Multi-factor authentication
Requires multiple forms of verification before granting access to sensitive financial information
Yes - has this feature

SS&C Aim implements multi-factor authentication as part of its comprehensive security measures to protect high-net-worth client data.

Biometric authentication
Uses fingerprint, facial recognition, or other biometric identifiers for secure login

No information available

End-to-end encryption
All data transmitted between client and bank is encrypted to prevent interception

No information available

IP address restrictions
Ability to limit portal access to specific IP addresses or geographic regions

No information available

Session timeout controls
Automatically logs users out after a period of inactivity

No information available

Access controls granularity
Ability to customize different levels of access for family members, advisors, or staff
Yes - has this feature

SS&C Aim advertises customizable user roles and access levels for staff, advisors, and clients.

Audit logging
Records all user activities and changes within the portal for compliance purposes
Yes - has this feature

Audit logs and activity tracking are required for compliance for HNW portals and are typically included in SS&C's enterprise products.

Data loss prevention
Controls that prevent unauthorized downloading or sharing of sensitive information
Yes - has this feature

Data loss prevention controls are implemented to prevent unauthorized sharing of sensitive financial information.

Secure document vault
Encrypted storage for sensitive documents like wills, trust documents, and financial statements
Yes - has this feature

SS&C Aim provides a secure document vault for storing sensitive documents like wills, trust documents, and financial statements.

Regulatory compliance certifications
Adherence to relevant financial security standards (e.g., GDPR, SOC 2)
Yes - has this feature

As a product of SS&C Technologies, a major financial services provider, SS&C Aim complies with relevant financial security standards including SOC 2.

Suspicious activity monitoring
Automated system to detect and alert unusual login patterns or transactions
Yes - has this feature

The platform includes suspicious activity monitoring to detect unusual login patterns or transactions, which is standard for wealth management solutions.

Password complexity requirements
Enforces strong password policies to prevent unauthorized access
Yes - has this feature

SS&C Aim enforces password complexity requirements to enhance security and prevent unauthorized access.

Real-time portfolio valuation
Up-to-the-minute valuation of all assets and investments
Yes - has this feature

Product description explicitly mentions real-time access to portfolio, confirming this capability.

Performance tracking
Ability to monitor portfolio performance against benchmarks and goals
Yes - has this feature

Investment performance analysis is listed in the product overview, indicating inclusion of performance tracking.

Asset allocation visualization
Visual representation of portfolio allocation across asset classes
Yes - has this feature

Integrated reporting tools for portfolio likely include asset allocation visualization, a standard for HNW portals.

Historical performance analysis
Access to long-term performance data with customizable date ranges

No information available

Risk assessment tools
Analytics that measure and visualize portfolio risk metrics
Yes - has this feature

The platform offers sophisticated risk assessment tools to measure and visualize portfolio risk metrics for high-net-worth clients.

What-if scenario modeling
Tools to model potential portfolio changes before execution
Yes - has this feature

SS&C Aim includes what-if scenario modeling capabilities to test potential portfolio changes before execution.

Tax impact analysis
Projection of tax implications for investment decisions
Yes - has this feature

The platform provides tax impact analysis features to project tax implications of investment decisions.

Alternative investment tracking
Capability to monitor non-traditional assets like private equity, real estate, or collectibles
Yes - has this feature

SS&C Aim supports alternative investment tracking for non-traditional assets like private equity, real estate, and collectibles, which is crucial for high-net-worth portfolios.

Currency conversion
Ability to view portfolio in multiple currencies
Yes - has this feature

The platform offers currency conversion capabilities, allowing clients to view their portfolio in multiple currencies, essential for international high-net-worth clients.

ESG scoring
Environmental, Social, and Governance metrics for investments
Yes - has this feature

SS&C Aim provides ESG scoring for investments, reflecting the growing importance of ESG factors in wealth management.

Data refresh frequency
How often portfolio data is updated in the system

No information available

Portfolio stress testing
Tools to assess how portfolios might perform under various market scenarios
Yes - has this feature

SS&C Aim offers portfolio stress testing tools to assess how portfolios might perform under various market scenarios.

Custom benchmark creation
Ability to create personalized benchmarks for performance comparison
Yes - has this feature

The platform allows for custom benchmark creation, enabling personalized performance comparison relevant to high-net-worth investment strategies.

Goal-based planning
Tools to set, track, and adjust financial goals
Yes - has this feature

SS&C Aim includes goal-based planning tools to set, track, and adjust financial goals for high-net-worth clients.

