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Addepar Investment Management Platform from Addepar

Comprehensive portfolio management with data aggregation across all asset classes, custom reporting, risk analytics, and client portal capabilities. Provides real-time portfolio visibility, performance tracking, and sophisticated investment analytics.

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Portfolio Management Systems for Wealth Management

Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
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Client Management
(9 Yes /9 Known /12 Possible features)

Portfolio Construction & Management
(11 Yes /11 Known /13 Possible features)

Investment Research & Analysis
(7 Yes /7 Known /13 Possible features)

Risk Management
(11 Yes /11 Known /13 Possible features)

Performance Reporting
(12 Yes /12 Known /13 Possible features)

Financial Planning Integration
(8 Yes /8 Known /13 Possible features)

Trading & Order Management
(11 Yes /11 Known /13 Possible features)

Compliance & Regulatory
(8 Yes /8 Known /13 Possible features)

Technology & Integration
(11 Yes /11 Known /14 Possible features)

User Experience & Support
(11 Yes /11 Known /14 Possible features)

Client Reporting Systems for Wealth Management

Platforms that generate personalized reports and statements for wealth management clients.
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Reporting Capabilities
(11 Yes /11 Known /12 Possible features)

Data Integration & Management
(10 Yes /10 Known /12 Possible features)

Client Experience & Delivery
(12 Yes /12 Known /13 Possible features)

Customization & Flexibility
(11 Yes /11 Known /12 Possible features)

Compliance & Regulatory Features
(11 Yes /11 Known /12 Possible features)

Performance & Scalability
(4 Yes /4 Known /12 Possible features)

Security & Data Protection
(12 Yes /12 Known /13 Possible features)

Technology Infrastructure
(7 Yes /7 Known /12 Possible features)

Implementation & Support
(8 Yes /8 Known /12 Possible features)

Analytics & Business Intelligence
(12 Yes /12 Known /13 Possible features)

Alternative Investment Management Software for Investment Management

Specialized tools for managing private equity, real estate, infrastructure, and other alternative investments that are common in pension portfolios. These solutions handle complex fee structures, capital calls, and valuation methodologies.
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Portfolio Management
(11 Yes /11 Known /12 Possible features)

Performance Measurement
(11 Yes /11 Known /13 Possible features)

Risk Management
(11 Yes /11 Known /12 Possible features)

Cash Flow Management
(11 Yes /11 Known /12 Possible features)

Fund Manager Due Diligence
(11 Yes /11 Known /12 Possible features)

Reporting & Analytics
(11 Yes /11 Known /13 Possible features)

Data Management & Integration
(12 Yes /12 Known /13 Possible features)

Compliance & Governance
(11 Yes /11 Known /12 Possible features)

Liability & ALM Management
(11 Yes /11 Known /12 Possible features)

Technical & Operational
(7 Yes /8 Known /13 Possible features)

Communication Management Platforms for Member Administration

Systems that manage member communications across multiple channels, including email, SMS, print, and digital portals. These platforms enable personalized messaging, automated notifications, and campaign management for retirement planning education.
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Member Interface & Accessibility
(9 Yes /9 Known /12 Possible features)

Communication Capabilities
(9 Yes /9 Known /13 Possible features)

Member Data Management
(10 Yes /10 Known /12 Possible features)

Workflow & Process Management
(10 Yes /10 Known /12 Possible features)

Reporting & Analytics
(10 Yes /10 Known /13 Possible features)

Integration Capabilities
(11 Yes /11 Known /12 Possible features)

Security & Compliance
(11 Yes /11 Known /13 Possible features)

Technical Performance
(3 Yes /3 Known /12 Possible features)

Support & Implementation
(9 Yes /9 Known /12 Possible features)

Cost & Contract
(3 Yes /3 Known /13 Possible features)

Investment Accounting Systems for Fund Management

Specialized accounting software handling complex fund structures, partnership allocations, carried interest calculations, and tax reporting requirements.
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Core Accounting Capabilities
(10 Yes /10 Known /12 Possible features)

Investment Portfolio Management
(11 Yes /11 Known /12 Possible features)

Investor Relations and LP Management
(11 Yes /11 Known /12 Possible features)

Compliance and Regulatory Features
(10 Yes /10 Known /12 Possible features)

Technical Infrastructure and Integration
(9 Yes /9 Known /12 Possible features)

Data Security and Privacy
(11 Yes /11 Known /12 Possible features)

Reporting and Analytics
(10 Yes /10 Known /12 Possible features)

User Experience and Interface
(9 Yes /9 Known /12 Possible features)

Vendor Support and Service
(9 Yes /9 Known /12 Possible features)

Advanced and Specialized Features
(10 Yes /10 Known /12 Possible features)

Performance Reporting Tools for Investor Relations

Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
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Core Performance Metrics
(14 Yes /14 Known /15 Possible features)

Report Customization and Automation
(13 Yes /13 Known /14 Possible features)

Data Integration and Import
(12 Yes /12 Known /14 Possible features)

Visualization and Analytics
(13 Yes /13 Known /14 Possible features)

Investor Portal and Access Control
(13 Yes /13 Known /14 Possible features)

Security and Compliance
(12 Yes /12 Known /14 Possible features)

User Experience and Interface
(11 Yes /11 Known /14 Possible features)

Collaboration and Communication
(6 Yes /6 Known /14 Possible features)

Audit, Traceability, and Governance
(11 Yes /11 Known /12 Possible features)

Scalability and Extensibility
(7 Yes /7 Known /12 Possible features)

Cost, Support, and Vendor Management
(9 Yes /9 Known /14 Possible features)

Document Management Systems for Wealth Management

Secure platforms for storing, organizing, and retrieving client financial documents, legal agreements, account applications, and compliance records with version control and audit trails.
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Security and Compliance
(6 Yes /6 Known /10 Possible features)

Document Organization and Search
(4 Yes /4 Known /10 Possible features)

Collaboration and Workflow
(3 Yes /3 Known /10 Possible features)

Integration Capabilities
(6 Yes /6 Known /10 Possible features)

Client Portal and Access
(8 Yes /8 Known /10 Possible features)

Document Capture and Input
(0 Yes /0 Known /10 Possible features)

Scalability and Performance
(2 Yes /2 Known /10 Possible features)

