Geographic Data Distribution
Multi-region data center availability for disaster recovery.
Yes - has this feature
Geographic data distribution is supported for clients with global operations.
High-Volume Document Processing
System throughput for large batches of document uploads, queries, or analysis.
No information available
API Rate Limits
Number of API calls allowed per minute/hour.
No information available
Investment Research Systems for Investment Banking
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
More like this ...
Data Coverage
(9 Yes /9 Known /12 Possible features)
Global Market Data
Access to data from international equity, fixed income, commodities, FX, and derivatives markets.
Yes - has this feature
S&P Capital IQ Pro provides global market data including equities, fixed income, FX, commodities, and derivatives.
Historical Data Depth
Range of years of historical data available.
No information available
Alternative Data Integration
Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc.
Yes - has this feature
Alternative data sets such as social sentiment and web traffic are included in paid plans.
Corporate Financials
Coverage of detailed company financial statements, filings, and relevant financial metrics.
Yes - has this feature
Extensive coverage of company financials and filings is a core offering.
Macroeconomic Data
Availability of global and regional macroeconomic indicators.
Yes - has this feature
Includes real-time and historic macroeconomic data for multiple regions.
Earnings Estimates
Provision of consensus and snapshot earnings estimates for public companies.
Yes - has this feature
Consensus earnings estimates available for global public companies.
Real-Time Data Feeds
Support for real-time streaming data for pricing and news.
Yes - has this feature
Provides real-time streaming data for market prices, news, and alerts.
Tick Data Granularity
Level of detail for tick/transaction-level data.
No information available
Coverage Universe Size
Number of companies, securities, or instruments covered.
No information available
Event Calendars
Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases).
Yes - has this feature
Forward-looking event calendars, such as earnings and macroeconomic events, are available.
News Aggregation
Integration of multiple global news sources and filtering capabilities.
Yes - has this feature
Aggregates news from hundreds of global sources with integrated filtering.
Credit Ratings Data
Access to credit ratings and related information from leading agencies.
Yes - has this feature
S&P offers credit ratings and related research from its agency.
Analytical Tools
(11 Yes /11 Known /11 Possible features)
Financial Modeling Toolkit
Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc.
Yes - has this feature
Includes ready-made financial models and templates (DCF, LBO, etc.) for valuation and analytics.
Risk Analysis Modules
Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing.
Yes - has this feature
Risk modules include scenario analysis and stress testing.
Screening and Filtering
Deep filtering of securities by multiple metrics and criteria.
Yes - has this feature
Provides screening tools with deep filtering capabilities by a wide range of metrics.
Backtesting Engine
Ability to backtest investment strategies using historical data.
Yes - has this feature
Backtesting tools are included within the investment analytics suite.
Portfolio Analytics
Comprehensive tools for portfolio construction, risk attribution, and performance attribution.
Yes - has this feature
Robust portfolio analytics and risk attribution features provided.
Charting Functionality
Advanced, customizable charting and visualization tools.
Yes - has this feature
Includes advanced, customizable charting and visualization.
Peer Comparison
Side-by-side analysis of companies, industries, and sectors.
Yes - has this feature
Peer and comps analysis is a standard Capital IQ Pro functionality.
Custom Formula Builder
Support for building custom metrics and formulas.
Yes - has this feature
Custom formula builder is supported in both the platform and Excel plug-in.
API Access for Analytics
Exposing platform analytics via API for integration with other tools.
Yes - has this feature
Analytics API available for integration with client applications.
Forecasting Models
In-built forecasting functions for time series and regression-based predictions.
Yes - has this feature
Forecasting models (time series, regression, financial projections) are included.
Deal Analytics Suite
Capability to analyze and benchmark M&A, ECM, and DCM transactions.
Yes - has this feature
Comprehensive deal analytics for M&A and capital markets.
Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)
Shared Workspaces
Ability to create and manage shared research spaces for teams/projects.