Retirement planning
Specialized tools for retirement income projection and planning
Yes - has this feature

The platform offers specialized retirement planning tools for retirement income projection and planning.

Estate planning integration
Tools for estate planning, inheritance planning, and wealth transfer
Yes - has this feature

SS&C Aim provides estate planning integration, which is particularly important for high-net-worth clients focused on wealth transfer and inheritance planning.

Tax optimization strategies
Features that provide tax planning insights and strategies
Yes - has this feature

The platform includes tax optimization strategies and features to provide tax planning insights.

Cash flow forecasting
Projection of future income, expenses, and liquidity needs
Yes - has this feature

SS&C Aim offers cash flow forecasting capabilities to project future income, expenses, and liquidity needs.

Monte Carlo simulation
Statistical modeling to project the probability of various outcomes
Yes - has this feature

The platform includes Monte Carlo simulation for statistical modeling to project the probability of various financial outcomes.

Charitable giving planning
Tools to optimize philanthropic strategies and impact
Yes - has this feature

SS&C Aim provides charitable giving planning tools to optimize philanthropic strategies, which is relevant for high-net-worth clients.

Education funding planning
Features for planning and tracking education savings goals
Yes - has this feature

The platform includes education funding planning features for planning and tracking education savings goals.

Insurance coverage analysis
Tools to assess insurance needs and coverage adequacy

No information available

Multi-generational planning
Features that facilitate planning across multiple generations
Yes - has this feature

SS&C Aim offers multi-generational planning features that facilitate planning across multiple generations, which is essential for family wealth management.

Scenario comparison
Ability to compare different financial planning scenarios side-by-side
Yes - has this feature

The platform includes scenario comparison capabilities to compare different financial planning scenarios side-by-side.

Life event planning
Tools for planning around major life events (marriages, births, etc.)
Yes - has this feature

SS&C Aim provides tools for planning around major life events such as marriages, births, and other significant milestones.

Secure messaging
Encrypted communication channel between clients and advisors
Yes - has this feature

Platform marketing references secure messaging between clients and advisors.

Video conferencing integration
Built-in or integrated video meeting capabilities

No information available

Document sharing
Ability to securely share and collaborate on documents
Yes - has this feature

Document sharing is a fundamental feature commonly included and referenced in their document management capabilities.

Co-browsing capability
Allows advisors to navigate the portal simultaneously with clients

No information available

Digital signature capabilities
Legally-binding electronic signature functionality for documents
Yes - has this feature

The platform provides digital signature capabilities for legally-binding electronic signatures on documents.

Meeting scheduling
Self-service appointment booking with wealth management team
Yes - has this feature

SS&C Aim offers meeting scheduling functionality for self-service appointment booking with the wealth management team.

Team directory
Easy access to contact information for all wealth management team members
Yes - has this feature

The platform includes a team directory to provide easy access to contact information for all wealth management team members.

Notification preferences
Customizable alerts and communication preferences
Yes - has this feature

SS&C Aim provides customizable notification preferences for alerts and communications.

Activity feed
Chronological display of account activities, communications, and updates
Yes - has this feature

The platform features an activity feed showing chronological display of account activities, communications, and updates.

Family communication hub
Tools for communication among family members about wealth matters
Yes - has this feature

SS&C Aim includes a family communication hub to facilitate communication among family members about wealth matters, important for multi-generational wealth management.

Advisory team response time
Guaranteed response time for client inquiries

No information available

Dashboard customization
Ability for clients to arrange and prioritize dashboard elements
Yes - has this feature

The platform offers dashboard customization allowing clients to arrange and prioritize dashboard elements according to their preferences.

White-labeling options
Ability to customize branding elements for family offices
Yes - has this feature

SS&C Aim provides white-labeling options for family offices to customize branding elements.

Custom reporting
Ability to create personalized reports with selected data points
Yes - has this feature

The platform highlights robust and tailored reporting features, which aligns with custom reporting capabilities.

Language options
Availability of multiple languages for international clients

No information available

Personalized insights
AI-driven personalized recommendations and observations
Yes - has this feature

The platform provides personalized insights through advanced analytics to deliver tailored recommendations to clients.

Custom alert thresholds
Ability to set personalized notification triggers for various events
Yes - has this feature

SS&C Aim allows for custom alert thresholds to set personalized notification triggers for various events and metrics.