Usability and User Experience
(5 Yes /5 Known /10 Possible features)

Reporting and Analytics
(7 Yes /7 Known /10 Possible features)

Administration and Maintenance
(8 Yes /8 Known /10 Possible features)

Cost and Licensing Flexibility
(5 Yes /5 Known /10 Possible features)

Workflow Management Systems for Client Service and Operations

Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
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User Management & Access Control
(6 Yes /6 Known /10 Possible features)

Workflow Automation & Customization
(6 Yes /6 Known /11 Possible features)

Client Communication & Collaboration
(7 Yes /7 Known /10 Possible features)

Integration & Interoperability
(6 Yes /6 Known /10 Possible features)

Compliance, Audit, & Security
(9 Yes /9 Known /10 Possible features)

Task & Case Management
(9 Yes /9 Known /10 Possible features)

Analytics & Reporting
(8 Yes /8 Known /10 Possible features)

Usability & User Experience
(7 Yes /7 Known /10 Possible features)

Configuration & Maintainability
(7 Yes /7 Known /10 Possible features)

Scalability & Performance
(5 Yes /5 Known /10 Possible features)

Support & Ecosystem
(7 Yes /7 Known /10 Possible features)

Alternative Investment Platforms for Wealth Management

Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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Investment Access
(7 Yes /7 Known /10 Possible features)

Due Diligence and Research
(6 Yes /6 Known /10 Possible features)

Transaction & Execution
(7 Yes /7 Known /10 Possible features)

Portfolio Management & Reporting
(9 Yes /9 Known /10 Possible features)

Risk Management & Monitoring
(8 Yes /8 Known /10 Possible features)

Client Experience
(8 Yes /8 Known /10 Possible features)

Advisor Tools
(10 Yes /10 Known /10 Possible features)

Integration & Connectivity
(7 Yes /7 Known /10 Possible features)

Security & Compliance
(8 Yes /8 Known /10 Possible features)

Scalability & Performance
(5 Yes /5 Known /10 Possible features)

Service & Support
(10 Yes /10 Known /10 Possible features)

Pension Fund Accounting Systems for Financial Operations

Specialized accounting platforms that handle the unique requirements of pension fund accounting, including unitization, pooled fund accounting, and complex fee structures across multiple investment types.
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Core Accounting and General Ledger
(9 Yes /9 Known /10 Possible features)

Unitization and Net Asset Value (NAV) Calculation
(3 Yes /3 Known /10 Possible features)

Investment and Asset Accounting
(6 Yes /6 Known /10 Possible features)

Fee Administration and Expense Processing
(5 Yes /5 Known /10 Possible features)

Member Accounting & Contributions Management
(6 Yes /6 Known /10 Possible features)

Pooled Fund and Multi-Manager Support
(9 Yes /9 Known /10 Possible features)

Regulatory Compliance and Reporting
(4 Yes /4 Known /10 Possible features)

System Integration and Data Management
(6 Yes /6 Known /10 Possible features)

User Experience and Workflow Automation
(9 Yes /9 Known /10 Possible features)

Data Security, Backup, and Disaster Recovery
(6 Yes /6 Known /10 Possible features)

Implementation, Support, and Vendor Stability
(5 Yes /5 Known /10 Possible features)

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Client profile management Ability to create and maintain comprehensive client profiles with demographic, financial, and preference information		Product notes and website highlight comprehensive client profiles managed within the system.
Relationship mapping Capability to map and visualize client relationships, family structures, and associated entities		Relationship mapping is consistently referenced in documentation and demos as key for family office and UHNW use-cases.
Client segmentation Tools to segment clients based on assets, revenue, risk profile, or custom criteria		Client segmentation is available via report customization and the system’s ability to group clients by custom criteria.
Contact management System to track all client interactions, communications, and touchpoints		Addepar provides logging of all communications and client touchpoints, supporting contact management.
Client onboarding workflow Structured process for onboarding new clients with necessary documentation and compliance checks		Integration partners and references to digital onboarding workflow in product literature.
Digital client portal Self-service portal for clients to view portfolio information and interact with advisors		Client portal is a heavily marketed product feature.
Client documents repository Secure storage and organization of client documents and contracts		Document repository and vault described as part of the platform.
Communication preferences Management of client communication preferences and frequency		No information available
Service level tracking Tools to monitor and ensure service level agreements are met for different client segments		Service level tools are available for segmenting and monitoring portfolio services per client.
Client retention analytics Metrics and tools to identify at-risk clients and support retention strategies		Analytics offering includes dashboards for identifying at-risk clients and supporting retention strategies.
Next best action recommendations AI-driven suggestions for appropriate next steps in client engagement		No information available
Client capacity Maximum number of client profiles the system can efficiently manage		No information available

Model portfolio construction Tools to create and maintain model portfolios for different investment strategies		Model portfolios are natively supported with full construction and maintenance workflows.
Asset allocation Functionality to design and implement strategic and tactical asset allocation		Asset allocation tools described as a platform differentiator.
Portfolio rebalancing Automated or manual rebalancing tools to maintain target allocations		Portfolio rebalancing is natively automated or manual as needed.
Drift monitoring Tools to monitor portfolio drift from target allocations		Drift monitoring is a standard part of the platform’s offering.
Tax harvesting Capability to identify and execute tax-loss harvesting opportunities		Tax harvesting capabilities are described in platform documentation including support for U.S. tax regulations.
Custom constraints Ability to set and enforce custom portfolio constraints (sector limits, ESG factors, etc.)		System allows custom constraints at portfolio and account level including ESG, sectors, asset types, etc.
Cash management Tools to manage cash positions and flows within portfolios		Cash management is a feature of the system for both modeling and reporting.
Multi-currency support Capability to manage portfolios across multiple currencies		Multi-currency support included since the platform is global and manages portfolios in multiple currencies.
Alternative investments integration Support for incorporating and tracking alternative investments in portfolios		Alternative investment tracking and reporting is a marketed differentiator of Addepar versus other portfolio systems.
Investment policy compliance Tools to ensure portfolios comply with client investment policy statements		Platform includes enforcement of compliance with investment policy statements.
What-if scenarios Capability to model different portfolio scenarios before implementation		What-if scenario analysis described in analytics and decision-support features.
Bulk order generation Ability to generate orders across multiple portfolios efficiently		No information available
Rebalancing speed Time required to analyze and generate rebalancing recommendations for portfolios		No information available

