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Sila API for Investor Relations from Sila
An API that provides access to core functionalities for managing investments, financial transactions, and donor engagement, tailored specifically for fund managers and investors.
Product analysis by function
Fundraising CRM Systems for Investor Relations
Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
More Fundraising CRM Systems
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Contact & Relationship Management
(10 Yes /10 Known /13 Possible features)
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Contact Database Centralized repository for storing detailed LP information, including contact info, investment preferences, and history. |
Sila API's documentation references endpoints for managing investor contact information, which implies a centralized repository for LP info. | |
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Interaction Tracking Ability to log emails, calls, meetings, and other engagements with LPs, timestamped for transparency. |
The API allows logging of communications (emails, notes) to investor records, as per product literature. | |
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Relationship Mapping Visualization of how LPs, prospects, and intermediaries are connected, supporting multi-level fund relationships. |
No information available | |
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Custom Fields Customizable fields to tailor contact records to firm-specific information needs. |
API documentation describes customizable data fields for contact records. | |
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Bulk Import/Export Ability to bring in or export contact data in bulk, for migration or reporting purposes. |
Sila API offers bulk upload/download of contacts via CSV/JSON as per its API reference. | |
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Search & Filter Advanced search and filter functions for quickly finding stakeholder records. |
API supports search/filtering parameters on contacts and investments. | |
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De-duplication Tools Automated identification and merging of duplicate contacts to ensure data cleanliness. |
The API documentation mentions deduplication logic for incoming records. | |
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Company Association Linking contacts to institutions/firms, enabling organization-centric relationship tracking. |
Contacts can be associated to organizations (funds, firms) through the API schema. | |
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Activity Timeline Chronological view of all engagements per contact and organization. |
No information available | |
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Record Ownership Assignment Assign contacts/accounts to specific team members for accountability. |
API lets you assign records to specific user/team owner IDs. | |
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Historical Data Logging Maintaining an auditable record of changes to contact data over time. |
Change logs and audit entries are referenced in API for record edits. | |
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Data Enrichment Automatically enhance contact records with third-party data (e.g., LinkedIn, Pitchbook integration). |
No information available | |
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Permission Controls User-based access to sensitive contact data and relationship details. |
Permissions and role-based visibility for contact data configurable via API. |
Fund Tracking & Pipeline Management
(7 Yes /7 Known /13 Possible features)
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Fundraising Pipeline Kanban or list views for visualizing LP status at each stage (prospect, under diligence, committed, etc). |
API provides endpoints for tracking pipeline stages and LP status. | |
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Customizable Stages Ability to define pipeline stages tailored to firm’s fundraising process. |
Customizable pipeline stages can be set on fundraising opportunities. | |
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Deal/Opportunity Creation Open and manage fundraising opportunities linked to specific funds and LPs. |
API allows creation and management of deals/opportunities with custom metadata. | |
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Commitment Tracking Track soft and hard capital commitments from LPs. |
Committed and soft commitment tracking fields supported in the deal endpoints. | |
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Multiple Fund Support Manage parallel fundraising cycles across different funds. |
API supports multiple, concurrent fund/pipeline management. | |
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Deal Stage Change Auditing Record and audit all changes to LP pipeline stages for historical analysis. |
Pipeline change logs available through audit endpoints. | |
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Lost/Closed Opportunity Reasons Ability to record reasons for lost or closed fundraising opportunities. |
No information available | |
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Forecasting Tools Estimate likely closes and fundraising progress based on pipeline. |
No information available | |
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Weighted Pipeline Valuation Assign probabilities to pipeline stages for weighted fundraising forecasts. |
No information available | |
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Activity Reminders & Alerts Notifications for follow-ups, deadlines, and key milestones. |
No information available | |
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Next Steps Field Log next actions per LP or deal, tying into task management. |
No information available | |
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Comprehensive Notes Store detailed meeting, call, and diligence notes linked to pipeline deals. |
Meeting, call, and other notes can be logged/attached to deals or contacts. | |
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Deal Scoring Quantitative scoring capabilities to prioritize LP prospects. |
No information available |
Investor Communication & Reporting
(6 Yes /6 Known /12 Possible features)
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Bulk Email Integration Send personalized emails to groups of LPs directly from the CRM. |
Bulk email sending is supported via API integration with third-party services. | |
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Template Library Pre-built email and document templates for consistent communication. |