Yes - has this feature
Shared workspace and project management tools for teams are built in.
Document Management
Version-controlled storage, retrieval, and tagging of research documents.
Yes - has this feature
Centralized document management with permissions and versioning.
Task Assignment and Tracking
Workflow tools for assigning and tracking analysis or research tasks.
Yes - has this feature
Task assignment, workflow, and project tracking included for collaborative research.
Integrated Chat/Commenting
In-platform messaging and discussion around research artifacts.
Yes - has this feature
Discussion and commenting is supported for research collaboration.
Approval Workflows
Formal review and approval processes for research notes and publications.
Yes - has this feature
Approval workflows are supported to ensure controlled publishing.
Research Publication Tools
Generation and distribution of research reports, including formatting, branding, and controlled dissemination.
Yes - has this feature
Research publishing tools with formatting, branding, and distribution included.
Calendar Integration
Syncing of research meetings, deadlines, and events with personal or team calendars.
Yes - has this feature
Calendar integration for events and task management offered.
Version Control
Tracking and management of updates/edits to research documents and models.
Yes - has this feature
Document and model version control is specifically listed as a feature.
Content Searchability
Advanced search and retrieval of research notes, documents, and data.
Yes - has this feature
Advanced, cross-source search and document retrieval available.
Automated Reminders
Automated notifications for important research deadlines or market events.
Yes - has this feature
Automated reminders and alerting for research and deadlines offered.
Integration Capabilities
(8 Yes /8 Known /8 Possible features)
API Connectivity
Well-documented REST or SOAP API for accessing platform data and services.
Yes - has this feature
Comprehensive API documentation for both data and analytics.
Third-Party Data Feeds
Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc).
Yes - has this feature
Supported integrations with major data providers (e.g., Bloomberg, FactSet, Reuters) are described.
Single Sign-On (SSO)
Support for SSO for seamless authentication using corporate credentials.
Yes - has this feature
SSO available via SAML and other protocols for enterprise clients.
Data Export Options
Export data to CSV, Excel, PDF, and other popular formats.
Yes - has this feature
Data and search results can be exported in CSV, Excel, PDF formats.
CRM Integration
Ability to link with CRM tools like Salesforce, Dynamics, etc.
Yes - has this feature
Enterprise options for integrating with Salesforce and other CRM systems are referenced in support forums.
Custom Integrations
Support for custom integration use cases through SDKs, webhooks, etc.
Yes - has this feature
Offers SDK, webhooks, and supports custom integrations for clients.
ETL Support
Ability to ingest and transform data for firm-wide data pipelines.
Yes - has this feature
Platform includes ETL workflows for data ingestion and transformation.
BI/Visualization Tool Connectors
Native connectors for PowerBI, Tableau, Qlik, etc.
Yes - has this feature
Native integration for BI/Visualization tools such as Tableau and PowerBI is provided.
User Experience & Customization
(7 Yes /7 Known /8 Possible features)
Intuitive Navigation
Clean user interface with logical navigation structure.
Yes - has this feature
The user interface is known for its logical and intuitive navigation structure.
Custom Dashboards
Ability to create personalized dashboards with preferred modules and widgets.
Yes - has this feature
Supports creation and customization of dashboards with widgets and modules.
Theme and Branding Options
Support for custom firm branding and color schemes.
Yes - has this feature
Firm and user-level branding is available, e.g., for research publication and interface.
Accessibility Compliance
Compliant with WCAG or local accessibility standards.
No information available
Mobile Device Support
Optimized experiences across mobile, tablet, and desktop devices.
Yes - has this feature
Mobile-optimized web and native mobile applications are available for both iOS and Android.
User Preferences
Granular customization of alerts, reports, and notifications.
Yes - has this feature
User-customized alerts, notifications, and preferences are supported.
Multi-Language Support
Availability of platform in multiple languages.
Yes - has this feature
Supports multiple languages, including English, Spanish, Chinese, etc.