Security research database Comprehensive database of investment securities with detailed information		Extensive security master includes comprehensive research and reference data coverage.
Market data integration Real-time or delayed market data feeds integrated into the platform		Market data integrations are supported (Bloomberg, ICE, etc.).
Fundamental analysis tools Tools for fundamental analysis of stocks, bonds, and other securities		Includes fundaments and analytics for detailed investment analysis.
Technical analysis Charts and tools for technical analysis of security price movements		No information available
ESG screening Tools to screen and analyze investments based on environmental, social, and governance factors		ESG screening and reporting are available via product integrations and built-in screening capabilities.
Research report integration Integration with third-party research reports and analysis		Integrations are available with Morningstar, Bloomberg, and other research platforms.
Customizable screening Ability to create and save custom screening criteria for investments		System allows for custom investment screen criteria, with filters and saved screens.
Investment ideas workflow Process for generating, evaluating, and implementing investment ideas		No information available
Macroeconomic data analysis Tools to analyze and incorporate macroeconomic trends into investment decisions		No information available
Alternative data sources Integration with alternative data sources for investment insights		Integration with alternative data providers is mentioned on the Addepar integrations page.
AI-powered insights Machine learning tools to identify patterns and generate investment insights		No information available
Market sentiment analysis Tools to analyze market sentiment from news, social media, and other sources		No information available
Securities coverage Number of securities covered in the research database		No information available

Risk profiling Tools to assess and document client risk tolerance and capacity		Risk profiling and suitability are both natively supported or possible via integrations.
Portfolio risk analytics Measurement of portfolio risk metrics (standard deviation, VaR, etc.)		Portfolio risk analytics is included with exposure to metrics such as standard deviation, VaR, beta, etc.
Stress testing Capability to stress test portfolios under different market scenarios		Stress testing tools available, according to product literature.
Monte Carlo simulations Tools to run Monte Carlo simulations for portfolio outcomes		Monte Carlo simulation functionality is documented and demoed as part of advanced analytics.
Factor-based risk analysis Analysis of portfolio exposure to various risk factors		Factor-based analysis available both natively and via partner analytics integrations.
Concentration risk monitoring Tools to identify and monitor concentration risks in portfolios		Concentration risk metrics and reporting described in available product documentation.
Downside protection tools Features to implement and monitor downside protection strategies		Downside protection can be implemented and tracked via custom constraints and risk analytics.
Liquidity risk management Tools to assess and manage portfolio liquidity risks		Liquidity analysis is a capability of the analytics layer.
Counterparty risk tracking Monitoring of exposure to various counterparties		No information available
Risk-adjusted performance metrics Calculation of risk-adjusted performance measures (Sharpe ratio, Information ratio, etc.)		Risk-adjusted metrics such as Sharpe and Information ratios are natively supported in platform analytics.
Pre-trade compliance checks Automated checking of trades against risk parameters before execution		Pre-trade compliance checks are available as per documentation.
Risk exception alerting Automated alerts when portfolios exceed risk thresholds		Alerting for risk events and breaches is part of compliance features.
Scenario analysis capacity Number of different market scenarios available for stress testing		No information available

Performance calculation Accurate calculation of time-weighted and money-weighted returns		Addepar calculates both time-weighted and money-weighted returns accurately.
Benchmark comparison Tools to compare portfolio performance against relevant benchmarks		Benchmark comparison is standard for all portfolios.
Attribution analysis Performance attribution to identify sources of returns		Product attribution analytics is a core performance reporting feature.
Custom reporting Ability to create customized performance reports		Custom report creation is supported through the reporting engine.
Interactive dashboards Interactive dashboards for exploring performance data		Interactive and visual dashboards are available via both client and advisor portals.
Scheduled reporting Automated generation and distribution of scheduled reports		Automated and scheduled reporting is available to users and clients.
Multi-period analysis Performance analysis across different time periods		Multi-period performance can be analyzed through the reporting feature set.
Composite reporting Capability to create and report on performance composites		Performance composites reporting is supported as documented in platform features.
GIPS compliance Support for Global Investment Performance Standards compliance		GIPS compliance and reporting are available as standard for institutional clients.
Peer group comparison Tools to compare performance against peer groups		Peer group comparison abilities are referenced in analytics suite.
Tax-aware reporting Performance reporting that accounts for tax impacts		Tax-aware reporting is available, tied to their tax optimization and reporting tools.
Mobile reporting access Access to performance reports via mobile devices		Clients and advisors both access reports via responsive and dedicated mobile interfaces.
Report generation time Average time to generate comprehensive performance reports		No information available

Financial planning tools Integrated or connected tools for comprehensive financial planning		Many major financial planning tools integrate directly with Addepar, or via API.
Goal-based planning Capability to define, track, and manage client financial goals		Platform supports goal-based workflows, integrated with financial planning partners.
Retirement planning Specialized tools for retirement scenario planning		Retirement planning support is available via integrations and platform modules.
Estate planning integration Features to incorporate estate planning considerations into wealth management		Estate planning integration is accomplished through open architecture and supported tools.
Tax planning Tools to optimize portfolio management for tax efficiency		Tax planning tools and analytics referenced in the platform's analytics features.
Cash flow modeling Capabilities for projecting and analyzing client cash flows		Cash flow modeling and analysis included in reporting and analysis tools.
Insurance needs analysis Tools to assess and incorporate insurance planning into wealth management		No information available
Education funding planning Features for planning and managing education funding goals		No information available
Plan vs. actual tracking Tools to compare actual results against financial plan projections		Plan vs. actual tracking possible with integration and custom analytic dashboards.
Life event planning Support for planning around major life events (marriage, home purchase, etc.)		No information available
Scenario comparison Ability to create and compare different planning scenarios		No information available
Client-facing plan visualizations Interactive visualizations of financial plans for client presentations		Client-facing plan visualizations are part of the client portal offering.
Planning scenarios capacity Maximum number of planning scenarios that can be compared simultaneously		No information available

