at Financial Technnology Year
Please contact them if you have any questions.
SimCorp Data Management from SimCorp
Data quality monitoring, cleansing, and governance tools integrated with investment operations. Supports enterprise data lineage, data ownership, data lifecycle management, and regulatory compliance for fund managers.
Product analysis by function
Data Quality & Governance Tools for Data Management
Software that monitors, measures, and improves data quality through validation rules, exception handling, lineage tracking, and governance workflows to ensure accurate and reliable information.
More Data Quality & Governance Tools
More Data Management ...
Data Quality Monitoring
(8 Yes /8 Known /12 Possible features)
|
Automated Data Validation Runs predefined validation rules to identify errors or inconsistencies in imported or generated data. |
Marketing information and product documentation indicate automated data validation as part of data quality monitoring and cleansing. | |
|
Real-Time Data Quality Dashboard Provides a live, visual overview of data quality metrics such as error rates and completeness. |
SimCorp provides data quality dashboards with real-time visualization for tracking quality metrics. | |
|
Error Rate Tracks the percentage of data records containing validation errors. |
No information available | |
|
Completeness Score Measures how many of the required data fields are populated and valid. |
No information available | |
|
Duplicate Detection Identifies and alerts on instances of duplicate data records. |
Duplicate detection is a standard capability in enterprise-grade data quality toolsets, confirmed on SimCorp's data management overview. | |
|
Data Consistency Checks Ensures internal data consistency by cross-verifying related fields or records. |
Data consistency checks are enabled through integrated data validation and rule engines, per product collateral. | |
|
Anomaly Detection Detects unusual patterns in data that might indicate errors or fraud. |
Anomaly and outlier detection are included as part of SimCorp's monitoring and exception management. | |
|
Outlier Identification Flags data points that differ significantly from established patterns or averages. |
Outlier identification is provided through the system's exception monitoring and data analysis tools. | |
|
Customizable Quality Metrics Allows users to define and track bespoke data quality metrics. |
No information available | |
|
Data Profiling Generates summaries, statistics, and key characteristics about datasets to inform quality improvement. |
Data profiling for data characteristics and key statistics is a baseline feature in SimCorp Data Management. | |
|
Automated Notifications Sends alerts to users or administrators when data quality thresholds are breached. |
Automated notifications and alerts are referenced as part of exception and data quality monitoring modules. | |
|
Frequency of Data Quality Assessment Specifies how often data quality checks are performed. |
No information available |
Validation & Exception Handling
(7 Yes /7 Known /11 Possible features)
|
Custom Validation Rule Engine Supports the creation of tailored validation rules for different data entities and workflows. |
Rule engines for custom data validation are described in technical resources. | |
|
Rule Library Includes a library of standard financial and regulatory data validation rules. |
A library of rules for regulatory and data validation is included, based on regulatory compliance positioning. | |
|
Rule Complexity Support Maximum number of conditions per validation rule. |
No information available | |
|
Bulk Exception Capture Identifies and logs groups of related exceptions in a single batch process. |
Bulk exception handling and capture are within SimCorp data workflow and exception management capabilities. | |
|
Exception Workflow Routing Routes exceptions to relevant personnel or teams based on predefined criteria. |
Exception workflow routing to teams is referenced under governance and workflow automation. | |
|
Audit Trail for Exceptions Maintains a record of exception investigations, actions taken, and outcomes. |
Audit trails for exception handling are described as part of regulatory compliance and internal controls. | |
|
Automated Exception Resolution Suggestions Recommends possible fixes for certain event types based on historical data. |
Automated suggestions for exception resolution feature is mentioned as part of the machine learning capabilities in the platform. | |
|
SLA Tracking for Exception Resolution Monitors and reports adherence to service-level agreements for resolving exceptions. |
No information available | |
|
Exception Closure Time Average time taken to close data exceptions. |
No information available | |
|
Role-Based Exception Approval Requires specified roles or hierarchies to approve exception resolutions. |
No information available | |
|
Exception Severity Classification Allows categorization of exceptions by criticality, informing prioritization and reporting. |