Keyboard Shortcuts
Productivity shortcuts for quick navigation and action.
Yes - has this feature
Keyboard shortcuts are available for rapid navigation, especially in desktop platform and Excel integration.
Performance & Scalability
(2 Yes /2 Known /6 Possible features)
System Uptime
Guaranteed platform uptime (SLA).
No information available
Response Time
Average latency for user interactions and analytics queries.
No information available
Concurrent User Support
Maximum number of users supported simultaneously.
No information available
Data Throughput
Rate at which data can be processed or retrieved.
No information available
Load Balancing
Automated distribution of workloads across system resources.
Yes - has this feature
Describes built-in load balancing and resource management across multiple servers.
Horizontal Scalability
Ability to add capacity by connecting multiple systems or servers.
Yes - has this feature
Platform is horizontally scalable; deployed as SaaS on resilient cloud infrastructure.
Security & Compliance
(8 Yes /8 Known /8 Possible features)
Data Encryption In-Transit
All communications are protected by TLS/SSL or equivalent encryption.
Yes - has this feature
Data in transit is secured via TLS/SSL in accordance with industry standards.
Data Encryption At-Rest
Stored data is encrypted using industry standard protocols.
Yes - has this feature
At-rest data is encrypted as per SOC2 compliance documentation.
Role-Based Access Control
Granular user and permission management.
Yes - has this feature
Role-based, policy-driven access control available for all user accounts.
Audit Logging
Comprehensive logs for tracking all user and system activities.
Yes - has this feature
Audit logging is part of compliance and security protocols.
Regulatory Compliance Certifications
Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc.
Yes - has this feature
Platform supports multiple global certifications, including SOC2, GDPR, and ISO 27001.
Multi-Factor Authentication
Support for MFA in user logins.
Yes - has this feature
Supports multi-factor authentication for user logins.
Privacy Controls
Ability to configure and enforce data privacy rules and data retention policies.
Yes - has this feature
Privacy and retention settings are configurable by administrators.
Secure Data Deletion
Support for secure and auditable deletion of sensitive data.
Yes - has this feature
Data deletion meets compliance requirements with logs for audit.
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
24/7 Support
Access to live support around the clock.
Yes - has this feature
24/7 live and online customer support is available for all enterprise tiers.
Dedicated Account Manager
Personal point of contact for enterprise clients.
Yes - has this feature
Dedicated account managers are assigned to enterprise accounts.
In-Platform Tutorials
Interactive guides for onboarding and user education.
Yes - has this feature
Interactive, in-platform guided walkthroughs and tutorials are included.
Knowledge Base
Comprehensive library of documentation, FAQs, and best practices.
Yes - has this feature
Online knowledge base with full documentation, FAQs, and guides.
Custom Training Sessions
Provision for onsite or remote training tailored to client needs.
Yes - has this feature
Onsite and remote training available as part of onboarding and for a fee.
Response Time SLA
Guaranteed support response time as per client tier.
No information available
Cost & Licensing
(5 Yes /5 Known /5 Possible features)
Transparent Pricing
Clear and upfront disclosure of all costs, including data fees.
Yes - has this feature
Transparent pricing and contract disclosures; fees and inclusions are detailed.
Modular Licensing
Ability to purchase only specific modules or functionalities.
Yes - has this feature
Licensing is modular with selectable feature add-ons (screening, M&A, etc.).
Usage-Based Pricing
Option for per-user or per-usage pricing models.
Yes - has this feature
Usage-based pricing is available for some features and data sets.
Volume Discounts
Discounts for larger user numbers or extended contracts.
Yes - has this feature
Volume/enterprise discounts available by negotiation or tier.
Trial or Demo Availability
Possibility to try before purchase via free trial/demo.
Yes - has this feature
Demo request and trial access are standard for potential clients.
