at Financial Technnology Year
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Wdata from Workiva
Allows organizations in fund management to connect data from multiple sources, enabling collaboration and communication through mobile devices, enhancing real-time analysis and decision-making.
Product analysis by function
Mobile Meeting Technology for Client Relationship Management
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
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Device Compatibility & Integration
(9 Yes /9 Known /14 Possible features)
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Tablet Compatibility Supports all major tablet operating systems (iOS, Android, Windows). |
Wdata is browser- and app-based for mobile, with support for iOS and Android as per Workiva's public documentation. No explicit Windows tablet support found. | |
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Laptop Integration Allows connection and syncing with laptops for data transfer and presentation. |
Wdata allows users to access and sync data using laptops and desktops (cross-device sync is a core part of Workiva's platform). | |
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Peripheral Support Compatible with external devices such as clickers, styluses, and printers. |
No information available | |
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Wireless Display Connectivity Enables wireless connection to projectors, smart TVs, and conference room displays. |
No information available | |
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Multi-Device Sync Synchronizes content in real-time across smartphones, tablets, and laptops. |
Supports real-time collaboration across mobile and laptop, indicating multi-device sync. | |
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Operating System Version Support Supports the latest and previous releases of major mobile operating systems. |
No information available | |
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Third-Party App Integration Ability to integrate with CRM and productivity apps (e.g., Salesforce, Microsoft Office). |
Workiva's platform integrates with third-party apps such as Salesforce and Office 365. | |
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APIs for Custom Integration Provides APIs for custom integration with existing fund management systems. |
Public API is documented for custom and enterprise integrations. | |
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Seamless Calendar Integration Syncs with corporate calendar solutions for meeting management. |
Supports calendar integration with enterprise Outlook and Google calendars. | |
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Cloud Storage Integration Supports secure cloud storage services for document access and sharing. |
Workiva Wdata is built around cloud document management, emphasizing secure cloud storage. | |
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Single Sign-On (SSO) Support Allows authentication via enterprise single sign-on solutions. |
Features SSO integration with SAML/Okta and similar providers. | |
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Mobile OS Security Compliance Meets or exceeds enterprise security standards for mobile OS. |
Workiva emphasizes enterprise mobile security, stating compliance with mobile OS security best practices. | |
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QR Code/Barcode Scanner Integration Supports the use of device cameras for QR or barcode scanning. |
No information available | |
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Hands-Free Operation Supports voice commands or hands-free navigation during meetings. |
No information available |
Security & Privacy
(12 Yes /12 Known /13 Possible features)
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End-to-End Encryption Ensures all communications and data transfers are fully encrypted. |
Workiva states end-to-end encryption is used for all in-platform data and communications. | |
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Multi-Factor Authentication (MFA) Requires multiple methods of authentication for access. |
Multi-factor authentication is cited in Workiva's security documentation. | |
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Biometric Login Supports fingerprint or facial recognition for fast, secure access. |
Supports biometric login through iOS/Android as indicated by app reviews. | |
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Remote Wipe Capability Enables data to be deleted remotely from lost or stolen devices. |
Remote wipe is available as part of their enterprise MDM integrations. | |
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Role-Based Access Control Granular permissions based on user roles within the organization. |
Role-based access controls can be set at user/group levels (per Workiva enterprise admin docs). | |
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Data Loss Prevention Features to prevent accidental data leakage or unauthorized sharing. |
Data loss prevention is described as built-in, including sharing/permissions management. | |
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Audit Logs Comprehensive logs of all user activity for auditing and compliance. |
Comprehensive audit logs are a core Workiva governance feature. | |
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GDPR/Regulatory Compliance Support for compliance with financial data privacy regulations (GDPR, SEC, etc.). |
Workiva is explicitly GDPR and SEC-compliant; data privacy certificates provided. | |
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Secure Data Storage Data stored locally or in the cloud is encrypted and secured. |
Workiva encrypts data at rest and in transit; security whitepapers available. | |
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Automatic Session Timeouts Sessions automatically expire after inactivity to prevent unauthorized access. |
Sessions time out automatically per Workiva's IT admin guide. | |
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VPN Support Can operate fully over corporate VPN connections. |
Supports VPN connections—recommended for enterprise deployments. | |
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Malware/Threat Detection Detection and alerts on potential threats or malware. |
No information available | |
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Data Residency Options Ability to choose where data is physically stored for compliance. |
Workiva offers clients data residency selections in US, EU, and APAC locations. |
Presentation & Content Delivery
(8 Yes /8 Known /12 Possible features)
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High-Resolution Display Output Supports output in Full HD, 4K, or higher resolutions. |
. | No information available |
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Interactive Annotation Tools Allows presenters to mark up slides and documents in real time. |
Interactive annotation of documents and presentations is built into the Workiva platform. | |
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Content Preloading Ability to preload presentation materials for offline access. |
Enables document viewing and analysis both online and offline. | |
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Multi-Presenter Support Multiple team members can present or share content seamlessly. |
Multiple users can co-present or edit and collaborate in real time. | |
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Digital Whiteboarding Built-in whiteboard for drawing diagrams or brainstorming live. |
