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MSCI Analytics Platform from MSCI
Portfolio construction, risk management, performance attribution, ESG and climate analysis, factor modeling, stress testing, and scenario analysis across multiple asset classes.
Product analysis by function
Market Data Terminals for Investment Research & Analysis
Professional financial information platforms that provide real-time market data, news, analytics, and research tools for investment professionals. Examples include Bloomberg Terminal, Refinitiv Eikon, and FactSet.
More Market Data Terminals
More Investment Research & Analysis ...
Market Data Coverage
(8 Yes /8 Known /14 Possible features)
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Real-Time Data Access to streaming, real-time financial market data. |
MSCI Analytics Platform offers real-time risk and performance analytics; while exact market data streaming is not the main focus, MSCI does integrate with real-time data sources in many implementations. | |
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Historical Data Depth Length of time for which historical market data is available. |
No information available | |
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Global Markets Coverage Number of countries/regions for which market data is offered. |
No information available | |
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Asset Class Breadth Number of asset classes supported (e.g., equities, fixed income, FX, commodities, derivatives). |
No information available | |
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Market Depth (Level II/Order Book Data) Availability of order book and depth of market information. |
No information available | |
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Corporate Actions Data Access to data on splits, dividends, mergers, and other corporate actions. |
Corporate actions are factored into performance, risk, and attribution analytics. | |
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Fundamental Data Availability of company fundamentals such as financial statements, ratios, and estimates. |
Extensive fundamental data and factor models for companies are included. | |
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Alternative Data Inclusion of non-traditional datasets (e.g., satellite imagery, web scraping, sentiment scores). |
Alternative data coverage includes ESG, climate, and other non-traditional sources. | |
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Timeliness of Data Updates Average delay in delivery of updated financial data. |
No information available | |
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Economic Indicators Availability of macroeconomic data, forecasts, and releases. |
Economic indicators and macroeconomic models are part of the platform's analytics. | |
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Earnings Calendar Comprehensive calendar for tracking upcoming earnings announcements. |
Earnings calendar integration is typically available as part of fundamental analysis. | |
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ETF & Fund Data Detailed holdings, flows, and analytics for funds and ETFs. |
ETF and fund analytics, including holdings and flows data, are core to the platform. | |
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Index Constituent Data Constituent makeup and real-time performance of major indices. |
Index constituent analysis is a key platform feature for attribution and portfolio benchmarking. | |
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Broker and Trade Feeds Integration with trade/quote feeds from major brokers and exchanges. |
No information available |
News & Research
(8 Yes /8 Known /13 Possible features)
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Real-Time News Feed Delivery of news headlines and stories in real time. |
No information available | |
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Research Library Availability of a searchable database of research reports from analysts and institutions. |
Platform provides access to a library of research reports and supporting documents, particularly ESG and factor-related. | |
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Proprietary Analytics Availability of in-house analytics and expert insights. |
Proprietary analytics such as Barra Factor Models, RiskMetrics, and ESG scores are core differentiators. | |
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Third-Party Research Aggregation Integration of third-party research content within the platform. |
No information available | |
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Customizable News Alerts User-defined alerts for breaking news on tickers, markets, or keywords. |
No information available | |
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Multilingual News News coverage and translation available in multiple languages. |
No information available | |
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Sector/Industry Analysis Curated sector and industry analysis for deeper insights. |
Sector and industry analysis features are provided for deep insights, including via Barra and ESG metrics. | |
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Event Calendar Calendar functionality for important market events, such as economic releases and IPOs. |
Event calendars (including economic and market-specific events) are typically integrated for scenario analysis. | |
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Sentiment Analysis Sentiment scores derived from news and social media. |
Some sentiment and alternative data is included, especially with ESG and climate modules. | |
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Analyst Ratings & Estimates Consensus analyst ratings and earnings estimates on listed companies. |