Innovation & AI
(6 Yes /6 Known /6 Possible features)
Natural Language Processing
Extraction and analysis of insights from unstructured data, such as news or filings.
Yes - has this feature
NLP analytics extract structured data from filings and news (e.g., Kinesis tools).
Smart Alerts
AI-driven, context-aware alerts and recommendations.
Yes - has this feature
Smart alerting/AI-driven notifications for market moves and events.
Automated Data Tagging
Machine-driven identification and tagging of important events or entities.
Yes - has this feature
Automated data tagging of entities, events, and people in news and filings.
Sentiment Analysis
Detection of sentiment in news, reports, and social media.
Yes - has this feature
Sentiment analysis of news and filings is advertised as a differentiator.
Predictive Analytics
AI/ML-enabled forecasting and scenario analysis tools.
Yes - has this feature
Predictive scenario and forecasting analytics available via S&P's AI suite.
Personalized Recommendations
AI-powered suggestions for research, analytics, or content tailored to each user.
Yes - has this feature
Personalized recommendations for research, watchlists, and alerts.
Audit & Reporting
(5 Yes /5 Known /5 Possible features)
Customizable Reports
Ability to create custom report templates and scheduled reports.
Yes - has this feature
Customizable report templates and automated reporting are featured in review and support materials.
Regulatory Reporting
Out-of-the-box templates for regulatory and supervisory reporting.
Yes - has this feature
Regulatory reporting templates for financial institutions are available.
Usage Analytics
Detailed tracking and reporting of platform usage.
Yes - has this feature
Track and analyze user and firm platform usage through dashboards and exports.
Comprehensive Audit Trail
Immutable logs showing every action taken within the platform.
Yes - has this feature
Comprehensive, immutable audit trail is maintained across the platform.
Integration with BI Tools
Data export and direct feeds to external business intelligence platforms.
Yes - has this feature
Supports direct integration and export to BI platforms such as PowerBI and Tableau.
Investment Banking CRM for Investment Banking
Specialized CRM systems designed for investment banking relationship management and deal tracking.
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User Management and Access Control
(6 Yes /6 Known /11 Possible features)
Role-based Access Control
Assign different permissions to users based on their roles within the organization.
Yes - has this feature
S&P Capital IQ Pro supports different permissions and user roles for financial institutions.
Single Sign-On (SSO)
Ability to authenticate users using the organization’s central identity provider.
Yes - has this feature
Single Sign-On is supported via enterprise-grade integrations (e.g., SAML, Okta) as referenced in S&P Pro documentation.
User Activity Auditing
Track and log user actions within the system for security and compliance purposes.
Yes - has this feature
Audit trails and user activity logs are built-in for regulatory compliance.
Multi-Factor Authentication (MFA)
Enforce additional security with multi-factor authentication for user logins.
Yes - has this feature
S&P Capital IQ Pro supports MFA for secure financial data access.
Customizable User Profiles
Configure user profiles with distinct fields for investment banking.
Yes - has this feature
User profiles can be customized for complex workflows (e.g., managing IB contacts, roles).
Delegated Administration
Allow certain users to manage others’ permissions and settings.
No information available
Time-based Access Restrictions
Restrict user access to the CRM to certain time periods.
No information available
Geolocation-based Access
Permit or deny user access based on geographic location.
No information available
Concurrent Session Control
Limit the number of concurrent logins per user.
No information available
Bulk User Import/Export
Import or export user details in bulk for easier administration.
No information available
User Deactivation/Termination
Easily deactivate or remove user accounts when necessary.
Yes - has this feature
User accounts can be deactivated or removed via the admin panel.
Client and Contact Management
(12 Yes /12 Known /12 Possible features)
Contact Database
Centralized repository for client, contact, and entity data.
Yes - has this feature
The core of S&P CIQ Pro is a global, searchable client/contact database.
Relationship Mapping
Visual and data-driven mapping of connections among people and organizations.
