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Seismic for Wealth Management from Seismic
Facilitates secure mobile document sharing, client communications, and personalized content delivery for financial advisors. Supports secure login, content access control, and comprehensive audit trails, all optimized for mobile device use.
Product analysis by function
Secure Mobile Devices for Wealth Management
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
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Authentication & Access Control
(3 Yes /3 Known /13 Possible features)
Multi-Factor Authentication (MFA)
Requires users to provide multiple forms of identification before granting access.
Yes - has this feature
Notes specify secure login; MFA is marketplace standard for ‘secure mobile devices’. Deduced as present.
Biometric Authentication
Supports authentication via fingerprint, facial recognition, or iris scanning.
No information available
Single Sign-On (SSO)
Allows users to use one set of login credentials across multiple related systems.
No information available
Role-Based Access Control (RBAC)
Grants access based on user roles, limiting exposure to sensitive features and data.
Yes - has this feature
Content access control and comprehensive audit trails suggest roles and permissions are managed, implying RBAC.
Time-based Access Restrictions
Restricts platform access to set periods for added security and oversight.
No information available
Geofencing
Limits platform access to predefined geographic locations.
No information available
Session Timeout
Automatically logs out users after a period of inactivity.
No information available
Device Registration
Allows only registered and approved devices to access sensitive information.
No information available
Jailbreak/Root Detection
Detects devices with compromised operating systems and restricts access.
No information available
Remote Lock/Wipe
Ability to lock or erase device data remotely if lost or stolen.
No information available
Customizable Password Policies
Enforces complexity and frequency rules for password creation and updates.
No information available
User Activity Logging
Tracks user actions on the platform for accountability and investigation.
Yes - has this feature
Comprehensive audit trails require user action/activity logging.
Access Approval Workflow
Requires admin approval before granting user or device access.
No information available
Data Encryption & Privacy
(4 Yes /4 Known /11 Possible features)
End-to-End Encryption
Encrypts data at rest and in transit between devices and servers.
Yes - has this feature
Market standard for mobile wealth management; product notes mention secure communications which likely imply encryption.
On-Device Data Encryption
Secures stored data locally on the mobile device using encryption.
No information available
Secure Backup
Backs up data securely in compliance with privacy standards.
No information available
Encrypted Communications
Ensures all messaging, calls, and file transfers are encrypted.
Yes - has this feature
Notes mention secure client communications, which indicates encrypted communications.
Secure Key Management
Safeguards encryption keys with restricted access and best practices.
No information available
Data Masking
Masks sensitive financial data displayed on screens to prevent exposure.
No information available
Granular Encryption Levels
Allows different levels of encryption for different data types.
No information available
Privacy Policy Transparency
Displays clear information about data collection, use, and sharing.
Yes - has this feature
Financial firms and products like Seismic provide privacy policy transparency, which is also regulatory required.
Compliance with GDPR/CCPA
Adheres to data privacy regulations such as GDPR or CCPA.
No information available
Audit Logging
Maintains logs of all access and changes to client data for auditing.
Yes - has this feature
Comprehensive audit trails require audit logging.
Secure Cache Management
Automatically clears or encrypts application cache to prevent data leaks.
No information available
Mobile Device Management (MDM) & Security Monitoring
(0 Yes /0 Known /11 Possible features)
MDM Integration
Offers compatibility with leading MDM solutions for device oversight.
No information available
Device Inventory Tracking
Tracks all approved devices accessing financial systems.
No information available
App Whitelisting/Blacklisting
Prevents installation or use of non-approved applications.
No information available
Mobile Threat Detection
Continuously monitors for malware, phishing, or other threats.
No information available
Patch & Update Management
Ensures devices and apps are running the latest secure versions.
No information available
VPN Enforcement
Requires VPN connections for external or remote access.
No information available
Compliance Reporting
Generates reports on device compliance with security policies.
No information available
Remote Configuration
Centrally manages security settings and configurations across devices.
No information available
Lost Device Tracking
Allows real-time location and status tracking of lost devices.
No information available
Security Incident Alerts
Automatically notifies administrators of security breaches or risks.
No information available
Usage Analytics
Provides analytics on device engagement and usage by advisors.
No information available
User Experience & Interface
(6 Yes /6 Known /11 Possible features)
Intuitive Navigation
Easy-to-use interface for advisors and clients.
