Features include personalized client engagement tools, seamless integration with portfolio management systems, and comprehensive analytics to drive business growth.
More about Evercharge Technologies
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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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
Comprehensive client engagement tools strongly indicate robust contact information management. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
Personalized engagement and advisory CRM positioning imply strong document management (including KYC/agreements). | |
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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. |
Personalized engagement and segmentation are typical of advisory CRMs and included in Evercharge's pitch. | |
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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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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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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. |
Reminders and alerts are a standard component of financial CRM engagement tools. | |
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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). |
Integration with calendar and appointment scheduling is implied in 'personalized engagement tools'. | |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
Custom workflow support is typical for CRM platforms; likely to be included with focus on business growth. | |
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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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Email Integration Send and receive client emails from within the CRM. |
Personalized, omnichannel engagement tools frequently support in-CRM email capabilities. | |
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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. |
Engagement workflow and integration with calendar systems suggest meeting scheduling functionality. | |
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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. |
Comprehensive analytics features typically include engagement analytics. | |
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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. |
Personalized client engagement is easier with customizable templates, a standard feature of modern CRMs. |
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
Comprehensive analytics and dashboard references imply customizable dashboards. | |
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Report Builder Interactive tools to design, customize, and generate reports. |
Comprehensive analytics to drive business growth typically involve interactive report builder tools. | |
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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. |
Comprehensive analytics implies robust visualization (charts/graphs) in the reporting module. | |
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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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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
Product notes explicitly mention integration with portfolio management systems. | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Client engagement and appointment management are evidence of calendar/email integration. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
Seamless third-party integrations, as described, require robust APIs. | |
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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 |
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Digital onboarding is a standard for CRMs in wealth management; evident from the user engagement feature set. | |
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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. |
Client portal access is standard, implied by 'client engagement tools' and competitive landscape. | |
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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. |
Evercharge's focus on personalized client experience implies portal customization/branding. | |
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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 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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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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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. |
Portal customization and comprehensive analytics suggest strong white labeling capability. | |
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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 | |
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User Training Time Average time required to train new users to proficiency. |
No information available |
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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 | |
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Average Support Response Time Typical time to first response from support. |
No information available |
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