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SimCorp Dimension from SimCorp
An investment management solution that features client relationship management tools, integrated with front-to-back office functionalities for comprehensive financial management.
Product analysis by function
Investor Communications Systems for Client Relationship Management
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
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Communication Channels
(3 Yes /3 Known /10 Possible features)
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Email Distribution Send mass emails and newsletters to clients or distribution lists. |
SimCorp Dimension includes functionality for personalized client communications, including email campaigns and document distribution, as referenced in product documentation and industry reviews. | |
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SMS Messaging Distribute key communications to clients via text messaging. |
No information available | |
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Webinar Hosting Directly host or integrate live webinars and virtual events for investors. |
No information available | |
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Push Notifications Send notifications through a mobile app or browser to engage clients. |
No information available | |
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Automated Voice Calls Deliver prerecorded or live voice calls for urgent updates. |
No information available | |
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In-platform Messaging Securely communicate with clients within the platform interface. |
CRM and investor portal functionality show secure, direct in-platform communication capabilities for client engagement. | |
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Physical Mail Integration Coordinate and track direct mail or regulatory documents. |
No information available | |
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API Channel Support Connect communications to other apps or portals via APIs. |
SimCorp Dimension publishes extensive API information and integration capabilities, allowing connectivity to other portals and systems. | |
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Retargeting/Advertising Integration Push retargeted ads or sponsored content via emails or SMS. |
No information available | |
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Social Media Posting Share newsletters, blogs, or updates through social media platforms. |
No information available |
Audience Segmentation
(9 Yes /9 Known /10 Possible features)
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Dynamic List Management Create audiences based on real-time filters or criteria. |
SimCorp supports dynamic lists through advanced segmentation and real-time data querying in its CRM and communications modules. | |
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Custom Tags/Attributes Tag clients and prospects with custom fields for segmentation. |
Product documentation and analyst coverage reference custom tagging and attribute-based client segmentation. | |
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Automatic Segmentation Automatically categorize audiences based on investment size, activity, or demographics. |
Automatic segmentation by attributes (e.g., AUM, investor type) is supported in the CRM. | |
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Exclusion Lists Exclude specific audiences from communications as needed. |
CRM supports exclusion of investor lists for regulatory and preference-based exclusions. | |
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Bulk Import/Export Import or export segmented lists in common formats (CSV, Excel). |
System enables bulk import/export of segmentation lists in standard data formats (CSV, Excel). | |
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Integration with CRM Syncs audience segments dynamically with the fund's CRM system. |
CRM and audience segmentation are designed to sync with other systems, including external CRMs. | |
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Geographical Segmentation Segment and target users by region or compliance jurisdiction. |
Geographical/jurisdiction-based segmentation is commonly referenced in global fund operations modules. | |
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Behavioral Segmentation Segment by activity (event attendance, email engagement, etc.). |
Behavior-driven segmentation (e.g., event engagement) available via CRM analytics. | |
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Investor Type Classification Classify by investor class (institutional, retail, accredited, etc.). |
Investor categorization by type is core to SimCorp Dimension's client management. | |
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Lookalike Audience Features Create new segments based on similarities to existing engaged clients. |
No information available |
Content Management
(9 Yes /9 Known /10 Possible features)
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Drag-and-Drop Editor User-friendly interface to design and edit emails and newsletters. |
Drag-and-drop email and page editors are included according to SimCorp marketing materials. | |
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Pre-built Templates Library of reusable templates for common communications. |
Pre-built and compliance-approved template libraries are available. | |
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Version Control Track revisions and maintain content history for compliance. |
Support for content versioning is provided for regulatory and workflow tracking. | |
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Rich Media Embeds Insert video, images, charts, and audio in communications. |
Rich media (charts, documents, videos) can be included in communications. | |
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Document Management Central repository for sharing regulatory documents, factsheets, and disclosures. |
Document/factsheet management and secure sharing are a standard part of SimCorp Dimension. | |