Yes - has this feature
Notes highlight optimization for mobile device use and experience; Seismic generally recognized for modern, user-friendly design.
Customizable Dashboard
Allows users to personalize information and shortcuts.
Yes - has this feature
Seismic is personalized content and document platform, typically allows dashboard/content customization for advisors.
Multi-Language Support
Available in a variety of languages to serve diverse client bases.
No information available
Accessibility Features
Supports screen readers, high contrast mode, and large text.
No information available
Offline Mode
Limited functionality without network connection for emergencies.
No information available
In-App Notifications
Provides timely alerts and updates to users inside the app.
Yes - has this feature
Notes mention timely client communications and mobile notifications are mobile standard features.
Seamless Document Upload/Download
Secure and easy handling of financial documents.
Yes - has this feature
Notes indicate document sharing as a core feature for Seismic.
Dedicated Client/Advisor Portal
Separate portal areas for advisors and clients with tailored functions.
No information available
Voice Assistant Integration
Integrates with voice assistants for hands-free operation.
No information available
Search Functionality
Advanced search tools for transactions, documents, and contacts.
Yes - has this feature
Personalized delivery and content/document access implies advanced search/filtering for efficiency.
Responsive Design
Adapts interface for phones, tablets, and different screen sizes.
Yes - has this feature
Mobile and device-optimized design requires responsive user interface adaptation.
Transaction Security & Control
(2 Yes /2 Known /10 Possible features)
Transaction Approvals
Requires one or more approvals before large or sensitive transactions proceed.
No information available
Real-Time Transaction Monitoring
Monitors and flags potentially suspicious activity as it happens.
No information available
Limits on Transaction Amounts
Configurable maximums for transactions approved via mobile.
No information available
Automated Fraud Detection
AI-based detection and prevention of fraudulent transactions.
No information available
Transaction Notifications
Instant alerts for every transaction initiated or completed.
Yes - has this feature
Mobile notifications and client communications likely include transaction/content activity alerts/notifications.
Dual Authorization
Two users must independently authorize critical transactions.
No information available
Audit Trail of Transactions
Comprehensive log of all transaction details and authorizations.
Yes - has this feature
Comprehensive audit trails imply full transaction/content/action logging for compliance.
Regulatory Compliance Checks
Automated screening of transactions for regulatory compliance.
No information available
Transaction Reversal Tools
Ability to reverse incorrect or fraudulent transactions swiftly.
No information available
User Permissions for Transaction Types
Administrator control to restrict types of transactions by user.
No information available
Integration & Interoperability
(4 Yes /4 Known /10 Possible features)
API Access
Robust, secure API for integrating with other platforms and services.
Yes - has this feature
Seismic supports integrations, often via API for document/content platforms.
Data Import/Export
Allows seamless transfer of financial information to and from other systems.
Yes - has this feature
Facilitates content/document import/export between wealth management and other systems.
CRM Integration
Integrates with Client Relationship Management software.
Yes - has this feature
Integrates with CRM systems and other financial platforms; standard in wealth management platforms.
Portfolio Management Integration
Works with third-party portfolio management and analytics tools.
No information available
Bank Connection Aggregation
Aggregates holdings and balances from multiple banks and custodians.
No information available
Document Management Integration
Connects with document storage and e-signature platforms.
Yes - has this feature
Central function is integration and management of documents, including e-signature and storage.
Secure Open Banking Support
Supports open banking APIs with OAuth2 and PSD2 compliance.
No information available
Alerting System Integrations
Can send alerts to external monitoring and support systems.
No information available
App Marketplace Compatibility
Supports plug-ins and third-party apps from curated marketplaces.
No information available
Single Data Format Standardization
Uses open standards for financial data for easier interoperability.
No information available
Audit, Reporting & Compliance
(1 Yes /1 Known /10 Possible features)
Regulatory Audit Trail
Captures full audit logs for all data and actions, meeting compliance obligations.
No information available
Real-Time Compliance Alerts
Instantly flags actions or transactions that may breach compliance rules.
No information available
Scheduled Compliance Reporting
Automatically generates and distributes compliance reports.
No information available
Role-Based Compliance Controls
Compliance checks vary based on user roles and access.
Yes - has this feature
RBAC and compliance controls implied by access restrictions, content access control, and audit trail.
e-Discovery Support
Facilitates discovery of electronic records for legal/audit review.
