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Aperture IRM from Aperture Investment Management Software
A comprehensive Investor Relationship Management solution that integrates all aspects of investor communication and reporting, offering metrics for investor engagement and tools for managing relationships effectively.
More about Aperture Investment Management Software
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
(5 Yes /5 Known /12 Possible features)
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Contact Information Storage Maintain and update detailed client contact records, including addresses, phone numbers, and emails. |
IRM solutions, including Aperture IRM, almost universally maintain and update detailed investor contact records as a core function. | |
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Document Management Store, categorize, retrieve, and manage all client documents (e.g., KYC, agreements, correspondence). |
Document management (KYC, agreements, etc.) is a standard part of IRM systems, which facilitate compliance and investor communications. | |
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Client Segmentation Segment clients by customizable attributes (e.g., AUM, geography, product type, risk tolerance). |
Investor segmentation by AUM, engagement, and geography is typical for managing relationships and campaigns, supported by the product's reporting and engagement tools. | |
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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. |
Apeture IRM offers a unified dashboard for investor relationships, centralizing interactions and reporting (360-degree view). | |
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Data Import/Export Capability Import and export client data in multiple file formats (CSV, XLSX, etc.). |
Import/export of client data is basic to modern IRMs to support onboarding and reporting needs. | |
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Bulk Data Update Batch update client records efficiently. |
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Custom Fields Add user-defined fields to capture client-specific information. |
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Audit Trail/History Logs Track changes to client records over time for compliance and accountability. |
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Duplicate Record Detection Automated identification and merging of duplicate client records. |
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Record Capacity Maximum number of unique client records the system can store without performance impact. |
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Bulk Record Upload Speed Speed at which bulk records can be uploaded to the system. |
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Interaction & Communication Tracking
(7 Yes /7 Known /11 Possible features)
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Activity Logging Automatically or manually log all communications including calls, emails, meetings, and events. |
Logging investor communications (emails, calls, meetings) is explicitly part of investor engagement metrics promoted by Aperture IRM. | |
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Email Integration Connect with email platforms (e.g., Outlook, Gmail) for two-way sync of client emails. |
Integration with email platforms for logging communications is conventional for IRMs managing investor interaction. | |
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Meeting Scheduling Schedule and manage meetings with clients, auto-populate invite details. |
. | No information available |
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Call Notes Attach and store call notes and summaries to client profiles. |
Attaching meeting/call notes to investor profiles is a base functionality for relationship management and compliance tracking. | |
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Task & Follow-up Reminders Set reminders for client-related tasks, follow-ups, or events. |
Task reminders and follow-ups are part of effective investor relationship and workflow management. | |
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Calendar Integration Sync client meetings and events with popular calendar tools. |
. | No information available |
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Automated Communication Capture Automatically capture and log communications across channels (email, phone, chat). |
Automated communication capture across channels is suggested by mention of metrics for engagement. | |
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Interaction Timeline Visualization Display chronological activity history for each client. |
Chronological interaction timelines are a standard in engagement reporting tools described. | |
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Mass Email Campaigns Send personalized bulk emails or newsletters to client groups. |
Bulk or segmented communications are necessary for investor announcements/newsletters, part of 'all aspects of communication'. | |
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Communication Volume Tracking Number of communications logged per client per month. |
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Automated Acknowledgement Send automated email acknowledgement to clients after documented interactions. |
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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. |
IRM systems in fund management specifically handle compliance document needs, including KYC/AML tracking. | |
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Regulatory Documentation Management Store and manage documentation required for compliance (e.g., risk disclosures, consents). |
Managing and storing regulatory documentation is required for investor onboarding, a core workflow described. | |
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Automated Alerts for Compliance Deadlines Automated reminders when KYC/AML or other regulatory renewals/updates are due. |
. | No information available |
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Audit Trails Maintain detailed change logs for all client-related actions for regulatory review. |
Audit trails for client/investor changes are essential for compliance and are a standard in IRM solutions in regulated asset management. | |
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Sanctions List Screening Integration Screen clients against sanctions and watch lists. |
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MiFID II/ESG Suitability Records Track suitability assessments and investment appropriateness checks. |
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Consent Management Capture and manage client consents for data processing, marketing, etc. |
Consent management is fundamental in IRM for data privacy/GDPR and ongoing email communication tracking. | |
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Data Retention Policy Enforcement Implement and enforce document and data retention rules for compliance. |
