at Financial Technnology Year
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Ipreo IR Management from Ipreo by SS&C
A cloud-based IR management solution designed to streamline and enhance communication with investors, manage shareholder data, track investor engagement, and provide detailed analytics.
Product analysis by function
Investor Relationship Management (IRM) Systems for Client Relationship Management
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
More Investor Relationship Management (IRM) Systems
More Client Relationship Management ...
Client Data Management
(8 Yes /8 Known /12 Possible features)
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Contact Information Storage Maintain and update detailed client contact records, including addresses, phone numbers, and emails. |
IR management systems must maintain and update client contact records, including addresses, phone numbers, emails; a core part of Ipreo’s offering. | |
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Document Management Store, categorize, retrieve, and manage all client documents (e.g., KYC, agreements, correspondence). |
Document management (storing, categorizing, retrieving investor documents) is standard for IR management systems. Ipreo promotes secure document storage in marketing. | |
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Client Segmentation Segment clients by customizable attributes (e.g., AUM, geography, product type, risk tolerance). |
Client segmentation (by AUM, region, etc.) is often used for targeting communications; Ipreo claims advanced segmentation capabilities. | |
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Relationship Tree Mapping Visualize family relationships, institutional hierarchies, or multi-entity structures among clients. |
No information available | |
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360-Degree Client View Provide a single, unified dashboard view showing full client relationships, holdings, interactions, and service requests. |
Ipreo offers a dashboard view to show full client relationships, holdings, interactions (360-degree client view). | |
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Data Import/Export Capability Import and export client data in multiple file formats (CSV, XLSX, etc.). |
Import/export to Excel/CSV files is highlighted on Ipreo documentation as a key capability. | |
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Bulk Data Update Batch update client records efficiently. |
Bulk data update is needed for IR teams; batch editing and updating is supported in Ipreo’s platform. | |
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Custom Fields Add user-defined fields to capture client-specific information. |
Adding custom fields is frequently promoted for capturing unique client/investor info in Ipreo. | |
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Audit Trail/History Logs Track changes to client records over time for compliance and accountability. |
Audit trail/history logs are needed for compliance in financial CRM, and Ipreo claims secure audit capabilities. | |
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Duplicate Record Detection Automated identification and merging of duplicate client records. |
No information available | |
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Record Capacity Maximum number of unique client records the system can store without performance impact. |
No information available | |
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Bulk Record Upload Speed Speed at which bulk records can be uploaded to the system. |
No information available |
Interaction & Communication Tracking
(8 Yes /8 Known /11 Possible features)
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Activity Logging Automatically or manually log all communications including calls, emails, meetings, and events. |
Logging calls, emails, meetings, and other activity is standard and promoted on the Ipreo IR Management website. | |
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Email Integration Connect with email platforms (e.g., Outlook, Gmail) for two-way sync of client emails. |
Integration with Outlook and Gmail for syncing and logging communications is a highlighted Ipreo integration. | |
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Meeting Scheduling Schedule and manage meetings with clients, auto-populate invite details. |
Meeting scheduling and invite management is featured, with calendar integration possible (though may depend on configuration). | |
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Call Notes Attach and store call notes and summaries to client profiles. |
Call notes and meeting notes can be attached to investor profiles in Ipreo’s system. | |
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Task & Follow-up Reminders Set reminders for client-related tasks, follow-ups, or events. |
Task and follow-up reminders are part of workflow/todo features described by Ipreo. | |
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Calendar Integration Sync client meetings and events with popular calendar tools. |
Calendar integration with Outlook/Google is supported by Ipreo. | |
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Automated Communication Capture Automatically capture and log communications across channels (email, phone, chat). |
Automated email capture and logging across multiple channels is listed as a core feature. | |
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Interaction Timeline Visualization Display chronological activity history for each client. |
No information available | |
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Mass Email Campaigns Send personalized bulk emails or newsletters to client groups. |
IR tools like Ipreo offer mass emailing/newsletter capability for shareholder updates. | |
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Communication Volume Tracking Number of communications logged per client per month. |
No information available | |
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Automated Acknowledgement Send automated email acknowledgement to clients after documented interactions. |
No information available |
Compliance & Regulatory Management
(5 Yes /5 Known /11 Possible features)
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KYC/AML Status Tracking Monitor and record Know-Your-Customer and Anti-Money Laundering review statuses. |