Consensus analyst ratings and estimates are part of fundamental and factor analytics. | |
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News Clipping/Archiving Ability to bookmark and organize news stories. |
No information available | |
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Document Search & Filtering Advanced search and filtering for news and research documents. |
Advanced document and research filtering is available. | |
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Regulatory Filings Access Direct access to regulatory filings (e.g., SEC, SEDAR, etc.). |
Regulatory filings (10Ks, etc.) can be referenced in analytics tools. |
Analytical Tools & Charting
(11 Yes /11 Known /12 Possible features)
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Advanced Charting Interactive, multi-format charting with technical indicators. |
Advanced, interactive charting is available for analytics and reporting. | |
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Custom Indicator Creation Ability to create and save personalized technical indicators. |
Custom indicator/model creation, e.g., custom factor models, is supported. | |
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Backtesting Tools Simulate strategies based on historical data. |
Backtesting and scenario analysis modules are key platform capabilities. | |
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Risk/Return Analytics Calculation of risk and return metrics (Sharpe ratio, beta, etc.). |
Risk-return analytics (Sharpe, beta, etc.) are core risk management features. | |
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Screening and Filtering Stock, bond, and fund screeners with advanced criteria. |
Screening, filtering, and security/bond/fund/factor screeners are available. | |
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Portfolio Analytics Performance attribution, scenario analysis, exposure breakdown. |
Portfolio analytics, including scenario and performance attribution, are central to the platform. | |
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Scenario Simulation Stress testing under user-defined or historical scenarios. |
Scenario simulation and stress testing are explicitly offered (e.g., climate scenarios, market shocks). | |
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Comparative Analysis Side-by-side comparison of securities, sectors, or countries. |
Comparative analysis across sectors, indices, or securities is part of attribution and portfolio construction tools. | |
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Market Heatmaps Visual heatmaps of market movers by chosen criteria. |
Market heatmaps are present for quick visual analysis of performance and factor exposures. | |
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Real-Time Chart Refresh Rate The frequency with which charts are updated. |
No information available | |
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Downloadable Chart/Image Exports Ability to export and share charts in various formats. |
Downloads and exports of charts/images for reporting are supported. | |
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Historical Correlation Analysis Correlation and regression tools for instruments and indices. |
Historical correlation and regression analytics are key features for risk and attribution. |
User Interface & Experience
(3 Yes /3 Known /11 Possible features)
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Customizable Workspace Layouts Ability to save and switch between user-defined workspace configurations. |
Workspace layouts can be customized and saved for different workflows. | |
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Multi-Monitor Support Native support for multiple screens/setups. |
No information available | |
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Keyboard Shortcuts Broad menu of shortcuts for rapid navigation and workflow. |
No information available | |
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Theme/Color Customization Support for dark mode and color schemes. |
No information available | |
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Language Options Number of supported interface languages. |
No information available | |
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Responsive Design Platform adapts to different device sizes (desktop, tablet, phone). |
No information available | |
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User Onboarding/Tutorials Integrated product training and guided walkthroughs. |
Onboarding modules and tutorials are included for new users and feature adoption. | |
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Accessibility Support Features supporting visually/hearing-impaired users (e.g., screen reader compatibility). |
No information available | |
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Workflow Automation Tools Scripting, macros, or automation of repetitive actions. |
No information available | |
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User Profile Personalization Save personal settings, favorites, and workspace in a user profile. |
User settings, preferences, and dashboards are saved to personalized profiles. | |
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Fast Start-up Time Time required for the platform to fully launch from cold start. |
No information available |
Integration & Connectivity
(7 Yes /7 Known /9 Possible features)
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API Access Availability of REST, WebSocket, and other APIs for programmatic access. |
API access (REST and other interfaces) are offered for programmatic risk and analytics. | |
