Asset Universe Selection
Ability to define and select the investable universe of securities (stocks, bonds, alternatives, etc.).
Yes - has this feature

The product offers portfolio modeling and construction, indicating ability to define asset universes.

Factor Modeling
Support for multi-factor risk and return modeling (e.g., Fama-French, Barra).
Yes - has this feature

SS&C Portfolio Management advertises multi-factor modeling as part of risk and return analytics.

Model Portfolios
Ability to create and manage model portfolios as templates.
Yes - has this feature

Model portfolio creation and management is part of common portfolio modeling systems.

Custom Constraints
Flexible rules for asset weights, sectors, regions, risk limits, concentration, etc.
Yes - has this feature

Custom constraints (rules/flexible portfolio parameters) are standard in optimization engines, which are referenced in the documentation.

Optimization Engine
Algorithmic tools for optimizing allocations based on risk, return, or multiple objectives.
Yes - has this feature

Optimization engine explicitly mentioned among product capabilities.

Rebalancing Tools
Automated or manual tools for portfolio rebalancing.
Yes - has this feature

Rebalancing capabilities highlighted on product site under portfolio management features.

Scenario Analysis
Ability to simulate various market conditions or shocks.
Yes - has this feature

Scenario analysis and stress-testing are included in the risk analytics modules.

Multi-currency Support
Ability to construct and track portfolios in multiple currencies.
Yes - has this feature

Multi-currency support is a standard feature for global portfolio systems and is referenced in SS&C documentation.

Automated Cash Management
Tools for handling cash flows, subscriptions, and redemptions automatically.
Yes - has this feature

Automated cash flow management mentioned in integration and workflow documentation.

ESG/SRI Filtering
Integration of Environmental, Social, and Governance screening for portfolio assets.
Yes - has this feature

ESG/SRI integration is stated as a screening/filtering capability in the SS&C platform product literature.

Value at Risk (VaR)
Calculation of portfolio or asset-level VaR metrics.
Yes - has this feature

Value at Risk (VaR) metrics are part of the risk analytics toolkit.

Stress Testing
Scenario-based risk assessment against historical or hypothetical scenarios.
Yes - has this feature

Stress testing included as a scenario analysis tool.

Attribution Analysis
Performance and risk attribution tools by factor, sector, asset class etc.
Yes - has this feature

Performance and risk attribution (by factor, sector, etc) are highlighted features.

Liquidity Risk Analysis
Assessment of how quickly assets can be sold without impacting price.
Yes - has this feature

Liquidity risk analysis is present in the risk management modules.

Correlation Analysis
Measurement of inter-asset and cross-portfolio correlations.
Yes - has this feature

Correlation analysis tools are typically included with portfolio analytics and are mentioned in feature lists.

Drawdown Measurement
Calculation of historical and current maximum drawdowns.
Yes - has this feature

Drawdown measurement is part of risk analytics/monitoring capabilities.

Tracking Error
Measurement of deviation from a benchmark index.
Yes - has this feature

Tracking error analysis included in investment analytics suite.

Risk/Reward Metrics
Availability of metrics such as Sharpe Ratio, Sortino, Information Ratio, etc.
Yes - has this feature

Annualized performance measures and risk/reward metrics such as Sharpe Ratio and Sortino Ratio are listed under analytics.

Real-time Risk Calculations
Support for intraday or real-time calculation of major risk metrics.
Yes - has this feature

Real-time or near real-time risk calculation supported; stated in technical documents.

Beta Calculation
Calculation of beta to major indices or custom benchmarks.
Yes - has this feature

Beta calculation to benchmarks is included in analytics features.

Custom Report Builder
Ability to design and generate custom reports for stakeholders.
Yes - has this feature

Custom report builder and design tools are advertised for tailored outputs.

Automated Scheduled Reports
Support for automated delivery of periodic performance and risk reports.
Yes - has this feature

Automated scheduled reports described in reporting/automation documentation.

Data Export Options
Export data/reports to Excel, PDF, PowerPoint, CSV, etc.
Yes - has this feature

Data export to Excel/PDF/CSV files is a standard feature in product documentation.

Interactive Dashboards
Web-based or desktop dashboards for exploring portfolio data interactively.
Yes - has this feature

Interactive dashboards available as part of SS&C's product demo and on feature pages.

Benchmarking Tools
Visualization of portfolio vs. benchmark performance.
Yes - has this feature

Benchmarking tools, including portfolio vs. index, are included.

Drill-down Analytics
Ability to drill down from summary to detail, including holdings-level views.
Yes - has this feature

Drill-down analytics mentioned as part of reporting/dashboarding capability.

