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Orion Portfolio Management Platform from Orion Advisor Solutions
Comprehensive portfolio management system with trading tools, portfolio accounting, client billing, performance reporting, and client portal. Includes rebalancing capabilities and integrates with multiple custodians and fintech tools.
More about Orion Advisor Solutions
Product analysis by function
Portfolio Management Systems for Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
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Client Management
(8 Yes /8 Known /12 Possible features)
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Client profile management Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information |
Product documentation and website cite robust client profile management, including demographic and financial information. | |
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Relationship mapping Capability to map and visualize client relationships, family structures, and associated entities |
No information available | |
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Client segmentation Tools to segment clients based on assets, revenue, risk profile, or custom criteria |
Described client segmentation tools by revenue, AUM, and custom fields in marketing materials. | |
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Contact management System to track all client interactions, communications, and touchpoints |
Contact management and tracking are standard CRM features in Orion's solution suite. | |
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Client onboarding workflow Structured process for onboarding new clients with necessary documentation and compliance checks |
Onboarding workflow with integrated compliance checks is mentioned as a key differentiator in product literature. | |
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Digital client portal Self-service portal for clients to view portfolio information and interact with advisors |
Digital client portal advertised as self-service for clients to access their portfolios and invoices. | |
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Client documents repository Secure storage and organization of client documents and contracts |
Client document repository is mentioned under client portal and secure storage. | |
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Communication preferences Management of client communication preferences and frequency |
Communication preferences listed as part of CRM capabilities. | |
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Service level tracking Tools to monitor and ensure service level agreements are met for different client segments |
No information available | |
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Client retention analytics Metrics and tools to identify at-risk clients and support retention strategies |
Described retainment analytics and at-risk client identification in demos and product briefs. | |
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Next best action recommendations AI-driven suggestions for appropriate next steps in client engagement |
No information available | |
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Client capacity Maximum number of client profiles the system can efficiently manage |
No information available |
Portfolio Construction & Management
(12 Yes /12 Known /13 Possible features)
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Model portfolio construction Tools to create and maintain model portfolios for different investment strategies |
Model portfolio construction is a core function in Orion's platform according to product documentation. | |
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Asset allocation Functionality to design and implement strategic and tactical asset allocation |
Asset allocation tools (strategic and tactical) listed explicitly in the platform's feature set. | |
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Portfolio rebalancing Automated or manual rebalancing tools to maintain target allocations |
Automated rebalancing is a prominent feature noted on the Orion platform webpage. | |
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Drift monitoring Tools to monitor portfolio drift from target allocations |
Drift monitoring is part of Orion's rebalancing engine, per their documentation. | |
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Tax harvesting Capability to identify and execute tax-loss harvesting opportunities |
Tax-loss harvesting capability promoted in Orion rebalancing features. | |
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Custom constraints Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.) |
Supports custom portfolio constraints, used for ESG and compliance requirements. | |
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Cash management Tools to manage cash positions and flows within portfolios |
Cash management tools are listed; supports cash flows within portfolios. | |
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Multi-currency support Capability to manage portfolios across multiple currencies |
Multi-currency support described in global account management. | |
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Alternative investments integration Support for incorporating and tracking alternative investments in portfolios |
Alternative investments (e.g., limited partnerships, REITs) tracked natively according to Orion integration documentation. | |
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Investment policy compliance Tools to ensure portfolios comply with client investment policy statements |
Compliance with investment policy statements enforceable via rules and rebalancer. | |
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What-if scenarios Capability to model different portfolio scenarios before implementation |
What-if scenario modeling for portfolios available as simulation tools. | |
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Bulk order generation Ability to generate orders across multiple portfolios efficiently |
Bulk order generation across portfolios described in trading module. | |
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Rebalancing speed Time required to analyze and generate rebalancing recommendations for portfolios |
No information available |
Investment Research & Analysis
(8 Yes /8 Known /13 Possible features)
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Security research database Comprehensive database of investment securities with detailed information |
No information available | |
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Market data integration Real-time or delayed market data feeds integrated into the platform |
Real-time and delayed market data feeds mentioned as standard integration options. | |
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Fundamental analysis tools Tools for fundamental analysis of stocks, bonds, and other securities |
Incorporates fundamental analysis tools for portfolio managers and advisors. | |