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Excel Integration Native add-ins or plugins to link data and analytics into Excel. |
Excel plugins/add-ins are available for direct analytics data access and reporting. | |
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Export to Common Formats Support for exporting data to CSV, XLSX, PDF, and other formats. |
Data exports to CSV, Excel, PDF, and other formats are supported. | |
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Third-Party Application Add-ons Marketplace or support for third-party analytics tools and plugins. |
Certain modules support integration or add-ons (e.g., ESG, climate, or third-party data). | |
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OMS/EMS Platform Connectivity Integration with order/execution management systems. |
Connectivity to major order/execution management systems (OMS/EMS) is provided for institutional workflows. | |
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Collaboration Tools Integration Seamless transfer/sharing of data into Slack, Teams, email, etc. |
No information available | |
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Single Sign-On Support Centralized login using enterprise credentials. |
Single sign-on with enterprise credentials is supported. | |
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Custom Data Feeds User-uploaded data or custom feed support. |
Custom/user-uploaded data feeds can be incorporated into portfolio and risk analytics. | |
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Mobile App Availability Companion mobile app for remote access. |
No information available |
Collaboration & Communication
(2 Yes /2 Known /8 Possible features)
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Shared Workspace/Watchlist Ability to create, share, and co-edit watchlists among teams. |
No information available | |
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Annotation Tools Add notes, highlights, and comments directly to charts and documents. |
No information available | |
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Internal Messaging/Chat Real-time messaging and discussion within the terminal. |
No information available | |
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Document Sharing Send and share research documents with colleagues. |
Document/report sharing and exports are standard features for institutional clients. | |
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Version Control Track edits and maintain versions of shared research outputs. |
No information available | |
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Audio/Video Call Integration Start audio or video meetings directly from the platform. |
No information available | |
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Collaborative Editing Multiple users can edit analysis or notes simultaneously. |
No information available | |
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Permission/Access Controls Manage user roles and access levels for shared content. |
Role-based access and permission controls are included for multi-user environments. |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
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End-to-End Encryption Data encrypted during transfer and storage. |
End-to-end encryption in data transfer and storage is offered, per enterprise requirements. | |
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Multi-Factor Authentication Requirements for two-factor/multi-factor authentication of users. |
Multi-factor authentication is an option for enterprise deployments. | |
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Role-Based Access Control Configurable access permissions based on user roles. |
Role-based access control systems are standard for institutional products. | |
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Audit Trail Comprehensive logs of all user and system actions. |
Comprehensive audit trails for regulatory and compliance needs. | |
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Regulatory Compliance Certifications Platform certified for SOC2, ISO 27001, GDPR, and others. |
MSCI often references certifications such as SOC2, ISO 27001, and GDPR compliance. | |
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Data Residency Options Choice of region for data storage, to meet local regulations. |
Data residency options can be provided to clients as a component of compliance offerings. | |
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Data Retention Policy Control Configurable retention of historical user data and logs. |
Data retention periods and policies are configurable for enterprises. | |
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Secure Document Storage Encrypted, access-controlled storage for sensitive documents and research. |
Platform supports encrypted, restricted-access document storage. |
Customer Support & Service
(3 Yes /3 Known /8 Possible features)
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24/7 Technical Support Round-the-clock access to troubleshooting and assistance. |
24/7 global technical support for institutional/licensed users. | |
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Dedicated Account Managers Assigned points of contact for personalized support. |
Dedicated account managers are standard for enterprise/large clients. | |
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In-Platform Help/Live Chat Live chat with support staff directly within the terminal. |
No information available | |
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Multilingual Support Support offered in all major languages. |
No information available | |
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Self-Help Knowledge Base Comprehensive documentation, FAQs, and video training. |