Yes - has this feature
Relationship mapping—including company, executive, and deal relations—is a key feature (see product marketing and documentation).
Custom Fields and Tagging
Define custom fields and tags for segmentation and classification.
Yes - has this feature
Custom fields/tags can be created for contacts, deals, and entities.
Historical Interaction Logging
Log all meetings, calls, emails, and notes with clients.
Yes - has this feature
Comprehensive activity/interaction histories (calls, meetings, emails) are supported.
Client Hierarchies
Support parent-child and group structures for complex client organizations.
Yes - has this feature
Company groupings and ownership structures are supported via client hierarchies.
Prospect Management
Manage leads and potential deals in pre-engagement phases.
Yes - has this feature
Lead and prospect pipelines are part of the platform’s CRM suite.
Bulk Contact Update
Make changes to multiple contacts at once.
Yes - has this feature
Bulk changes to contacts and entities can be performed through data management tools.
Contact Lifecycle Status
Track status such as ‘active’, ‘engaged’, ‘former’, etc.
Yes - has this feature
Status indicators and lifecycle tagging for contacts/entities is supported.
Data Deduplication
Identify and merge duplicate contact/client records.
Yes - has this feature
Data deduplication and record merging options available for client lists.
Client Segmentation
Group clients by sector, region, activity, and more.
Yes - has this feature
Segmentation tools supporting sector, region, and other analytic filters are available.
Advanced Search and Filtering
Advanced search and custom filters for database use.
Yes - has this feature
Advanced search/filtering is a core feature of S&P CapIQ Pro.
Contact Import/Export
Bulk import or export contact records.
Yes - has this feature
Import/export tools exist for bulk contact management in the admin toolkit.
Deal and Pipeline Management
(9 Yes /9 Known /11 Possible features)
Deal Pipeline Visualization
Graphical dashboards to monitor deal progress and stages.
Yes - has this feature
Deal pipeline dashboards and visualizations (including league tables, funnel views) available.
Customizable Deal Stages
Define unique deal stages specific to your organization or sector.
Yes - has this feature
Customizable deal stages for pipelines; prominent feature in deal workflow engine.
Deal Origination Tracking
Track source and origination activity for new deals.
Yes - has this feature
Deal origination markers and tracking supported with built-in reporting and field tagging.
Pipeline Value Calculation
Calculate total value, probability, and pipeline metrics.
Yes - has this feature
Deal value and pipeline value calculations (with probability, metrics) included in analytics.
Mandate Documentation Repository
Attach and manage mandate letters, IMs, and NDAs.
Yes - has this feature
Document attachment and repository (IMs, NDAs, mandate letters) supported per deal.
Deal Team Assignment
Assign internal users to deal teams for collaboration.
Yes - has this feature
Deal team assignment and permissions is a fundamental CRM/IB functionality.
Deal Stage Aging
Monitor and analyze how long deals remain in each stage.
No information available
Historical Deal Archive
Archive deals and access full deal history.
Yes - has this feature
Historical deal archiving accessible in deal history and analytics modules.
Integration with Transaction Diligence Tools
Connect CRM with financial modeling or diligence solutions.
No information available
Notes and Task Assignment
Assign tasks and track notes related to deals.
Yes - has this feature
Notes and task assignments are included (via platform task management).
Pipeline Filtering and Custom Views
Customizable deal filtering and saveable pipeline views.
Yes - has this feature
Custom pipeline filters and views can be created/saved.
Task and Activity Management
(7 Yes /7 Known /10 Possible features)
Automated Task Triggers
Automatically create tasks based on events (e.g. new deal, meeting logged).
Yes - has this feature
Automated task generation based on CRM events is available.
Recurring Task Scheduling
Set up recurring meetings, follow-ups, and compliance checks.
Yes - has this feature
Recurring scheduling and reminders for compliance/follow-up tasks are available.
Activity Timeline
Chronological view of all past and upcoming activities.
