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RiskMetrics RiskManager from MSCI
Multi-asset class risk management platform that provides VaR analysis, stress testing, and scenario analysis. The solution covers equities, fixed income, FX, commodities, and derivatives, with both historical and Monte Carlo simulation methodologies.
Product analysis by function
Market Risk Systems for Risk Management
Solutions for measuring and managing risks from changes in market prices, interest rates, and volatility.
More like this ...
Market Data Integration
(7 Yes /7 Known /11 Possible features)
Real-Time Data Feeds
Supports real-time streaming data from exchanges and data providers.
Yes - has this feature
Marketing materials and product documentation state support for real-time streaming data from exchanges, providing live market data integration.
Historical Data Support
Ability to access and utilize historical market data for backtesting and model validation.
Yes - has this feature
RiskMetrics RiskManager advertises historical data access for backtesting VaR models and scenario analysis.
Data Cleansing
Automatically detects and rectifies anomalies or gaps in imported market data.
Yes - has this feature
Platform includes robust data quality and cleansing tools to maintain market data integrity for risk calculations.
Wide Asset Coverage
Supports a diverse set of asset classes including equities, fixed income, FX, derivatives, and commodities.
Yes - has this feature
Supports a diverse set of asset classes: equities, fixed income, FX, commodities, and derivatives.
Data Latency
The delay between data origination and when it is available for risk calculations.
No information available
Vendor Connectivity
Out-of-the-box integration with leading market data vendors.
Yes - has this feature
Integrates out-of-the-box with multiple market data vendors such as Bloomberg and Reuters, as per product specifications.
Custom Data Sources
Ability to import and work with proprietary or bespoke data feeds.
Yes - has this feature
Allows ingestion of custom/proprietary data feeds and mapping, confirmed in documentation.
Data Lineage and Audit
Tracks origin and changes of all market data for audit and control purposes.
Yes - has this feature
Tracks data provenance and changes to support audit and regulatory requirements.
Data Refresh Frequency
Interval at which the market data is updated.
No information available
.
Data Quality Metrics
Tracks completeness and consistency metrics for market data.
No information available
.
Support for Multiple Currencies
Handles data in various global currencies.
No information available
.
Risk Calculation Engine
(9 Yes /9 Known /12 Possible features)
Value-at-Risk (VaR) Calculation
Built-in models for calculating portfolio and asset VaR.
Yes - has this feature
Built-in models for calculating portfolio and asset Value-at-Risk (VaR), including historical and Monte Carlo methodologies.
Expected Shortfall (ES)
Supports calculation of Expected Shortfall for advanced risk analytics.
Yes - has this feature
Supports Expected Shortfall (ES/CVaR) calculations for advanced risk analytics, as described on the product site.
Stress Testing
Scenario and historical stress test capabilities.
Yes - has this feature
Enables scenario and historical stress testing, confirmed in feature overviews.
Risk Factor Sensitivities (Greeks)
Calculates sensitivities including delta, gamma, vega, rho, and theta.
Yes - has this feature
Risk factor sensitivities (the Greeks: delta, gamma, vega, rho, theta) featured for derivative analysis.
Revaluation Performance
Number of positions/instruments processed per second.
No information available
.
Calculation Parallelization
Supports distributed or parallel risk computation.
No information available
.
Custom Model Integration
Allows for integration of user-developed risk models.
No information available
.
Monte Carlo Simulation Capability
Ability to run large-scale Monte Carlo risk simulations.
Yes - has this feature
Monte Carlo simulation capability offered for risk analysis, referenced in product literature.
Backtesting Functionality
Built-in functionality to backtest risk model performance against actual outcomes.
Yes - has this feature
Supports backtesting of VaR and risk models against historical outcomes.
Risk Aggregation
Aggregates risk across asset, business line, and geographical hierarchies.
Yes - has this feature
Aggregates risk across asset classes and portfolios; a standard feature for market risk systems.
Correlation Handling
Ability to model and utilize asset correlations in risk calculations.
Yes - has this feature
Supports modeling and application of correlations between assets in risk calculations.
Non-linear Instruments Support
Handles exotics and path-dependent instruments (e.g., options, swaps).
Yes - has this feature
Handles non-linear instruments, exotics, and path-dependent products (e.g., options, swaps).
User Interface and Reporting
(2 Yes /2 Known /10 Possible features)
Customizable Dashboards
Users can tailor dashboards to display relevant risk metrics.
No information available
.
Ad-Hoc Reporting
Capability for users to build custom queries and reports on demand.
No information available
.
Scheduled Reporting
Supports automated generation and distribution of regular risk reports.
No information available
.
Data Export Functions
Export results to Excel, PDF, CSV, or BI tools.
Yes - has this feature
Enables export of results into formats such as Excel, PDF, and CSV through reporting modules.
Interactive Visualization
Enables dynamic charting and drill-downs into risk data.
No information available
.
Web-Based Access
Accessible via browser-based GUI for remote users.
Yes - has this feature
Accessible via browser-based GUI, supporting remote access and web-based workflows.
APIs for Reporting
APIs available to pull risk results into external systems.
No information available
.
Alerting and Notifications
Notifies users when risk limits are breached.
No information available
.
Role-Based Views
User roles govern data visibility and interface features.
No information available
.
Multi-Language Support
UI available in multiple languages.
No information available
.
Regulatory Compliance
(0 Yes /0 Known /10 Possible features)
Basel III/IV Compliance
Pre-built modules for regulatory calculation and reporting.
No information available
.
Regulatory Report Generation
Automated templates for regulatory submissions (e.g., COREP, FR Y-14).
No information available
.
Audit Logging
Logs all access and changes for audit and compliance tracking.
No information available
.
Model Governance & Documentation
Stores model documentation, approvals, and ongoing validation results.
No information available
.
Regulatory Change Updates
System is updated to reflect changes in major regulations.
No information available
.
BCBS239 Compliance
Supports principles for risk data aggregation and reporting.
No information available
.
Custom Regulatory Templates
Configuration of new regulatory report templates as needed.
No information available
.
Permissions for Regulator Access
Ability to grant regulators direct or read-only system access.
No information available
.
Data Retention Policy Management
Tools for enforcing and modifying data retention schedules.
No information available
.
Regulatory Validation Tools
Built-in utilities to validate and check reports for regulatory accuracy.
No information available
.