Extensive knowledge base, documentation, and training modules are available to users. | |
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Proactive Service Notifications Automated alerts for scheduled maintenance, downtime, or new features. |
No information available | |
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User Community/Forum Accessible user community for peer support and best practices. |
No information available | |
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Average Support Response Time Typical time to first response for customer inquiries. |
No information available |
Performance & Reliability
(2 Yes /2 Known /7 Possible features)
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System Uptime SLA Guaranteed platform availability (service level agreement). |
No information available | |
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Average Data Feed Latency Typical time lag from event to data availability. |
No information available | |
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Maximum Concurrent Users Supported Number of users that can simultaneously use the platform with no degradation. |
No information available | |
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Disaster Recovery/Failover Systems Resilience and redundancy in case of system failure. |
Enterprise-level redundancy and disaster recovery are cited as standard for compliance and critical operations. | |
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Scalability Ability to scale system resources dynamically in response to demand. |
Cloud-based, dynamically scalable architecture is a key benefit for institutional analytics deployments. | |
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Offline/Data Snapshot Mode Capability to function and access core data/tools with intermittent connectivity. |
No information available | |
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Speed of Data Query/Download Average time to fill a user data request. |
No information available |
Cost & Commercial Terms
(7 Yes /7 Known /8 Possible features)
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Transparent Pricing Structure Clearly communicated product fees and components. |
Pricing and fee structures are described transparently in contracts and sales materials. | |
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Flexible Subscription Options Support for monthly, annual, and enterprise agreements. |
Monthly, annual, and multi-year/enterprise subscription options are standard for platform clients. | |
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Per-User Licensing Charges based on number of named or concurrent users. |
Pricing options per user, seat, or enterprise license available. | |
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Trial/Evaluation Period Ability to use the product in full or partially before purchase. |
Free trial/evaluation periods can be arranged for institutional prospects. | |
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Pay-As-You-Go Pricing Usage-based pricing models available. |
No information available | |
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Add-On Feature Pricing Option to pay only for add-ons or specific modules required. |
Purchase of add-ons (e.g., climate, ESG modules) is offered outside of the base platform. | |
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Contractual Flexibility Ease of changing or terminating user contracts. |
Contracts can be scaled, extended, or reduced as per enterprise needs. | |
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Discounts for Volume/Commitment Price decreases for higher usage or longer-term commitments. |
Discounts for high-volume or commitment are available in enterprise negotiations. |
Training & Onboarding
(7 Yes /7 Known /7 Possible features)
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Structured Onboarding Process Guided start for new clients to learn key features and workflows. |
Structured onboarding and user training is a standard onboarding process component. | |
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Live Training Sessions Access to regularly scheduled live product training (virtual or in-person). |
Live and virtual training sessions are offered regularly through the MSCI client services team. | |
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Custom Training Programs Tailored training based on user role or organization need. |
Organizations can request tailored training programs based on user or group needs. | |
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In-Product Walkthroughs Interactive feature tours for instant familiarization. |
Interactive in-product walkthroughs and onboarding flows are present for new users. | |
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Video Tutorials Library Extensive, on-demand video training for all key features. |
Video tutorial libraries and on-demand training modules are available to all users. | |
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Certifications Official certification programs to verify user skills. |
MSC officially offers certifications for key platform areas, especially ESG and risk analytics. | |
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Learning Path/Progress Tracking Monitor trainees’ completion and proficiency. |
Learning path and progress tracking are available for onboarding/training modules. |
Asset Allocation Optimization Systems for Investment Strategy & Asset Allocation
Advanced mathematical modeling tools that generate optimal portfolio allocations based on investment objectives, constraints, and capital market assumptions using various optimization techniques.
More Asset Allocation Optimization Systems
More Investment Strategy & Asset Allocation ...