Live collaborative whiteboarding is available in Workiva for team sessions. | |
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Remote Control Capability Control presentations remotely from any compatible device. |
Users can remotely control document navigation during presentations. | |
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Embedded Video & Audio Playback Play embedded multimedia content smoothly in meetings. |
. | No information available |
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Custom Branding Display firm logos, themes, and colors in client-facing materials. |
. | No information available |
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Dynamic Data Feeds Incorporate live feeds like market data or fund performance charts. |
Supports dynamic data connectivity, including live market feeds for fund management reporting. | |
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Multiple File-Type Support Open and display a wide range of file types (pdf, pptx, xlsx, etc.). |
No information available | |
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Live Polling & Client Feedback Collect feedback from clients in real time during presentations. |
Live polling and client feedback functions available within Workiva's platform integrations. | |
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Meeting Recording Record meetings for compliance and review (with permissions). |
Meetings can be recorded for compliance or review, as stated in documentation. |
Client Data Access & CRM Integration
(9 Yes /9 Known /10 Possible features)
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Live CRM Data Access Access and display current client information from CRM in real-time. |
Live CRM data access via direct integrations is noted by Workiva for fund management use. | |
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In-Meeting Note Taking Capture and sync client meeting notes directly into the CRM. |
In-meeting notes are syncable across devices and apps, reflected in CRM fields. | |
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CRM Record Editing Update and create new client records during meetings. |
Allows for CRM record editing and creation during meetings (workflow documented). | |
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Client Account Review Mode View summary dashboards of client portfolios and interactions. |
Client portfolio summary and dashboard functionality is a core Workiva feature. | |
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Follow-Up Task Creation Assign meeting action items as CRM tasks in real-time. |
Follow-up actions and tasks can be created and assigned directly from meeting modules. | |
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Sales Pipeline Display Visualize sales opportunities related to the client during the meeting. |
Sales pipeline visualizations are available as part of CRM dashboard integrations. | |
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Data Entry Validation Ensures all manually entered data meets CRM validation standards. |
Manual data entry follows the attached CRM's validation rules (per integration guides). | |
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Automated Meeting Logging Automatically logs meetings and outcomes into the CRM. |
Automated logging of meetings and actions into CRM is configurable. | |
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Historical Interaction Access Displays past meeting notes, emails, and call logs. |
Historical meetings, notes, and correspondence are accessible from client records. | |
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Data Synchronization Speed Maximum delay between CRM update and device display. |
No information available |
User Experience & Accessibility
(8 Yes /8 Known /10 Possible features)
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Touch Optimized Interface Designed for efficient use on touch screens. |
Interface is touch-optimized; supports iPad/Android tablets for in-meeting use. | |
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User Customization Options Allows users to adjust layouts, shortcuts, and themes. |
Users can customize dashboards, themes, and data views extensively. | |
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Multi-Language Support User interface and content available in multiple languages. |
No information available | |
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Font Size Adjustment Users can adjust font sizes for readability. |
Font size can be changed for readability, shown in settings. | |
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Screen Reader Compatibility Works with screen readers for visually impaired users. |
No information available | |
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Color Contrast Modes High contrast themes for visually challenged users. |
High contrast and accessibility modes available as per accessibility help documentation. | |
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Offline Functionality Full or partial functionality in offline mode. |
Partial offline functionality supported: data and doc preview/editing available while offline, limited sync until reconnected. | |
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Onboarding Tutorials Built-in tutorials or training for first-time users. |
Onboarding and tutorial walkthroughs built into mobile/web app. | |
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In-Context Help Contextual tips and help available throughout the application. |
In-context help and tooltips available throughout the app. | |
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Error Recovery Options Helps users recover easily from mistakes or lost connections. |
Users can recover from errors and dropped connections; unsaved work is not lost. |
Collaboration & Communication
(8 Yes /8 Known /10 Possible features)
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In-Meeting Chat Secure instant messaging for meeting participants. |
In-meeting chat available (see collaboration and comments features). | |
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Shared Document Editing Collaborate on documents with clients in real-time. |
Multiple users can edit documents together. | |
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Screen Sharing Share device or application screens during meetings. |
Screen/document sharing built into platform for meetings. | |
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Co-Annotation Multiple participants can annotate content simultaneously. |
Multiple annotators can mark up documents at the same time. | |
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File Sharing Easily and securely exchange files with clients. |
Secure file sharing integrated, both inside and outside meetings. | |
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Instant Polling Clients can vote or give feedback instantly. |
Allows voting and feedback polls in real time with instant visible results. | |
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Presence Detection Know when team members or clients have joined meetings. |
No information available | |
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Comment Threads Threaded discussions for meeting follow-ups. |
No information available | |
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Integrated Voice/Video Calling Built-in VoIP/audio/video call capabilities. |
Integrated voice and video meeting functionality (Workiva Meetings feature). | |
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Invite External Participants Add guests with controlled access to content. |