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
Horizontal Scalability
Can be scaled out across multiple servers or cloud nodes.
No information available
.
Concurrent User Support
Maximum number of simultaneous users supported without degradation.
No information available
.
Throughput
Number of risk computations or transactions the system can process per unit time.
No information available
.
Fault Tolerance
System continues operation despite hardware/software failure.
No information available
.
Disaster Recovery Readiness
Support for rapid recovery from catastrophic failures.
No information available
.
Batch Risk Processing Window
Time required to process end-of-day or batch risk calculations.
No information available
.
Load Balancing
Distributes workloads as needed for optimal resource usage.
No information available
.
Elastic Cloud Scaling
Dynamic allocation of cloud resources based on load.
No information available
.
Peak Data Volume Handling
Maximum data volume that can be handled without system outage.
No information available
.
Low Latency User Response
Average latency for user queries or dashboard interactions.
No information available
.
Security and Access Control
(4 Yes /4 Known /10 Possible features)
Role-Based Access Control
User permissions based on roles and responsibilities.
Yes - has this feature
Enforces user permissions and access controls based on roles and responsibilities.
Multi-Factor Authentication
Requires more than one authentication method for access.
Yes - has this feature
Security specifications mention multi-factor authentication for system access.
Data Encryption In-Transit
Encrypts data as it travels across the network.
Yes - has this feature
All data transmissions are encrypted to industry security standards.
Data Encryption At Rest
Stores data encrypted on disk/database.
Yes - has this feature
Adheres to security best practices, ensuring data at rest is encrypted.
Single Sign-On Integration
Integration with SSO frameworks (e.g., SAML, OAuth).
No information available
.
Fine-Grained Data Access
Granular control over data visibility at user or group level.
No information available
.
Audit Trails
Comprehensive logging of user activities and data access.
No information available
.
Regular Security Patching
System receives and applies timely security updates.
No information available
.
Penetration Testing Support
System is regularly tested for vulnerabilities.
No information available
.
Custom Access Policies
Configuration of organization-specific combinations of roles and permissions.
No information available
.
Product Coverage
(6 Yes /6 Known /10 Possible features)
Equities
Support for equity shares and equity derivatives.
No information available
.
Fixed Income
Supports government, corporate bonds, and fixed income derivatives.
Yes - has this feature
Supports government and corporate bonds and fixed income derivatives, explicitly listed in product documentation.
Foreign Exchange (FX)
Supports spot, forwards, options, and FX derivatives.
Yes - has this feature
Covers foreign exchange instruments, including spot, forwards, options, and derivatives.
Commodities
Handles commodities and their derivatives (options, futures, swaps).
Yes - has this feature
Covers commodities and respective derivatives, as specified on platform feature lists.
Interest Rate Derivatives
Supports swaps, caps/floors, and other IR derivatives.
Yes - has this feature
Full support for interest rate derivatives including swaps and options, based on explicit product descriptions.
Credit Derivatives
Support for CDS, CDO, CLN, etc.
Yes - has this feature
Supports credit derivatives such as CDS, CDOs, as listed on the MSCI product page.
Structured Products
Able to model and risk-manage bespoke structured products.
No information available
.
Exotic Instruments
Models complex, path-dependent, or non-standard products.
Yes - has this feature
Feature lists include support for exotic and path-dependent instruments.
Securitized Products
Covers ABS, MBS, CMOs, and other securitized assets.
No information available
.
ETFs and Index Products
Coverage of ETFs, index options/futures, and related instruments.
No information available
.
Model Risk Management
(0 Yes /0 Known /10 Possible features)
Model Inventory
Comprehensive register of all models in use and in development.
No information available
.
Model Life Cycle Tracking
Tracks model inception, approval, usage, and retirement/disposal.
No information available
.
Validation Workflow
Facilitates and enforces the workflow for periodic model validation.
No information available
.
Performance Benchmarking
Compares model outputs against benchmarks or alternatives.
No information available
.
Override and Adjustment Logging
Logs any manual overrides or judgements applied to model output.
No information available
.
Model Documentation Repository
Central storage for all model-related documents.
No information available
.
Automatic Alerting for Model Failures
System-generated alerts for model breakdowns, errors, or threshold breaches.
No information available
.
Independent Model Review Support
Tools for supporting independent review and challenge.
No information available
.
Version Control for Models
Tracks version history of model implementations.
No information available
.
Ongoing Calibration Tools
Built-in utilities for recalibrating and tuning model parameters.
No information available
.
Integration and Interoperability
(2 Yes /2 Known /10 Possible features)
Front Office System Integration
Connects with core trading and order management systems.
Yes - has this feature
Integration with front office trading/order management systems is a documented capability.
Back Office System Integration
Synchronization with settlement and accounting platforms.
Yes - has this feature
Synchronization with settlement, accounting, and back office is available.
API Availability
REST, SOAP, or other APIs for programmatic integration.
No information available
.
Batch File Import/Export
Automated processing of bulk data through flat files.
No information available
.
Real-Time Messaging Support
Integration with message buses (Kafka, MQ, etc.) for event-driven processes.
No information available
.
Third-Party Plug-In Support
Allows extension of system functionality via plug-ins.
No information available
.
RegTech Integration
Seamless connection with regulatory technology vendors/platforms.
No information available
.
Data Mapping Tools
Graphical interfaces to map and transform data formats.
No information available
.
Master Data Management Support
Integration with MDM solutions for consistent enterprise data.
No information available
.
Custom Integration Scripting
Facilities for scripting bespoke data flows or workflows.
No information available
.
Audit, Logging & Traceability
(0 Yes /0 Known /10 Possible features)
Comprehensive Audit Trails
Detailed logs of all system activity, data manipulations, and user actions.
No information available
.
Computation Traceability
Ability to trace each output metric back to source data and calculation path.
No information available
.
Change Management Logging
Records configuration and model parameter changes with timestamps.
No information available
.
Access Logging
Every system access (login/logout) is logged for audit purposes.
No information available
.
Automated Exception Logging
Automatically records system- and calculation-level anomalies.
No information available
.
Report Generation Logging
Tracks who generated each report and when.
No information available
.
Data Change Alerts
Proactive alerts if unexpected data changes are detected.
No information available
.
External Audit Support
Facilities to export audit logs for external audit review.
No information available
.
Retention Policy Enforcement
Automates log and data retention/deletion per policy.
No information available
.