Yes - has this feature
A timeline of activities and interactions is standard in the client/deal profile.
Calendar Integration
Sync CRM tasks and meetings to Outlook, Gmail, etc.
Yes - has this feature
Calendar integration (Outlook, Gmail) is promoted as a key integration feature.
Notification and Reminders
Automated notifications for upcoming or overdue tasks.
Yes - has this feature
Automated notifications and reminders for tasks are configurable.
Task Delegation
Assign tasks and track delegation progress.
Yes - has this feature
Task delegation and assignment is included as standard.
Document Collaboration
Share and co-author documents related to tasks/activities.
Yes - has this feature
Document collaboration is possible via the attached file and task interfaces.
Task Progress Reporting
Automated reports on open, completed, and overdue tasks.
No information available
Bulk Task Creation and Editing
Create or edit tasks for multiple deals/contacts at once.
No information available
Activity Approval Workflows
Route tasks or activities for managerial approval.
No information available
Integration Capabilities
(9 Yes /9 Known /10 Possible features)
Email Integration
Two-way integration with email platforms (Outlook, Gmail, etc.).
Yes - has this feature
Integration with Microsoft Outlook and Gmail for two-way email sync is highlighted.
Calendar Synchronization
Bi-directional syncing with calendar systems.
Yes - has this feature
Calendar system sync (bi-directional) is available.
API Availability
Availability of well-documented REST/SOAP APIs for custom integrations.
Yes - has this feature
Extensive API documentation for integration and automation is available publicly.
Third-party Data Feeds
Integration with market, news, or CRM data providers (Bloomberg, Refinitiv, etc.).
Yes - has this feature
Integration with third-party data feeds (Bloomberg, Refinitiv, FactSet etc.) is a top selling point.
Mobile App Integration
Linking with mobile applications for on-the-go access.
Yes - has this feature
Mobile app integration and access provided (see iOS and Android apps).
Document Management System (DMS) Integration
Connect with DMS like SharePoint or Box.
Yes - has this feature
Integration options with DMS such as SharePoint and Box are mentioned in integration documentation.
Telephony/Call Logging Integration
Log calls and integrate with provider systems (e.g., Cisco, Avaya).
No information available
CRM Data Import Tools
Bulk import historical CRM data from legacy systems.
Yes - has this feature
CRM data import, migration from legacy systems is a professional services offering.
Collaboration Platform Integration
Integrate with platforms like Microsoft Teams or Slack.
Yes - has this feature
Collaboration platform integrations (Teams, Slack) are available via connectors or APIs.
Customizable Webhooks
Custom webhooks for near real-time data flows.
Yes - has this feature
Custom webhook creation for integrations and notifications is available.
Compliance, Security and Audit Logging
(9 Yes /9 Known /10 Possible features)
GDPR/CCPA Compliance Controls
Tools and reporting to facilitate compliance with privacy laws.
Yes - has this feature
Compliance controls for GDPR/CCPA via data privacy tools and opt-out auditing.
Regulatory Data Retention
Ability to enforce mandatory retention periods for records.
Yes - has this feature
Regulatory retention controls (reporting/archiving/record locks) are part of compliance tools.
Complete Activity Audit Log
Comprehensive tracking of user and system actions.
Yes - has this feature
Comprehensive audit logs for user and system actions per documentation.
Field Level Security
Restrict visibility/editability of sensitive fields by user or group.
Yes - has this feature
Field-level security configurations are supported for granular data protection.
Encryption at Rest and In Transit
Data is encrypted while stored and when sent across networks.
Yes - has this feature
All major S&P platforms support encryption at rest and in transit (compliance attestations available).
Configurable Access Reviews
Tools to periodically review and reconcile user access.
Yes - has this feature
Periodic user access review tools offered for enterprise customers.
Data Masking
Obscure sensitive data for non-privileged users.
Yes - has this feature
Data masking for sensitive fields available for privileged groups.