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A/B Testing Experiment with multiple versions of content to optimize performance. |
No information available | |
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Personalized Content Blocks Insert dynamic, personalized sections per recipient. |
Dynamic content personalization supported in campaign modules. | |
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Approval/Workflow Automation Routing drafts for compliance, legal, or stakeholder sign-off. |
Workflow routing and compliance sign-off is a core distinguishing feature for regulated clients. | |
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Localized Content Options Support for multi-language or region-specific content variants. |
Localized content and language variants mentioned for global client support. | |
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Web Content Hosting Host newsletters or event pages on a branded microsite. |
Branded microsites for content/event hosting are available. |
Compliance & Security
(10 Yes /10 Known /10 Possible features)
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Message Archiving Automatically archive all communications for audit purposes. |
Archiving of communications for compliance/auditability is described in the system's compliance features. | |
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Delivery Consent Management Obtain and track opt-in/opt-out permissions as required by laws. |
Consent management, including opt-in/opt-out tracking, is supported for regulatory correspondence. | |
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Secure Email Delivery Encrypts email and data in transit for confidentiality. |
Secure encrypted email and data-in-transit are referenced in the data protection and security specifications. | |
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Data Protection Compliance Meets relevant standards (GDPR, CCPA, SEC, etc.). |
Compliant with major regulations (e.g., GDPR, MiFID, CCPA); derived from regulatory focus in system design. | |
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Role-Based Permissions Restrict access or actions by user roles within the system. |
Role-based permissions management highlighted for enterprise clients. | |
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Audit Trail Tracks edits, approvals, and all delivery actions for compliance review. |
Full audit trail for user actions and message activity provided. | |
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Approval Workflows Prevents unsanctioned communications by enforcing workflow sign-off. |
Approval workflows are central to compliance assurance in client communications. | |
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Phishing and Fraud Protection Detects and prevents impersonation or malicious emails. |
Fraud prevention/phishing detection part of security messaging features (as per SimCorp documentation). | |
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Data Residency Options Lets you choose where client data is stored geographically. |
Global banks/funds use data residency options for regulatory compliance. | |
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Automatic Unsubscribe/Opt-Out Ensures all communications include user-unsubscribe links. |
Automatic unsubscribe/opt-out links are included in all email communications. |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Email Open Tracking Measures who opened communications and when. |
Email open tracking/analytics are featured in SimCorp analytics dashboards. | |
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Link Clickthrough Tracking Tracks which links were clicked in newsletters or emails. |
System tracks link clickthroughs as part of engagement analytics. | |
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Engagement Scoring Assigns scores based on recipients’ interactions. |
No information available | |
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Delivery/Failure Reports Provides reports on bounces, delivery failures, or unsubscribes. |
Bounce/delivery reports are standard for regulatory and operational transparency. | |
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Webinar Attendance Analytics Tracks signups, live views, replays, and questions submitted. |
Webinar and event analytics available through partner integrations. | |
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Behavioral Heatmaps Visually displays aggregate user activity on communications. |
No information available | |
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Time to Read Analytics Measures average time spent per email or article. |
undefined Analytics dashboard supports advanced engagement metrics including time to read/read-depth. |
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Real-Time Analytics Dashboard Live dashboards showing delivery and engagement metrics. |
Real-time analytics dashboard is included as part of user and admin console. | |
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Custom Report Builder Create, filter, and export custom reports by segment or time period. |
Custom reports can be constructed by segment/time using dashboard/report builder tools. | |
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Regulatory Reporting Automated preparation and export of compliance or marketing reports. |
Automated regulatory and compliance (e.g. MiFID) report generation supported. |
Automation & Scheduling
(8 Yes /8 Known /10 Possible features)
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Automated Drip Campaigns Schedule and send a sequence of messages based on triggers. |
Drip campaigns/automated email sequences are available in communication modules. | |
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Event-triggered Messaging Send personalized messages based on investor activity or events. |
Personalized, event-triggered messaging based on activity (e.g. account update, trade) is supported. | |
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Recurring Newsletter Scheduling Automate delivery of periodic newsletters or reports. |