User Comment Logging
Capability for users to annotate actions and outputs for later reference.
No information available
.
Deployment, Maintenance & Vendor Support
(0 Yes /0 Known /10 Possible features)
Cloud Deployment Option
Availability of SaaS/cloud deployment as well as on-premise.
No information available
.
On-Premise Deployment Option
Option for complete deployment within client data center/environment.
No information available
.
Containerization Support
System can be deployed using Docker, Kubernetes, or similar technologies.
No information available
.
Regular Upgrades/Updates
Frequency and ease of system version upgrades.
No information available
.
24/7 Vendor Support
Around-the-clock support for incidents and queries.
No information available
.
Service Level Agreements (SLAs)
Vendor provides measurable performance and uptime guarantees.
No information available
.
Dedicated Account Management
Assigned client manager for support and escalation.
No information available
.
Training and Knowledge Base
Access to user training, manuals, and learning resources.
No information available
.
Automated Monitoring & Health Checks
System self-monitoring and health status reporting.
No information available
.
Sandbox/Test Environment
Ability to establish parallel non-production environments.
No information available
.
Market Data Integration
(2 Yes /2 Known /12 Possible features)
Real-time Data Feed Support
Ability to connect with real-time data feed providers for live market prices.
Yes - has this feature
Product overview repeatedly emphasizes ability to connect to real-time data feeds.
Historical Data Storage
System's ability to store and retrieve historical market data.
Yes - has this feature
Maintains and retrieves historical market data for analytics and backtesting.
Vendor Flexibility
Number of different data vendors the system can connect to (e.g., Bloomberg, Reuters).
No information available
.
Data Cleansing Tools
Tools provided to clean, deduplicate, and correct inconsistent or missing market data.
No information available
.
Frequency of Data Updates
How frequently the system updates market data.
No information available
.
Custom Instrument Mapping
Ability to map proprietary or custom instruments to market data feeds.
No information available
.
Automated Error Handling
System automatically flags and manages data anomalies or failures.
No information available
.
Scalability for Data Volume
Capability to handle increasing data volumes without performance loss.
No information available
.
Market Data Audit Logs
Ability to log and trace all data changes or feeds for compliance.
No information available
.
Data Encryption In Transit/At Rest
Ensures all market data is encrypted for security purposes.
No information available
.
Latency in Data Processing
Average system delay in processing and making data available.
No information available
.
Support for Alternative Data
Ability to ingest and process non-traditional market data (e.g., satellite, social media).
No information available
.
Risk Calculation & Analytics
(7 Yes /7 Known /12 Possible features)
Value-at-Risk (VaR) Calculation
Support for different VaR methodologies (historical, parametric, Monte Carlo).
Yes - has this feature
Supports historical, parametric, and Monte Carlo approaches to VaR.
Expected Shortfall
Capability to calculate and report Expected Shortfall (ES or CVaR) as per regulatory requirements.
Yes - has this feature
Capability to calculate Expected Shortfall is present per MSCI documentation.
Scenario Analysis
Ability to define, run, and analyze results from hypothetical scenarios.
Yes - has this feature
Scenario analysis is a key feature described in the official materials.
Stress Testing Framework
Comprehensive system to create and execute stress test scenarios on portfolios.
Yes - has this feature
Robust stress testing framework described and advertised broadly.
Risk Sensitivities (Greeks)
Computation of sensitivities such as delta, gamma, vega, rho, theta.
Yes - has this feature
Risk sensitivities such as the Greeks are calculated as part of the platform’s derivative analytics.
Aggregation of Risk Results
Ability to consolidate risk metrics across multiple portfolios or entities.
Yes - has this feature
Risk aggregation across multiple portfolios/entities highlighted in product use cases.
Customizable Risk Metrics
Define and calculate custom risk metrics as per business needs.
No information available
.
Calculation Speed
Time taken to perform full risk calculations on a production-size portfolio.
No information available
.
Multi-Currency Capabilities
Handle risk computations across portfolios denominated in different currencies.
No information available
.
Intraday Calculation Support
Run full or incremental portfolio risk calculations multiple times a day.
Yes - has this feature
Intraday calculation support documented; the platform can run risk calculations multiple times a day.
Backtesting Tools
Support for backtesting risk models against historical data.
No information available
.
Model Risk Management
Tools for model validation, calibration, and version control.
No information available
.
Product Coverage
(3 Yes /3 Known /7 Possible features)
Asset Class Coverage
Number of different asset classes supported (equities, FX, fixed income, commodities, derivatives, etc.).
No information available
Exotic Derivatives Support
Ability to handle complex and bespoke financial instruments.
Yes - has this feature
Explicitly handles exotic derivatives as highlighted under supported instruments.
Structured Product Modeling
Support for risk assessment of structured and hybrid products.
Yes - has this feature
Models structured and hybrid products according to product guides.
Custom Instrument Modeling
Able to define and integrate models for custom or new instruments.
Yes - has this feature
System allows users to define and integrate models for custom or new instruments.
Cross-Asset Risk Calculation
Can calculate risk for portfolios with mixed asset types.
No information available
.
Market Conventions Flexibility
Customize market conventions (day count, roll dates, etc.) for different markets.
No information available
.
Instrument Template Library
Library of pre-built templates for standard instruments.
No information available
.
Performance and Scalability
(4 Yes /4 Known /8 Possible features)
Concurrent User Support
Number of users who can use the system without performance issues.
No information available
.
Parallel Processing
System can distribute risk calculations across multiple CPUs/cores.
Yes - has this feature
RiskManager supports parallel processing to accelerate risk calculations across large portfolios.
Batch Processing Speed
Throughput of batch risk calculations.
No information available
.
Horizontal Scalability
Ability to add hardware to increase system capacity.
Yes - has this feature
Solution can scale horizontally; additional resources can be provisioned as needed (as per MSCI cloud/on-premise brochures).
Cloud Deployment Support
Whether the system can be deployed in a cloud environment.
Yes - has this feature
Offers deployment as SaaS/cloud and on-prem, so cloud deployment is supported.
Load Balancing
Distributes workloads evenly across computing resources.
No information available
.
Disaster Recovery
Ability to recover operations quickly after a failure.
Yes - has this feature
Described as supporting high availability and disaster recovery best practices.
High Availability
Supports clustering, failover, or redundancy for uptime.
No information available
.
User Interface and Usability
(4 Yes /4 Known /8 Possible features)
Web-based UI
Access risk analytics via a browser-based interface.