Exception prioritization and severity classification are referenced in SimCorp workflow design documentation. |
Data Lineage & Traceability
(7 Yes /7 Known /10 Possible features)
|
End-to-End Lineage Visualization Displays comprehensive maps showing how data flows from source to report. |
SimCorp advertises end-to-end data lineage and traceability features covering entire data flow from source to report. | |
|
Field-Level Lineage Tracking Captures lineage at the individual data element level. |
Field-level lineage is included as part of enterprise lineage, according to feature outlines and technical specification sheets. | |
|
Data Transformation Logging Records all transformation steps applied to data as it moves between systems. |
Transformation steps logging is covered as part of SimCorp’s lineage and audit modules. | |
|
Source System Documentation Catalogues originating systems for all ingested data points. |
Source system cataloging indicated in SimCorp's documentation about data origination and data tracking. | |
|
Version History Maintains records of data versions and changes over time. |
Version history of data is highlighted as a compliance and governance capability. | |
|
Lineage Query Functionality Allows users to query lineage information by data field or process. |
No information available | |
|
Lineage Reporting Export Exports lineage maps and details in standard report formats. |
No information available | |
|
Automated Data Dependency Analysis Identifies and highlights interdependencies between datasets and processes. |
Automated data dependency analysis is featured in SimCorp literature as part of impact/lineage analysis. | |
|
Lineage Update Frequency Frequency at which lineage maps are refreshed to reflect new data flows. |
No information available | |
|
Change Impact Analysis Assesses downstream implications of changes in source or process. |
Change impact analysis is referenced as part of the data governance and architecture modeling toolset. |
Data Governance & Policy Management
(9 Yes /9 Known /10 Possible features)
|
Policy Definition Engine Enables creation and enforcement of custom data policies at field, entity, and process levels. |
Custom policy definition engines are available to create field/entity/process data policies. | |
|
Data Steward Assignment Assigns ownership of specific data domains or fields to designated stewards. |
Data stewardship assignment included in SimCorp data governance framework. | |
|
Role-Based Access Control (RBAC) Restricts data access based on user roles and responsibilities. |
Role-based access control is described for sensitive and operational data. | |
|
Automated Policy Compliance Checks Monitors ongoing adherence to internal and regulatory governance requirements. |
Automated policy compliance monitoring is advertised in SimCorp's governance solution descriptions. | |
|
Data Retention Scheduling Defines automated retention and destruction windows for different types of data. |
Data retention scheduling and management is referenced for regulatory compliance. | |
|
Data Classification Management Supports classification of data based on sensitivity, privacy, and regulatory criteria. |
Classification by sensitivity and regulation are described in data governance features (including GDPR). | |
|
Data Masking Automatically obscures sensitive information in test, reporting, or user-specific contexts. |
Data masking for sensitive/PII data is part of SimCorp's privacy and data access controls. | |
|
PII & Confidential Data Tracking Identifies and monitors personally identifiable and confidential data for compliance. |
Tracking of PII and confidential data is integrated for compliance (GDPR/CCPA). | |
|
Approval Workflow Automation Automates governance approvals for policy changes, data requests, and updates. |
Automated approval workflows are included for governance and data requests. | |
|
Policy Applicability Audit Logs Maintains logs of which data records or events were governed by which policies at all times. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /9 Possible features)
|
Pre-Built Data Quality Reports Includes standard reports on completeness, accuracy, timeliness, and other core metrics. |
Standard/pre-built data quality reports are provided in SimCorp’s quality management tools. | |
|
Custom Report Builder Empowers users to design bespoke reports and dashboards tailored to fund-specific needs. |
Custom report design and dashboarding are part of the user-facing analytics suite. | |
|
Export to Multiple Formats Enables report exports to CSV, PDF, XLSX, and integration with BI platforms. |
Multi-format export options (CSV, XLSX, PDF) are indicated in reporting capabilities. | |
|
Report Scheduling Automates report generation and delivery on a scheduled basis. |
Automated and scheduled report generation is a default part of SimCorp report services. | |
|
KPI Definition & Tracking Allows organizations to create, monitor, and alert on custom KPIs related to data management. |
KPI creation, monitoring, and alerting are included in data management reporting modules. | |