Order management system Comprehensive system for creating, tracking, and managing investment orders		Built-in OMS provides robust order tracking and management.
Trade execution Capabilities for executing trades directly or through connected systems		Trade execution supported through integrations with brokers/custodians.
Pre-trade compliance Automated checking of orders against compliance rules before execution		Pre-trade compliance checks documented as part of trading workflow.
Allocation management Tools for managing the allocation of block trades across multiple accounts		Block order allocation and multi-account trade allocation supported.
Trading algorithms Access to algorithmic trading strategies		Algorithmic trading available via partners and custom integrations.
FIX connectivity Financial Information eXchange protocol support for connecting to trading venues		FIX connectivity and partner integrations support this feature.
Multi-broker support Ability to route orders to multiple brokers and trading venues		Multi-broker trade routing is a standard part of institutional trading features.
Trade cost analysis Tools to analyze and optimize trading costs		Trade cost analysis analytics are available for trading operations.
Order staging and waves Capabilities for staging and releasing orders in waves		No information available
Trade settlement tracking Monitoring of trade settlement process and exceptions		Trade settlement is tracked within the platform.
Trading calendar Integrated calendar of market trading days and holidays		Integrated calendar supports market holidays, events, and trading days.
Order approval workflow Configurable workflows for order review and approval		Order review and multi-step approvals can be configured.
Order processing capacity Maximum number of orders the system can process per minute		No information available

Regulatory reporting Tools for generating required regulatory reports		Regulatory reporting for various jurisdictions is supported.
Compliance rule engine Configurable engine to define and enforce compliance rules		Custom compliance rule engines are used in reporting and controls functionality.
AML/KYC integration Anti-Money Laundering and Know Your Customer compliance tools		AML/KYC compliance features available via integration and partnerships.
Suitability assessment Tools to assess and document investment suitability for clients		Suitability assessments included in compliance workflow.
Audit trail Comprehensive tracking of all system activities for audit purposes		Full audit trail is maintained for all activities and changes.
Fiduciary documentation Tools to document compliance with fiduciary responsibilities		Fiduciary tools detailed for wealth managers in compliance workflows.
Code of ethics monitoring Features to monitor and enforce code of ethics compliance		No information available
Personal trading oversight Tools to monitor personal trading activities of employees		Personal trading oversight tools available for RIAs and firms.
Best execution analysis Analysis tools to demonstrate best execution practices		Best execution analysis supported through trading analytics and compliance dashboards.
Compliance attestations Workflow for periodic compliance attestations and certifications		No information available
Regulatory updates service Service to keep compliance rules updated with regulatory changes		No information available
Exception management Process for identifying, tracking, and resolving compliance exceptions		No information available
Regulatory frameworks supported Number of different regulatory frameworks supported by the system		No information available

API availability Comprehensive APIs for integration with other systems		Addepar exposes APIs for all major modules and integration points.
Cloud deployment Availability of cloud-based deployment options		Addepar markets cloud-native SaaS as the preferred deployment.
On-premises deployment Ability to deploy the system on-premises		No information available
Mobile compatibility Availability of mobile apps or responsive design for mobile devices		Mobile app and responsive design are available for advisors and clients.
Single sign-on Support for enterprise single sign-on solutions		Single sign-on is supported for enterprise clients.
Data warehouse integration Ability to integrate with enterprise data warehouses		Data warehouse integration is supported via export and API.
Custodian connectivity Pre-built integrations with major custodians		Custodian integration is a major strength; extensive list of directly supported custodians.
CRM integration Integration capabilities with CRM systems		CRM integration is offered natively and via API.
Data import/export Tools for importing and exporting data in various formats		Import/export supported for all major data formats (CSV, XML, API, etc.).
Customization capabilities Extent to which the system can be customized without vendor involvement		Configuration and customization is a major product benefit for clients, documented throughout sales collateral.
Disaster recovery Robust disaster recovery capabilities and processes		Disaster recovery is a standard enterprise SaaS expectation and referenced in trust/security content.
Multi-factor authentication Support for multi-factor authentication methods		Two-factor and multi-factor authentication methods are described in security documentation.
System uptime Guaranteed system availability as per SLA		No information available
Database performance Speed of database query execution for common operations		No information available

Interface customization Ability for users to customize their interface and workflows		Platform supports user interface customization and workflow tailoring to firm needs.
Role-based access control Granular control over user permissions based on roles		Role-based permissions are available to manage user security.
Multi-language support Availability of the interface in multiple languages		Multi-language capabilities are offered, though English is primary; additional languages as required.
User training resources Comprehensive training materials and programs		Comprehensive Addepar Academy and digital learning materials exist.
Support SLA Defined service level agreements for technical support		No information available
User community Active user community for knowledge sharing		Active user forums and community events are documented.
In-app guidance Contextual help and guidance within the application		Guided onboarding, contextual help, and in-app guidance described in the product.
Implementation services Professional services for system implementation		Addepar provides direct implementation and onboarding services.
Regular updates Frequency and transparency of system updates and enhancements		Regular updates and version releases noted in the product’s update logs and communication.
Sandbox environment Availability of sandbox or test environments		Sandbox/test environment is available for enterprise clients.
Client success management Dedicated client success resources for ongoing support		Client success management is performed by a dedicated team according to product and public reviews.
User feedback mechanism Process for users to provide feedback and enhancement requests		In-app feedback and request processes are described as part of platform’s UX.
Support response time Average time to first response for support tickets		No information available
Supported concurrent users Maximum number of concurrent users the system can support		No information available