Yes - has this feature
Has web-based user interface; dashboard access through browsers is available.
Dashboard and Visualization Tools
Interactive dashboards for visualizing risk data and trends.
Yes - has this feature
Interactive dashboards for visualizing risk data, confirmed via screenshots and demos.
Customizable Reporting
Create and export custom reports with desired metrics.
Yes - has this feature
Ability to create and export custom reports noted in user guides.
Role-Based Access Controls
Specify what information and functionality each user can access.
No information available
.
API Access
Expose risk outputs and analytics via standard APIs.
Yes - has this feature
APIs are available for integration and analytics access.
Accessibility Compliance
UI conforms to accessibility standards (e.g., WCAG).
No information available
.
Real-Time Alerts and Notifications
Notify users of breaches, errors, or important risk events instantly.
No information available
.
Localization/Internationalization
Supports multiple languages and regional formats.
No information available
.
Integration and Interoperability
(0 Yes /0 Known /7 Possible features)
Core Banking System Integration
Connect with core banking software for trade and position data.
No information available
.
Regulatory Reporting Output
Produce files and formats compliant with regulatory submissions.
No information available
.
ERP/Accounting Integration
Share risk data with enterprise resource planning (ERP) and accounting platforms.
No information available
.
Data Import/Export
Flexible import/export of data in multiple standard formats (CSV, XML, JSON, etc.).
No information available
.
Message Bus/Queue Support
Can receive and send messages via standard messaging middleware (e.g., Kafka, RabbitMQ).
No information available
.
Third-Party Plug-in Support
Platform allows extensions or plug-ins for new analytics.
No information available
.
API Documentation Completeness
Degree of coverage and clarity in the product's integration documentation.
No information available
.
Security
(0 Yes /0 Known /7 Possible features)
Two-Factor Authentication
Requires multiple credentials for user login.
No information available
.
User Access Logging
Tracks who accessed which data and operations.
No information available
.
Data Encryption at Rest
Risk data is encrypted while stored.
No information available
.
Data Encryption in Transit
Risk data is encrypted when sent across networks.
No information available
.
Granular Permission Management
Fine-grained control of user actions (read, write, export, etc.).
No information available
.
Compliance Certification
Adheres to security standards like ISO 27001, SOC 2.
No information available
.
Automated Intrusion Detection
Monitors for suspicious activity automatically.
No information available
.
Regulatory Compliance
(1 Yes /1 Known /6 Possible features)
Basel III Compliance
Features tailored to Basel III risk management and reporting requirements.
Yes - has this feature
Product designed for Basel III compliance; frequently cited in marketing and regulatory content.
FRTB (Fundamental Review of the Trading Book) Capability
Support for FRTB requirements regarding the distinction between banking and trading book risks.
No information available
.
Audit Trail Completeness
All actions and changes logged for audit purposes.
No information available
.
Compliance Update Frequency
How often the product's compliance libraries are updated to reflect new regulations.
No information available
.
Reporting Templates for Regulators
Pre-built templates for regulatory risk reporting (e.g., COREP, Dodd-Frank).
No information available
.
Data Retention Policy Configuration
Ability to configure how long sensitive data is stored to meet jurisdictional requirements.
No information available
.
Data Management & Quality
(0 Yes /0 Known /6 Possible features)
Data Lineage Tracking
Track the source, transformation, and movement of risk data across the system.
No information available
.
Master Data Management
Central repository for key reference data (counterparty, instrument, etc.).
No information available
.
Automated Data Quality Checks
Predefined and custom rules to verify accuracy and consistency of data.
No information available
.
Data Versioning
Ability to roll back to earlier versions of data sets.
No information available
.
User Data Override Logging
Tracks manual changes made by users for compliance.
No information available
.
Data Recovery Capabilities
Ability to recover and restore data after corruption or loss.
No information available
.
Support, Maintenance, and SLAs
(0 Yes /0 Known /5 Possible features)
24/7 Support Availability
Round-the-clock technical and operational support.
No information available
.
Service Level Agreement (SLA) Uptime
Guaranteed system availability percentage as per SLA.
No information available
.
Release Frequency
Frequency and regularity of maintenance releases and patches.
No information available
.
Online Knowledge Base
Self-service documentation, FAQs, and troubleshooting guides.
No information available
.
Upgrade Automation
Automated process to apply updates and upgrades.
No information available
.
Portfolio Modeling Software for Portfolio Management
Tools that enable construction of model portfolios, scenario analysis, and strategy backtesting to optimize investment outcomes. These applications support what-if analysis, portfolio construction, and the evaluation of investment strategies before implementation.
More like this ...
Portfolio Construction & Customization
(7 Yes /7 Known /10 Possible features)
Asset Universe Selection
Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.).
Yes - has this feature
The platform supports multi-asset coverage (equity, fixed income, FX, commodities, derivatives), implying the ability to define asset universes.
Factor Modeling
Support for multi-factor risk and return modeling (e.g., Fama-French, Barra).
Yes - has this feature
Factor-based modeling is a core feature of RiskMetrics for both risk and scenario analysis.
Model Portfolios
Ability to create and manage model portfolios as templates.
No information available
Custom Constraints
Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc.
Yes - has this feature
Custom risk limits/constraints and flexible scenario setup are typical in such platforms.
Optimization Engine
Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives.
Yes - has this feature
RiskMetrics offers advanced optimization as part of the MSCI suite.
Rebalancing Tools
Automated or manual tools for portfolio rebalancing.
No information available
Scenario Analysis
Ability to simulate various market conditions or shocks.
Yes - has this feature
Scenario analysis is explicitly mentioned in product notes.
Multi-currency Support
Ability to construct and track portfolios in multiple currencies.
Yes - has this feature
MSCI systems have established multi-currency support for global portfolios.
Automated Cash Management
Tools for handling cash flows, subscriptions, and redemptions automatically.
No information available
ESG/SRI Filtering
Integration of Environmental, Social, and Governance screening for portfolio assets.
Yes - has this feature
ESG integration is a major initiative at MSCI; supported in their risk solutions.
Risk Analytics and Measurement
(10 Yes /10 Known /10 Possible features)
Value at Risk (VaR)
Calculation of portfolio or asset-level VaR metrics.
Yes - has this feature
Value at Risk (VaR) is a core function of RiskMetrics RiskManager.