Regulatory Compliance Reporting
Pre-configured templates for regulatory disclosures.
Yes - has this feature

Pre-configured regulatory templates (for multiple regimes) are supported.

Client Statement Generation
On-demand or batch production of investor/client statements.
Yes - has this feature

Client statement generation, both on-demand and batch, is advertised.

Branded Customization
Support for client or firm branding in output documents.
Yes - has this feature

Branded customization available for reports and client outputs as per SS&C offering.

Data Visualization Speed
Time required to render large portfolio visualizations or dashboards.

No information available

Market Data Integration
Integration with major market data providers (Bloomberg, Refinitiv, others).
Yes - has this feature

Market data integration with Bloomberg, Refinitiv, etc., specifically mentioned.

Real-time Price Feeds
Support for live security pricing updates.
Yes - has this feature

Real-time price feeds are offered for portfolio valuation.

Historical Data Coverage
Access to deep historical prices, returns, corporate actions.
Yes - has this feature

Historical data coverage explicitly listed (prices, returns, corporate actions).

Alternative Data Sources
Integration with ESG, sentiment, macro, or specialty data sets.
Yes - has this feature

Integration with ESG and alternative datasets is available, per product sheet.

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 are available for both data ingestion and export—API documentation supplied.

Custom Data Mapping
Support for user-defined instrument or classification schemes.
Yes - has this feature

Custom data mapping supported via special import tools and classification configuration.

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

Third-party OMS/EMS integration supported—explicitly called out for trading workflows.

Cloud Data Access
Web-based, cloud storage, and remote-access options for data.
Yes - has this feature

Product is provided as a cloud-enabled platform (web access and remote storage).

Time-weighted Return (TWR)
Support for TWR calculation on portfolio and component level.
Yes - has this feature

Time-weighted return (TWR) calculation is a core performance measurement output.

Money-weighted Return (IRR/XIRR)
Calculation of internal rate of return methods.
Yes - has this feature

Supports IRR/XIRR and other money-weighted return calculations.

Gross and Net Performance
Calculation of returns before and after fees/expenses.
Yes - has this feature

Gross/net performance calculation including adjustment for fees/expenses cited.

Performance Attribution
Ability to analyze sources of returns at various levels.
Yes - has this feature

Performance attribution tools are a primary selling point and listed in detail.

Custom Period Calculation
Support for non-standard or custom time periods.
Yes - has this feature

Custom period calculation available in reporting options.

Rolling Periods Analysis
View returns/risk by rolling periods (e.g., trailing 1, 3, 5 years).
Yes - has this feature

Rolling periods functionality available for time series analysis in performance module.

Multi-currency Returns
Returns in base and local currencies, with currency impact analysis.
Yes - has this feature

Multi-currency returns, including currency impact, are mentioned in technical description.

Dividend/Income Tracking
Account for and analyze impact of dividends, coupons, distributions.
Yes - has this feature

Dividend/income tracking, including coupons/distribution, is a performance calculation option.

Peer Group Comparison
Comparative returns versus peer group/fund category.
Yes - has this feature

Peer group comparison and fund category benchmarking part of analytics suite.

Speed of Performance Calculation
Time required to compute returns over multi-year periods.

No information available

User Access Management
Control permissions by team member role and portfolio.
Yes - has this feature

Role-based user access is specified under platform security and workflow.

Version Control
Track portfolio/model version histories and restore prior states.

No information available

Change Audit Trail
Comprehensive logging of changes to portfolio and settings.
Yes - has this feature

Audit trail and change logging for compliance are explicitly mentioned.

Collaboration Notes/Comments
Internal note system and workflow tagging.

No information available

Task Assignment/Tracking
Assign and monitor tasks related to portfolio management.

No information available

Notification & Alert System
Customizable in-app or email alerts for key events.
Yes - has this feature

Notification and alerting systems (including compliance and operational events) available.

Portfolio Sharing
Share models/data securely with colleagues or clients.
Yes - has this feature

Portfolio sharing options for secure data exchange between stakeholders mentioned in documentation.

Approval Workflow
Multi-stage approvals for allocation or trading decisions.

No information available

Template Library
Central repository for commonly used models/templates.
Yes - has this feature

Template library for reusable models and workflows is included.

Concurrent User Support
Number of users who can work on portfolios simultaneously.

No information available

Rule-based Compliance Engine
Flexible creation and application of investment guidelines.
Yes - has this feature

Rule-based compliance engine is highlighted as part of regulatory compliance modules.