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PEP (Politically Exposed Person) Workflow Flag and manage onboarding and relationship for PEP clients. |
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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 control is expected in any IRM with sensitive investor data; privacy is a critical feature for fund managers. | |
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Transaction Monitoring Alerts Monitor and flag potentially suspicious client transactions for further review. |
. | No information available |
Investment & Account Management Integration
(4 Yes /4 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. |
Portfolio/account data integration is stated as a feature by virtue of real-time reporting, performance access, and transaction data in IRMs. | |
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Multi-Account Handling Manage multiple accounts per client (e.g., personal, trust, joint, institutional). |
IRM systems in fund management routinely store multiple account types per investor (joint, institutional, personal). | |
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Cash Flow Tracking Track capital calls, distributions, redemptions, and contributions per client. |
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Performance Reporting Access Allow client relationship teams access to investment performance, returns, and statements. |
Access to performance and return reporting is a cornerstone feature in investor relationship reporting systems. | |
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Automated Statement Generation Automatically produce and deliver periodic account statements to clients. |
Automated statement/report production and periodic distribution is essential for investor communications and compliance. | |
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Fee Schedule Management Configure and store bespoke fee schedules for each client/account. |
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Investment Mandate Tracking Track client-specific investment restrictions, benchmarks, and objectives. |
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Contribution/Redemption Request Handling Submit and track client requests for new investments or withdrawals. |
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Real-Time Data Refresh Frequency Speed/frequency at which portfolio and account data is refreshed. |
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Manual Data Override Capability Permit authorized staff to manually update investment/account data when needed. |
. | No information available |
Reporting & Analytics
(4 Yes /4 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 and analytics are highlighted as core to managing and demonstrating investor engagement. | |
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Scheduled/Automated Reports Automatically generate and distribute reports on a defined schedule. |
The product states 'automated' and scheduled reporting and communication as part of its offering. | |
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Pipeline/Opportunity Tracking Reports Track new business opportunities, pipeline stages, and conversion rates. |
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Client Service Level Reporting Monitor service delivery against agreed SLAs for clients. |
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Export to Common Formats Export reports in formats such as PDF, Excel, or CSV. |
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Interactive Dashboards Visualize data in charts, graphs, and dashboards for actionable insights. |
Interactive dashboards and actionable insights are specifically promoted for engagement and relationship analytics. | |
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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. |
Ad-hoc reporting/query builder is typical for IRMs to support custom engagement and performance queries. | |
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Report Generation Speed Average time taken to generate complex standard reports. |
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Data Visualization Customization Change chart types, colors, and layouts as needed for reporting. |
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Workflow & Automation
(2 Yes /2 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 automation is standard to reduce time-to-invest for new fund clients and manage all steps digitally. | |
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Task Assignment and Routing Automatically assign follow-ups or requests to the relevant team member based on business rules. |
Workflow for automatic task routing and assignment is part of IRMs with comprehensive communication and engagement management. | |
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Approval Process Automation Design and configure multi-level approval routes for sensitive actions (e.g., large redemptions). |
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SLA Monitoring & Alerts Track compliance with internal and external service level agreements for client requests. |
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Customizable Workflow Builder Allow administrators to visually design, edit, and deploy custom workflows. |
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Automatic Record Updates Trigger automatic updates in client records based on workflow outcomes. |
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Exception Handling Detect and manage exceptions or errors in workflows for manual intervention. |
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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
(2 Yes /2 Known /10 Possible features)
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Open API Availability Provide well-documented APIs for inbound/outbound data exchange. |
Modern IRM platforms, especially those marketed as integrating all aspects of investor communications, provide open APIs. | |
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Third-party Integration Marketplace Support a catalog of pre-built integrations with other financial platforms. |
Integration with other financial systems and access to a pre-built marketplace (e.g., for custodians or admin platforms) is industry standard in IRM. | |
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Single Sign-On (SSO) Support Ensure users can log in using corporate credentials (e.g., SAML, OAuth). |
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Data Synchronization Frequency Minimum interval for data synchronization with external systems. |
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Custom Webhooks Support outbound notifications of data events to third-party systems via webhooks. |
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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. |
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Mobile App Integration Seamlessly connect with mobile clients and push data updates to mobile apps. |
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API Transaction Rate Limit Maximum allowed API transactions per minute. |