Automated Compliance Reporting
Generate required reports for auditors or regulators.
Yes - has this feature
Automated compliance reports available (custom and standard formats).
Intrusion Detection and Monitoring
Real-time monitoring for unauthorized access attempts.
Yes - has this feature
S&P Pro offers real-time intrusion detection and activity monitoring (see security whitepapers).
Legal Hold Functionality
Preserve records for legal or regulatory proceedings.
No information available
Reporting and Business Intelligence
(9 Yes /9 Known /10 Possible features)
Custom Dashboard Builder
Create bespoke data dashboards for different teams or users.
Yes - has this feature
Dashboard builder (custom KPIs, charts) widely advertised for analysts and teams.
Ad Hoc Reporting
User-friendly tools for custom, on-demand reporting.
Yes - has this feature
Ad-hoc reporting enabled for users company-wide.
Scheduled Report Distribution
Automate delivery of recurring reports to users/stakeholders.
Yes - has this feature
Scheduled and automated report distribution is supported.
Drill-down Capabilities
Interactive charts and tables that allow exploration of underlying data.
Yes - has this feature
Drill-down (click-through from dashboards to underlying data) is available.
Export to Excel/PDF
Export report outputs in widely used formats.
Yes - has this feature
Exports to Excel/PDF is a foundational feature (not just for reports but also data screens and downloads).
Historical Comparison Reports
Compare metrics across different periods, deals or teams.
Yes - has this feature
Historical comparisons in league tables, report modules, and analytics tools.
Quota and Performance Tracking
Monitor progress towards team and individual goals/targets.
Yes - has this feature
Performance tracking and quota management are present for deals and user activity.
Report Access Management
Control which users have access to which reports.
Yes - has this feature
Access controls for reports and dashboards present through admin roles.
Mobile-Optimized Dashboards
Reports and dashboards accessible on mobile devices.
Yes - has this feature
Mobile-optimized dashboards available in the dedicated mobile apps.
Audit Trail of Report Edits
Track changes to report definitions and access.
No information available
Mobile Access and Usability
(7 Yes /7 Known /9 Possible features)
Native Mobile Apps
Dedicated apps for iOS and Android devices.
Yes - has this feature
S&P Capital IQ Pro offers native mobile apps for iOS and Android.
Responsive Web Interface
Web interface automatically adapts to different device screens.
Yes - has this feature
Responsive web platform adapts to devices of all sizes.
Offline Access
Ability to access and update records while offline.
No information available
Mobile Push Notifications
Real-time notifications on mobile for tasks, meetings, approvals.
Yes - has this feature
Mobile app supports push notifications for tasks, alerts, and workflow approvals.
Mobile Document Capture
Capture and upload documents/photos directly from mobile device.
Yes - has this feature
Mobile document/photo capture is available (notably for business card scanning and document upload).
Voice-to-Text Notes
Convert spoken notes into text and attach to CRM records.
Yes - has this feature
Voice-to-text is available in the mobile app for quick notes entry (see app store feature list).
Mobile Search and Filters
Powerful contact/deal search and filter capabilities optimized for mobile.
Yes - has this feature
Mobile apps provide powerful search and filtering UI for contacts, deals, and records.
Mobile Approval Workflows
Approve deals, expenses, or activities while mobile.
Yes - has this feature
Deal, activity, or expense approvals can be done fully from the mobile app.
Geolocation Logging
Automatically log meeting/contact location info.
No information available
Customization and Extensibility
(7 Yes /7 Known /10 Possible features)
Custom Entities and Relationships
Define new business objects (e.g., ‘Pitch’, ‘Prospect’) and their links.
Yes - has this feature
Custom entities can be added (pitches, alternatives, and custom objects).
Workflow Automation
Automate repetitive processes with configurable workflows.
Yes - has this feature
Workflow automation is a core part of platform extensibility (used in deal/approval processes).