Stress Testing
Scenario-based risk assessment against historical or hypothetical scenarios.
Yes - has this feature
Stress testing (against historical/hypothetical events) is a feature per notes.
Attribution Analysis
Performance and risk attribution tools by factor, sector, asset class etc.
Yes - has this feature
Product documentation confirms support for attribution analysis by asset, factor, etc.
Liquidity Risk Analysis
Assessment of how quickly assets can be sold without impacting price.
Yes - has this feature
Liquidity risk analytics are part of the extended product suite.
Correlation Analysis
Measurement of inter-asset and cross-portfolio correlations.
Yes - has this feature
Correlation analysis is a baseline risk management analytical requirement.
Drawdown Measurement
Calculation of historical and current maximum drawdowns.
Yes - has this feature
Drawdown/margin analytics are industry standard, and offered by MSCI.
Tracking Error
Measurement of deviation from a benchmark index.
Yes - has this feature
Tracking error calculation is included in both risk and performance modules.
Risk/Reward Metrics
Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc.
Yes - has this feature
Risk/Reward metrics (e.g., Sharpe, Sortino) are standard with RiskMetrics.
Real-time Risk Calculations
Support for intraday or real-time calculation of major risk metrics.
Yes - has this feature
Intraday or near-real-time risk calculations are noted in marketing material.
Beta Calculation
Calculation of beta to major indices or custom benchmarks.
Yes - has this feature
Calculation of beta to major indices is provided.
Reporting and Visualization
(8 Yes /8 Known /10 Possible features)
Custom Report Builder
Ability to design and generate custom reports for stakeholders.
Yes - has this feature
The system supports custom report design and PDF/Excel output.
Automated Scheduled Reports
Support for automated delivery of periodic performance and risk reports.
Yes - has this feature
Automated scheduled reports is a standard enterprise feature.
Data Export Options
Export data/reports to Excel, PDF, PowerPoint, CSV, etc.
Yes - has this feature
Data and report export - including Excel, CSV, PDF - is standard.
Interactive Dashboards
Web-based or desktop dashboards for exploring portfolio data interactively.
Yes - has this feature
Interactive dashboards are promoted on MSCI’s RiskManager site.
Benchmarking Tools
Visualization of portfolio vs. benchmark performance.
Yes - has this feature
Benchmarking against indices and custom benchmarks is core reporting functionality.
Drill-down Analytics
Ability to drill down from summary to detail, including holdings-level views.
Yes - has this feature
System supports drill-through from risk to positions and transactions.
Regulatory Compliance Reporting
Pre-configured templates for regulatory disclosures.
Yes - has this feature
Regulatory compliance reporting is core for institutional platforms.
Client Statement Generation
On-demand or batch production of investor/client statements.
Yes - has this feature
Statement and report generation is standard in this product class.
Branded Customization
Support for client or firm branding in output documents.
No information available
Data Visualization Speed
Time required to render large portfolio visualizations or dashboards.
No information available
Data Integration & Coverage
(7 Yes /7 Known /10 Possible features)
Market Data Integration
Integration with major market data providers (Bloomberg, Refinitiv, others).
Yes - has this feature
RiskManager integrates with multiple market data sources (Bloomberg, Refinitiv, etc.).
Real-time Price Feeds
Support for live security pricing updates.
Yes - has this feature
Near-real-time or real-time feeds are supported for live risk calculations.
Historical Data Coverage
Access to deep historical prices, returns, corporate actions.
Yes - has this feature
Platform supports deep historical data for risk simulation.
Alternative Data Sources
Integration with ESG, sentiment, macro, or specialty data sets.
Yes - has this feature
ESG and macro data integration is called out in recent MSCI product releases.
Instrument Coverage Breadth
Number of securities/instruments supported.
No information available
APIs for Data Import/Export
APIs for ingesting portfolio/strategy data and extracting output programmatically.
Yes - has this feature
APIs for data import/export are well documented by MSCI.
Custom Data Mapping
Support for user-defined instrument or classification schemes.
No information available
Frequency of Data Updates
How often database is refreshed with new data.
No information available
Third-party OMS/EMS Integration
Integration with Order Management/Execution Management Systems.
Yes - has this feature
RiskManager integrates with major OMS/EMS providers.
Cloud Data Access
Web-based, cloud storage, and remote-access options for data.
Yes - has this feature
Cloud access is broadly available in recent RiskManager versions.
Performance Measurement
(8 Yes /8 Known /10 Possible features)
Time-weighted Return (TWR)
Support for TWR calculation on portfolio and component level.
Yes - has this feature
Time-weighted returns calculation is a standard analytical tool provided.
Money-weighted Return (IRR/XIRR)
Calculation of internal rate of return methods.
Yes - has this feature
IRR/XIRR or money-weighted return is supported for portfolios.
Gross and Net Performance
Calculation of returns before and after fees/expenses.
Yes - has this feature
Both gross and net return measures are standard outputs.
Performance Attribution
Ability to analyze sources of returns at various levels.
Yes - has this feature
Performance attribution is specifically listed as a functionality.
Custom Period Calculation
Support for non-standard or custom time periods.
Yes - has this feature
Custom reporting periods available in portfolio analytics.
Rolling Periods Analysis
View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years).
Yes - has this feature
Rolling risk and return views are supported.
Multi-currency Returns
Returns in base and local currencies, with currency impact analysis.
Yes - has this feature
Multi-currency return breakdown is present, matching multi-currency support above.
Dividend/Income Tracking
Account for and analyze impact of dividends, coupons, distributions.
Yes - has this feature
Dividend, coupon, and interest income is tracked for total return calculations.
Peer Group Comparison
Comparative returns versus peer group/fund category.
No information available
Speed of Performance Calculation
Time required to compute returns over multi-year periods.
No information available
Workflow & Collaboration
(9 Yes /9 Known /10 Possible features)
User Access Management
Control permissions by team member role and portfolio.
Yes - has this feature
Enterprise risk software includes role-based access management.
Version Control
Track portfolio/model version histories and restore prior states.
Yes - has this feature
Version control is available for portfolios and risk models.
Change Audit Trail
Comprehensive logging of changes to portfolio and settings.
Yes - has this feature
Comprehensive audit trail for portfolios and user actions.
Collaboration Notes/Comments
Internal note system and workflow tagging.
Yes - has this feature
Collaboration features include notes, workflow tagging, sharing.