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Technical analysis Charts and tools for technical analysis of security price movements |
Technical analysis capabilities available within reporting/charting modules. | |
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ESG screening Tools to screen and analyze investments based on environmental, social, and governance factors |
ESG screening and scoring integration referenced in Orion Partner integrations. | |
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Research report integration Integration with third-party research reports and analysis |
Integrates with external research report providers, e.g., Morningstar. | |
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Customizable screening Ability to create and save custom screening criteria for investments |
Customizable investment screening is built into research and portfolio tracking. | |
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Investment ideas workflow Process for generating, evaluating, and implementing investment ideas |
No information available | |
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Macroeconomic data analysis Tools to analyze and incorporate macroeconomic trends into investment decisions |
Macroeconomic data and analytics available via integrated research provider feeds. | |
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Alternative data sources Integration with alternative data sources for investment insights |
Alternative data source integrations via APIs; e.g., ESG, third-party data. | |
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AI-powered insights Machine learning tools to identify patterns and generate investment insights |
No information available | |
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Market sentiment analysis Tools to analyze market sentiment from news, social media, and other sources |
No information available | |
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Securities coverage Number of securities covered in the research database |
No information available |
Risk Management
(8 Yes /8 Known /13 Possible features)
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Risk profiling Tools to assess and document client risk tolerance and capacity |
Risk profiling is standard; assess and record client risk scores. | |
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Portfolio risk analytics Measurement of portfolio risk metrics (standard deviation, VaR, etc.) |
Portfolio risk analytics (VaR, beta, etc.) featured both in marketing and user documentation. | |
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Stress testing Capability to stress test portfolios under different market scenarios |
Stress testing for portfolios enabled through scenario analysis tools. | |
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Monte Carlo simulations Tools to run Monte Carlo simulations for portfolio outcomes |
No information available | |
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Factor-based risk analysis Analysis of portfolio exposure to various risk factors |
Factor-based risk analytics promoted for both fixed income and equity portfolios. | |
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Concentration risk monitoring Tools to identify and monitor concentration risks in portfolios |
Describes concentration risk analysis alongside diversification tools. | |
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Downside protection tools Features to implement and monitor downside protection strategies |
No information available | |
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Liquidity risk management Tools to assess and manage portfolio liquidity risks |
Liquidity metrics and risk view options highlighted as part of portfolio analysis in marketing. | |
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Counterparty risk tracking Monitoring of exposure to various counterparties |
No information available | |
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Risk-adjusted performance metrics Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.) |
Risk-adjusted performance metrics (Sharpe, etc.) included in report generation options. | |
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Pre-trade compliance checks Automated checking of trades against risk parameters before execution |
Pre-trade compliance checks are described for both trading and rebalancing modules. | |
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Risk exception alerting Automated alerts when portfolios exceed risk thresholds |
No information available | |
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Scenario analysis capacity Number of different market scenarios available for stress testing |
No information available |
Performance Reporting
(11 Yes /11 Known /13 Possible features)
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Performance calculation Accurate calculation of time-weighted and money-weighted returns |
Performance reporting compliant with GIPS; covers detailed, multilevel return calculations. | |
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Benchmark comparison Tools to compare portfolio performance against relevant benchmarks |
Comparison to custom and industry benchmarks available within performance module. | |
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Attribution analysis Performance attribution to identify sources of returns |
Attribution reports included in performance analytics feature sheets. | |
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Custom reporting Ability to create customized performance reports |
Custom reporting described in marketing ('robust custom report builder'). | |
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Interactive dashboards Interactive dashboards for exploring performance data |
Platform highlights interactive dashboards for both clients and advisers. | |
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Scheduled reporting Automated generation and distribution of scheduled reports |
Scheduled and automated reporting options are standard. | |
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Multi-period analysis Performance analysis across different time periods |
Reports support multi-period analysis, as confirmed in product demos. | |
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Composite reporting Capability to create and report on performance composites |
Composite reporting used for compliance with GIPS and enterprise analytics. | |
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GIPS compliance Support for Global Investment Performance Standards compliance |
GIPS compliance is directly promoted in Orion's documentation. | |
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Peer group comparison Tools to compare performance against peer groups |
Peer group comparisons available via integration with research providers. | |
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Tax-aware reporting Performance reporting that accounts for tax impacts |