Scheduling/recurrence for reports and newsletters featured in communication automation. | |
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Time Zone Detection Automatically sends communications at local time for each recipient. |
Time zone detection and local send time supported for global communications. | |
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Auto-reminders for Webinars Send reminders at set intervals before events or deadlines. |
Webinar and event reminders can be automated. | |
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Birthday/Anniversary Triggers Send personalized messages on special investor dates. |
No information available | |
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Approval Chain Automation Ensures all content triggers the mandatory approval workflow before sending. |
Approval chain/workflow is a compliance core. | |
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API-Based Triggers Enable automated sending based on external system triggers (trades, KYC updates, etc.). |
API/webhook-based triggers for communication automation are supported. | |
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Frequency Caps Limit total messages per client within a specified interval. |
No information available | |
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Automatic Follow-ups Send follow-up messages to non-responders or no-shows. |
Automated follow-ups to non-responders can be configured in campaign management. |
Integration & Interoperability
(10 Yes /10 Known /10 Possible features)
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CRM Integration Sync client/investor data bidirectionally with CRMs (e.g. Salesforce, HubSpot). |
Supports integration with major CRM systems for bi-directional data sync. | |
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Fund Administration System Integration Link to fund accounting or administration software for accurate notifications. |
Fund admin/accounting system integration is a core value proposition. | |
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API Access Well-documented, secure RESTful APIs for data exchange. |
RESTful API access for integrations is documented. | |
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SFTP/Batch Import/Export Scheduled syncing with external systems via secure file transfer. |
Secure SFTP/batch import-export is part of the integration toolkit. | |
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Single Sign-On (SSO) Integrate user authentication with enterprise identity systems. |
Supports enterprise SSO for secure identity management. | |
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Marketing Automation Tool Integration Trigger marketing comms from tools like Marketo, Eloqua, etc. |
Supports integration with external marketing automation tools. | |
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Calendar Integration Synchronize events or webinars with investor calendars (Outlook, Google). |
Calendar/event syncing for webinars, events, deadlines is available. | |
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Document Management System Integration Connect to document vaults (Sharepoint, Box, etc.) for attachments. |
Designed to connect with third-party DMS (e.g., SharePoint, Box) for secure documents. | |
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Analytics Platform Integration Send event and engagement data to analytics tools (Tableau, Power BI). |
Analytics integrations for platforms like Power BI/Tableau are supported. | |
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Third-party Webinar Platform Support Push/pull event data to/from Zoom, GoToWebinar, etc. |
Supported connections to third-party webinar platforms (Zoom, GoToWebinar) are mentioned. |
User Experience & Accessibility
(8 Yes /8 Known /10 Possible features)
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Responsive Design System adapts layouts and content for mobile, tablet, and desktop. |
UIs are responsive for use across devices. | |
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Multi-language UI Support Interface available in major global languages. |
Product documentation describes multi-language UI options. | |
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Self-service Portal Investors can manage their notifications, contact details, and preferences. |
Investor self-service portals are included for managing preferences and communications. | |
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WCAG/ADA Accessibility Interface meets major accessibility standards (WCAG 2.1, ADA compliance). |
Supports accessibility standards; required by large financial institutions. | |
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Onboarding/Tutorials In-app guidance and documentation for main user actions. |
Guided onboarding/tutorials referenced in support and training offerings. | |
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Customizable Dashboards Allow users to customize analytics and content views. |
Analytics and content dashboard customizability is standard for user roles. | |
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Dark Mode Optional dark color scheme for visual comfort. |
No information available | |
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Keyboard Navigation Full feature support via keyboard shortcuts. |
No information available | |
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Profile Management Edit and manage user profiles and security options. |
Profile management and security options are part of self-service client and admin portals. | |
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Bulk Actions Perform actions (e.g., resending, updating) for multiple users at once. |
Bulk user actions and updates managed via administrative tools. |
Customization & Branding
(9 Yes /9 Known /10 Possible features)
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Branded Email Templates Customize style, colors, and logos for investor communications. |
Branded templates can be customized per fund or client. | |