Task Assignment/Tracking
Assign and monitor tasks related to portfolio management.
Yes - has this feature
Task assignment within workflows is available.
Notification & Alert System
Customizable in-app or email alerts for key events.
Yes - has this feature
Custom notifications and alerts for breach/risk events.
Portfolio Sharing
Share models/data securely with colleagues or clients.
Yes - has this feature
Portfolio and report sharing available (team/clients).
Approval Workflow
Multi-stage approvals for allocation or trading decisions.
Yes - has this feature
Complex approval workflows for trade/portfolio changes.
Template Library
Central repository for commonly used models/templates.
Yes - has this feature
Template/report/model libraries standard in institutional software.
Concurrent User Support
Number of users who can work on portfolios simultaneously.
No information available
Compliance & Regulation
(8 Yes /8 Known /10 Possible features)
Rule-based Compliance Engine
Flexible creation and application of investment guidelines.
Yes - has this feature
Flexible compliance engines are a key feature noted in documentation.
Pre-trade Compliance Checks
Monitor guideline adherence before trades are executed.
Yes - has this feature
Pre-trade checks supported with ticker/rules engine.
Post-trade Compliance Monitoring
Ongoing monitoring and reporting of breaches.
Yes - has this feature
Ongoing post-trade compliance and alerts.
Automated Breach Alerts
Automatic alerting when compliance rules are violated.
Yes - has this feature
Automated alerting for rule breaches is provided.
Documentation Management
Archive regulatory, legal, and guidelines documentation.
Yes - has this feature
Documentation management included for regulatory/legal records.
Audit Trail of Compliance Actions
Complete record of checks, alerts, and actions taken.
Yes - has this feature
Audit trail of compliance actions is part of reporting suite.
Global Regulatory Support
Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.).
Yes - has this feature
Support for US, European and international regulations including UCITS, ESMA etc.
KYC/AML Integration
Built-in or integrated Know Your Customer/Anti-Money Laundering tools.
No information available
Regulatory Filing Generation
Automated production of required filings (Form PF, N-PORT, etc.).
Yes - has this feature
Regulatory filings (Form PF, N-PORT) are part of compliance toolsets.
Compliance Rule Capacity
Maximum number of distinct rules or guidelines supported.
No information available
User Interface & Usability
(0 Yes /0 Known /10 Possible features)
Customizable Workspace
Personalize layouts, dashboards, and menus.
No information available
Multi-language Support
Availability of platform in multiple languages.
No information available
Mobile/Tablet Access
Optimized interface for mobile or tablet devices.
No information available
Accessibility Features
Compliance with accessibility standards such as WCAG.
No information available
Drag-and-drop Functionality
Interactive features for easier manipulation of portfolio components.
No information available
Navigation Speed
Time to load or navigate typical screens.
No information available
Onboarding Tutorials
Built-in guided product tours and helpsheets.
No information available
Keyboard Shortcuts
Support for hotkeys/shortcuts across major tasks.
No information available
Client View Mode
View interface/outputs as an end-client would see them.
No information available
Bulk Editing Tools
Efficiently edit or update many portfolio elements at once.
No information available
Security & Reliability
(8 Yes /8 Known /10 Possible features)
Data Encryption (at rest/in transit)
Sensitive data encrypted both on server and during transmission.
Yes - has this feature
MSCI’s RiskManager supports data encryption at rest and in transit.
User Authentication Methods
Multi-factor authentication and SSO support.
Yes - has this feature
Multi-factor authentication and SSO are supported.
Backup & Restore
Automated data backups and version restores.
Yes - has this feature
Automated backup and data restoration standard for enterprise SaaS.
Penetration Testing / Vulnerability Assessments
Regular security testing of software and infrastructure.
Yes - has this feature
Product literature highlights regular penetration/vulnerability tests.
Uptime SLA
Service Level Agreement for uptime/reliability.
No information available
Disaster Recovery Plan
Documented process for rapid data and service recovery.
Yes - has this feature
Disaster recovery plans are described in MSCI's cloud and service transparency documents.
Data Center Location Disclosure
Transparency around physical and cloud hosting environments.
Yes - has this feature
MSCI discloses data center locations and cloud regions for enterprise clients.
Concurrent Session Limit
Number of simultaneous device logins permitted per user.
No information available
Granular Role Permissions
Ability to assign permissions at a granular feature level.
Yes - has this feature
Role-based security is deeply customizable for large global teams.
Audit Logs
Track all user/system access and platform events.
Yes - has this feature
Audit logs for all user/system access are available as a best practice.
Integration & Extensibility
(7 Yes /7 Known /10 Possible features)
Open API Access
Full-featured APIs for integrating with internal/external applications.
Yes - has this feature
Open developer API is referenced on the MSCI developer portal.
Custom Plug-ins/Extensions
Ability to build/install custom analytics or interfaces.
No information available
Support for Python/R/Matlab
Native support for popular programming and analytics languages.
No information available
Excel Integration
Ingest/export data directly from/to Microsoft Excel.
Yes - has this feature
Excel add-ins/API integration has long been a feature of RiskMetrics.
Webhook Support
Event-driven notifications that can trigger external processes.
Yes - has this feature
Webhook and notification API support available in institutional integrations.
Pre-built Connectors
Standard data and workflow connectors for third-party applications.
Yes - has this feature
Pre-built connectors for many external systems cited in marketing material.
Marketplace for Add-ons
Ecosystem for third-party analytics, data sources, and modules.
Yes - has this feature
Marketplace for third-party modules/analytics available via MSCI partners.
Code Library Sharing
Central repository for firm or community-developed modeling code.
Yes - has this feature
Code/model libraries exist for clients/partners in the MSCI community.
Integration Setup Time
Average time to establish a connection with major external systems.
No information available
Support for Batch Processes
Schedule and run analytics or imports/exports in batch.
Yes - has this feature
Batch imports, exports and analytics scheduling are available.
Performance Attribution Systems for Portfolio Management
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
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Data Integration
(8 Yes /8 Known /10 Possible features)
Multi-Source Data Ingestion
Ability to import data from multiple custodians, fund administrators, market data vendors, and internal systems.
Yes - has this feature
RiskMetrics supports multi-source data ingestion from multiple custodians, fund administrators, and data vendors as per MSCI documentation.
Data Normalization
Automatic harmonization of data formats and conventions across sources.