No information available | |
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Mail Merge Capabilities Automate the personalization of bulk investor emails and letters. |
No information available | |
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Read/Engagement Tracking Monitor which investors engage with sent materials. |
No information available | |
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Event Management Track invitations, registrations, and attendance for LP meetings and webinars. |
Event objects in API facilitate tracking of investor events and attendance. | |
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Document Distribution Share PPMs, DDQs, quarterly reports, etc., securely with LPs. |
Document distribution to investors supported with permission controls in the API. | |
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File Versioning Track versions of documents distributed to investors. |
No information available | |
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Batch Document Upload Upload multiple reporting documents for dispersal to different LPs efficiently. |
Supports multi-document batch upload per API documentation. | |
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Automated Reminders Schedule and send reminders for meetings, deadlines, or outstanding investor documents. |
No information available | |
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Secure Investor Portal Password-protected area for LPs to download reports and communications. |
Investor portal endpoint with API-based authentication described in developer documentation. | |
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Multi-Channel Communication Capability for SMS, phone call logging, or other communication channels. |
No information available | |
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Consent Management Track legal/communications consent and preferences for each investor. |
Consent and preferences can be set and retrieved per investor record via API. |
Integration & Data Connectivity
(10 Yes /10 Known /12 Possible features)
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Email Integration Seamlessly connect with major email clients to sync correspondence. |
Native integration endpoints exist for Google, Outlook, and most standard email infrastructure. | |
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Calendar Sync Integration with Outlook, Google Calendar, etc. for meeting and event tracking. |
Calendar endpoints for Google/Outlook sync are documented. | |
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API Access Open API for custom integrations with proprietary or third-party systems. |
Open REST API for integration is a core offering. | |
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Data Import Tools Import data from spreadsheets or legacy CRMs. |
Bulk and single record import endpoints included in API. | |
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Data Export Formats Ability to export data in multiple formats (CSV, XLSX, PDF, etc.). |
APIs support export in multiple formats including CSV and JSON. | |
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Third-party Data Sources Direct integration with cap table management, fundraising, or industry databases. |
Integration with cap table management and certain donor databases is listed in API documentation. | |
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Single Sign-On (SSO) Integrate with organizational SSO solutions for user authentication. |
OAuth and SAML SSO endpoints described in developer docs. | |
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Document Management System Integration Connect seamlessly to Docusign, Dropbox, Box, Google Drive, etc. |
Supports integrations with Google Drive, Box, and Docusign per API docs. | |
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Bi-directional Data Syncing Two-way syncing with other business-critical apps (e.g., ERP, marketing automation). |
No information available | |
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Workflow Automation Integrations Trigger actions in workflow automation tools (Zapier, Tray.io, etc.) based on CRM events. |
Workflow triggers and external workflow tool integration (e.g. Zapier) via webhook endpoints. | |
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Custom Webhooks Support for sending notifications to other applications when CRM events occur. |
Webhooks triggered by record changes are a supported feature. | |
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Real-time Data Updates Immediate syncing and updates across all integrations. |
No information available |
Reporting & Analytics
(6 Yes /6 Known /12 Possible features)
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Customizable Dashboards Build personalized dashboards showing key KPIs and metrics. |
Custom dashboards configurable using API data returned in report endpoints. | |
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Pipeline Analytics Visualize and analyze fundraising pipeline data by stage, source, or team member. |
Pipeline stages and analytics are returned as report summaries via API. | |
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Activity Reporting Reports on team or individual activity volumes over time. |
Team and user activity stats can be generated and retrieved. | |
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Outcome Attribution Determine which activities or touchpoints led to successful commitments. |
No information available | |
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Historical Fundraising Analysis View trends across past and active fundraises. |
Historical fundraising performance available in reporting endpoints. | |
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Investor Segmentation Reports Break down LPs by type, commitment size, region, etc. |
No information available | |
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Lost/Closed Reason Analytics Analyze lost/closed deals by reason for process improvement. |
No information available | |
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Downloadable Reports Export visual and tabular data for presentations or compliance. |
Downloadable CSV and PDF of reports via API call. | |
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Data Visualization Support for bar, line, pie charts, and other common visualizations. |
Data visualization endpoints include options for charting data. | |
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Scheduled Email Reports Automate regular reporting delivery to key stakeholders via email. |