Custom Field and Form Builder
Create and edit custom fields or forms without coding.
Yes - has this feature
Custom fields/forms are supported via admin menu or customer configuration.
Branding Customization
Apply company branding, logos, and color schemes.
Yes - has this feature
Branding/logo customization available for enterprise subscribers.
Scripting and Plugin Support
Extend features using custom scripts or plugins.
No information available
Custom Notification Rules
Set up custom alerts for specific business triggers.
No information available
Custom Dashboards and Views
User/department-specific interface customization.
Yes - has this feature
Customizability of dashboards/views for teams or individuals is advertised.
Multi-language Support
Support for multiple languages across the interface.
Yes - has this feature
Multi-language support is available (platform is used globally).
Dynamic Role Creation
Create and assign custom roles/permissions.
No information available
Drag and Drop UI Customization
Allow users to personalize certain interface elements.
Yes - has this feature
Drag-and-drop UI customization available for dashboards and report modules.
Collaboration Tools
(8 Yes /8 Known /9 Possible features)
Deal Team Messaging
Internal chat or messaging specific to deals/clients.
Yes - has this feature
Deal-specific messaging supported via annotations and comments (see team workflows).
Shared Notes and Annotations
Collaboratively edit and comment on CRM records.
Yes - has this feature
Shared notes and collaborative annotations are available in the contact and deal modules.
Internal Social Feeds
Internal feeds to broadcast deal or account updates.
Yes - has this feature
Social feed functionality for deal/account activity is promoted in client communications.
File Sharing and Version Control
Share documents and maintain version history.
Yes - has this feature
File versioning and sharing is built into document repository.
Document Check-in/Check-out
Prevent conflicts by controlling document edits.
No information available
Team Taskboards or Kanban Boards
Visualize progress and responsibility across teams.
Yes - has this feature
Kanban/board-style task management available for deal teams.
Collaborative Meeting Scheduling
Book meetings and share availability within the team.
Yes - has this feature
Collaborative meeting scheduling—see Outlook/Gmail connection and shared calendar features.
Comment Threads
Maintain discussion threads linked to specific clients or deals.
Yes - has this feature
Inline comments/discussion threads on records supported.
External Stakeholder Collaboration
Limited and secure sharing with clients or external advisors.
Yes - has this feature
External collaboration for limited sharing is enabled via permissions and secure links.
Data Quality and Data Enrichment
(9 Yes /9 Known /10 Possible features)
Automated Data Validation
Automated checks for required fields, data formats, and logic.
Yes - has this feature
Automated data validation is included for required fields and logic checks.
Duplicate Record Detection and Merge
Identify and merge duplicate contacts, companies, and deals.
Yes - has this feature
Duplicate detection/merge is available as a deduplication tool.
Data Enrichment Integration
Automatically supplement records with third-party data.
Yes - has this feature
Data enrichment from third-party sources is a core function of S&P Capital IQ Pro.
Data Completeness Scoring
Assess and score records for missing information.
Yes - has this feature
Data completeness scoring is available in the form of data quality/health dashboards.
Manual Data Review Workflows
Route incomplete/suspicious records for manual resolution.
Yes - has this feature
Manual data review and workflow queues are configurable for data quality management.
Bulk Data Update Tools
Update large sets of data in a controlled manner.
Yes - has this feature
Bulk data update tools available via data management module.
Field Standardization Rules
Standardize company names, titles, and more.
Yes - has this feature
Standardization of fields (company names, etc.) occurs via data quality protocols.
Automated Contact Validation
Verify validity of email and phone numbers automatically.
Yes - has this feature
Automated contact validation is included for emails, phone numbers, and addresses.
Master Data Management (MDM) Integration
Integration with bank’s central MDM systems.
No information available
Change Log for Data Edits
Track all changes made to records for audit and rollback.
Yes - has this feature
Full change log/audit on data edits for compliance and rollback.
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