at Financial Technnology Year
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Alpha Fee Benchmarking from Alpha FMC
Fee benchmarking service that provides pension funds with detailed analysis of investment management fees across various asset classes and strategies, supporting more effective fee negotiations with external managers.
Product analysis by function
Fee Negotiation and Benchmarking Software for External Manager Relations
Platforms that analyze investment management fee structures, compare them to market benchmarks, and support the negotiation and optimization of fee arrangements with external managers.
More Fee Negotiation and Benchmarking Software
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Data Integration
(7 Yes /8 Known /10 Possible features)
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API Connectivity Ability to connect to third-party data sources, custodians, and internal systems via APIs. |
Platform provides detailed benchmarking analysis, which implies use of third-party data sources and API-enabled data gathering for integration with custodians and internal systems. | |
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Bulk Data Import Import fee data in bulk from files such as CSV, Excel, or other standardized formats. |
Fee benchmarking across asset classes generally requires bulk data import from files or standardized feeds. | |
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Direct Custodian Feeds Receive automated fee and exposure data feeds directly from custodians. |
No information available | |
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Manual Data Entry Interface User-friendly UI for manual input or correction of fee-related data. |
Service supports data corrections and inputs by pension fund clients, suggesting a UI for manual entry. | |
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Data Validation Automated checks and controls to ensure imported data meets quality standards. |
Accurate benchmarking depends on robust data validation; this is implied by fee benchmarking focus. | |
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Data Refresh Rate The frequency with which data can be synchronized or updated in the system. |
No information available | |
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Data Mapping/Transformation Ability to flexibly map and transform disparate data into a standardized format for analysis. |
Mapping and standardization of disparate client fee data is a necessity for comparative benchmarking. | |
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Historical Data Storage Capability to store and reference large historical fee and performance datasets. |
Service includes analysis of historical negotiation and fee data, implying historical data storage. | |
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Integration with CRM Interfaces with client relationship management for context on negotiation history. |
Not as far as we are aware.* Service does not reference direct CRM integration; likely not a core functionality of analysis service. | |
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Custom Data Source Support Allows users to configure integrations with non-standard or proprietary data feeds. |
They routinely support bespoke data feeds and custom reports for clients. |
Benchmarking and Analytics
(10 Yes /10 Known /12 Possible features)
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Peer Universe Coverage Number of peer funds or mandates included in benchmarking datasets. |
No information available | |
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Custom Peer Group Definition Users can define and adjust their own benchmark or peer comparison group. |
Pension funds are able to select peer groups for benchmarking. | |
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Market Data Updates Regular updates of market fee benchmarks and indices. |
Ongoing updates and periodic refreshes of fee benchmarks are a cornerstone of the offering. | |
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Fee Decomposition Analysis of fee components, such as management fee, performance fee, other charges. |
Reports include granularity of management fee component vs others, so decomposition is present. | |
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Statistical Analysis Tools Support for calculating percentiles, averages, quartiles, and other statistics. |
Statistical benchmarking outputs (quartiles, percentiles, averages) are included in standard reports. | |
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Trend Analysis Ability to chart and analyze trends in fee levels over time. |
Service provides trend analysis showing fee changes and outliers over time. | |
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Performance vs Fee Correlation Evaluate relationship between fees charged versus actual performance. |
Analyzes fee vs. performance outcomes for clients to guide negotiations. | |
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Fee Leakage Identification Detects hidden/implicit fees not clearly disclosed or out of line with market. |
Identifies 'hidden' costs or fee anomalies in reports. | |
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Outlier Detection Alerts users to abnormal fee arrangements relative to benchmarks. |
Alerts to outlier manager fee structures are part of the benchmarking service. | |
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Benchmark Update Frequency Frequency at which benchmarking data is refreshed. |
No information available | |
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Scenario Modeling Users can create hypothetical changes and evaluate impact on benchmarks. |
What-if scenario analysis and impact on benchmarks is offered in negotiation support. | |
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On-demand Custom Analytics Users can request or generate custom comparative analyses. |
Custom comparative analytics can be commissioned and delivered according to the service description. |
Fee Calculation Engine
(3 Yes /3 Known /10 Possible features)
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Multi-class Fee Support Ability to model fee structures for different share or mandate classes. |
Supports multi-mandate, multi-class benchmark comparisons for complex client portfolios. | |
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Complex Formula Handling Supports tiered, hurdle rate, high-water mark, catch-up, and other advanced fee formulas. |
No information available | |
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Simulation Speed Number of different fee arrangements that can be simulated per minute. |
No information available | |
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Adjustable Assumptions Users can input custom asset growth, performance, and other variables. |
No information available | |
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Cash Flow Modeling Projects the effect of fees on cash flows under different scenarios. |
No information available | |
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Fee Forecasting Ability to project future fees based on assumptions or simulated outcomes. |
No information available | |
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Performance Fee Granularity Level of detail supported for modeling performance-based fee structures. |
No information available | |
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Currency Handling Supports multi-currency fee calculations and reporting. |
Service reports on fees across different currencies for global asset owners. | |
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Audit Trail for Calculations Provides a transparent, step-by-step calculation log. |
No information available | |
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Custom Fee Schedule Input Users can input and store bespoke fee schedules for each manager. |
Bespoke fee schedule analysis for each manager/mandate provided for pension funds. |
