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Juniper Square IRM from Juniper Square
An intuitive investor relationship management system that simplifies document sharing, provides personalized reports, tracks investor preferences, and enhances communication, streamlining the investor experience.
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
(9 Yes /9 Known /12 Possible features)
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Contact Information Storage Maintain and update detailed client contact records, including addresses, phone numbers, and emails. |
Juniper Square IRM provides storage and updating of investor contact records as part of its CRM functionality, allowing fund managers to maintain addresses and other details. | |
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Document Management Store, categorize, retrieve, and manage all client documents (e.g., KYC, agreements, correspondence). |
Specifically designed for secure and convenient sharing and management of investor documents (statements, reports, K-1s, agreements). | |
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Client Segmentation Segment clients by customizable attributes (e.g., AUM, geography, product type, risk tolerance). |
Segmenting investors by characteristics (commitment, preferences, geography, investment type) is a common feature highlighted by Juniper Square. | |
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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. |
Provides a unified dashboard summarizing investor holdings, communications, and activities. | |
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Data Import/Export Capability Import and export client data in multiple file formats (CSV, XLSX, etc.). |
Supports importing/exporting investor data (e.g., Excel imports for onboarding, report exports). | |
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Bulk Data Update Batch update client records efficiently. |
Juniper Square IRM provides bulk updating of investor data, which is important for large fund managers. | |
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Custom Fields Add user-defined fields to capture client-specific information. |
Custom fields can be added to investor records per marketing materials and implementation guides. | |
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Audit Trail/History Logs Track changes to client records over time for compliance and accountability. |
Maintains audit trails on user actions and updating of records for compliance. | |
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Duplicate Record Detection Automated identification and merging of duplicate client records. |
Provides duplicate record management and merging to maintain clean investor data. | |
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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
(9 Yes /9 Known /11 Possible features)
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Activity Logging Automatically or manually log all communications including calls, emails, meetings, and events. |
Tracks and logs all investor communications, both manual and automated. | |
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Email Integration Connect with email platforms (e.g., Outlook, Gmail) for two-way sync of client emails. |
Integrates with email platforms to capture communications, typically Outlook and Gmail. | |
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Meeting Scheduling Schedule and manage meetings with clients, auto-populate invite details. |
Supports meeting scheduling and event management within the IRM portal. | |
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Call Notes Attach and store call notes and summaries to client profiles. |
Allows storing and attaching notes from calls and meetings to specific investor profiles. | |
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Task & Follow-up Reminders Set reminders for client-related tasks, follow-ups, or events. |
Enables reminders and task assignments, including follow-up requests for investor actions. | |
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Calendar Integration Sync client meetings and events with popular calendar tools. |
Integrates with external calendars (Google, Outlook) for event syncing. | |
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Automated Communication Capture Automatically capture and log communications across channels (email, phone, chat). |
Automated communication capture via email, portal messages, and uploads. | |
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Interaction Timeline Visualization Display chronological activity history for each client. |
Displays a timeline of all communications and activities for each investor. | |
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Mass Email Campaigns Send personalized bulk emails or newsletters to client groups. |
Juniper Square includes built-in tools for sending customized bulk emails and announcements. | |
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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
(7 Yes /7 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 manages and tracks KYC/AML statuses for investors as part of onboarding and compliance. | |
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Regulatory Documentation Management Store and manage documentation required for compliance (e.g., risk disclosures, consents). |
Stores signed agreements, risk disclosures, and all required compliance documentation for each investor. | |
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Automated Alerts for Compliance Deadlines Automated reminders when KYC/AML or other regulatory renewals/updates are due. |
Automated reminders and alerts for KYC, document renewals, and deadlines are standard. | |
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Audit Trails Maintain detailed change logs for all client-related actions for regulatory review. |
Full audit trails for regulatory review and compliance requirements. | |
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Sanctions List Screening Integration Screen clients against sanctions and watch lists. |
Performs investor screening against major sanctions lists via integrations. | |
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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. |
Captures and manages investor consents for marketing and data processing. | |
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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 controls control visibility into sensitive investor data. | |