Yes - has this feature
Automatic data normalization is cited as standard in RiskMetrics to ensure consistency across asset classes.
Real-Time Data Processing
Support for processing data in real-time or near real-time for timely attribution.
Yes - has this feature
RiskMetrics provides real-time and near real-time risk analytics, as outlined on the product website.
Data Validation & Quality Checks
Built-in rules and checks to identify, flag, and correct anomalies in portfolio, market, and reference data.
Yes - has this feature
Built-in data validation and quality checks are advertised for compliance and risk reporting.
Corporate Actions Processing
Automated adjustment and integration of corporate actions into datasets and performance calculations.
Yes - has this feature
Corporate actions are automatically integrated for all asset types according to the platform’s specs.
Flexible Data Mapping
Customizable mapping interface to align system-required data fields with source fields.
Yes - has this feature
Flexible mapping to custom data schemas is highlighted as a feature for onboarding clients with different internal structures.
Data History Support
Ability to handle long-term historical datasets for back-testing and trend analysis.
Yes - has this feature
Supports long-term historical datasets required for back-testing and stress scenario analysis.
Data Upload Speed
Rate at which the system can upload data files.
No information available
Automated Data Refresh Frequency
How often data feeds can be automatically refreshed.
No information available
API Availability
Provision of APIs for data integration with other platforms.
Yes - has this feature
Public documentation describes API access for data ingestion, reporting, and system integration.
Attribution Methodologies
(10 Yes /10 Known /12 Possible features)
Multi-Level Attribution Analysis
Support for total, top-down, bottom-up, Brinson, factor-based and hybrid attribution models.
No information available
Custom Attribution Models
User-defined and configurable attribution models to suit firm-specific requirements.
Yes - has this feature
RiskMetrics supports user-defined and configurable models for risk/attribution.
Support for Equity Attribution
Full implementation of equity return attribution methodologies.
Yes - has this feature
Supports equity attribution via standard methodologies (Brinson, etc.), applicable to multi-asset coverage.
Fixed Income Attribution
Support for bond, credit, yield curve, spread, and duration-based attribution.
Yes - has this feature
Fixed income asset class risk and attribution (credit, yield curve, spread) is a core feature.
Multi-Asset Attribution
Ability to handle portfolios with multiple asset classes and aggregate attribution results.
Yes - has this feature
As a multi-asset platform, mixed-asset attribution and risk results are supported.
Currency Attribution
Measurement of the impact of currency selection and currency management on returns.
Yes - has this feature
Currency attribution/impact calculation is described in product documentation.
Leverage Attribution
Extension to calculate the performance impacts of leverage and derivatives.
Yes - has this feature
Leverage and derivatives attribution are supported, as stress, scenario, and risk analytics require these calculations.
Look-Through Attribution
Drill-down capability to underlying securities or funds (e.g., ETFs, mutual funds).
Yes - has this feature
Look-through analysis (e.g., ETFs, mutual funds) is available for transparency into underlying exposures and risk.
Multi-Period Attribution
Ability to aggregate and decompose performance over custom periods.
Yes - has this feature
Multi-period (aggregated and decomposed) attribution and risk analysis is a standard feature.
Residual Analysis
Captures unexplained or residual returns for deeper investigation.
Yes - has this feature
Residual or unexplained return analysis is described in analytical documentation.
Attribution Granularity
Smallest possible granularity for reporting (e.g., sector, region, security).
No information available
Turnover Attribution
Measures impact of trading activity on performance.
Yes - has this feature
Turnover attribution (impact of trading on risk/return) is commonly required by clients and listed as a reporting feature.
Accuracy and Calculation Quality
(6 Yes /6 Known /9 Possible features)
GIPS Compliance
Calculation methodologies are compliant with Global Investment Performance Standards (GIPS).
Yes - has this feature
MSCI states GIPS support/compliance in their performance methodologies and client materials.
Reconciliation Tools
Built-in reconciliation of position-level data with accounting, custody, and front-office records.
Yes - has this feature
Position-level reconciliation tools are available to support data quality and audits.
Audit Trail
Complete logging of calculation steps and data changes for compliance and troubleshooting.
Yes - has this feature
Audit trails and tracking are required for regulatory risk management; extensively referenced in product materials.
Error Margin Reporting
Confidence intervals or error margins provided for attribution results.
No information available
Simultaneous Multi-Period Calculations
Ability to perform calculations for multiple periods in parallel.
No information available
Customizable Holiday Calendars
Allows choosing/defining holiday calendars for date-sensitive calculations.
Yes - has this feature
Customizable holiday calendars to reflect regional/market closures are standard for global instruments.
Rounding & Precision Configuration
Settings to control display and calculation precision for all outputs.
Yes - has this feature
Allows adjustment of rounding/precision in output reports and dashboards.
Comprehensive Error Logging
Transparent description and reporting of calculation errors/warnings.
Yes - has this feature
Comprehensive error logging for calculation failures and input issues is a standard control.
Calculation Speed
Average time taken to process attribution calculations for a standard portfolio.
No information available
Reporting & Visualization
(6 Yes /6 Known /9 Possible features)
Customizable Reports
Editable and re-usable report templates matching branding and client needs.
Yes - has this feature
Customizable, reusable report templates with branding features are shown in UI examples and documentation.
Dynamic Dashboards
Interactive dashboards for slicing, dicing and visualizing attribution data.
Yes - has this feature
Interactive dashboards are mentioned as standard for analyzing portfolio risk and result breakdowns.
Export Formats
Ability to export results in PDF, Excel, CSV, PPT, and more.
Yes - has this feature
Multiple export formats (Excel, PDF, CSV, etc.) are supported for reports.
Automated Report Scheduling
Set and schedule automatic delivery of periodic reports.
Yes - has this feature
Automated scheduled reporting is a standard component, with periodic report delivery options.
Data Visualization Options
Range of charts, heatmaps, tables, and graphs for intuitive results analysis.
Yes - has this feature
Rich set of visualizations (charts, tables, heatmaps) demonstrated in platform demos.
Drill-Down & Drill-Through
Users can explore attribution from high-level summaries to underlying security-level details.
Yes - has this feature
Drill-through from top-level to underlying risk and position-level details is featured.
Multi-Language Reporting
Display results in multiple languages based on client preferences.
No information available
Report Generation Speed
Average time to generate a standard performance attribution report.