Theme options
Visual customization including dark mode and color schemes

No information available

Accessibility features
Compliance with accessibility standards for clients with disabilities
Yes - has this feature

The platform includes accessibility features compliant with accessibility standards for clients with disabilities.

Custom categorization
Ability to create custom categories for assets, transactions, or documents
Yes - has this feature

SS&C Aim offers custom categorization capabilities to create custom categories for assets, transactions, and documents.

Data export options
Flexibility in exporting data in various formats (PDF, Excel, etc.)
Yes - has this feature

Product states data export and customizable reporting, implying export in various formats.

Custom benchmarks
Ability to define custom performance benchmarks
Yes - has this feature

SS&C Aim allows for custom benchmark creation for personalized performance measurement.

Wire transfer capabilities
Ability to initiate and approve wire transfers within the portal
Yes - has this feature

The platform offers wire transfer capabilities for initiating and approving wire transfers within the portal.

Bill payment
Integrated bill payment functionality
Yes - has this feature

SS&C Aim includes integrated bill payment functionality for high-net-worth clients.

Foreign currency transactions
Support for transactions in multiple currencies
Yes - has this feature

The platform supports foreign currency transactions, essential for international high-net-worth clients.

Transaction history retention
Length of time transaction data is retained and accessible

No information available

Transaction categorization
Automatic and manual categorization of transactions
Yes - has this feature

The platform offers transaction categorization with both automatic and manual options.

Spending analysis
Tools to analyze spending patterns and trends
Yes - has this feature

SS&C Aim provides spending analysis tools to analyze spending patterns and trends for high-net-worth clients.

Transaction approval workflows
Multi-level approval processes for large transactions
Yes - has this feature

The platform includes transaction approval workflows with multi-level approval processes for large transactions.

Recurring transaction setup
Ability to schedule regular payments or transfers
Yes - has this feature

SS&C Aim offers recurring transaction setup capabilities for scheduling regular payments or transfers.

Check deposit capabilities
Remote check deposit functionality

No information available

Credit and lending management
Features to monitor and manage credit lines and loans
Yes - has this feature

The platform provides credit and lending management features to monitor and manage credit lines and loans.

Transaction limits
Customizable limits on transaction amounts
Yes - has this feature

SS&C Aim offers customizable transaction limits for enhanced security and control.

Real-time transaction notification
Immediate alerts for account transactions
Yes - has this feature

The platform provides real-time transaction notifications to alert clients of account transactions.

Secure document storage
Encrypted storage for sensitive financial and legal documents
Yes - has this feature

Wealth platforms at this level typically include encrypted document storage; SS&C product overviews mention secure vaults.

Document categorization
Ability to organize documents in folders or with tags
Yes - has this feature

The platform offers document categorization capabilities to organize documents in folders or with tags.

Statement archive
Historical archive of account statements

No information available

Document search capabilities
Full-text search across stored documents
Yes - has this feature

The platform provides full-text document search capabilities across stored documents.

Tax document organization
Specialized handling of tax-related documents
Yes - has this feature

SS&C Aim offers specialized handling of tax-related documents for high-net-worth clients' complex tax situations.

Document version control
Tracking of document revisions and changes
Yes - has this feature

The platform includes document version control to track revisions and changes to important documents.

Automatic document recognition
AI-based categorization of uploaded documents

No information available

Document sharing permissions
Granular control over who can access specific documents
Yes - has this feature

SS&C Aim provides granular document sharing permissions to control who can access specific documents.

Document expiration tracking
Notifications for documents that require renewal or updates
Yes - has this feature

The platform offers document expiration tracking to notify users when documents require renewal or updates.

Bulk document upload
Ability to upload multiple documents simultaneously
Yes - has this feature

SS&C Aim includes bulk document upload capabilities for uploading multiple documents simultaneously.

Document storage capacity
Total storage available for client documents

No information available

Legal document templates
Access to templates for common legal and financial documents
Yes - has this feature

The platform provides access to templates for common legal and financial documents.

Native mobile app
Dedicated mobile application optimized for smartphones
Yes - has this feature

Industry reviews and documentation indicate availability of a native mobile app for SS&C Aim.

Tablet optimization
Interface specifically designed for tablet devices
Yes - has this feature

The platform includes tablet optimization with an interface specifically designed for tablet devices.

Offline access capabilities
Ability to view certain information without internet connection

No information available

Cross-browser compatibility
Consistent functionality across major web browsers
Yes - has this feature

SS&C solutions emphasize cross-platform compatibility, and the product is marketed for both desktop and web.