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Transaction Monitoring Alerts Monitor and flag potentially suspicious client transactions for further review. |
No information available |
Investment & Account Management Integration
(8 Yes /8 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. |
Integrates with and displays holdings and transactions from portfolio/account management systems. | |
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Multi-Account Handling Manage multiple accounts per client (e.g., personal, trust, joint, institutional). |
Supports multiple accounts/entities under each investor—including joint, trust, etc. | |
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Cash Flow Tracking Track capital calls, distributions, redemptions, and contributions per client. |
Tracks capital calls, fund contributions, and distributions at the investor level. | |
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Performance Reporting Access Allow client relationship teams access to investment performance, returns, and statements. |
Relationship teams can view investment performance and generate statements. | |
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Automated Statement Generation Automatically produce and deliver periodic account statements to clients. |
The IRM automates periodic statement generation and delivery (e.g., quarterly statements, K-1 tax documents). | |
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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. |
Tracks mandates/restrictions as custom fields tied to investor records. | |
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Contribution/Redemption Request Handling Submit and track client requests for new investments or withdrawals. |
Handles and tracks investor-initiated requests for contributions and redemptions in-system. | |
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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. |
Authorized users can override/edit investor data as needed for corrections. |
Reporting & Analytics
(7 Yes /7 Known /10 Possible features)
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Customizable Reporting Templates Create, modify, and save reusable templates for client, relationship, and pipeline reporting. |
The reporting engine supports customizable templates for investor and relationship reporting. | |
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Scheduled/Automated Reports Automatically generate and distribute reports on a defined schedule. |
Reports and statements can be generated on a set schedule or automatically. | |
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Pipeline/Opportunity Tracking Reports Track new business opportunities, pipeline stages, and conversion rates. |
No information available | |
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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 options include PDF, Excel, and CSV for various investor reports. | |
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Interactive Dashboards Visualize data in charts, graphs, and dashboards for actionable insights. |
IRM emphasizes user-friendly dashboards and data visualizations for actionable communication. | |
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Data Drill-down Capability Click through summaries to detailed underlying data in reports. |
Users can drill down on dashboards to see underlying data for each investor or report item. | |
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Ad-hoc Query/Report Builder Allow users to build and run custom queries/reports without coding. |
Supports ad-hoc/custom report builder use cases, per testimonials and product sheets. | |
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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. |
Users can personalize dashboards, select data fields, and customize chart styles. |
Workflow & Automation
(8 Yes /8 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. |
The platform automates onboarding workflow, streamlining KYC, document collection, and approvals. | |
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Task Assignment and Routing Automatically assign follow-ups or requests to the relevant team member based on business rules. |
The system supports workflow-based assignments and routing for onboarding and investor requests. | |
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Approval Process Automation Design and configure multi-level approval routes for sensitive actions (e.g., large redemptions). |
Supports configuration of multi-step approval workflows, especially for sensitive transactions. | |
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SLA Monitoring & Alerts Track compliance with internal and external service level agreements for client requests. |
Offers tracking and alerts for SLAs on requests, onboarding, and document approvals. | |
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Customizable Workflow Builder Allow administrators to visually design, edit, and deploy custom workflows. |
Visual workflow builder enables customization without coding, as indicated in product documentation. | |
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Automatic Record Updates Trigger automatic updates in client records based on workflow outcomes. |
Investor records are automatically updated by workflow triggers (e.g., status updates). | |
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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). |
Supports integrations with DocuSign and other e-signature platforms as part of workflow. | |
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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). |
Provides pre-built onboarding, document, and approval workflow templates. |
Integration & API Capabilities
(8 Yes /8 Known /10 Possible features)
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Open API Availability Provide well-documented APIs for inbound/outbound data exchange. |
Offers well-documented APIs for inbound/outbound data exchange per developer documentation. | |
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Third-party Integration Marketplace Support a catalog of pre-built integrations with other financial platforms. |
Supports a marketplace of integrations for fund administrators, custodians, etc. | |
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Single Sign-On (SSO) Support Ensure users can log in using corporate credentials (e.g., SAML, OAuth). |
Supports SSO via SAML and OAuth, as referenced in product technical requirements. | |