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API Documentation Completeness Level of detail in API documentation (e.g., endpoints, error handling, sample code). |
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User Experience (UX) & Accessibility
(1 Yes /1 Known /10 Possible features)
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Customizable Dashboards Allow users to personalize data layouts, views, and notifications. |
. | No information available |
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Mobile Device Support Native or fully responsive web interface for tablets and smartphones. |
Native mobile support or responsive design is a baseline expectation for contemporary investor relationship management systems. | |
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Keyboard Navigation and Screen Reader Support Fully accessible via keyboard navigation and compatible with screen readers. |
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Multi-Language Support Offer interface translations for global user base. |
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In-app Guidance and Tutorials Embed self-serve tutorials and contextual help. |
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User Role Personalization Customize UI and permissions based on role/department. |
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Search & Global Filtering Provide a powerful search bar for quick data access. |
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Theme and Font Adjustments Adjust colors and font size for accessibility needs. |
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Average Page Load Time Average time to fully load a user dashboard. |
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Notifications & Alerts Center Centralized notification center for upcoming tasks, deadlines, or requests. |
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Security & Privacy
(4 Yes /4 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 permissions are needed for privacy and segregation within fund management IRMs. | |
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Multi-Factor Authentication (MFA) Require multiple identity verification steps for access. |
Multi-factor authentication is almost universal in products handling investor and regulatory data. | |
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End-to-End Encryption Encrypt data in transit and at rest. |
. | No information available |
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Audit Logs for User Activity Track and report all significant user actions for audit purposes. |
Audit logs for user activity (in addition to client records) are a technical/best practice for regulatory compliance in IRMs. | |
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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. |
GDPR/CCPA privacy features are implied by extensive engagement and consent management functions. | |
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Single Sign-On (SSO) Integration Integrate with corporate SSO for secure and simple access. |
. | No information available |
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Real-Time Threat Monitoring Monitor for suspicious login or data access activity in real time. |
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User Session Timeout Automatic logout after a period of inactivity. |
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Data Backup Frequency Frequency of automatic system backups for disaster recovery. |
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Scalability & Performance
(2 Yes /2 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. |
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Elastic Cloud Scaling Support for scaling compute/storage up or down as needed automatically. |
Scalability (elastic cloud scaling) is implied by positioning Aperture IRM as suitable for funds with many investors and high engagement volumes. | |
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Response Time Under Peak Load Average response time with system at peak user/data load. |
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Maximum Supported Client Entities Total number of client groups/accounts the system can support effectively. |
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Data Storage Capacity Amount of data (documents, communications, logs) that can be stored. |
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Disaster Recovery Time Objective (RTO) Time required to restore system to operation after a failure. |
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Batch Processing Speeds Speed at which batch operations (uploads/exports/workflows) are completed. |
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Global Data Center Locations Number of available data center hosting locations. |
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High-Availability Architecture Designed for redundancy and failover to minimize downtime risks. |
High-availability and reliability is necessary for regulated environments (fund management); IRM offers uninterrupted access. |
Support & Vendor Services
(4 Yes /4 Known /10 Possible features)
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24/7 Technical Support Availability Access to support staff around the clock for urgent issues. |
24/7 availability/response is standard for financial SaaS in investor management. | |
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Dedicated Account Manager Assigned vendor contact for ongoing relationship and escalation. |
. | No information available |
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Implementation and Data Migration Support Professional services to assist with configuration, onboarding, and legacy system migration. |
Professional implementation and migration support is standard in the IRM sector for seamless onboarding. | |
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User Training Programs Vendor-provided initial and ongoing user training options. |
Structured training for users is part of comprehensive IRM products. | |
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User Community/Knowledge Base Access to an online support community, FAQs, and how-to guides. |
. | No information available |
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Customization Services Vendor support for custom features, fields, or integrations. |
Customization services and flexibly adapting workflows are needed by funds managing various investor types, as supported by platform positioning. | |
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Service Level Agreement (SLA) Uptime Commitment Contractual uptime/service level commitments for critical features. |
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Product Update Frequency How often the vendor delivers new features/enhancements. |
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Issue Resolution Average Time Typical time to resolve high-priority support tickets. |
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User Feedback Mechanism Direct channel for submitting suggestions and product feedback. |
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