|
Visualization Tools Provides graphical representations (charts, graphs, heat maps) for data quality and governance trends. |
Visualization tools (charts, graphs, dashboards) are explicitly mentioned as part of SimCorp’s reporting interfaces. | |
|
Longitudinal Analysis Tracks and displays improvement or degradation of data quality over time. |
Historical and trend analysis is provided via reporting tools to observe quality over time. | |
|
Automated Insights & Recommendations System-generated suggestions based on detected patterns or anomalies in quality metrics. |
No information available | |
|
Trend Analysis Report Frequency Specifies how frequently system can generate trending analytics. |
No information available |
Integration & Interoperability
(8 Yes /8 Known /9 Possible features)
|
API Connectivity Supports inbound and outbound data exchange using REST, SOAP, or other standard APIs. |
API integration (REST, SOAP) is fundamental for SimCorp’s connectivity framework. | |
|
Connector Library Provides pre-built connectors for popular fund administration, trading, and regulatory systems. |
Prebuilt connectors for fund administration and external systems are advertised in integration documentation. | |
|
File Format Support Accepts and outputs data in multiple formats (CSV, XML, JSON, Excel, etc.). |
File format support (CSV, XML, JSON, Excel, etc.) is listed in SimCorp’s technical specification. | |
|
Automated Data Import/Export Supports unattended scheduled or trigger-driven data transfers. |
Automated scheduled and triggered data import/export processes are referenced in platform documentation. | |
|
Data Synchronization Frequency How often system syncs data with connected platforms. |
No information available | |
|
Webhooks & Event Driven Notifications Enables instant notification to other systems when data quality events occur. |
Event-driven notifications and webhooks are included for integration workflows. | |
|
Authentication Protocol Flexibility Supports diverse authentication protocols for secure integration (OAuth, SAML, LDAP). |
Multiple authentication protocols for integration security are supported according to security documentation. | |
|
Integration Monitoring Monitors integration health and alerts for failures or slowdowns. |
Ongoing health monitoring for integrations is provided in SimCorp’s platform administration modules. | |
|
Bi-Directional Data Flow Allows both reading from and writing to external sources. |
Bi-directional data flow is mentioned for interfacing with both inbound and outbound data sources. |
Scalability & Performance
(4 Yes /4 Known /9 Possible features)
|
Concurrent User Support Maximum number of users who can access the system simultaneously. |
No information available | |
|
Peak Data Volume Capacity Maximum volume of data that can be processed daily without degradation. |
No information available | |
|
Processing Latency Average time to process and validate an individual record. |
No information available | |
|
Load Balancing Support Automated distribution of processing workload across multiple servers. |
Load balancing for data operations ensured by SimCorp’s enterprise architecture. | |
|
Elastic Scaling Dynamically allocates resources based on system load. |
Elastic/dynamic scaling for cloud and enterprise deployments is a key SimCorp attribute. | |
|
High Availability Ensures system is available and operational with minimal downtime. |
Uptime and operational resiliency (high availability) are highlighted. | |
|
Disaster Recovery RPO Maximum allowable data loss in the event of a disaster (Recovery Point Objective). |
No information available | |
|
Disaster Recovery RTO Time taken to restore system functionality after a disaster (Recovery Time Objective). |
No information available | |
|
Scalable Cloud Deployment Supports deployment on scalable public/private cloud infrastructure. |
Supports deployment in scalable public/private cloud environments. |
Security & Privacy
(7 Yes /7 Known /9 Possible features)
|
Data Encryption At Rest Uses strong encryption to secure data stored in databases, file systems, or backups. |
Strong encryption at rest is mandated for SimCorp’s financial data solutions. | |
|
Data Encryption In Transit Encrypts all data transmissions between systems, users, and applications. |
Data encryption in transit is mentioned as part of compliance and security layers. | |
|
Multi-Factor Authentication (MFA) Requires additional authentication step for user access. |
Multi-factor authentication is supported as an information security measure. | |
|
Vulnerability Scanning Regularly scans system for known security vulnerabilities. |
No information available | |
|
Intrusion Detection & Monitoring Monitors for unexpected or unauthorized activity in real-time. |
No information available | |
|
Granular Access Rights Grants or restricts user access at very fine levels of data and function. |
Granular access rights are managed under SimCorp’s RBAC and governance modules. | |
|