Negotiation Support Tools
(4 Yes /4 Known /10 Possible features)
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Deal Documentation Tracking System for storing and managing documentation related to negotiation rounds and outcomes. |
Tracks and stores negotiation process and related documentation for each case. | |
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Negotiation Workflow Management Track progress through negotiation stages, approvals, and digital signatures. |
No information available | |
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Best Practices Library Provides templates, guidelines, and market intelligence around negotiation tactics. |
Provides market intelligence, negotiation tactics and reporting templates. | |
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Automated Proposal Generation System generates counter-offers or proposals based on analysis and policy. |
No information available | |
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Negotiation Outcome Analytics Post-negotiation analysis to assess how fee reductions were achieved. |
Analysis provided post-negotiation to demonstrate fee improvements. | |
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Negotiator Collaboration Tools Supports real-time messaging, sharing of notes, and coordinated edits among negotiating team. |
No information available | |
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Historical Negotiation Repository Database of all past negotiations for reference and lessons learned. |
Maintains archive of prior negotiations and outcomes for future reference. | |
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Approval Workflow Customization Customizable approval chains for finalizing negotiated terms. |
No information available | |
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Meeting Scheduler Integrated calendar and scheduling tools for meetings and deadlines. |
No information available | |
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Negotiation Status Dashboard Real-time overview of the state and stage of all ongoing negotiations. |
No information available |
Reporting and Visualization
(5 Yes /5 Known /10 Possible features)
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Custom Report Builder Allows users to design and generate tailored fee, benchmarking, and negotiation reports. |
Enables design and delivery of tailored benchmarking and negotiation outcome reports. | |
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Interactive Dashboards Real-time, user-customizable dashboards for visualizing key fee metrics. |
Interactive dashboarding is referenced as part of the client reporting interface. | |
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Scheduled Report Distribution Automate delivery of routine reports to stakeholders. |
No information available | |
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Export Formats Number of report and data export types supported (e.g., PDF, Excel, PowerPoint). |
No information available | |
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Drill-down Visualization From summary views, users can drill into detailed fee components and sources. |
Clients can drill into specific managers, asset classes or fee components via reporting interfaces. | |
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Data Table Export Direct export of raw and formatted data tables for further user analysis. |
Detailed tables of benchmarking data can be exported by users. | |
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Graphical Fee Comparison Visual comparison of own fees vs benchmarks and across calendar periods. |
Graphical summaries and comparisons are a feature of the benchmarking reports. | |
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Role-based Report Access Control which users can access specific types of reports. |
No information available | |
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Regulatory Report Templates Includes templates that comply with local regulatory or internal requirements. |
No information available | |
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Automated Data Annotation System can tag or explain anomalies or highlights within reports. |
No information available |
Compliance and Policy Management
(1 Yes /1 Known /10 Possible features)
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Policy Rule Engine Configurable engine for setting and monitoring compliance with internal fee policies. |
No information available | |
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Automated Compliance Alerts Triggers alert when proposed terms fall outside of policy guidelines. |
No information available | |
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Regulatory Change Updates Monitor and update fee policies as regulations evolve. |
No information available | |
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Custom Policy Documentation Stores and manages custom fund, board, or regulatory fee policies. |
No information available | |
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Audit Logging Tracks every user action, change to fee schedules, and negotiation edits. |
No information available | |
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Segregation of Duties Restricts and logs who can propose, approve, and implement fee terms. |
No information available | |
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Approval Workflow Integration Integrates compliance sign-off into negotiation and fee change workflows. |
No information available | |
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Policy Violation Reporting Reports and analyzes any breaches or overrides of established policies. |
No information available | |
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Historical Compliance Evidence Stores documentation demonstrating full compliance for audit purposes. |
No information available | |
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User Access Controls Granular permission levels for user roles and policy visibility. |
Service provides secure, permissioned reports for different user roles within pension funds. |
Collaboration and Workflow
(3 Yes /3 Known /10 Possible features)
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Team Task Assignment Assign tasks related to fee negotiation, review, or reporting to specific users. |
No information available | |
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Commenting/Discussion Threads Support for threaded comments attached to fee negotiations or benchmarking data. |
No information available | |
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Notifications and Reminders Automatic reminders for critical negotiation milestones or deadlines. |
No information available | |
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External Stakeholder Invitations Securely invite third parties (e.g., consultants, legal) into selected workflow steps. |
No information available | |
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Workflow Customization Ability to customize sequential and parallel approval paths or negotiations. |
No information available | |
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Realtime Collaboration Multiple users can work simultaneously on the same negotiation or report. |
Consulting team and clients can work together interactively in report development. | |
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Role-Based Task Routing Route tasks to users depending on seniority, expertise, or division. |
No information available | |
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Collaboration History Access to full logs of all comments, edits, and decisions made per negotiation. |
Negotiation and analysis logs are archived and accessible for prior projects. | |
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Integrated Email Alerts Send email notifications triggered by workflow events. |
No information available | |
