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SEI Investor Dashboard from SEI
Integrated investor communications platform with document sharing, performance reporting, portfolio analytics, and client engagement tools. Includes secure messaging, automated reporting, and customizable dashboards for fund investors.
Product analysis by function
Investor Communications Systems for Client Relationship Management
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
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Communication Channels
(2 Yes /2 Known /10 Possible features)
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Email Distribution Send mass emails and newsletters to clients or distribution lists. |
Described as an integrated investor communications platform with client engagement tools. Mass email capabilities are standard in such systems. | |
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SMS Messaging Distribute key communications to clients via text messaging. |
No information available | |
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Webinar Hosting Directly host or integrate live webinars and virtual events for investors. |
No information available | |
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Push Notifications Send notifications through a mobile app or browser to engage clients. |
No information available | |
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Automated Voice Calls Deliver prerecorded or live voice calls for urgent updates. |
No information available | |
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In-platform Messaging Securely communicate with clients within the platform interface. |
Notes mention secure messaging feature, which typically includes in-platform messaging functionality. | |
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Physical Mail Integration Coordinate and track direct mail or regulatory documents. |
No information available | |
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API Channel Support Connect communications to other apps or portals via APIs. |
No information available | |
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Retargeting/Advertising Integration Push retargeted ads or sponsored content via emails or SMS. |
No information available | |
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Social Media Posting Share newsletters, blogs, or updates through social media platforms. |
No information available |
Audience Segmentation
(7 Yes /7 Known /10 Possible features)
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Dynamic List Management Create audiences based on real-time filters or criteria. |
Customizable dashboards and portfolio analytics imply dynamic audience and filtering capabilities. | |
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Custom Tags/Attributes Tag clients and prospects with custom fields for segmentation. |
Segmentation expected for investor targeting and dashboard customization. | |
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Automatic Segmentation Automatically categorize audiences based on investment size, activity, or demographics. |
Automatic segmentation is typically offered where performance reporting, analytics, and audience management are present. | |
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Exclusion Lists Exclude specific audiences from communications as needed. |
No information available | |
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Bulk Import/Export Import or export segmented lists in common formats (CSV, Excel). |
Bulk list handling is required for performance reporting and communications in fund dashboards. | |
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Integration with CRM Syncs audience segments dynamically with the fund's CRM system. |
No information available | |
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Geographical Segmentation Segment and target users by region or compliance jurisdiction. |
Geographic and jurisdictional reporting is a compliance requirement for fund managers; segmentation likely provided. | |
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Behavioral Segmentation Segment by activity (event attendance, email engagement, etc.). |
Portfolio and performance analytics track activity, implying behavioral segmentation. | |
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Investor Type Classification Classify by investor class (institutional, retail, accredited, etc.). |
Fund investor dashboards typically categorize by investor type/class for reporting. | |
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Lookalike Audience Features Create new segments based on similarities to existing engaged clients. |
No information available |
Content Management
(7 Yes /7 Known /10 Possible features)
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Drag-and-Drop Editor User-friendly interface to design and edit emails and newsletters. |
User-friendly interface with customizable dashboards suggests drag-and-drop or WYSIWYG editing capability. | |
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Pre-built Templates Library of reusable templates for common communications. |
Pre-built templates are common in investor reporting solutions. | |
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Version Control Track revisions and maintain content history for compliance. |
No information available | |
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Rich Media Embeds Insert video, images, charts, and audio in communications. |
Document sharing, performance reporting and analytics suggest that rich media is supported. | |
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Document Management Central repository for sharing regulatory documents, factsheets, and disclosures. |
Document sharing specifically mentioned. | |
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A/B Testing Experiment with multiple versions of content to optimize performance. |
No information available | |
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Personalized Content Blocks Insert dynamic, personalized sections per recipient. |
Customizable dashboards and client engagement tools typically offer personalization. | |
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Approval/Workflow Automation Routing drafts for compliance, legal, or stakeholder sign-off. |
No information available | |
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Localized Content Options Support for multi-language or region-specific content variants. |
Global fund managers generally require multi-language/region support options. | |
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Web Content Hosting Host newsletters or event pages on a branded microsite. |
Hosting newsletters/contents for investors is standard (event and performance reporting). |
Compliance & Security
(8 Yes /8 Known /10 Possible features)
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Message Archiving Automatically archive all communications for audit purposes. |
Compliance and audit requirements in investment fund industry. | |
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Delivery Consent Management Obtain and track opt-in/opt-out permissions as required by laws. |
Opt-in and preference tracking are standard and mentioned in the product's engagement tools. | |
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Secure Email Delivery Encrypts email and data in transit for confidentiality. |
Secure messaging and document sharing require encrypted delivery. | |
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Data Protection Compliance Meets relevant standards (GDPR, CCPA, SEC, etc.). |
Product in fund management space, from SEI, which is known to be compliant with regulations such as GDPR, SEC. | |