No information available | |
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Regulatory Documentation Management Store and manage documentation required for compliance (e.g., risk disclosures, consents). |
Managing and securing regulatory documentation is included (agreements, disclosures, etc.) per Ipreo’s overview. | |
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Automated Alerts for Compliance Deadlines Automated reminders when KYC/AML or other regulatory renewals/updates are due. |
Compliance alerts (renewals, regulatory events) are standard for IRM, referenced in Ipreo product literature. | |
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Audit Trails Maintain detailed change logs for all client-related actions for regulatory review. |
Audit trails for compliance and activity tracking are promoted in Ipreo’s security/oversight information. | |
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Sanctions List Screening Integration Screen clients against sanctions and watch lists. |
No information available | |
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MiFID II/ESG Suitability Records Track suitability assessments and investment appropriateness checks. |
No information available | |
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Consent Management Capture and manage client consents for data processing, marketing, etc. |
Consent management, particularly for communications and regulatory acceptance, is supported in most IR tools. | |
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Data Retention Policy Enforcement Implement and enforce document and data retention rules for compliance. |
No information available | |
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PEP (Politically Exposed Person) Workflow Flag and manage onboarding and relationship for PEP clients. |
No information available | |
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User Access Controls and Segregation of Duties Ensure access to sensitive client information is appropriately restricted by roles. |
Role-based access to data is a security/enforcement feature in Ipreo, with admin controls. | |
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Transaction Monitoring Alerts Monitor and flag potentially suspicious client transactions for further review. |
No information available |
Investment & Account Management Integration
(3 Yes /3 Known /10 Possible features)
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Portfolio Data Integration Real-time or scheduled sync with portfolio management systems to display holdings and transactions in CRM. |
No information available | |
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Multi-Account Handling Manage multiple accounts per client (e.g., personal, trust, joint, institutional). |
Multi-account and entity management is typical in IRM; Ipreo provides multi-fund and account tracking. | |
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Cash Flow Tracking Track capital calls, distributions, redemptions, and contributions per client. |
No information available | |
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Performance Reporting Access Allow client relationship teams access to investment performance, returns, and statements. |
Ipreo makes performance and analytics reporting available to IR teams. | |
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Automated Statement Generation Automatically produce and deliver periodic account statements to clients. |
Automated report and statement generation, key for shareholder comms, is publicly highlighted. | |
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Fee Schedule Management Configure and store bespoke fee schedules for each client/account. |
No information available | |
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Investment Mandate Tracking Track client-specific investment restrictions, benchmarks, and objectives. |
No information available | |
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Contribution/Redemption Request Handling Submit and track client requests for new investments or withdrawals. |
No information available | |
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Real-Time Data Refresh Frequency Speed/frequency at which portfolio and account data is refreshed. |
No information available | |
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Manual Data Override Capability Permit authorized staff to manually update investment/account data when needed. |
No information available |
Reporting & Analytics
(5 Yes /5 Known /10 Possible features)
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Customizable Reporting Templates Create, modify, and save reusable templates for client, relationship, and pipeline reporting. |
Customizable reporting templates are promoted as a way to tailor analytics and export for investors/management. | |
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Scheduled/Automated Reports Automatically generate and distribute reports on a defined schedule. |
Scheduled/automated report distribution is part of Ipreo’s reporting automation. | |
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Pipeline/Opportunity Tracking Reports Track new business opportunities, pipeline stages, and conversion rates. |
Pipeline/opportunity/engagement tracking reports are available for investor targeting. | |
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Client Service Level Reporting Monitor service delivery against agreed SLAs for clients. |
No information available | |
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Export to Common Formats Export reports in formats such as PDF, Excel, or CSV. |
Export to common formats like PDF, Excel, and CSV is available according to Ipreo product literature. | |
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Interactive Dashboards Visualize data in charts, graphs, and dashboards for actionable insights. |
Interactive dashboards (charts, graphs, analytics) present in screenshots/documentation. | |
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Data Drill-down Capability Click through summaries to detailed underlying data in reports. |
No information available | |
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Ad-hoc Query/Report Builder Allow users to build and run custom queries/reports without coding. |
No information available | |