Portfolio performance reporting Ability to generate detailed portfolio performance metrics including absolute and relative returns over multiple time periods		Addepar enables detailed portfolio performance metrics, including returns over multiple periods as described in platform documentation.
Asset allocation visualization Graphical representation of client portfolio asset allocation across different asset classes and sectors		Addepar features graphical asset allocation visualizations in both client and advisor portals.
Benchmark comparison Functionality to compare portfolio performance against relevant market benchmarks and indices		Benchmark comparison is supported; users can compare performance against indices and custom benchmarks.
Risk analytics reporting Ability to report on various risk metrics including volatility, Sharpe ratio, and drawdown statistics		Risk analytics, including volatility and drawdown, are highlighted in Addepar's platform overview and documentation.
Tax reporting Generation of tax-related reports including realized/unrealized gains and losses, dividend income, and tax lot information		Tax reporting features include realized/unrealized gains, dividend income, and tax lot details, per Addepar feature set.
ESG/sustainability reporting Reports on environmental, social and governance factors in investment holdings		ESG/sustainability reporting is available through integrations and custom data within Addepar.
Custom reporting templates Ability to create and save customized reporting templates for specific client segments or requirements		Addepar allows users to design and save custom reporting templates.
Fee transparency reporting Detailed breakdown of management fees, transaction costs, and other expenses		Fee transparency reporting is supported, displaying management and investment fees.
Goal-based reporting Progress tracking toward specific financial goals and objectives set by clients		Supports goal-based reporting and custom goal tracking for clients.
Forward-looking scenario analysis Projection reports showing various market scenarios and potential portfolio outcomes		Addepar has scenario analysis tools that model forward-looking projections.
Historical transaction reporting Comprehensive record of all portfolio transactions during the reporting period		Generates comprehensive historical transaction reports as part of standard reporting.
Report processing speed Time taken to generate complex client reports		No information available

Multi-custodian integration Ability to aggregate portfolio data from multiple custodians and financial institutions		Aggregates data from multiple custodians and institutions; this is a core capability of Addepar.
Market data feeds Integration with market data providers for pricing, reference data, and market indices		Integrates with market data providers for real-time pricing and reference data.
Alternative investment data handling Capacity to incorporate data from non-traditional assets like private equity, real estate, or collectibles		Can handle alternative investments including private equity and real estate.
Data reconciliation automation Automated processes to reconcile data discrepancies across different sources		Data reconciliation automation is available as part of data quality tools in Addepar.
Historical data storage Volume of historical transaction and performance data the system can store		No information available
Data refresh frequency How often portfolio and market data is updated in the system		No information available
API connectivity Availability of APIs for integration with other systems and data sources		APIs for interfaces and data integrations are available.
Data quality monitoring Tools to monitor and flag data anomalies or inconsistencies		Offers data quality monitoring and anomaly flagging.
Manual data entry capabilities Ability to manually input data for assets or transactions not available through automated feeds		Manual data entry supported for assets not available via automated feeds.
Data visualization tools Tools to visualize complex data relationships and patterns		Robust data visualization tools offered for both advisors and clients.
Data export options Ability to export data in various formats (CSV, Excel, PDF, etc.)		Data can be exported in formats such as CSV, Excel, and PDF.
CRM integration Capability to integrate with customer relationship management systems		CRM integration available with other platforms, according to Addepar partner listings.

Client portal Secure online portal where clients can access their reports and portfolio information		Has a secure client portal for client access.
Mobile access Mobile application or responsive design allowing clients to view reports on smartphones and tablets		Mobile access is available via responsive design and apps.
Interactive reports Dynamic reports allowing clients to explore data, adjust parameters, and drill down into details		Supports interactive/dynamic reports.
White-labeling capabilities Ability to customize the look and feel of reports with firm branding and design elements		White-labeling for financial firms and RIAs is core product functionality.
Notification system Automated alerts and notifications for report availability or important portfolio events		Supports notification and alert systems for events/report availability.
Client communication tools Features facilitating secure messaging or document sharing between clients and advisors		Client communication tools such as secure messaging and document sharing are included/integrated.
Multi-language support Ability to generate reports in different languages for international clients		Multi-language reporting is supported (international client focus).
Document archiving Secure storage of historical reports for client access		Document archiving provided as part of secure records.
Digital signature capability Tools for clients to digitally sign documents when required		Digital signature via integrations (e.g., DocuSign) is available.
Scheduling flexibility Options for customizing the frequency and timing of automated report delivery		Report scheduling and delivery is customizable, per Addepar documentation.
Client feedback mechanisms Tools allowing clients to provide feedback or ask questions about their reports		Client feedback tools are available, either natively or via CRM integrations.
Accessibility compliance Adherence to accessibility standards for clients with disabilities		Accessibility compliance is addressed in documentation (WCAG standards).
Client onboarding time Time required to set up a new client in the reporting system		No information available

Report design customization Extent to which report layouts, content, and appearance can be customized		Extensive report design customization is a core Addepar marketing point.
Custom calculation capabilities Ability to create and implement custom performance metrics or calculations		Custom calculation capabilities are available for sophisticated users.
Client segmentation Tools to segment clients and customize reporting approaches for different client types		Client segmentation is supported for differentiated reporting.
Household reporting Ability to aggregate and report on multiple accounts as a household unit		Household reporting and grouping is a supported feature.
Custom taxonomies Flexibility to create custom asset classifications or categorization frameworks		Supports custom asset and categorization frameworks.
Workflow customization Options to customize reporting workflows and approval processes		Workflow customization supported for firm-specific processes.
User-defined fields Ability to add custom data fields specific to the firm's requirements		Custom user-defined fields available for enhanced data.
Reporting frequency options Flexibility in setting different reporting schedules (daily, monthly, quarterly)		Report frequency options (daily/weekly/monthly/quarterly) supported.
Custom benchmark creation Tools to create blended or custom benchmarks for performance comparison		Custom/blended benchmark tools are built-in.
User permission customization Granular control over what different user roles can view or modify		Granular user-role permissions for viewing/reporting access.
Report distribution rules Ability to create custom rules for report distribution based on client preferences		Distribution rules can be configured for different client needs.
Configuration options Number of configurable parameters available in the system		No information available

Regulatory reporting templates Pre-built reporting templates that satisfy specific regulatory requirements		Pre-built templates for regulatory (SEC, GIPS, etc.) are provided.
Audit trails Comprehensive logging of all system activities and changes		Audit trail functionality cited in Addepar documentation.
Version control Tracking of report versions to maintain record of changes		Version control available for reports and records.
Regulatory disclosure management Tools to manage required disclosures in client communications		Disclosure management supported for compliance communications.
Approval workflows Configurable approval processes before reports are released to clients		Approval workflows can be configured for report review.
Compliance monitoring Automated monitoring of portfolio activities against compliance rules		Addepar monitors compliance with firm and regulatory rules.
Data privacy controls Features ensuring client data privacy and protection		Data privacy controls featured within Addepar's architecture.
GIPS compliance Support for Global Investment Performance Standards reporting requirements		GIPS compliance reporting supported.
Regulatory update frequency How often the system is updated to reflect changing regulations		No information available
MiFID II compatibility Features supporting Markets in Financial Instruments Directive II requirements		Supports MiFID II compatibility per documentation for European clients.
SEC/FINRA compliance features Tools supporting compliance with SEC and FINRA requirements		SEC and FINRA rule support in regulatory templates and compliance features.
Multi-jurisdiction support Ability to handle reporting requirements across different regulatory jurisdictions		Multiple jurisdictional regulatory reporting supported.