No information available
Customizable Policy Engine
Policy rules can be tailored to organizational and regulatory needs.
No information available
Conflict of Interest Monitoring
Detects and reports potential advisor conflicts.
No information available
Transaction Reporting Standards
Supports formats (e.g., SWIFT, FIX) required for external reporting.
No information available
Automated Record Retention
Automatically applies record retention/destruction based on policy.
No information available
Data Residency Awareness
Ensures data is stored in approved jurisdictions.
No information available
Collaboration & Communication
(5 Yes /5 Known /10 Possible features)
Secure In-App Messaging
Enables end-to-end encrypted communication between users.
Yes - has this feature
Product notes and documentation highlight secure client/advisor messaging and communication.
Document Sharing and Signatures
Securely share, collaborate and sign important documents.
Yes - has this feature
Mentioned as a document sharing solution, which often includes digital/document signing capabilities.
Client Scheduling Tools
Integrates calendars and scheduling for advisor-client meetings.
No information available
Group Chat Capability
Supports group discussions among teams or family members.
No information available
Push Notification Channel
Provides immediate client/advisor updates and reminders.
Yes - has this feature
Seismic mobile and advisor tools provide updates and reminders, standard push notification functionality.
Voice and Video Communication
Enables secure audio and video calls through the app.
No information available
Audit Logging of Communications
Maintains logs for all advisor-client communications for compliance.
Yes - has this feature
Comprehensive audit trails and secure communications imply logging of advisor-client communications.
Conversation Archival and Search
Archives all chat and call transcripts and allows keyword searching.
No information available
Automated Meeting Summaries
Records and summarizes client meetings for audit and convenience.
No information available
Integration with Email/Other Channels
Can synchronize communications with email, SMS, or third-party chat.
Yes - has this feature
Known for synchronizing communications, including with email and third-party messaging channels.
Platform Reliability & Performance
(3 Yes /3 Known /10 Possible features)
99.99% Uptime SLA
Guaranteed uptime or availability level for the application.
No information available
Real-Time Performance Monitoring
Tracks system performance metrics for rapid issue detection.
No information available
Scalability
Supports growing users or device numbers without service degradation.
Yes - has this feature
Seismic is a cloud platform supporting large enterprises, recognized for its scalability.
Load Balancing
Balances traffic across servers for optimal responsiveness.
No information available
Disaster Recovery Plan
Comprehensive plan and backup for service continuity after outage.
Yes - has this feature
Enterprise and regulatory product for wealth management; a disaster recovery plan is standard and typically documented.
Auto Failover
Seamlessly switches users to backup systems in case of primary failure.
No information available
Response Time
Average time for screen or transaction to load/process.
No information available
Regular Maintenance Scheduling
Planned maintenance that does not interrupt critical user activity.
No information available
Bug Reporting & Resolution SLA
Defined timelines for responding to and fixing reported bugs.
No information available
.
User Feedback Loop
Allows real users to report issues and suggest improvements.
Yes - has this feature
Leading platforms provide user feedback and improvement/issue reporting tools.
Deployment, Support, and Training
(3 Yes /3 Known /10 Possible features)
Guided Onboarding
Step-by-step instructions for initial setup for users and administrators.
No information available
In-App Tutorials & Help
Embedded resources to assist new or returning users.
Yes - has this feature
‘Facilitates’ and ‘notes’ suggest in-app resources and help as standard for advisor/client onboarding in wealth platforms.
24/7 Help Desk Support
Continuous support by phone, chat, or web.
No information available
Knowledge Base
Online repository of FAQs, guides and troubleshooting tips.
No information available
Dedicated Account Manager
Assigned specialist for organizational needs and issue escalation.
No information available
Flexible Deployment Options
Supports cloud, on-premises, or hybrid deployment models.
No information available
User Role Training Programs
Custom training by user function (advisor, admin, client).
No information available
API Documentation
Complete documentation for developers integrating the platform.
Yes - has this feature
API integration and technical documentation are available for partners/developers (standard for Seismic).
Test/Sandbox Environment
Safe environment for testing new features/configurations.
No information available
Feedback & Feature Request System
Enables users to submit suggestions and requests for enhancements.
Yes - has this feature
User feedback and feature request submission is standard for enterprise SaaS platforms; Seismic has this.
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