No information available | |
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Mobile reporting access Access to performance reports via mobile devices |
Mobile reporting access confirmed—Orion provides both a web platform and mobile app. | |
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Report generation time Average time to generate comprehensive performance reports |
No information available |
Financial Planning Integration
(10 Yes /10 Known /13 Possible features)
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Financial planning tools Integrated or connected tools for comprehensive financial planning |
Orion provides both embedded and partner-integrated financial planning tools. | |
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Goal-based planning Capability to define, track, and manage client financial goals |
Goal-based planning support referenced as integrated with the financial planning module. | |
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Retirement planning Specialized tools for retirement scenario planning |
Aims for holistic planning, including retirement scenarios. | |
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Estate planning integration Features to incorporate estate planning considerations into wealth management |
Estate planning integration via APIs and document/beneficiary tracking. | |
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Tax planning Tools to optimize portfolio management for tax efficiency |
Tax planning highlighted, especially for high-net-worth portfolios. | |
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Cash flow modeling Capabilities for projecting and analyzing client cash flows |
Cash flow modeling used in both financial planning and portfolio projections. | |
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Insurance needs analysis Tools to assess and incorporate insurance planning into wealth management |
Insurance needs analysis listed as part of integrated planning module. | |
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Education funding planning Features for planning and managing education funding goals |
No information available | |
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Plan vs. actual tracking Tools to compare actual results against financial plan projections |
'Plan vs actual' progress tracking supported in client/advisor portals. | |
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Life event planning Support for planning around major life events (marriage, home purchase, etc.) |
No information available | |
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Scenario comparison Ability to create and compare different planning scenarios |
Scenario comparison supported in both planning and investment tools. | |
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Client-facing plan visualizations Interactive visualizations of financial plans for client presentations |
Client-facing plan visualization available via portal presentations. | |
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Planning scenarios capacity Maximum number of planning scenarios that can be compared simultaneously |
No information available |
Trading & Order Management
(11 Yes /11 Known /13 Possible features)
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Order management system Comprehensive system for creating, tracking, and managing investment orders |
Order management (OMS) is foundational to trading toolset. | |
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Trade execution Capabilities for executing trades directly or through connected systems |
Direct and connected trade execution supported through multiple custodian integrations. | |
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Pre-trade compliance Automated checking of orders against compliance rules before execution |
Automated pre-trade compliance checks are available. | |
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Allocation management Tools for managing the allocation of block trades across multiple accounts |
Block trade allocation tools described in trading and rebalancing guidance. | |
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Trading algorithms Access to algorithmic trading strategies |
Supports algorithmic trade routing strategies. | |
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FIX connectivity Financial Information eXchange protocol support for connecting to trading venues |
FIX connectivity cited for integration with custodians and trade venues. | |
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Multi-broker support Ability to route orders to multiple brokers and trading venues |
Multiple brokers/execution venues supported through integrations. | |
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Trade cost analysis Tools to analyze and optimize trading costs |
Trade cost analysis included in post-trade reporting modules. | |
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Order staging and waves Capabilities for staging and releasing orders in waves |
No information available | |
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Trade settlement tracking Monitoring of trade settlement process and exceptions |
Trade settlement monitoring is indicated for the Operations dashboard. | |
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Trading calendar Integrated calendar of market trading days and holidays |
Marketing calls out a trading calendar with holiday/market closure integration. | |
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Order approval workflow Configurable workflows for order review and approval |
Customizable order approval workflows documented in admin guides. | |
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Order processing capacity Maximum number of orders the system can process per minute |
No information available |
Compliance & Regulatory
(9 Yes /9 Known /13 Possible features)
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Regulatory reporting Tools for generating required regulatory reports |
Automatic generation of regulatory/firm-specific reports described as compliance features. | |
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Compliance rule engine Configurable engine to define and enforce compliance rules |
Rules engine for compliance customizable by firm policies. | |
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AML/KYC integration Anti-Money Laundering and Know Your Customer compliance tools |
Anti-Money Laundering and KYC integrations noted with major custodian connections. | |
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Suitability assessment Tools to assess and document investment suitability for clients |
Suitability assessment modules highlighted for advisors. | |
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Audit trail Comprehensive tracking of all system activities for audit purposes |
Audit trails for all actions are a standard compliance control. | |
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Fiduciary documentation Tools to document compliance with fiduciary responsibilities |