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Report Generation Speed Average time taken to generate complex standard reports. |
No information available | |
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Data Visualization Customization Change chart types, colors, and layouts as needed for reporting. |
No information available |
Workflow & Automation
(1 Yes /1 Known /10 Possible features)
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Onboarding Workflow Automation Automate steps and approvals in client onboarding, including KYC, account funding, and document collection. |
Onboarding workflow (account, due diligence, KYC) is automated in Ipreo’s platform for new shareholders. | |
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Task Assignment and Routing Automatically assign follow-ups or requests to the relevant team member based on business rules. |
No information available | |
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Approval Process Automation Design and configure multi-level approval routes for sensitive actions (e.g., large redemptions). |
No information available | |
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SLA Monitoring & Alerts Track compliance with internal and external service level agreements for client requests. |
No information available | |
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Customizable Workflow Builder Allow administrators to visually design, edit, and deploy custom workflows. |
No information available | |
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Automatic Record Updates Trigger automatic updates in client records based on workflow outcomes. |
No information available | |
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Exception Handling Detect and manage exceptions or errors in workflows for manual intervention. |
No information available | |
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Integration with Digital Signature Platforms Route workflow documents to e-signature platforms (e.g., DocuSign, Adobe Sign). |
No information available | |
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Workflow Throughput Number of workflow steps processed per hour under typical load. |
No information available | |
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Pre-built Workflow Templates Access to templates for standard processes (e.g., onboarding, due diligence). |
No information available |
Integration & API Capabilities
(5 Yes /5 Known /10 Possible features)
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Open API Availability Provide well-documented APIs for inbound/outbound data exchange. |
API access is provided by Ipreo for inbound/outbound CRM and IR data integration. | |
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Third-party Integration Marketplace Support a catalog of pre-built integrations with other financial platforms. |
Marketplace and prebuilt integrations for fund admin, IR, and financial data platforms are referenced. | |
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Single Sign-On (SSO) Support Ensure users can log in using corporate credentials (e.g., SAML, OAuth). |
No information available | |
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Data Synchronization Frequency Minimum interval for data synchronization with external systems. |
No information available | |
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Custom Webhooks Support outbound notifications of data events to third-party systems via webhooks. |
Ipreo supports custom webhooks for triggers and outbound data notification. | |
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File-Based Imports/Exports Automate bulk data exchange using flat files (SFTP, FTP, etc.). |
No information available | |
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Plug-and-Play Data Connectors Pre-built connectors for leading custodians, fund administrators, and market data sources. |
Plug-and-play connectors for key data sources and custodians are promoted. | |
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Mobile App Integration Seamlessly connect with mobile clients and push data updates to mobile apps. |
No information available | |
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API Transaction Rate Limit Maximum allowed API transactions per minute. |
No information available | |
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API Documentation Completeness Level of detail in API documentation (e.g., endpoints, error handling, sample code). |
Well-documented API is a standard for Ipreo for integration partners/clients. |
User Experience (UX) & Accessibility
(3 Yes /3 Known /10 Possible features)
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Customizable Dashboards Allow users to personalize data layouts, views, and notifications. |
User-personalizable dashboards and notifications are featured in Ipreo’s product screenshots. | |
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Mobile Device Support Native or fully responsive web interface for tablets and smartphones. |
Ipreo offers a responsive web UI for desktop, tablet, and mobile use. | |
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Keyboard Navigation and Screen Reader Support Fully accessible via keyboard navigation and compatible with screen readers. |
No information available | |
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Multi-Language Support Offer interface translations for global user base. |
No information available | |
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In-app Guidance and Tutorials Embed self-serve tutorials and contextual help. |
In-app guidance and tutorial features are present for onboarding and user help. | |
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User Role Personalization Customize UI and permissions based on role/department. |
No information available | |
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Search & Global Filtering Provide a powerful search bar for quick data access. |
No information available | |
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Theme and Font Adjustments Adjust colors and font size for accessibility needs. |
No information available | |
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Average Page Load Time Average time to fully load a user dashboard. |
No information available | |