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Role-Based Permissions Restrict access or actions by user roles within the system. |
Role-based dashboard and reporting customization is common and implied with corporate solution. | |
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Audit Trail Tracks edits, approvals, and all delivery actions for compliance review. |
No information available | |
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Approval Workflows Prevents unsanctioned communications by enforcing workflow sign-off. |
Compliance workflows typically enforced for fund communications; automation implied. | |
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Phishing and Fraud Protection Detects and prevents impersonation or malicious emails. |
No information available | |
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Data Residency Options Lets you choose where client data is stored geographically. |
Ability to select data centers/geographies is generally included for institutional clients. | |
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Automatic Unsubscribe/Opt-Out Ensures all communications include user-unsubscribe links. |
Opt-out/unsubscribe is a legal/compliance requirement for investor communications. |
Analytics & Reporting
(6 Yes /6 Known /10 Possible features)
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Email Open Tracking Measures who opened communications and when. |
Engagement analytics—such as open tracking—are part of performance reporting. | |
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Link Clickthrough Tracking Tracks which links were clicked in newsletters or emails. |
Portfolio and engagement analytics would include link click tracking. | |
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Engagement Scoring Assigns scores based on recipients’ interactions. |
No information available | |
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Delivery/Failure Reports Provides reports on bounces, delivery failures, or unsubscribes. |
No information available | |
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Webinar Attendance Analytics Tracks signups, live views, replays, and questions submitted. |
Webinar/document analytics and event signups are supported. | |
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Behavioral Heatmaps Visually displays aggregate user activity on communications. |
No information available | |
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Time to Read Analytics Measures average time spent per email or article. |
No information available | |
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Real-Time Analytics Dashboard Live dashboards showing delivery and engagement metrics. |
Real-time analytics dashboards specifically mentioned. | |
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Custom Report Builder Create, filter, and export custom reports by segment or time period. |
Customizable dashboards and engagement analytics suggest custom report builder functionality. | |
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Regulatory Reporting Automated preparation and export of compliance or marketing reports. |
Automated reporting and regulatory reporting referenced in product notes. |
Automation & Scheduling
(5 Yes /5 Known /10 Possible features)
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Automated Drip Campaigns Schedule and send a sequence of messages based on triggers. |
Automated reporting and scheduled messaging are referenced. | |
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Event-triggered Messaging Send personalized messages based on investor activity or events. |
Engagement triggers/event-based communications can be inferred from client engagement tools. | |
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Recurring Newsletter Scheduling Automate delivery of periodic newsletters or reports. |
Recurring newsletter/reporting was noted. | |
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Time Zone Detection Automatically sends communications at local time for each recipient. |
No information available | |
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Auto-reminders for Webinars Send reminders at set intervals before events or deadlines. |
No information available | |
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Birthday/Anniversary Triggers Send personalized messages on special investor dates. |
No information available | |
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Approval Chain Automation Ensures all content triggers the mandatory approval workflow before sending. |
Workflow automation and compliance processes are referenced indirectly. | |
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API-Based Triggers Enable automated sending based on external system triggers (trades, KYC updates, etc.). |
No information available | |
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Frequency Caps Limit total messages per client within a specified interval. |
No information available | |
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Automatic Follow-ups Send follow-up messages to non-responders or no-shows. |
Follow-up/automated communication is usually standard for engagement platforms. |
Integration & Interoperability
(5 Yes /5 Known /10 Possible features)
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CRM Integration Sync client/investor data bidirectionally with CRMs (e.g. Salesforce, HubSpot). |
Integration with CRMs such as Salesforce and HubSpot is a standard requirement in institutional investor platforms. | |
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Fund Administration System Integration Link to fund accounting or administration software for accurate notifications. |
Integration with fund administration systems is standard for a unified investor portal. | |
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API Access Well-documented, secure RESTful APIs for data exchange. |
Modern SaaS platforms provide API access for data exchange. | |
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SFTP/Batch Import/Export Scheduled syncing with external systems via secure file transfer. |
No information available | |
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Single Sign-On (SSO) Integrate user authentication with enterprise identity systems. |
SSO is nearly always available for enterprise clients. | |
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Marketing Automation Tool Integration Trigger marketing comms from tools like Marketo, Eloqua, etc. |
No information available | |
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Calendar Integration Synchronize events or webinars with investor calendars (Outlook, Google). |
Calendar integration is expected for event and reporting reminders. | |
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Document Management System Integration Connect to document vaults (Sharepoint, Box, etc.) for attachments. |
No information available | |
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Analytics Platform Integration Send event and engagement data to analytics tools (Tableau, Power BI). |
No information available | |
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Third-party Webinar Platform Support Push/pull event data to/from Zoom, GoToWebinar, etc. |
No information available |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
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Responsive Design System adapts layouts and content for mobile, tablet, and desktop. |
Responsive, customizable dashboards and mobile access are implied. | |
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Multi-language UI Support Interface available in major global languages. |
SEI operates globally; multi-language UI support is likely included. | |
