at Financial Technnology Year
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Refinitiv BETA CRM from Refinitiv (LSEG)
Wealth management CRM integrated with the BETA wealth management platform, featuring client relationship tracking, activity management, document storage, and compliance support. Provides a unified view of client information alongside portfolio data and market information.
Product analysis by function
Client Relationship Management (CRM) Systems for Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
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Client Data Management
(0 Yes /0 Known /12 Possible features)
Contact Information Storage
Store and manage comprehensive client contact details including address, phone number, and email.
No information available
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Document Management
Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.).
No information available
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Custom Data Fields
Add and configure custom fields for unique client data relevant to advisory practices.
No information available
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Data Validation
Automated checks to ensure accuracy and completeness of client data.
No information available
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Client Segmentation
Tag and segment clients based on demographic, behavioral, or portfolio criteria.
No information available
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Bulk Data Import/Export
Import/export client data in bulk with standardized formats (e.g., CSV).
No information available
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Data Encryption
Secure encryption of client data both at rest and in transit.
No information available
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Duplicate Detection
Automatic identification and handling of duplicate client records.
No information available
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Timestamped Records
Automatic recording of when client data is added or modified.
No information available
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Record Capacity
The maximum number of client records the CRM can manage efficiently.
No information available
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Data Retention Policies
Customizable rules for data retention and deletion based on regulations.
No information available
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Data Backup Frequency
How often client data is backed up.
No information available
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Compliance & Security
(0 Yes /0 Known /11 Possible features)
Audit Trail
Maintain a timestamped log of system and user actions for all client records.
No information available
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Role-based Access Control
Granular user permissions based on staff roles to restrict sensitive information access.
No information available
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Two-Factor Authentication
System supports 2FA for user login to enhance security.
No information available
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GDPR/CCPA Compliance
Features to support compliance with global data privacy regulations.
No information available
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Automated Regulatory Reports
Automated generation of regulatory compliance reports.
No information available
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KYC/AML Integration
Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML).
No information available
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Access Log Retention
Length of time access logs are stored.
No information available
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Encryption Standards
Implementation of industry-standard encryption (e.g., AES-256).
No information available
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Data Masking
Sensitive information is masked from non-authorized users.
No information available
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User Session Timeout
Automatic logout after a period of inactivity.
No information available
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IP Whitelisting
Restrict platform access to specified IP addresses.
No information available
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Workflow Automation & Task Management
(0 Yes /0 Known /11 Possible features)
Automated Task Assignment
Automatically assign tasks to appropriate team members based on workflow rules.
No information available
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Task Templates
Predefined templates for common processes (onboarding, reviews, etc.).
No information available
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Reminders and Alerts
Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines.
No information available
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Approval Workflows
Built-in workflows for approval processes (e.g., compliance checks).
No information available
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Calendar Integration
Synch tasks and appointments with calendars (e.g., Outlook, Google).
No information available
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Workflow Customization
Users can define custom workflows suitable for specific advisory business processes.
No information available
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Task Tracking
Track task progress, completion, and assignment status in real-time.
No information available
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Task Notification Methods
Multiple notification channels supported (email, SMS, in-app).
No information available
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Concurrent Task Capacity
Maximum number of simultaneous tasks the system can manage efficiently.
No information available
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Recurring Tasks
Support for scheduling automatic recurring tasks.
No information available
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Delegation Capabilities
Ability to delegate tasks to other users, with notification and tracking.
No information available
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Communication & Engagement
(0 Yes /0 Known /11 Possible features)
Email Integration
Send and receive client emails from within the CRM.
No information available
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SMS Messaging
Ability to send SMS notifications and messages to clients.
No information available
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Call Logging
Record call notes and attach to client records.
No information available
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Meeting Scheduling
Integrated tools to schedule meetings and send calendar invites.
No information available
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Marketing Automation
Create and automate personalized email and marketing campaigns.
No information available
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Document E-signature
Facilitate secure electronic document signing within the platform.
No information available
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Engagement Analytics
Track and report on all client interactions to analyze engagement.
No information available
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Mass Communication Capacity
Maximum number of contacts reachable in a single mass communication (e.g., newsletter).
No information available
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Communication Archiving
Retention and searchability of all historical communications.
No information available
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Multi-Channel Support
Support for omnichannel communications (email, phone, chat, etc.).
No information available
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Communication Templates
Pre-defined and customizable templates for rapid communication.
No information available
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Reporting & Analytics
(0 Yes /0 Known /10 Possible features)
Customizable Dashboard
Configurable dashboards that display key data and KPIs.
No information available
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Report Builder
Interactive tools to design, customize, and generate reports.
No information available
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Pre-built Report Library
Access to a repository of standard financial/advisory reports.
No information available
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Visual Analytics
Charts, graphs, and data visualization tools for insights.
No information available
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Export Reports
Export report data to PDF, Excel, CSV, etc.
No information available
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Automated Report Scheduling
Automatic generation and delivery of reports at set intervals.
No information available
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Real-Time Data Updates
Reports are refreshed with live data.
No information available
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Drill-down Analysis
Ability to drill down from summary to detailed views in reports.
No information available
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Custom Metric Tracking
Track and analyze key metrics unique to the advisory firm.
No information available
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Report Retention Period
How long generated reports are stored and accessible.
No information available
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Integration & API
(0 Yes /0 Known /10 Possible features)
Portfolio Management System Integration
Direct integration with third-party portfolio management tools.