No information available | |
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Custom Report Builder Drag-and-drop or query-based tool for creating custom reports. |
No information available | |
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Time to Stage/Close Analytics Average or median time LPs spend at each pipeline stage. |
No information available |
Security & Compliance
(5 Yes /5 Known /12 Possible features)
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Role-Based Access Control (RBAC) Control user access to data and functionality based on defined permissions. |
API includes role/permission configuration endpoint. | |
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Data Encryption Encryption of data at rest and in transit. |
API documentation claims industry-standard encryption for all data in transit and at rest. | |
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Audit Trail Comprehensive log of all user and system activities for compliance purposes. |
Audit logs available via API endpoints for compliance. | |
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GDPR/CCPA Support Tools to help demonstrate compliance with global privacy laws. |
No information available | |
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Multi-factor Authentication (MFA) Support for MFA to provide secure system access. |
Multi-factor authentication (MFA) is an option for API user roles. | |
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Data Retention Policies Automated data retention scheduling and purging of expired records. |
No information available | |
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Regular Security Updates Consistent patching and security improvements by the vendor. |
No information available | |
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Data Residency Options Ability to specify where data is hosted geographically for compliance. |
Data hosting location parameter is available at account level. | |
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End-User Privacy Controls Investor-facing privacy and data preferences settings. |
No information available | |
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Breach Notification Workflow Automated processes for handling and communicating data breaches. |
No information available | |
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Secure Document Storage Industry-compliant storage for investor reports and sensitive files. |
No information available | |
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Third-Party Security Certifications SOC2, ISO27001, or equivalent certifications attesting to security practices. |
No information available |
Activity & Task Management
(4 Yes /4 Known /12 Possible features)
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Task Assignment Assign fundraising-related tasks to team members with due dates. |
Task assignment, status and due dates available via task assignment endpoints. | |
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Task Reminders Automated reminders for upcoming and overdue activities. |
Task scheduling and reminders set within task endpoints (email and/or system notification options listed in API). | |
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Recurring Tasks Support for scheduling repetitive tasks (e.g., monthly check-ins). |
No information available | |
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Shared Calendars View and manage shared team calendars for meetings and follow-ups. |
No information available | |
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Meeting Scheduling Integrated meeting scheduling, with calendar invites sent directly from CRM. |
No information available | |
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Comments & Mentions Collaborate through comment threads and @mentions within records. |
No information available | |
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Progress Tracking View progress bars or dashboards showing task/completion statuses. |
No information available | |
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Task Prioritization Flag or rank tasks for importance or urgency. |
No information available | |
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Mobile Task Management Full-featured task management on mobile apps. |
No information available | |
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Activity Logging API Log activities programmatically from external sources. |
API supports logging activity from external sources programmatically. | |
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Time Tracking Track and report on time spent per task or activity. |
No information available | |
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Integration with Project Mgmt Tools Connect with Asana, Trello, Jira, or similar tools. |
API integrates with external project management tools for task visibility. |
User Experience & Access
(3 Yes /3 Known /11 Possible features)
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Customizable Views & Layouts Configure dashboards, tables, and forms to fit user or team preferences. |
Configurable views/layouts in client UI and API metadata endpoints allow customization. | |
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Mobile App Availability Native or web-based mobile application for on-the-go access. |
No information available | |
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Offline Access Work with critical data and records even when disconnected from the internet. |
No information available | |
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Multi-language Support Localized UI for global teams or LPs. |
No information available | |
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High Performance/Load Speed Sub-second response times for data retrieval and screen navigation. |
No information available | |
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UI Accessibility (WCAG) Conforms to web accessibility standards for users with disabilities. |
No information available | |
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Quick Add/Update Workflows Capture new orgs, contacts, or deals with minimal clicks or from email. |
Quick creation endpoints and webhook from inbound email for rapid entry. | |
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In-app Guidance and Training Context-sensitive help, tooltips, or guided tours for onboarding. |
No information available | |
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Dark Mode User-selectable dark/light display settings. |
No information available | |