Maximum portfolio size Largest portfolio (by number of positions) the system can efficiently handle		No information available
Maximum client capacity Number of client accounts the system can manage effectively		No information available
Report generation time Average time to generate standard client reports		No information available
Batch processing capability Ability to generate multiple reports simultaneously in batch mode		Batch processing for multiple concurrent report generations supported.
System uptime guarantee Promised system availability percentage		No information available
Peak load handling System performance during high-volume periods such as quarter-end reporting		Platform architecture is designed for high load/peak processing during events such as quarter-end reporting.
Concurrent user capacity Maximum number of users who can access the system simultaneously		No information available
Data processing volume Volume of transaction data the system can process daily		No information available
Horizontal scaling capability Ability to add capacity by adding more servers or nodes		Horizontal scaling via cloud-based infrastructure is supported by design.
Performance monitoring tools Built-in tools to monitor system performance and identify bottlenecks		Performance monitoring tools are available for client administrators and IT.
Response time under load System responsiveness during peak usage periods		No information available
Database size capacity Maximum database size the system can efficiently manage		No information available

Multi-factor authentication Implementation of multiple verification layers for system access		Multi-factor authentication is available for users and admins.
Data encryption Encryption of data both in transit and at rest		Data encryption both in transit and at rest, to industry standards.
Role-based access control Granular user permissions based on roles and responsibilities		Granular, role-based access control included.
Intrusion detection Systems to detect and alert on unauthorized access attempts		Intrusion detection systems are described as part of the security suite.
Security audit logging Detailed logs of all security-related events and activities		Security-related event logging is available for compliance/auditing.
Data loss prevention Tools to prevent unauthorized export or sharing of sensitive data		Data loss prevention policies are integrated within the security architecture.
Session timeout controls Automatic logout after periods of inactivity		Session timeout/re-authentication policies are enforced.
Vulnerability scanning Regular scanning for security vulnerabilities in the system		Vulnerability scanning is performed regularly per SOC2/ISO certification.
Security certification Industry security certifications such as SOC 2, ISO 27001		Addepar has achieved SOC2 certification and other industry security standards.
IP restriction capabilities Ability to restrict system access to specific IP addresses or ranges		IP restriction options are documented as part of enterprise-grade security.
Secure client communication Encrypted channels for all client communications and file sharing		Client communication supported by encrypted channels.
Password policy enforcement Tools to enforce strong password policies and regular changes		Password policy tools/requirements available to admins.
Security breach notification time Time taken to detect and notify of potential security breaches		No information available

Cloud-based deployment Availability as a cloud-based SaaS solution versus on-premises deployment		Cloud/SaaS deployment is the primary offering for Addepar.
Hybrid deployment options Flexibility to deploy in hybrid cloud/on-premises configurations		No information available
Disaster recovery capabilities Systems and processes to recover from major disruptions or data loss		Disaster recovery and redundancy processes are documented as part of service reliability.
Backup frequency How often system data is backed up		No information available
API extensibility Comprehensive API access for extending system capabilities		API extensibility is a major focus for integrations and customization.
Mobile platform support Native support for various mobile platforms (iOS, Android)		Mobile app and browser-based mobile compatibility offered.
Browser compatibility Range of web browsers supported by the system		Supports multiple web browsers (Chrome, Edge, Safari, etc.).
Single sign-on integration Support for enterprise single sign-on solutions		Enterprise-grade SSO integrations are available and documented.
Third-party integrations Pre-built integrations with common wealth management platforms		Pre-built integrations with major wealth management platforms/CRMs are part of the ecosystem.
Database technology Type and capabilities of the underlying database system		No information available
Recovery time objective Target time to restore system functionality after an outage		No information available
Recovery point objective Maximum data loss tolerance in case of system failure		No information available

Implementation timeframe Typical time required for full system implementation		No information available
Data migration services Support for migrating data from legacy systems		Addepar provides professional onboarding, including data migration services.
Training programs Availability and quality of user training programs		Live and on-demand user training programs available.
Support availability Hours during which technical support is available		No information available
Support response time Average time to respond to support requests		No information available
Implementation methodology Structured approach to system implementation and configuration		Uses structured project management for implementations.
User documentation Comprehensive documentation for system users and administrators		Documentation for both end users and IT admins is available.
Sandbox environment Availability of test environments for training and testing		Sandbox/test environment is available for new features or training.
Customization services Professional services available for system customization		Customization services available through Addepar partners or directly.
User community Active user community for knowledge sharing and best practices		A large user community and events for knowledge sharing.
Release frequency How often new features and updates are released		No information available
Service level agreement Formal agreement defining expected service levels and penalties		The platform offers formal service level agreements defining expected service levels

Predictive analytics Tools that use historical data to predict future portfolio outcomes		Predictive analytics included for portfolio projections.
Client segmentation analytics Analytics tools to identify and analyze client segments		Client segmentation analytics are available and customizable.
Advisor productivity metrics Analytics on advisor activities, client engagement, and outcomes		Advisor productivity analytics available via dashboarding and reporting.
Custom dashboard creation Ability to create personalized dashboards with key metrics		Custom dashboarding available for different roles and requirements.
AI-powered insights Artificial intelligence features that identify patterns and opportunities		AI-powered insights highlighted in product marketing (pattern recognition, anomalies, etc.).
Business intelligence integration Integration with external BI tools like Tableau or Power BI		Integration with BI tools such as Tableau and Power BI is supported.
Client behavior analytics Tools to analyze client interactions with reports and portals		Client behavior analytics regarding portal and report interaction provided.
Fee analysis tools Analytics to evaluate fee structures and profitability		Fee analysis tools for fee structures and profitability built-in.
Revenue analytics Tools to analyze revenue generation across client segments		Revenue analytics for client or segment profitability are available.
Report usage analytics Metrics on which reports are being used and by whom		Report usage stats and analytics are tracked and reported.
Data visualization capabilities Advanced tools for visual representation of complex data		Advanced data visualization capabilities present in both web and reporting tools.
Natural language processing Ability to generate narrative insights and explanations automatically		Natural language processing for narrative reporting and summaries highlighted in latest release features.
Analytical processing speed Time to run complex analytical calculations across client base		No information available