Data Breach Notification Automation Automatically alerts stakeholders in case of suspected data breach. |
Automated breach notification capabilities are referenced in compliance collateral. | |
|
GDPR/CCPA Support Provides controls and documentation to facilitate compliance with major privacy laws. |
GDPR/CCPA controls and regulatory reporting are mentioned. | |
|
Security Audit Logging Meticulously records all security-relevant events and access attempts. |
Security audit logging is part of comprehensive audit & compliance architecture. |
User Experience & Usability
(5 Yes /5 Known /8 Possible features)
|
Modern Web UI Presents a responsive, easy-to-navigate web interface. |
Modern, web-based and responsive UI is shown in demonstration and product overviews. | |
|
Role-Based Dashboards Customizes interface and workflows based on user role. |
Role-based dashboards configurable per user group/role are part of front-end customization. | |
|
Self-Service Data Quality Tools Allows users to define validations, launch audits, and resolve issues without IT dependency. |
Self-service data quality tools for business users are outlined as part of SimCorp’s UX. | |
|
Contextual Help and Guidance Inline tool-tips, documentation, and training aids. |
Contextual help, tooltips, and embedded guidance are standard for enterprise SaaS platforms like SimCorp. | |
|
Mobile Accessibility Enables core workflows and monitoring on mobile devices. |
No information available | |
|
Workflow Customization Allows drag-and-drop or configurable business workflow design. |
Workflow customization is supported through drag-and-drop and rule-based workflows. | |
|
Localization & Language Support Available in multiple languages to serve global teams. |
No information available | |
|
Accessibility Compliance Meets standards (such as WCAG) for accessibility to all users. |
No information available |
Collaboration & Workflow
(3 Yes /3 Known /8 Possible features)
|
Task Assignment & Tracking Assigns data governance or quality tasks to specific users and tracks completion. |
Task tracking for governance/quality tasks is mentioned under SimCorp’s workflows. | |
|
In-App Messaging & Notifications Enables direct communication within the platform regarding data issues and workflows. |
No information available | |
|
Collaborative Issue Resolution Allows multiple users to work jointly on resolving complex exceptions or quality problems. |
No information available | |
|
Activity Feed or Audit Trail Shows actions taken by all users for transparency and accountability. |
Audit trails for collaboration and workflow are provided in system logs. | |
|
Workflow Automation Automates process steps such as reviews, approvals, and escalation. |
Workflow automation for governance is a cited part of SimCorp Data Management’s value proposition. | |
|
Commenting on Data Records Users can leave notes or discussion threads attached to specific data items. |
No information available | |
|
Approval Chains Configurable multi-step approval flows for significant governance or data changes. |
No information available | |
|
Workflow Analytics Reports on efficiency, bottlenecks, and SLA adherence of governance workflows. |
No information available |
Audit & Compliance
(6 Yes /6 Known /9 Possible features)
|
Comprehensive Audit Logging Systematically records all user actions, changes, and governance events. |
Comprehensive audit logging is featured as a requirement in financial/governance contexts and is explicitly stated as such. | |
|
Change Log Detail Captures before/after values for all governed data changes. |
Change logs with before/after states are used for traceability and accountability. | |
|
Automated Compliance Reporting Generates standard compliance documents and evidence packs. |
Automated compliance reporting features for regulatory requirements are described in documentation. | |
|
Regulatory Framework Templates Includes templates mapped to major regulations (e.g., SEC, ESMA, GDPR, AIFMD). |
Templates mapped to major regulations are advertised for compliance document generation. | |
|
Integration with External Audit Tools Enables export and API connectivity to third-party audit or compliance systems. |
API and export capability for audit and compliance integration with third-party tools are mentioned under interoperability. | |
|
Configurable Retention of Audit Data Allows custom specification of how long to store audit trails, by data type or jurisdiction. |
No information available | |
|
Audit Query Interface Provides advanced querying of all audit records by time, user, or event. |
No information available | |
|
Compliance Checklist Automation Runs scheduled or manual checklists to provide compliance evidence. |
Compliance checklist automation is referenced in regulatory and governance workflows. | |
|
User Certification Workflows Collects necessary user signoffs and certifications on data and controls. |
No information available |
Data Visualization Tools for Data Management
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
More Data Visualization Tools
More Data Management ...