No information available
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Email/Calendar Integration
Synchronize with major email and calendar providers.
No information available
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APIs for Customization
Robust APIs for custom integrations with internal or third-party tools.
No information available
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Webhooks Support
Support for webhooks to react to real-time data and events.
No information available
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Data Import/Export APIs
APIs for bulk data migration in/out of the CRM.
No information available
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Zapier/IFTTT Integration
Integration with automation services like Zapier or IFTTT.
No information available
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Open Banking Integration
Support for connecting transaction data via Open Banking APIs.
No information available
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e-Signature Integration
Pre-built integrations with digital signature platforms.
No information available
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Integration Capacity
Number of simultaneous third-party integrations supported.
No information available
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Integration Setup Time
Average setup time for connecting a new integration.
No information available
.
Onboarding & Client Portal
(0 Yes /0 Known /10 Possible features)
Digital Onboarding Workflow
Step-by-step guided onboarding process for new clients.
No information available
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Online Form Support
Create, share, and process digital forms for profile completion and KYC.
No information available
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Client Portal Access
Secure online portal for clients to access portfolios, documents, and communication.
No information available
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Real-Time Application Status Tracking
Clients can view onboarding progress and outstanding items.
No information available
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Portal Customization
Ability to brand and customize the client portal experience.
No information available
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Client Self-Service Features
Clients can update contact info, upload documents, and schedule meetings via portal.
No information available
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E-signature Within Portal
Clients can sign and submit required forms digitally through the portal.
No information available
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Portal Login Methods
Supports multi-factor and/or social login to the portal.
No information available
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Portal User Capacity
Maximum number of concurrent client portal users.
No information available
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Multilingual Support
Portal available in multiple languages.
No information available
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Mobile & Accessibility
(0 Yes /0 Known /10 Possible features)
Mobile App Availability
Dedicated mobile apps for iOS and Android devices.
No information available
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Responsive Web Design
Access CRM via mobile browsers with adaptive layouts.
No information available
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Push Notifications
Send real-time push notifications to mobile devices.
No information available
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Offline Access
Some CRM functions are available without an internet connection.
No information available
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Screen Reader Compatibility
Platform supports screen readers and accessibility tools.
No information available
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Mobile Feature Parity
Extent to which mobile features match desktop features.
No information available
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Device Support
Number of device operating systems/browsers supported.
No information available
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Accessibility Compliance Level
Degree of adherence to accessibility standards (e.g., WCAG 2.1 level).
No information available
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Gesture Support
Supports touch, swipe, and gesture-based controls on mobile.
No information available
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Mobile App Store Ratings
Average user rating on major app stores.
No information available
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Performance & Scalability
(0 Yes /0 Known /10 Possible features)
Average Response Time
Typical time for system to respond to user actions.
No information available
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Uptime Guarantee
Percentage of annual uptime guaranteed by SLA.
No information available
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Concurrent User Support
Number of users who can simultaneously interact with the system without performance loss.
No information available
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Data Throughput
Amount of data processed per second.
No information available
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Database Scaling
Support for scaling databases vertically or horizontally.
No information available
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Performance Monitoring Tools
Tools to monitor, alert, and diagnose performance issues.
No information available
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Latency under Load
System latency when processing maximum intended workload.
No information available
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Geo-Distributed Hosting
Option for geographically distributed server infrastructure.
No information available
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Load Balancer Support
Built-in load balancer or compatibility with external solutions.
No information available
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Maximum Scalability Limit
Estimated maximum users and records supported without significant redesign.
No information available
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User Experience & Customization
(0 Yes /0 Known /10 Possible features)
Drag-and-Drop Interface
User interface supports intuitive drag-and-drop for organizing information.
No information available
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Custom Dashboard Widgets
Users can create and configure their dashboard widgets.
No information available
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White Labeling
Custom branding for both internal and client-facing modules.
No information available
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Training & Onboarding Resources
Availability of guides, tutorials, and training sessions for users.
No information available
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Multiple Language Support
User interface is available in several languages.
No information available
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Accessibility Settings
Adjustable settings for color contrast, text size, and other accessibility needs.
No information available
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Theme Customization
Choose or define custom color schemes and layouts.
No information available
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Favorites & Shortcuts
Users can create their own navigation shortcuts and favorite features.
No information available
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User Feedback Mechanism
Built-in channels for users to provide feedback or request improvements.
No information available
.
User Training Time
Average time required to train new users to proficiency.
No information available
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Support & Vendor Reliability
(0 Yes /0 Known /10 Possible features)
24/7 Technical Support
Access to technical support at all times.
No information available
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Dedicated Account Manager
Assignment of a specific support contact for each customer.
No information available
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Knowledge Base Access
Comprehensive, searchable documentation and FAQs.
No information available
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Service Level Agreement (SLA)
Guaranteed response and resolution times as per SLA.
No information available
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Product Roadmap Visibility
Customers can view future product development plans.
No information available
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Community Forum
Peer-to-peer user community for advice and best practices.
No information available
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Onboarding Assistance
Hands-on help during implementation and data migration.
No information available
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System Status Dashboard
Real-time system health and incident reporting.
No information available
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Multi-language Support Center
Support assistance is available in different languages.
No information available
.
Average Support Response Time
Typical time to first response from support.
No information available
.
Client Relationship Management (CRM) Systems for Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
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