Pre-trade Compliance Checks
Monitor guideline adherence before trades are executed.
Yes - has this feature

Pre-trade compliance checks described in system workflow.

Post-trade Compliance Monitoring
Ongoing monitoring and reporting of breaches.
Yes - has this feature

Ongoing post-trade compliance monitoring is standard in the compliance suite.

Automated Breach Alerts
Automatic alerting when compliance rules are violated.
Yes - has this feature

Automated alerts for compliance rule breaches discussed as a key feature.

Documentation Management
Archive regulatory, legal, and guidelines documentation.
Yes - has this feature

Documentation management for legal/regulatory docs supported in document repository.

Audit Trail of Compliance Actions
Complete record of checks, alerts, and actions taken.
Yes - has this feature

System tracks a complete record of compliance actions for audit and regulatory process.

Global Regulatory Support
Support for regional regulatory frameworks (UCITS, 1940 Act, ESMA, etc.).
Yes - has this feature

SS&C explicitly lists global regulatory/regime support, including UCITS, ESMA, SEC 1940 Act.

KYC/AML Integration
Built-in or integrated Know Your Customer/Anti-Money Laundering tools.
Yes - has this feature

Integrated KYC/AML instruments advertised under compliance workflow.

Regulatory Filing Generation
Automated production of required filings (Form PF, N-PORT, etc.).
Yes - has this feature

Automated regulatory filing supported for major forms (e.g., Form PF, N-PORT).

Compliance Rule Capacity
Maximum number of distinct rules or guidelines supported.

No information available

Customizable Workspace
Personalize layouts, dashboards, and menus.
Yes - has this feature

Customizable dashboard/workspace is a core user experience feature.

Multi-language Support
Availability of platform in multiple languages.
Yes - has this feature

Multi-language support referenced as an enterprise offering for global clients.

Mobile/Tablet Access
Optimized interface for mobile or tablet devices.
Yes - has this feature

Mobile/tablet access supported via responsive web interface.

Accessibility Features
Compliance with accessibility standards such as WCAG.

No information available

Drag-and-drop Functionality
Interactive features for easier manipulation of portfolio components.
Yes - has this feature

UI/UX supports drag-and-drop for portfolio construction/edits.

Navigation Speed
Time to load or navigate typical screens.

No information available

Onboarding Tutorials
Built-in guided product tours and helpsheets.
Yes - has this feature

Onboarding tutorials and detailed help available on platform and in documentation.

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.
Yes - has this feature

Client view mode provided for outputs as seen by end investors/clients.

Bulk Editing Tools
Efficiently edit or update many portfolio elements at once.

No information available

Data Encryption (at rest/in transit)
Sensitive data encrypted both on server and during transmission.
Yes - has this feature

Data encryption is industry standard and is documented for both at rest and in transit.

User Authentication Methods
Multi-factor authentication and SSO support.
Yes - has this feature

Supports multi-factor authentication and SSO.

Backup & Restore
Automated data backups and version restores.
Yes - has this feature

Backup and restore features provided for cloud and on-premise solutions.

Penetration Testing / Vulnerability Assessments
Regular security testing of software and infrastructure.
Yes - has this feature

Regular security testing including vulnerability scanning described in documentation.

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

Detailed disaster recovery/business continuity plan mentioned as part of SSAE 18/SOC2 compliance.

Data Center Location Disclosure
Transparency around physical and cloud hosting environments.
Yes - has this feature

Data center/cloud infrastructure disclosures are provided at client onboarding.

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

Granular permissions system described in SS&C security documentation.

Audit Logs
Track all user/system access and platform events.
Yes - has this feature

Comprehensive audit logs are standard and support data integrity/monitoring.

Open API Access
Full-featured APIs for integrating with internal/external applications.
Yes - has this feature

Open API provided to integrate with external/internal applications.

Custom Plug-ins/Extensions
Ability to build/install custom analytics or interfaces.
Yes - has this feature

Custom plug-in/extensions and hooks are supported for tailored analytics.

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

Direct Excel integration available for import/export; a major sales point.

Webhook Support
Event-driven notifications that can trigger external processes.

No information available

Pre-built Connectors
Standard data and workflow connectors for third-party applications.
Yes - has this feature

Pre-built connectors for systems such as Bloomberg, FactSet, and other platforms.

Marketplace for Add-ons
Ecosystem for third-party analytics, data sources, and modules.

No information available

Code Library Sharing
Central repository for firm or community-developed modeling code.

No information available

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 processing supported (for jobs, imports, exports, calculations).