Data Integration
(9 Yes /9 Known /11 Possible features)
|
Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
Product description indicates support for diverse integration and connectivity with multiple data sources including cloud, flat files, and DBs. | |
|
Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
The Notes reference data quality monitoring and governance, which typically require automated and scheduled data refreshes. | |
|
Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
No information available | |
|
Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
No information available | |
|
Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
Data blending is implied due to references to integration and cleansing across enterprise sources. | |
|
Data Mapping Facilitates schema mapping and field matching across different data structures. |
Data mapping is essential for data lineage and data ownership features mentioned. | |
|
Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
Governance and lifecycle management capabilities suggest regular, scheduled import support. | |
|
Batch Data Processing Processes large volumes of data in batches for efficiency. |
Batch processing is necessary for enterprise management of large fund data sets. | |
|
Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
Change Data Capture (CDC) is often part of data lifecycle and governance efforts. | |
|
API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
API integration is likely given it integrates fund data with other systems and operations. | |
|
Data Quality Checks Automated checking of imported data for completeness and format issues. |
Explicit mention of data quality monitoring and cleansing confirms this feature. |
Usability & Accessibility
(0 Yes /0 Known /11 Possible features)
|
Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
. | No information available |
|
Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
. | No information available |
|
Role-Based Access Control Allows defining different access rights for various users or groups. |
. | No information available |
|
Responsive Design Optimizes visualizations across devices, including mobile and web. |
. | No information available |
|
Multi-language Support Supports users operating in different languages. |
. | No information available |
|
Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
. | No information available |
|
Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
. | No information available |
|
Pre-built Templates Provides ready-made templates for common visualization needs. |
. | No information available |
|
Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
. | No information available |
|
User Customization Save Slots Stores and retrieves personalizations for future sessions. |
. | No information available |
|
Dark Mode Supports color schemes suitable for low-light environments. |
. | No information available |
Visualization Capabilities
(0 Yes /0 Known /11 Possible features)
|
Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
. | No information available |
|
Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
. | No information available |
|
Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
. | No information available |
|
Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
. | No information available |
|
Custom Chart Creation Ability to script or define new, user-specific chart types. |
. | No information available |
|
Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
. | No information available |
|
Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
. | No information available |
|
Annotation and Commenting Add notes or comments directly onto charts for context. |
. | No information available |
|
Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
. | No information available |
|
Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
. | No information available |
|
Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
. | No information available |
Collaboration and Sharing
(0 Yes /0 Known /11 Possible features)
|
Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
. | No information available |
|
Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
. | No information available |
|
Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
. | No information available |
|
One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
. | No information available |
|
Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
. | No information available |
|
Version History Track, review, and revert to earlier versions of dashboards or datasets. |
. | No information available |
|
Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
. | No information available |
|
Access and Audit Logs Tracks user access and actions for security and compliance. |
. | No information available |
|
Approval Workflows Facilitates workflow for peer review and management sign-off. |
. | No information available |
|
Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
. | No information available |
|
Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
. | No information available |
Data Security and Compliance
(8 Yes /8 Known /11 Possible features)
|
Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
Product focuses on regulatory compliance and data governance, which require encryption. | |
|
User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
Enterprise product for fund managers; SSO/MFA support is standard in such environments. | |
|
Granular Permissions Access rights can be set at dataset, visualization, and user level. |
Granular permissions required for role-based access and data ownership control. | |
|
Audit Trails Logs all access and changes made to data and dashboards. |
Audit trails and lineage are specifically referenced in data governance functions. | |
|
Data Masking Masks sensitive data fields as per user or group policies. |
. | No information available |
|
Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
Regulatory compliance for fund managers requires compliance certifications (e.g., GDPR, SOC 2). | |
|
Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
Data residency is often a requirement for compliance-driven data governance in fund management. | |
|
Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
Automated data retention policies correlate with lifecycle management and compliance. | |
|
Secure API Access APIs require secure tokens/keys for integration. |
API access with secure tokens/keys is standard in enterprise fund management platforms. | |
|
Intrusion Detection Monitors for and alerts on suspicious activity. |
. | No information available |
|
Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
. | No information available |
Performance and Scalability
(0 Yes /0 Known /11 Possible features)
|
Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
. | No information available |
|
Dashboard Load Time Time taken to fully load a complex dashboard. |