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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. |
Webhooks and outbound event triggers are supported for third-party integrations. | |
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File-Based Imports/Exports Automate bulk data exchange using flat files (SFTP, FTP, etc.). |
Automated file-based import/export is available for bulk investor or document data. | |
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Plug-and-Play Data Connectors Pre-built connectors for leading custodians, fund administrators, and market data sources. |
Offers pre-built connectors for common fund admin and data sources. | |
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Mobile App Integration Seamlessly connect with mobile clients and push data updates to mobile apps. |
Mobile app integration is provided to ensure real-time access and notifications. | |
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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). |
API documentation is comprehensive, with detailed endpoint information, error codes, and guides. |
User Experience (UX) & Accessibility
(7 Yes /7 Known /10 Possible features)
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Customizable Dashboards Allow users to personalize data layouts, views, and notifications. |
Dashboards and reporting can be personalized by each user. | |
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Mobile Device Support Native or fully responsive web interface for tablets and smartphones. |
Interface is fully responsive for mobile and tablet, and a dedicated app is available. | |
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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. |
Interface supports multiple languages, as Juniper Square markets to global GPs and LPs. | |
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In-app Guidance and Tutorials Embed self-serve tutorials and contextual help. |
Tooltips, in-app tutorials, and contextual guidance are available per onboarding demo. | |
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User Role Personalization Customize UI and permissions based on role/department. |
Permissions, views, and UI layout are customizable by user role/department. | |
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Search & Global Filtering Provide a powerful search bar for quick data access. |
Global search and filtering enables quick access to any record. | |
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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. |
Centralized in-app notification center for reminders, alerts, and new tasks. |
Security & Privacy
(7 Yes /7 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. |
Offers robust RBAC for data security, a core part of enterprise/financial SaaS. | |
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Multi-Factor Authentication (MFA) Require multiple identity verification steps for access. |
Supports MFA for user access security. | |
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End-to-End Encryption Encrypt data in transit and at rest. |
End-to-end data encryption in transit and at rest is mentioned in their security documentation. | |
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Audit Logs for User Activity Track and report all significant user actions for audit purposes. |
Audit logs for user and admin activities are available for internal monitoring. | |
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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. |
Platform enables GDPR/CCPA controls for investors, including data requests and redaction. | |
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Single Sign-On (SSO) Integration Integrate with corporate SSO for secure and simple access. |
SSO integration with corporate credentials provided for enterprise clients. | |
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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. |
Session timeouts are included as a security best practice in the platform. | |
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Data Backup Frequency Frequency of automatic system backups for disaster recovery. |
No information available |
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. |
No information available | |
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Elastic Cloud Scaling Support for scaling compute/storage up or down as needed automatically. |
Cloud infrastructure supports elastic scaling as usage grows. | |
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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. |
Designed for high-availability with multi-region redundancy. |
Support & Vendor Services
(8 Yes /8 Known /10 Possible features)
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24/7 Technical Support Availability Access to support staff around the clock for urgent issues. |
Phone/email/chat support is available 24/7 for enterprise customers. | |
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Dedicated Account Manager Assigned vendor contact for ongoing relationship and escalation. |
Account managers are assigned to enterprise clients for ongoing support. | |
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Implementation and Data Migration Support Professional services to assist with configuration, onboarding, and legacy system migration. |
Provides implementation teams for migration and onboarding from legacy systems. | |
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User Training Programs Vendor-provided initial and ongoing user training options. |
Extensive live and on-demand training is available for all users. | |
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User Community/Knowledge Base Access to an online support community, FAQs, and how-to guides. |
User help center and community forums exist for product support and sharing. | |
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Customization Services Vendor support for custom features, fields, or integrations. |
Professional services are available for integration or custom feature requests. | |
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Service Level Agreement (SLA) Uptime Commitment Contractual uptime/service level commitments for critical features. |
SLAs for uptime and critical feature performance are contractually committed. | |
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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. |
Users can submit product improvement suggestions and bug reports directly. |
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