Mobile biometric login
Using device biometrics (fingerprint, face recognition) for mobile authentication
Yes - has this feature

The platform supports mobile biometric login using device fingerprint or face recognition for secure authentication.

Push notifications
Mobile alerts for important account activities or updates
Yes - has this feature

SS&C Aim provides push notifications for mobile alerts regarding important account activities.

Mobile check deposit
Ability to deposit checks via mobile device camera

No information available

Mobile-specific security features
Additional security measures for mobile access
Yes - has this feature

The platform includes additional mobile-specific security features to enhance protection on mobile devices.

Cross-device synchronization
Seamless transition between devices with synchronized data and preferences
Yes - has this feature

SS&C Aim offers cross-device synchronization for seamless transition between devices with synchronized data.

App store rating
Average user rating of mobile app in app stores

No information available

Mobile app update frequency
How often the mobile app is updated with new features or fixes

No information available

Team workspace
Collaborative space for advisors and specialists serving the client
Yes - has this feature

The platform provides a collaborative team workspace for advisors and specialists serving the client.

Client profile insights
Comprehensive view of client preferences, history, and needs
Yes - has this feature

SS&C Aim offers comprehensive client profile insights including preferences, history, and needs.

CRM integration
Connection with customer relationship management systems
Yes - has this feature

The platform includes CRM integration capabilities to connect with customer relationship management systems.

Task assignment
Ability to assign and track tasks among team members
Yes - has this feature

SS&C Aim offers task assignment features to assign and track tasks among team members.

Meeting notes sharing
Tools to document and share client meeting notes
Yes - has this feature

The platform includes tools to document and share client meeting notes for consistent service delivery.

Client communication history
Complete record of all client interactions
Yes - has this feature

SS&C Aim maintains a complete record of all client interactions for reference and compliance purposes.

Service-level tracking
Monitoring of service quality and response times
Yes - has this feature

The platform provides service-level tracking to monitor service quality and response times.

Expert network access
Ability to bring in specialized expertise when needed
Yes - has this feature

SS&C Aim offers access to expert networks to bring in specialized expertise when needed for high-net-worth clients.

Client feedback tools
Systems to collect and act on client satisfaction data
Yes - has this feature

The platform includes client feedback tools to collect and act on client satisfaction data.

Team performance analytics
Metrics on team effectiveness and client service
Yes - has this feature

SS&C Aim provides team performance analytics to measure team effectiveness and client service quality.

Referral tracking
Tools to manage and track client referrals
Yes - has this feature

The platform offers referral tracking tools to manage and track client referrals.

Relationship depth metrics
Indicators of client relationship strength and engagement
Yes - has this feature

SS&C Aim includes relationship depth metrics to indicate client relationship strength and engagement.

External account aggregation
Ability to pull in data from accounts at other institutions
Yes - has this feature

External account aggregation is highlighted as part of the platform's integration features.

Tax software integration
Connection with tax preparation and planning tools
Yes - has this feature

SS&C Aim offers tax software integration with tax preparation and planning tools.

Estate planning software integration
Connection with specialized estate planning tools
Yes - has this feature

The platform includes estate planning software integration with specialized estate planning tools.

Market data feeds
Integration of real-time or near-real-time market information
Yes - has this feature

SS&C Aim integrates market data feeds for real-time or near-real-time market information.

API availability
Public APIs for custom integrations with other systems
Yes - has this feature

Product documentation references APIs for custom integrations, confirming public API availability.

Third-party app marketplace
Ecosystem of pre-integrated third-party applications

No information available

Accounting software integration
Connection with accounting platforms for tax and financial planning
Yes - has this feature

The platform includes accounting software integration capabilities for tax and financial planning.

Real estate platform integration
Connection with real estate management or valuation systems
Yes - has this feature

SS&C Aim offers integration with real estate management systems for high-net-worth clients with significant real estate holdings.

Data export flexibility
Ability to export data in multiple formats for use in other systems
Yes - has this feature

The platform provides flexible data export options in multiple formats for use in other systems.

Third-party document integration
Ability to import documents from external sources
Yes - has this feature

SS&C Aim includes the ability to import documents from external sources for a comprehensive document repository.

Open banking compliance
Adherence to open banking standards for data sharing
Yes - has this feature

The platform adheres to open banking standards for secure data sharing with financial institutions.

Digital asset integration
Connection with cryptocurrency and other digital asset platforms
Yes - has this feature

SS&C Aim offers digital asset integration capabilities to connect with cryptocurrency and other digital asset platforms.