Multi-asset class support Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets		Addepar explicitly markets its platform as supporting 'all asset classes' including alternatives, with specific mentions of private equity, hedge funds, and real estate in their marketing materials.
Asset allocation modeling Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles		The platform offers asset allocation modeling functionality to optimize portfolio construction across various asset classes including alternatives.
Commitment pacing Functionality to plan and track capital commitment schedules over time		Addepar provides commitment pacing tools for planning and tracking capital commitments over time, essential for private market investments.
Portfolio construction tools Advanced tools for building portfolios that align with investment objectives and constraints		The platform features comprehensive portfolio construction tools that align with investment objectives and constraints, as highlighted in their portfolio management suite.
What-if scenario analysis Ability to model hypothetical portfolio changes and their potential impacts		Addepar offers scenario analysis capabilities that allow users to model hypothetical portfolio changes and assess potential impacts.
Liquidity forecasting Tools to project future liquidity needs and available capital		The platform includes liquidity forecasting tools to project future liquidity needs and available capital, especially important for alternative investments.
Look-through capabilities Ability to analyze underlying holdings within fund structures		Addepar offers look-through capabilities to analyze underlying holdings within fund structures, providing transparency across complex investment vehicles.
Vintage year analysis Tools to analyze performance by investment vintage years		The platform includes vintage year analysis tools for analyzing performance across different investment vintages, particularly for private equity investments.
Fund capacity Maximum number of funds that can be managed in the system		No information available
Portfolio optimization Advanced algorithms for portfolio optimization based on various constraints		Addepar provides portfolio optimization capabilities with advanced algorithms that consider various constraints and optimization parameters.
Custom categorization Ability to create custom investment categories and hierarchies		The platform offers highly customizable categorization features, allowing users to create custom investment categories and hierarchies tailored to their needs.
Target allocation tracking Tools to monitor actual allocations against targets		Addepar includes target allocation tracking tools to monitor actual allocations against targets with visual indicators of alignment or deviation.

IRR calculation Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class)		The platform calculates IRR at multiple levels (fund, portfolio, asset class) as part of its comprehensive performance measurement capabilities.
TVPI metrics Total Value to Paid-In Capital ratio calculation		Addepar calculates TVPI (Total Value to Paid-In Capital) metrics for private market investments as part of its standard performance analytics.
DPI metrics Distributed to Paid-In Capital ratio calculation		The platform includes DPI (Distributed to Paid-In Capital) ratio calculations as part of its private equity performance metrics suite.
RVPI metrics Residual Value to Paid-In Capital ratio calculation		Addepar calculates RVPI (Residual Value to Paid-In Capital) metrics for assessing the unrealized value of private investments.
PME analysis Public Market Equivalent analysis to compare private investments against public benchmarks		The platform offers PME (Public Market Equivalent) analysis to benchmark private investments against public market indices.
Custom benchmark creation Ability to create and use custom benchmarks for performance comparison		Addepar allows users to create and utilize custom benchmarks for performance comparison across different investment types.
Performance attribution Analysis of performance drivers and contributors		The platform provides performance attribution analysis to identify the drivers and contributors to overall performance.
Time-weighted returns Calculation of time-weighted return metrics		Addepar calculates time-weighted return metrics as part of its standard performance measurement toolkit.
Money-weighted returns Calculation of money-weighted return metrics		The platform includes money-weighted return calculations, particularly relevant for alternative investments with irregular cash flows.
Vintage year benchmarking Ability to benchmark against similar vintage year investments		Addepar provides vintage year benchmarking capabilities to compare performance against investments from similar vintage years.
Performance calculation frequency How often performance metrics can be automatically calculated		No information available
Historical performance tracking Length of performance history that can be maintained		No information available
Quartile ranking Ability to rank investments against peers by quartile		Addepar provides quartile ranking functionality to position investments relative to peers across various performance metrics.

Sensitivity analysis Tools to assess portfolio sensitivity to various factors		The platform offers sensitivity analysis tools to assess how portfolios might respond to changes in various factors and market conditions.
Stress testing Ability to model portfolio behavior under stressed market conditions		Addepar includes stress testing capabilities to model portfolio behavior under various stressed market scenarios.
Value at Risk (VaR) VaR calculation capabilities for alternative investments		The platform provides Value at Risk (VaR) calculations across complex portfolios including alternative investments.
Monte Carlo simulation Probabilistic modeling of potential outcomes using Monte Carlo methods		Addepar offers Monte Carlo simulation to model probabilistic outcomes across various portfolio scenarios.
Counterparty risk tracking Monitoring exposure to various counterparties		The platform includes counterparty risk tracking functionality to monitor exposure across various counterparties.
Concentration risk analysis Tools to identify and monitor concentration risks across various dimensions		Addepar provides concentration risk analysis tools to identify and monitor concentration risks across sectors, geographies, and other dimensions.
Liquidity risk assessment Tools to assess and monitor portfolio liquidity risks		The platform includes liquidity risk assessment capabilities to analyze and monitor portfolio liquidity across various time horizons.
Drawdown analysis Analysis of investment drawdowns and recovery periods		Addepar offers drawdown analysis to track investment drawdowns and recovery periods across the portfolio.
Risk factor decomposition Breaking down risk into component factors		The platform provides risk factor decomposition to break down portfolio risk into component factors for better understanding and management.
Risk budgeting Tools for allocating risk across portfolio segments		Addepar includes risk budgeting tools for strategic allocation of risk across portfolio segments.
ESG risk assessment Tools to evaluate environmental, social, and governance risks		The platform offers ESG risk assessment tools to evaluate environmental, social, and governance factors across investments.
Risk reporting frequency How frequently risk metrics are updated		No information available