Core Functionality
(9 Yes /9 Known /10 Possible features)
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Multi-Asset Support Ability to handle multiple asset classes (equities, fixed income, real estate, alternatives, etc.). |
MSCI Analytics Platform supports analysis across multiple asset classes (equities, fixed income, real estate, alternatives) as stated in product overview. | |
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Dynamic Rebalancing Automated or semi-automated portfolio rebalancing in response to market changes or drift. |
Dynamic portfolio rebalancing is enabled via advanced optimization and workflow tools as described on the platform's web page. | |
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Custom Constraints Capability to apply investment constraints (sector/region limits, ESG, liquidity, etc.). |
Custom investment constraints (e.g., ESG, sector/region, liquidity) are mentioned in both documentation and marketing materials for portfolio construction. | |
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Tax Optimization Incorporation of tax-efficient asset allocation techniques. |
Tax optimization capabilities are referenced in MSCI's portfolio optimization descriptions. | |
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Cash Management Management of cash positions as part of allocation decisions. |
The platform offers cash management as part of asset allocation workflows according to platform documentation. | |
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Model Portfolio Support Ability to build, track, and manage model portfolios. |
Users can construct, track, and rebalance model portfolios, included in all core marketing collateral. | |
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Scenario Analysis Support for scenario or what-if analyses to assess allocation outcomes. |
Scenario and what-if analysis is highlighted in MSCI risk and portfolio analytics descriptions. | |
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Optimization Engine Speed Average speed of running optimization calculations. |
No information available | |
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Flexible Asset Universes Easily define, update, and manage the investable universe. |
Asset universes are flexible and customizable per portfolio, based on MSCI implementation guides. | |
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Algorithm Choices Selection of different optimization algorithms (mean-variance, Black-Litterman, etc.). |
The product supports multiple optimization methods including mean-variance and Black-Litterman. |
Risk Management
(10 Yes /10 Known /10 Possible features)
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Factor Exposure Analysis Ability to analyze portfolio exposures to risk factors. |
Factor exposure analysis is a key differentiator of MSCI Analytics; referenced in all product literature. | |
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VaR Calculation Built-in Value-at-Risk (VaR) estimation for portfolios. |
VaR calculation is a built-in risk measure, as stated in product’s risk analytics descriptions. | |
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Stress Testing Run stress scenarios based on historical or hypothetical shocks. |
Stress testing tools are a core component of the platform, per public documentation. | |
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Downside Risk Metrics Metrics such as maximum drawdown, Sortino ratio, or downside deviation. |
Downside risk metrics (e.g., drawdown, Sortino ratio) are provided as standard analytics. | |
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Real-Time Risk Monitoring Continuous monitoring of portfolio risk characteristics. |
Platform advertises real-time risk monitoring and continuous portfolio risk updates. | |
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Custom Risk Models Ability to integrate custom or third-party risk models. |
System can integrate custom and third-party risk models per technical documentation. | |
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Limit Breach Alerts Alerts for when predefined risk or allocation limits are breached. |
Limit breach alerts (for risk and allocation) are configurable within the platform. | |
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User-defined Risk Budgets Support for defining and enforcing portfolio risk budgets. |
User-defined risk budgets are available as part of risk constraint settings. | |
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Correlation Analytics Calculation and visualization of asset and factor correlations. |
Correlation analytics is a common tool within MSCI’s factor and risk modules. | |
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Risk Attribution Attribution of portfolio risk by asset, sector, or factor. |
Risk attribution by asset, sector, and factor is a standard analytic in MSCI materials. |
Performance Measurement & Attribution
(9 Yes /9 Known /10 Possible features)
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Gross & Net Performance Calculation Support for calculating gross and net of fee returns. |
Gross and net performance calculation is supported for performance attribution and reporting. | |
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Time-weighted Return Calculation of time-weighted performance metrics. |
Time-weighted return metrics are a standard feature in the performance section. | |
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Money-weighted Return (IRR) Support for money-weighted performance calculation (IRR). |
Product supports IRR/money-weighted return calculations in reporting. | |
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Multi-level Attribution Granular attribution of performance at asset, sector, and strategy levels. |
Multi-level attribution by asset/sector/strategy is cited in product feature set. | |
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Benchmark Comparison Capability to compare portfolios versus custom or standard benchmarks. |
Comparison to custom/standard benchmarks is a built-in performance reporting feature. | |
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Peer Group Analysis Ability to analyze performance relative to peer funds/managers. |
Peer group/performance analysis is explicitly mentioned for institutional clients. | |
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Performance Drift Alerts Automated notifications of performance or allocation drifts. |
No information available | |
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Periodicity Options Support for daily, monthly, and custom period return calculations. |
Product supports multiple reporting frequencies (daily, monthly, custom). | |
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Custom Reporting Templates Design and generate custom performance and attribution reports. |
Users can design custom report templates according to MSCI marketing. | |
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Alpha/Beta Separation Breakdown and presentation of alpha and beta in performance. |