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Favorites & Shortcuts Pin or bookmark most-used records for easy return. |
No information available | |
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Multi-device Synchronization Seamlessly pick up from any browser, desktop, or mobile device. |
API ensures session and data consistency across browser, desktop, and mobile app clients. |
Onboarding, Support & Training
(0 Yes /0 Known /10 Possible features)
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Guided Onboarding Structured onboarding sessions with a product specialist. |
No information available | |
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Custom Data Migration Assisted import of legacy CRM or spreadsheet data. |
No information available | |
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Knowledge Base/Help Center Extensive self-service library of tutorials, FAQs, videos, and best practices. |
No information available | |
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24/7 Customer Support Live support available at any hour by email, chat, or phone. |
No information available | |
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Dedicated Account Manager A single point of contact for ongoing account and product support. |
No information available | |
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Service Level Agreement (SLA) Formalized uptime, response, and resolution benchmarks. |
No information available | |
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Live & On-Demand Training Real-time or recorded training sessions for teams. |
No information available | |
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Product Update Notifications Automated alerts about new features or changes. |
No information available | |
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User Community/Forum Peer-to-peer support and knowledge sharing platform. |
No information available | |
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Custom Configuration Services Vendor or partner-provided customization for workflows and fields. |
No information available |
Data Quality & Maintenance
(4 Yes /4 Known /11 Possible features)
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Automated Data Validation Identify and prevent entry of invalid email addresses, phone numbers, or other fields. |
No information available | |
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Duplicate Management Advanced identification and merging of duplicate records beyond basic matching. |
Duplicate management is described as a feature, with advanced logic on the back end. | |
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Stale Data Alerts Automated prompts to review or update aging LP or contact records. |
No information available | |
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Bulk Data Update Tools Apply updates across multiple records in one action (e.g., mass reassignments). |
Bulk update endpoints are supported for record changes. | |
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Data Change Audit Trail Historical record of all edits for compliance and error resolution. |
No information available | |
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Regular Scheduled Backups Automatic creation of backups to prevent data loss. |
No information available | |
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Archiving and Deletion Workflows Structured process for sunsetting obsolete records. |
No information available | |
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Field Standardization Enforce standardized data formats for key fields (country, title, etc.). |
Field validation supported in the API specification for key data types. | |
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Integration Health Monitoring Automated checks to ensure integrations are current and functioning. |
No information available | |
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Data Quality Scoring Assigns quality scores to records to highlight completeness and accuracy. |
No information available | |
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Permission-based Data Editing Restrict edit access by team, department, or role. |
Permission configuration for data field-level editing in API. |
Customization & Scalability
(8 Yes /8 Known /11 Possible features)
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Custom Objects & Workflows Add new record types or automate complex processes. |
No information available | |
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Field-Level Customization Create, modify, or delete standard and custom fields across records. |
API provides endpoints to create new custom fields and edit existing fields. | |
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Scalable User Licensing Add or remove users and modules seamlessly as the team changes. |
API supports adjustable user licensing and modular roles for scale. | |
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Multi-Fund/Entity Support Easily track multiple funds, legal entities, and jurisdictions. |
Multi-fund/entity tracking featured in documentation (can associate investments to entities and funds). | |
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Workflow Automation Rules Custom triggers, approval flows, and automated processes. |
Workflow rules can be configured for custom triggers and approvals. | |
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White Labeling/Branding Firm logo and custom color schemes for internal and LP-facing portals. |
No information available | |
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High Load/Record Capacity Ability to support large databases and high daily user activity. |
undefined API rated at high volume/record capacity, scalable per usage tier. |
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Modular Add-ons Activate additional functionality (e.g., advanced analytics, portal upgrades) as needed. |
API supports modular add-ons for features like analytics, portals, as mentioned on vendor's website. | |
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Permission Customization Granular control over what each user can see and do. |
Granular permission sets available through API. | |
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Configurable Notifications Personalize system alerts, reminders, and email triggers. |
Customizable notification endpoints for system and workflow events. | |
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No Code/Low Code Customization Empowers business users to tailor system logic without IT/developers. |
No information available |
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