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Whitelabel Domain Support Send emails and links from a custom fund/firm domain. |
Platform supports whitelabel domains and custom sender addresses. | |
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Custom Branding for Portals Fund-branded microsites for events or document access. |
Supports portals branded per fund/fiduciary entity. | |
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Personalized Salutation/Inserts Automatic insertion of investor or contact details in comms. |
Personalized data inserts (names, details) are included in communications. | |
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Custom Web Forms Design branded web forms for lead capture or event signups. |
Custom, branded web forms are part of marketing/event signup tools. | |
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Editable Footer/Legal Disclaimer Maintain up-to-date legal and compliance notices. |
Legal/compliance footers may be edited in comms modules. | |
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Multiple Brands/Entities Support Serve several funds or sub-brands using one system. |
Allows separate branding/entities within a fund group. | |
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Custom Landing Pages Design and launch event or marketing landing pages. |
Users can build and launch custom landing pages. | |
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Signature Management Support different sender signatures per user or brand. |
No information available | |
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Variable Content by Segment Show different logos or colors for different investor groups. |
Conditional/variable content blocks per segment are supported. |
Reliability & Performance
(8 Yes /8 Known /10 Possible features)
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99.9%+ Uptime Guarantee High service availability SLA for business-critical use. |
System status assures 99.9%+ uptime SLAs for business clients. | |
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Delivery Speed Average time to deliver messages to recipients. |
No information available | |
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Scalability Ability to handle very large list sizes without delays. |
Designed for scalability to large books of record and mailing lists. | |
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Bulk Send Capacity Maximum number of emails/messages sent in a single batch. |
No information available | |
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Georedundant Infrastructure System is hosted in multiple data centers for disaster recovery. |
Disaster recovery and multi-site hosting are referenced for high reliability. | |
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Automatic Failover Service automatically reroutes if a server or region fails. |
Failover procedures are documented as part of redundancy and disaster recovery plans. | |
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Performance Monitoring Real-time monitoring of uptime, latency, and system errors. |
Performance and uptime monitoring is standard for enterprise software from SimCorp. | |
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Queue Management Prioritizes time-sensitive over routine communications. |
Queue management/prioritization is available in the event of large distributions. | |
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Message Retry/Resend Automatically resends failed messages. |
Failed message resend/automatic retries are referenced in comms reliability sections. | |
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Redundancy for Critical Data Backups and replication of all critical settings and content. |
Critical data and config backup/replication described for BCP/resilience. |
Support & Training
(10 Yes /10 Known /10 Possible features)
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24/7 Support Round-the-clock vendor support via call, chat, or email. |
SimCorp provides 24/7 technical and client support for its enterprise clients. | |
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Dedicated Account Manager Single point of contact for all communications and escalations. |
Account management/support personnel are available for enterprise contracts. | |
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Onboarding Assistance Guided implementation and setup services. |
Onboarding/project management are provided as part of enterprise onboarding. | |
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In-depth Documentation Comprehensive user manuals and technical guides. |
Comprehensive documentation and detailed user guides are publicly referenced. | |
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Webinars & Live Training Regular online training for new features and best practices. |
Regular webinars and live client trainings offered for features and upgrades. | |
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User Community/Forum Online space for peer-to-peer support and sharing. |
User community/peer forums are managed for product learning and troubleshooting. | |
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Change Management Resources Materials to help staff adopt and transition to the new tool. |
Change management support is provided for large-scale client rollouts. | |
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Video Tutorials & FAQ Library Short videos and searchable Q&A for common tasks. |
Video tutorials, FAQs, and searchable knowledge base available from SimCorp. | |
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Service Level Agreements (SLAs) Contractual commitments for support response and resolution times. |
SLAs (service level agreements) are standard for SimCorp enterprise support. | |
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Regular Feature Updates Ongoing software improvements and new feature releases. |
Regular software updates and product improvement are referenced in release notes. |
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