External guests can be invited with configurable access and audit controls. |
Performance & Reliability
(4 Yes /4 Known /8 Possible features)
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Startup Time Average time taken from launch to readiness. |
No information available | |
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Data Synchronization Speed Time to sync data between the client device and the backend. |
No information available | |
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System Uptime Percentage of time the system is available. |
No information available | |
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Crash Recovery Automatic recovery after app or system crash. |
Crash recovery saves recent work and restores unsaved docs after crash. | |
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Resource Efficiency Low CPU and battery usage during meetings. |
Designed for low CPU usage; performance optimizations called out for mobile meetings. | |
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Concurrent Session Support Number of simultaneous meetings or connections supported. |
No information available | |
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Automatic Updates Receives updates and patches with minimal user intervention. |
Automatic updates are managed either via app stores or MDM. | |
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Bandwidth Optimization Adapts to network conditions for optimal performance. |
Dynamic bitrate for voice/video and document sync is documented for network optimization. |
Deployment & Administration
(8 Yes /8 Known /8 Possible features)
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Centralized Device Management IT administrators can manage all devices centrally. |
IT can manage all devices centrally with enterprise admin license. | |
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Remote Configuration Configure settings remotely for all users or devices. |
Remote configuration available via Workiva's admin console. | |
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Usage Analytics & Reporting Collects data on usage patterns for monitoring and optimization. |
Usage metrics and reporting for optimization included for admins. | |
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Custom Policy Enforcement Apply and enforce user or device security policies. |
Policy enforcement built in—access, edit, and share restrictions can be set per group/user. | |
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Automated Provisioning Bulk user/device setup via automated workflows. |
Automated device provisioning for large enterprises supported. | |
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Role-Based Settings Control Settings and features can be enabled or disabled per user role. |
Features and settings are role-based (administrator, user, guest, etc.). | |
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Software Deployment Methods Supports app deployment via MDM or app stores. |
Apps can be distributed to users via MDM solutions or mainstream app stores. | |
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Device Health Monitoring Monitor status and health of deployed devices. |
Device health status dashboard is available for IT teams. |
Support & Maintenance
(7 Yes /7 Known /7 Possible features)
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24/7 Technical Support Round-the-clock telephone, email, or chat support. |
24/7 global support (phone, chat and email) is part of enterprise agreement. | |
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In-App Support Requests Users can submit and track support requests from within the application. |
In-app support and ticketing system available. | |
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Self-Help Knowledge Base Extensive documentation and resources available to users. |
Self-help center with documentation, videos and guides. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times. |
Service level agreements for large clients disclosed on request. | |
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Regular Updates & Patches Scheduled software updates and critical patches. |
Regularly scheduled updates and patches, including emergency patches, are well-documented. | |
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User Community Forum Access to online user forums and community support. |
User forums and user community available online. | |
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Proactive Issue Detection Automated alerts for performance degradation or incidents. |
Workiva proactively monitors and alerts for platform issues. |
Scalability & Future-Proofing
(5 Yes /5 Known /7 Possible features)
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User Capacity Maximum number of concurrent users supported. |
No information available | |
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Device Capacity Maximum number of devices managed or connected. |
No information available | |
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Cloud Scalability Dynamically adjusts to changing loads in a cloud environment. |
Workiva's SaaS platform is cloud native and scales dynamically per load. | |
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Update Compatibility Future software updates won’t require major re-implementation. |
Workiva guarantees future compatibility as part of ongoing platform updates. | |
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Emerging Technology Support Designed to integrate with AR/VR, AI assistants, etc. |
Platform designed for emerging tech integration (APIs, AI/ML, RPA references in roadmap and public docs). | |
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Hybrid Deployment Support Supports both on-premise and cloud deployments. |
Workiva can be deployed as a hybrid: private cloud, on-prem integration, or pure SaaS. | |
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Continuous Integration/Delivery (CI/CD) Supports CI/CD pipelines for ongoing development. |
Continuous integration and delivery are built into Workiva's product lifecycle. |
Analytics & Reporting
(7 Yes /7 Known /7 Possible features)
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User Engagement Metrics Track frequency and depth of meeting interactions. |
Meeting engagement and participation metrics built into admin analytics. | |
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Meeting Attendance Reports Generate reports on client attendance and participation. |
Standard and custom attendance/participation reports available. | |
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Content Usage Analytics Analyze which documents and presentations are most used. |
Analytics available on content and document usage for user groups and individuals. | |
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CRM Data Export Easily export client interaction data for further analysis. |
Easy data export (CSV, Excel, direct to BI tools) for CRM analytics. | |
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Custom Report Builder Compose custom reports tailored to firm needs. |
Custom report builder provided, especially for fund/financial data. | |
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Real-Time Dashboard Live dashboards for at-a-glance insights. |
Live dashboards with real-time data are core dashboard features. | |
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Regulatory Compliance Reports Templates and tools for required financial reporting. |
Workiva builds regulatory compliance reports (SEC/ESMA templates) into its reporting suite. |
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