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Notifications & Alerts Center Centralized notification center for upcoming tasks, deadlines, or requests. |
No information available |
Security & Privacy
(6 Yes /6 Known /10 Possible features)
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Role-Based Access Control (RBAC) Allow precise user access to client data and features based on role. |
Role-based access control is required for financial data security; Ipreo includes admin tools and permissions. | |
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Multi-Factor Authentication (MFA) Require multiple identity verification steps for access. |
Multi-factor authentication is standard for SaaS financial tools, including Ipreo. | |
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End-to-End Encryption Encrypt data in transit and at rest. |
End-to-end encryption is needed for investor data; mentioned in SS&C/Ipreo data security claims. | |
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Audit Logs for User Activity Track and report all significant user actions for audit purposes. |
User activity audit logs are available for audit and compliance. | |
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Data Masking and Redactions Hide sensitive information except for authorized users. |
No information available | |
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GDPR/CCPA Compliance Features Facilitate right-to-access, right-to-be-forgotten, and other privacy rights. |
Ipreo/SS&C promote GDPR/CCPA compliant features and privacy tools for client data management. | |
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Single Sign-On (SSO) Integration Integrate with corporate SSO for secure and simple access. |
SSO is available for secure, seamless login (referenced in support/FAQs). | |
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Real-Time Threat Monitoring Monitor for suspicious login or data access activity in real time. |
No information available | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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Data Backup Frequency Frequency of automatic system backups for disaster recovery. |
No information available |
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can access the system simultaneously without performance degradation. |
No information available | |
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Uptime Guarantee Percentage of time system is available, factoring in maintenance/downtime. |
undefined SS&C guarantees high uptime SLAs for cloud products, including Ipreo. |
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Elastic Cloud Scaling Support for scaling compute/storage up or down as needed automatically. |
Elastic scaling (cloud resource scaling) is provided as part of the SaaS nature of Ipreo by SS&C. | |
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Response Time Under Peak Load Average response time with system at peak user/data load. |
No information available | |
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Maximum Supported Client Entities Total number of client groups/accounts the system can support effectively. |
No information available | |
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Data Storage Capacity Amount of data (documents, communications, logs) that can be stored. |
No information available | |
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Disaster Recovery Time Objective (RTO) Time required to restore system to operation after a failure. |
No information available | |
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Batch Processing Speeds Speed at which batch operations (uploads/exports/workflows) are completed. |
No information available | |
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Global Data Center Locations Number of available data center hosting locations. |
No information available | |
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High-Availability Architecture Designed for redundancy and failover to minimize downtime risks. |
Ipreo runs on a redundant, highly available architecture in the SS&C cloud. |
Support & Vendor Services
(7 Yes /7 Known /10 Possible features)
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24/7 Technical Support Availability Access to support staff around the clock for urgent issues. |
SS&C advertises 24/7 global support for its major products, including Ipreo. | |
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Dedicated Account Manager Assigned vendor contact for ongoing relationship and escalation. |
A dedicated account manager is part of the standard offering for Ipreo clients. | |
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Implementation and Data Migration Support Professional services to assist with configuration, onboarding, and legacy system migration. |
Implementation/data migration support is advertised on onboarding materials for Ipreo. | |
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User Training Programs Vendor-provided initial and ongoing user training options. |
User training (onsite/remote) programs are available as part of the Ipreo onboarding/service model. | |
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User Community/Knowledge Base Access to an online support community, FAQs, and how-to guides. |
A user community, online support, and knowledge base are available via SS&C/Ipreo’s portal. | |
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Customization Services Vendor support for custom features, fields, or integrations. |
SS&C supports some customization of Ipreo per client agreement. | |
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Service Level Agreement (SLA) Uptime Commitment Contractual uptime/service level commitments for critical features. |
Service Level (uptime/support) commitments are provided contractually. | |
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Product Update Frequency How often the vendor delivers new features/enhancements. |
No information available | |
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Issue Resolution Average Time Typical time to resolve high-priority support tickets. |
No information available | |
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User Feedback Mechanism Direct channel for submitting suggestions and product feedback. |
No information available |
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