Alpha/beta separation is described in the analytics engine documentation. |
Data Integration & Management
(7 Yes /7 Known /10 Possible features)
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Multi-vendor Data Feeds Support for ingesting data from major market data providers. |
Integration of multiple market data providers is available as data feeds. | |
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Look-through to Underlying Assets Ability to perform analytics using constituent-level data (e.g., for ETFs or funds). |
Look-through analytics on ETFs/funds are supported in the platform. | |
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Corporate Actions Processing Accurately processes corporate actions relevant to allocations. |
Corporate actions processing is covered in data management and attribution modules. | |
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Data Quality Checks Automated checks for missing or erroneous data. |
Automated data quality checks are referenced in product’s reporting/data ingestion. | |
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Data Latency Typical delay between data availability and system update. |
No information available | |
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Historical Data Coverage Length of available clean historical data for analysis. |
No information available | |
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User Data Import/Export Ability to import custom data sources and export data/results. |
Custom file imports and exports are listed as standard features (CSV, Excel, external data uploads, results). | |
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APIs for Data Access Availability of programmable data access interfaces (REST, Python, etc.). |
APIs for data access (including REST/Python) are available for integration. | |
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Reference Data Management Centralized reference/metadata management (tickers, CUSIPs, sectors). |
Reference data management for tickers/CUSIPs/sectors is a data management feature. | |
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Auto Update Frequency Frequency of automatic data updates. |
No information available |
Usability & User Experience
(5 Yes /5 Known /10 Possible features)
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Intuitive User Interface User interface is designed for clarity, efficiency, and low error rates. |
User experience with intuitive interface is highlighted in reviews and vendor marketing. | |
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Customizable Dashboards Users can personalize home screens and dashboards. |
Dashboards are customizable per user. | |
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Multi-device Support System can be accessed via web, desktop, and mobile. |
Web, desktop, and some mobile access via responsive design are available. | |
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User Roles & Permissions Fine-grained access and permissions by user type. |
User roles and fine-grained permissions are configurable in user admin section. | |
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Help & Documentation Comprehensive help, guides, and contextual documentation available. |
Extensive documentation and embedded help are available in the platform. | |
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Bulk Action Capability Ability to perform batch edits or processes on multiple portfolio items. |
. | No information available |
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UI Response Time Average time for UI page or report to load. |
. | No information available |
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Accessibility Compliance Adherence to accessibility standards (WCAG, etc.). |
. | No information available |
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Language Localizations Supports multiple language options for global teams. |
. | No information available |
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Dashboard Widgets Availability of customizable dashboard widgets for key metrics. |
. | No information available |
Reporting & Analytics
(0 Yes /0 Known /10 Possible features)
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Custom Report Builder Drag-and-drop or code-based custom report creation. |
. | No information available |
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Scheduled Report Delivery Ability to schedule and automate report distribution. |
. | No information available |
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Interactive Charts Real-time, interactive visualizations of data and scenarios. |
. | No information available |
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Drill-down Analytics User can drill down from portfolio to specific assets for deep analysis. |
. | No information available |
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Data Export Formats Multiple export formats (PDF, Excel, CSV, PowerPoint). |
. | No information available |
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Regulatory Reporting Automated generation of compliance and regulatory reports. |
. | No information available |
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Comparison Views View and compare multiple portfolios or strategies side by side. |
. | No information available |
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KPI Dashboards Tailorable dashboards with key performance indicators. |
. | No information available |
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Time to Generate Reports Average time to produce standard analytic reports. |
. | No information available |
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Templated Compliance Reports Prebuilt compliance and client-ready reporting templates. |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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Order Management System Integration Native integration with OMS for seamless trade execution. |
. | No information available |
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External Portfolio Management Systems Interfaces with other portfolio or risk management platforms. |
. | No information available |
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Data API Availability RESTful or web services APIs for data push/pull. |
. | No information available |
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Customizable File Imports Support for custom file format/data structure ingestions. |
. | No information available |
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Workflow Automation Hooks APIs/webhooks for triggering actions in downstream systems. |
. | No information available |
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Single Sign-On (SSO) Active Directory, SAML, or OAuth SSO support. |
. | No information available |
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Mobile App Integration Works with dedicated or third-party mobile applications. |
. | No information available |
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Batch Data Upload Time Max time required to batch-upload large datasets. |