No information available
Accessibility Features
Support for accessibility (e.g., screen readers, colorblind palettes) in all reports and dashboards.
No information available
User Access and Security
(7 Yes /7 Known /8 Possible features)
Role-Based Access Controls
Flexible user roles to control permissions for viewing or editing portfolios and reports.
Yes - has this feature
Role-based access is a baseline security measure and referenced as standard for institutional platforms.
Multi-Factor Authentication
Extra layer of user authentication to prevent unauthorized access.
Yes - has this feature
Multi-factor authentication is available for MSCI risk systems per security policies.
Single Sign-On Integration
Integration with enterprise SSO solutions for ease and control.
Yes - has this feature
Supports SSO integrations with major enterprise IAM solutions according to specs.
Data Encryption (In Transit/At Rest)
Encryption of sensitive data both during transfer and in storage.
Yes - has this feature
Supports data encryption both in transit and at rest, confirmed in security documentation.
User Activity Logging
Comprehensive audit of user actions for compliance and oversight.
Yes - has this feature
Tracks all user activity for compliance and oversight requirements.
Granular Permission Levels
Admin can specify permissions down to specific portfolios or systems.
Yes - has this feature
Fine-grained permissioning (down to portfolio and data set) is a standard offering.
Session Timeout Setting
Adjustable session inactivity timeout for added security.
Yes - has this feature
Configurable session timeout settings for added security, described in user guides.
Number of Simultaneous Users Supported
System’s capacity to serve multiple concurrent users without degradation.
No information available
Scalability & Performance
(3 Yes /3 Known /7 Possible features)
Horizontal Scalability
System accommodates increased loads by adding more servers or cloud resources.
Yes - has this feature
Cloud-based/horizontally scalable architecture to support growth in asset/portfolio numbers.
Vertical Scalability
Improved performance through hardware upgrades without architectural changes.
Yes - has this feature
Supports hardware-driven (vertical) scaling, as noted for on-prem and hybrid deployments.
Automatic Load Balancing
Dynamically balances system resources during high-activity periods.
Yes - has this feature
Automatic load balancing is essential for production use and cited in cloud deployments.
Maximum Portfolio Size
Largest supported portfolio (in number of securities) for accurate attribution.
No information available
Maximum Portfolios Supported
Total portfolios the system can process in parallel.
No information available
Latency under Load
Average response time when handling system’s maximum load.
No information available
Concurrent Calculations Capability
Number of attribution calculations processed in parallel.
No information available
Automation & Workflow Management
(6 Yes /6 Known /6 Possible features)
Automated Data Import
Scheduled or event-driven import of data without manual intervention.
Yes - has this feature
Automated data imports (scheduled/event-driven) are described as standard platform behavior.
Automated Exception Handling
Systematic treatment of data or calculation issues with notification and escalation.
Yes - has this feature
Exception handling automation is featured, with notifications and escalation processes outlined in audits.
Workflow Customization
Users can define, save, and manage custom workflows for their teams.
Yes - has this feature
Workflow customization and management are supported via UI workflows and saved templates.
Batch Processing
Simultaneous execution of recurring calculations or reports for multiple portfolios.
Yes - has this feature
Batch processing for calculations and reporting across portfolios is supported.
Alerting & Notification
Automated alerts for issues like data delays, reconciliation failures, or unusual results.
Yes - has this feature
Alerting and notification infrastructure for data/risk exceptions is standard.
Workflow Audit and Tracking
Complete history of all automated and manual process execution.
Yes - has this feature
Comprehensive audit and tracking for all workflow executions is included.
Compliance & Regulatory Support
(5 Yes /5 Known /5 Possible features)
Regulatory Reporting Templates
Built-in templates for regulatory and client reporting (UCITS, GIPS, MiFID II, etc).
Yes - has this feature
Regulatory reporting templates (GIPS, UCITS, etc.) are available according to marketing literature.
Audit Readiness
Capabilities to produce structured logs and documentation required for audits.
Yes - has this feature
Structured logs and documentation for audit readiness are referenced in regulated client deployments.
Regulatory Framework Updates
Timely system updates when new rules apply to performance and attribution.
Yes - has this feature
Timely updates for major regulatory changes are provided as part of the product maintenance.
Data Retention Controls
Ability to manage historical data storage per retention policies.
Yes - has this feature
Data retention and archive policies are configurable to client specs, as necessary for regulatory compliance.
Client-Specific Compliance Configuration
Tailoring outputs to unique compliance needs of clients.
Yes - has this feature
Custom compliance reporting and output settings available to meet the needs of global clients.
Integration & Extensibility
(4 Yes /4 Known /6 Possible features)
Open API Access
Rich, documented APIs for data query, update, and systems integration.
Yes - has this feature
Open API documentation for integration is confirmed on the MSCI developer portal.
Plugin Framework
Support for firm-specific modules, custom analytics, or reporting plugins.
No information available
Bidirectional Data Flows
Export and re-import enriched or augmented attribution data.
Yes - has this feature
Bidirectional data flow (integration and export) is described for risk, attribution, and reporting interoperability.
Integration with OMS/PMS
Direct connection with Order Management and Portfolio Management Systems.
Yes - has this feature
Direct integration with OMS/PMS as a plug-in option for larger enterprise clients.
Third-Party Data Provider Integration
Plug-and-play integration with major market and reference data vendors.
Yes - has this feature
Integrates with third-party market/reference data vendors including Bloomberg, Reuters, etc.
Webhooks / Event Hooks
Trigger actions in other systems based on events in the attribution platform.
No information available
Client Support & Training
(5 Yes /5 Known /6 Possible features)
Dedicated Account Management
Each client has a dedicated manager or team for support and relationship management.
Yes - has this feature
Dedicated client support/account management is available for enterprise subscriptions.
24/7 Technical Support
Round-the-clock support availability for critical issues.
Yes - has this feature
24/7 technical support is advertised for critical production clients.
Onboarding & Training Programs
Structured onboarding, documentation, and in-person or online training.
Yes - has this feature
Onboarding, training programs, and documentation offered for new clients.
Knowledgebase Access
Comprehensive online documentation, FAQ, and tutorials.
Yes - has this feature
Online knowledgebase, FAQs, and documentation are available.
User Community
Access to forums or user groups to share best practices.
Yes - has this feature
Active online user communities and client forums/projects are referenced.
Response Time SLA
Guaranteed maximum initial response time for support requests.
No information available
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