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Self-service Portal Investors can manage their notifications, contact details, and preferences. |
Investor self-service is a key platform differentiator (dashboard for notifications, preferences). | |
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WCAG/ADA Accessibility Interface meets major accessibility standards (WCAG 2.1, ADA compliance). |
SEI serves regulated clients; accessibility standards are typically met. | |
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Onboarding/Tutorials In-app guidance and documentation for main user actions. |
In-app onboarding is standard in platforms targeting investor usability. | |
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Customizable Dashboards Allow users to customize analytics and content views. |
Customizable dashboards are a direct product feature. | |
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Dark Mode Optional dark color scheme for visual comfort. |
No information available | |
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Keyboard Navigation Full feature support via keyboard shortcuts. |
No information available | |
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Profile Management Edit and manage user profiles and security options. |
Users manage their dashboard/profile, a necessary part of secure investor portals. | |
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Bulk Actions Perform actions (e.g., resending, updating) for multiple users at once. |
No information available |
Customization & Branding
(10 Yes /10 Known /10 Possible features)
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Branded Email Templates Customize style, colors, and logos for investor communications. |
Branded emails are standard when white-labeled portals are referenced. | |
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Whitelabel Domain Support Send emails and links from a custom fund/firm domain. |
Domain customization is standard for institutional and fund investor portals. | |
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Custom Branding for Portals Fund-branded microsites for events or document access. |
Fund-branded microsites and dashboards mentioned. | |
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Personalized Salutation/Inserts Automatic insertion of investor or contact details in comms. |
Personalized communications are a key part of the platform's offering. | |
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Custom Web Forms Design branded web forms for lead capture or event signups. |
Custom web forms for event signup/investor updates are standard. | |
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Editable Footer/Legal Disclaimer Maintain up-to-date legal and compliance notices. |
Editable legal footers/disclaimers are compliance necessities for fund documents/communications. | |
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Multiple Brands/Entities Support Serve several funds or sub-brands using one system. |
SEI supports multiple funds/brands under one platform. | |
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Custom Landing Pages Design and launch event or marketing landing pages. |
Custom landing page creation for events and investor engagement is standard in these solutions. | |
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Signature Management Support different sender signatures per user or brand. |
Support for different sender identities is common for fund and advisor communications. | |
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Variable Content by Segment Show different logos or colors for different investor groups. |
Variable content for different investor segments is implicit in customizable, branded dashboards. |
Reliability & Performance
(6 Yes /6 Known /10 Possible features)
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99.9%+ Uptime Guarantee High service availability SLA for business-critical use. |
No information available | |
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Delivery Speed Average time to deliver messages to recipients. |
No information available | |
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Scalability Ability to handle very large list sizes without delays. |
Platform is used by large fund managers/institutions; scalability is a must. | |
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Bulk Send Capacity Maximum number of emails/messages sent in a single batch. |
No information available | |
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Georedundant Infrastructure System is hosted in multiple data centers for disaster recovery. |
Enterprise platforms have georedundant infrastructure for reliability and disaster recovery. | |
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Automatic Failover Service automatically reroutes if a server or region fails. |
Automatic failover is standard for modern cloud-based fund dashboards to ensure uptime. | |
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Performance Monitoring Real-time monitoring of uptime, latency, and system errors. |
Performance and analytics dashboards indicate real-time system monitoring. | |
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Queue Management Prioritizes time-sensitive over routine communications. |
No information available | |
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Message Retry/Resend Automatically resends failed messages. |
Message retry/queue logic is standard for reliable communications in financial platforms. | |
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Redundancy for Critical Data Backups and replication of all critical settings and content. |
Redundancy/backups for critical data and settings are a baseline requirement. |
Support & Training
(8 Yes /8 Known /10 Possible features)
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24/7 Support Round-the-clock vendor support via call, chat, or email. |
24/7 support is expected for mission-critical fund management platforms. | |
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Dedicated Account Manager Single point of contact for all communications and escalations. |
Dedicated account manager is typically provided for institutional fund clients. | |
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Onboarding Assistance Guided implementation and setup services. |
Implementation and onboarding assistance are listed product benefits. | |
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In-depth Documentation Comprehensive user manuals and technical guides. |
Enterprise software vendors provide detailed documentation. | |
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Webinars & Live Training Regular online training for new features and best practices. |
Web-based training and webinars are standard for onboarding and ongoing usage. | |
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User Community/Forum Online space for peer-to-peer support and sharing. |
No information available | |
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Change Management Resources Materials to help staff adopt and transition to the new tool. |
No information available | |
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Video Tutorials & FAQ Library Short videos and searchable Q&A for common tasks. |
Video tutorials and FAQs are usually part of the onboarding/self-help portal. | |
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Service Level Agreements (SLAs) Contractual commitments for support response and resolution times. |
SLAs for response and uptime are typical in institutional service agreements. | |
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Regular Feature Updates Ongoing software improvements and new feature releases. |
Platform is updated to meet evolving manager and investor requirements. |
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