. | No information available |
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Portfolio Export Compatibility Exports compatible with leading accounting or custody solutions. |
. | No information available |
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Plug-in Support Ability to extend capabilities via plug-ins or add-ons. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /10 Possible features)
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Data Encryption in Transit TLS or equivalent encryption for all transmitted data. |
. | No information available |
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Data Encryption at Rest Stored data is encrypted on disk. |
. | No information available |
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Role-based Access Control Access governed by granular roles and permissions. |
. | No information available |
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Audit Logs Detailed and immutable records of data and user activity. |
. | No information available |
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Regulatory Certifications Compliance certifications such as SOC 2, ISO 27001. |
. | No information available |
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Two-factor Authentication Enables two-factor authentication for user logins. |
. | No information available |
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Data Retention Policy Management Configurable data retention and deletion policies. |
. | No information available |
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Privacy Controls Configurable settings for user and client privacy preferences. |
. | No information available |
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Security Patch Frequency Average frequency of security patch deployment. |
. | No information available |
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Secure API Access APIs have robust authentication and authorization. |
. | No information available |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
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Concurrent Users Supported Max number of simultaneous users. |
. | No information available |
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Portfolio Size Capacity Number of assets that can be handled in a portfolio. |
. | No information available |
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Real-time Data Update Frequency Max frequency at which live data is updated and displayed. |
. | No information available |
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Batch Calculation Speed Speed when running batch analyses (e.g., overnight jobs). |
. | No information available |
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Cloud Deployment Option Supports cloud or SaaS deployment models. |
. | No information available |
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On-prem Deployment Option Supports on-premise or private cloud installations. |
. | No information available |
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Horizontal Scaling Can increase system capacity by adding more servers or nodes. |
. | No information available |
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Load Balancing Automatically distributes processing or network demands. |
. | No information available |
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Disaster Recovery RPO Recovery point objective for disaster scenarios. |
. | No information available |
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Disaster Recovery RTO Recovery time objective for system restoration. |
. | No information available |
Client Communications
(0 Yes /0 Known /10 Possible features)
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Client Portal Access Clients have secure access to custom portals for updates and documents. |
. | No information available |
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Automated Client Statements Ability to schedule and send statements to clients without manual intervention. |
. | No information available |
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Commentary & Insights Publishing Supports publishing manager commentary alongside client reports. |
. | No information available |
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Audit Trail for Client Interactions Tracks all communication and document exchanges with clients. |
. | No information available |
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Document Library Centralized, searchable library of reports and communications. |
. | No information available |
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Custom Branding Reports and communications can be white-labeled for different clients. |
. | No information available |
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E-signature Integration Supports collection of electronic signatures when necessary. |
. | No information available |
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Real-time Alerts & Notifications Instant alerts via email, SMS, or app to clients. |
. | No information available |
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Multilingual Client Materials Support for generating materials in multiple languages. |
. | No information available |
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Secure File Transfer Securely send account information and reports directly to clients. |
. | No information available |
Support & Vendor Strength
(0 Yes /0 Known /10 Possible features)
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24/7 Technical Support Provides around-the-clock customer support and troubleshooting. |
. | No information available |
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Implementation Services Professional services for system setup and migration. |
. | No information available |
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User Training Programs Offers comprehensive onboarding and advanced training for users. |
. | No information available |
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Release Management Regular, predictable release cycles for new features and bug fixes. |
. | No information available |
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User Community Forums Vendor-maintained forums for user collaboration and support. |
. | No information available |
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Client Account Manager Dedicated relationship manager for enterprise accounts. |
. | No information available |
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Uptime Guarantee Percentage uptime as contractually promised. |
. | No information available |
|
Bug Resolution SLA Average time to acknowledge/resolve critical issues. |
. | No information available |
|
Third-party Integration Support Assistance with integrating the product with external tools. |
. | No information available |
|
Customer Satisfaction Score Average CSAT or NPS reported by clients. |
. | No information available |
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