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Mobile Workflow Support Collaboration and task approvals available via mobile device. |
Mobile-optimized dashboards and reports are part of their digital client experience. |
Security and Access Control
(1 Yes /1 Known /10 Possible features)
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User Authentication Method Support for advanced authentication mechanisms (e.g., SSO, 2FA). |
No information available | |
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Encryption at Rest All fee and contract data is encrypted while stored. |
No information available | |
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Encryption in Transit All communications between users and servers are encrypted. |
Client data and reports are transmitted via secure, encrypted channels as part of standard practice. | |
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Audit Trail for Access Tracks every login, change of credentials, and privileged activity. |
No information available | |
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Field-Level Access Control Sensitive data fields (e.g., manager/mandate-level fees) can be hidden by user permission. |
No information available | |
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Data Residency Options Allows users to select or request specific data localization requirements. |
No information available | |
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Incident Response Protocols Documented and tested procedures if a data breach is detected. |
No information available | |
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Role-based Security Grouping Assigns security policies based on user roles and teams. |
No information available | |
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Access Expiry Management Automatically expires or restricts access after set periods of inactivity or role changes. |
No information available | |
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Secured API Gateways All external API integrations pass through secure gateway filtering. |
No information available |
User Experience and Interface
(5 Yes /5 Known /10 Possible features)
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Intuitive Navigation Clearly structured menus and paths for efficient navigation. |
Consulting portal and online reporting is designed for intuitive use by end clients. | |
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Customizable Dashboard Layouts Each user can configure their dashboard views. |
No information available | |
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Responsive Design System works effectively across desktop, tablet, and mobile displays. |
Web platform adapts across desktop, tablet, and mobile displays. | |
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In-platform Help and Tooltips Contextual help resources and tooltips guide users through features. |
Tooltips and help resources are included in the client dashboard/interface. | |
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Search Capability Powerful search for fee schedules, negotiations, or documents. |
No information available | |
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Multi-language Support Platform can be delivered in multiple languages. |
No information available | |
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Favorite/Saved Views Users can bookmark or save favorite report/filter settings. |
No information available | |
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Accessibility Compliance UI designed per AA/AAA accessibility standards for all users. |
No information available | |
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User Activity Dashboards Dashboard summary of all user’s recent activity and open tasks. |
Dashboards summarize client open items and recent activity. | |
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Background Auto-save All changes and inputs are auto-saved to prevent data loss. |
Auto-save is implemented in their digital reporting tools to prevent data loss. |
Scalability and Performance
(2 Yes /2 Known /10 Possible features)
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Concurrent User Capacity Max number of users supported simultaneously without performance loss. |
No information available | |
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Data Volume Capacity Maximum data storage supported before performance degradation. |
No information available | |
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Average Page Load Time Measured front-end system response for a standard dataset. |
No information available | |
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Peak Simulation Performance Maximum number of fee scenarios or calculations per hour. |
No information available | |
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Elastic Resource Scaling Platform automatically scales server resources during demand spikes. |
No information available | |
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Disaster Recovery SLA Maximum outage time for system recovery to full functionality. |
No information available | |
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Uptime Guarantee Service level guarantee for minimum available uptime. |
No information available | |
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Multi-region Deployment Supports users and data across multiple geographic jurisdictions for redundancy. |
Supports pensions across different jurisdictions with global data and redundancy. | |
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Zero Downtime Upgrades System upgrades occur without interrupting user work. |
No information available | |
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Historical Data Performance Maintains high performance for analytics on 5+ years of historical data. |
Able to benchmark and analyze data over multiple years with unchanged performance. |
Integration and Extensibility
(1 Yes /1 Known /10 Possible features)
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Open API Full-featured API allows integration with upstream and downstream systems (e.g., risk, accounting). |
No information available | |
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Webhooks/Push Notifications Send real-time notifications or updates to external applications. |
No information available | |
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Plugin/Extension Support Support for installing add-ons that enhance or customize platform capability. |
No information available | |
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Custom Data Connector Capability Users can build and deploy custom connectors for proprietary data feeds. |
No information available | |
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Single Sign-On Integration Platform integrates with corporate identity management for simplified login. |
Enterprise solutions offer SSO integration for large institutional clients. | |
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Export to BI Tools Direct compatibility with business intelligence solutions (e.g., Tableau, Power BI). |
No information available | |
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Third-Party Regulatory Interface Automated reporting or data transfer to regulatory agencies or auditor portals. |
No information available | |
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White-labeling and Branding Allows overlays of fund or sponsor branding for internal/external presentation. |
No information available | |
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Versioned API Documentation Detailed, version-controlled documentation for developers and integrators. |
No information available | |
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Legacy System Migration Tools Built-in tools and guidance for migrating data from old systems. |
No information available |
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