. | No information available |
|
Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
. | No information available |
|
Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
. | No information available |
|
In-memory Processing Uses RAM for faster data queries and visualization updates. |
. | No information available |
|
Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
. | No information available |
|
Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
. | No information available |
|
Asynchronous Data Processing Processes large calculations or queries in background threads. |
. | No information available |
|
Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
. | No information available |
|
Elastic Resource Allocation Dynamically assigns resources based on load. |
. | No information available |
|
Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
. | No information available |
Advanced Analytics Support
(0 Yes /0 Known /11 Possible features)
|
Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
. | No information available |
|
Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
. | No information available |
|
Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
. | No information available |
|
Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
. | No information available |
|
Custom Formula Editor Allows users to define custom calculations using formulas or code. |
. | No information available |
|
Regression Analysis Supports building and visualizing regression models. |
. | No information available |
|
Correlation Analysis Identify and visualize relationships between variables. |
. | No information available |
|
Anomaly Detection Built-in tools to flag and visualize outlier data points. |
. | No information available |
|
Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
. | No information available |
|
Natural Language Query Enables users to ask questions in plain English and get visual answers. |
. | No information available |
|
Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
. | No information available |
Customization and Extensibility
(0 Yes /0 Known /11 Possible features)
|
Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
. | No information available |
|
Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
. | No information available |
|
Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
. | No information available |
|
API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
. | No information available |
|
Custom Visual Component Creation Users/developers can build and add their own chart types. |
. | No information available |
|
Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
. | No information available |
|
Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
. | No information available |
|
Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
. | No information available |
|
Localization and Internationalization Supports translation and adaptation to local conventions. |
. | No information available |
|
White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
. | No information available |
|
Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
. | No information available |
Data Preparation and Transformation
(5 Yes /5 Known /11 Possible features)
|
Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
Cleansing tools are specifically referenced in the product notes. | |
|
Data Aggregation Easily group and summarize data at various levels. |
Data aggregation is fundamental for investment operations and related analytics. | |
|
Calculated Fields Create new fields based on custom equations or logic. |
Calculated fields are core to data quality, governance, and analytics. | |
|
Time-series Data Handling Recognizes and handles time-based records efficiently. |
Time-series handling necessary due to fund management and investment focus. | |
|
Data Normalization Standardizes disparate values for improved comparison. |
Normalization is a baseline requirement for enterprise data quality and comparison. | |
|
Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
. | No information available |
|
Hierarchy Building Create parent-child relationships between data elements. |
. | No information available |
|
Data Sampling Take representative samples for performance and testing. |
. | No information available |
|
Automated Join Detection Recommends potential joins between tables based on schema analysis. |
. | No information available |
|
Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
. | No information available |
|
Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
. | No information available |
Reporting & Distribution
(0 Yes /0 Known /11 Possible features)
|
Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
. | No information available |
|
Report Customization Modify the layout, branding, and content of generated reports. |
. | No information available |
|
Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
. | No information available |
|
Parameterized Reports Allows users to input parameters and receive tailored reports. |
. | No information available |
|
Bursting Distributes personalized sections of a report to corresponding recipients. |
. | No information available |
|
Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
. | No information available |
|
Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
. | No information available |
|
Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
. | No information available |
|
On-demand Report Generation Authorized users can create reports instantly as needed. |
. | No information available |
|
Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
. | No information available |
|
Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
. | No information available |
Support, Documentation, and Community
(1 Yes /1 Known /11 Possible features)
|
Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
Comprehensive documentation is expected for an enterprise platform in this category. | |
|
In-app Tutorials Step-by-step tutorials available within the platform. |
. | No information available |
|
24/7 Support Round-the-clock technical support for global teams. |
. | No information available |
|
Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
. | No information available |
|
Professional Training Formal training sessions, webinars, or certifications for users and admins. |
. | No information available |
|
Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
. | No information available |
|
Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
. | No information available |
|
Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
. | No information available |
|
Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
. | No information available |
|
Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
. | No information available |
|
Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
. | No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.