Documentation of fiduciary processes included for compliance. | |
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Code of ethics monitoring Features to monitor and enforce code of ethics compliance |
No information available | |
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Personal trading oversight Tools to monitor personal trading activities of employees |
No information available | |
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Best execution analysis Analysis tools to demonstrate best execution practices |
Best execution analysis is available post-trade to validate processes. | |
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Compliance attestations Workflow for periodic compliance attestations and certifications |
No information available | |
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Regulatory updates service Service to keep compliance rules updated with regulatory changes |
Orion provides regular updates to compliance rules per regulatory changes. | |
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Exception management Process for identifying, tracking, and resolving compliance exceptions |
Exception management for compliance violations documented as part of dashboard and workflow. | |
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Regulatory frameworks supported Number of different regulatory frameworks supported by the system |
No information available |
Technology & Integration
(11 Yes /11 Known /14 Possible features)
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API availability Comprehensive APIs for integration with other systems |
API integration extensively promoted for partners and client customizations. | |
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Cloud deployment Availability of cloud-based deployment options |
Primary deployment is cloud/SaaS, per Orion's public statements. | |
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On-premises deployment Ability to deploy the system on-premises |
No information available | |
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Mobile compatibility Availability of mobile apps or responsive design for mobile devices |
Both web and mobile native apps for clients and advisors available. | |
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Single sign-on Support for enterprise single sign-on solutions |
Single sign-on via SAML and OIDC described in enterprise documentation. | |
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Data warehouse integration Ability to integrate with enterprise data warehouses |
Advertised ability to connect and integrate with enterprise data warehouses. | |
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Custodian connectivity Pre-built integrations with major custodians |
Pre-built integrations with major custodians listed (Schwab, Fidelity, etc.). | |
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CRM integration Integration capabilities with CRM systems |
CRM integrations (Salesforce, Redtail, etc.) cited. | |
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Data import/export Tools for importing and exporting data in various formats |
Data import/export in .csv, .xlsx, and via API supported. | |
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Customization capabilities Extent to which the system can be customized without vendor involvement |
Extensive customization features are provided for user settings, workflows, and dashboards. | |
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Disaster recovery Robust disaster recovery capabilities and processes |
Disaster recovery options and SLAs described for their SaaS solution. | |
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Multi-factor authentication Support for multi-factor authentication methods |
Multi-factor authentication is available for all users, as required for compliance. | |
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System uptime Guaranteed system availability as per SLA |
No information available | |
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Database performance Speed of database query execution for common operations |
No information available |
User Experience & Support
(12 Yes /12 Known /14 Possible features)
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Interface customization Ability for users to customize their interface and workflows |
User interface customization is a standard feature. | |
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Role-based access control Granular control over user permissions based on roles |
Granular, role-based access controls available per compliance and security documentation. | |
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Multi-language support Availability of the interface in multiple languages |
Multi-language interface is an available option for international clients. | |
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User training resources Comprehensive training materials and programs |
Provides a knowledge base, video tutorials, and training webinars. | |
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Support SLA Defined service level agreements for technical support |
All contracts include service level agreements for support responsiveness. | |
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User community Active user community for knowledge sharing |
Active user community and knowledge forums described in support section. | |
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In-app guidance Contextual help and guidance within the application |
In-app guidance and contextual help overlay present in demos. | |
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Implementation services Professional services for system implementation |
Professional implementation and onboarding services available. | |
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Regular updates Frequency and transparency of system updates and enhancements |
Regular updates, feature releases, and transparent change logs provided. | |
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Sandbox environment Availability of sandbox or test environments |
Sandbox/test environment available for trial, testing, or demo purposes. | |
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Client success management Dedicated client success resources for ongoing support |
Dedicated client success management described in client value proposition. | |
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User feedback mechanism Process for users to provide feedback and enhancement requests |
User feedback mechanism available via portal and support ticketing. | |
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Support response time Average time to first response for support tickets |
No information available | |
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Supported concurrent users Maximum number of concurrent users the system can support |
No information available |
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