Capital call tracking Tools to track and manage capital calls from investments		The platform includes comprehensive capital call tracking tools for managing and monitoring capital calls from investments.
Distribution tracking Tools to track and categorize distributions from investments		Addepar provides distribution tracking functionality to monitor and categorize distributions from alternative investments.
Cash flow forecasting Ability to project future cash flows based on historical patterns and commitments		The platform offers cash flow forecasting capabilities based on historical patterns and commitments to project future cash movements.
Commitment tracking Tools to track committed, called, and uncalled capital		Addepar includes commitment tracking tools to monitor committed, called, and uncalled capital across private investments.
Waterfall calculations Ability to model and calculate complex distribution waterfalls		The platform provides waterfall calculation capabilities to model and calculate complex distribution waterfalls for private investments.
Cash flow visualization Visual tools for understanding cash flow patterns		Addepar offers visual cash flow tools to illustrate and understand cash flow patterns across the portfolio.
J-curve analysis Tools to analyze and visualize the J-curve effect in private investments		The platform includes J-curve analysis tools for visualizing and analyzing the J-curve effect in private investments.
Recallable distribution tracking Ability to track distributions that could potentially be recalled		Addepar provides recallable distribution tracking functionality to monitor distributions that could potentially be recalled.
In-kind distribution handling Functionality to manage and track in-kind distributions		The platform offers in-kind distribution handling to manage and value non-cash distributions from investments.
Cash flow alert system Automated notifications for upcoming cash flow events		Addepar includes a cash flow alert system to notify users of upcoming cash flow events and requirements.
Currency handling Ability to manage cash flows in multiple currencies		The platform provides multi-currency handling capabilities to manage cash flows in various currencies.
Cash flow projection horizon Maximum time period for cash flow projections		No information available

Manager database Comprehensive database of alternative investment managers		Addepar maintains a comprehensive database of alternative investment managers as part of its platform offering.
Due diligence workflow Structured workflows for manager evaluation and selection		The platform includes structured workflows for manager evaluation, selection, and ongoing monitoring.
Document repository Centralized storage for manager documents and research		Addepar offers a centralized document repository for storing and organizing manager documents, research, and due diligence materials.
Manager performance tracking Tools to track and analyze manager performance over time		The platform provides tools to track and analyze manager performance over time across various metrics.
Manager exposure analysis Analysis of exposure to various managers across the portfolio		Addepar includes manager exposure analysis to understand exposure to various managers across the portfolio.
Peer group comparison Ability to compare managers against relevant peer groups		The platform offers peer group comparison functionality to benchmark managers against relevant peer groups.
RFP management Tools to create, distribute, and analyze RFPs to managers		Addepar provides RFP management tools to create, distribute, and analyze RFPs to managers.
ESG manager assessment Tools to evaluate managers' ESG capabilities and alignment		The platform includes ESG manager assessment capabilities to evaluate managers' ESG capabilities and alignment.
Manager meeting notes Structured system for recording and retrieving manager meeting notes		Addepar offers a structured system for recording and retrieving manager meeting notes and interactions.
Style drift detection Tools to identify manager deviation from stated investment approaches		The platform provides style drift detection tools to identify when managers deviate from stated investment approaches.
Track record verification Tools to verify and analyze manager track records		Addepar includes track record verification capabilities to verify and analyze manager track records.
Manager capacity Maximum number of managers that can be tracked in the system		No information available

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Product analysis by function

Portfolio Management Systems for Wealth Management

Client Management (9 Yes /9 Known /12 Possible features)

Portfolio Construction & Management (11 Yes /11 Known /13 Possible features)

Investment Research & Analysis (7 Yes /7 Known /13 Possible features)

Risk Management (11 Yes /11 Known /13 Possible features)

Performance Reporting (12 Yes /12 Known /13 Possible features)

Financial Planning Integration (8 Yes /8 Known /13 Possible features)

Trading & Order Management (11 Yes /11 Known /13 Possible features)

Compliance & Regulatory (8 Yes /8 Known /13 Possible features)

Technology & Integration (11 Yes /11 Known /14 Possible features)

User Experience & Support (11 Yes /11 Known /14 Possible features)

Client Reporting Systems for Wealth Management

Reporting Capabilities (11 Yes /11 Known /12 Possible features)

Data Integration & Management (10 Yes /10 Known /12 Possible features)

Client Experience & Delivery (12 Yes /12 Known /13 Possible features)

Customization & Flexibility (11 Yes /11 Known /12 Possible features)

Compliance & Regulatory Features (11 Yes /11 Known /12 Possible features)

Performance & Scalability (4 Yes /4 Known /12 Possible features)

Security & Data Protection (12 Yes /12 Known /13 Possible features)

Technology Infrastructure (7 Yes /7 Known /12 Possible features)

Implementation & Support (8 Yes /8 Known /12 Possible features)

Analytics & Business Intelligence (12 Yes /12 Known /13 Possible features)

Alternative Investment Management Software for Investment Management

Portfolio Management (11 Yes /11 Known /12 Possible features)

Performance Measurement (11 Yes /11 Known /13 Possible features)

Risk Management (11 Yes /11 Known /12 Possible features)

Cash Flow Management (11 Yes /11 Known /12 Possible features)

Fund Manager Due Diligence (11 Yes /11 Known /12 Possible features)

Reporting & Analytics (11 Yes /11 Known /13 Possible features)

Data Management & Integration (12 Yes /12 Known /13 Possible features)

Compliance & Governance (11 Yes /11 Known /12 Possible features)

Liability & ALM Management (11 Yes /11 Known /12 Possible features)

Technical & Operational (7 Yes /8 Known /13 Possible features)

Communication Management Platforms for Member Administration

Member Interface & Accessibility (9 Yes /9 Known /12 Possible features)

Communication Capabilities (9 Yes /9 Known /13 Possible features)

Member Data Management (10 Yes /10 Known /12 Possible features)

Workflow & Process Management (10 Yes /10 Known /12 Possible features)

Reporting & Analytics (10 Yes /10 Known /13 Possible features)

Integration Capabilities (11 Yes /11 Known /12 Possible features)

Security & Compliance (11 Yes /11 Known /13 Possible features)

Technical Performance (3 Yes /3 Known /12 Possible features)

Support & Implementation (9 Yes /9 Known /12 Possible features)

Cost & Contract (3 Yes /3 Known /13 Possible features)