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Linedata Asset Management Platform from Linedata
Multi-asset, modular solution for portfolio construction, dynamic asset allocation, compliance, and risk analytics tailored for investment strategy and multi-asset fund management.
Product analysis by function
Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation
Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
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Asset Class Coverage
(9 Yes /9 Known /10 Possible features)
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Equity Asset Support Ability to support stocks, ETFs, and equity-based instruments. |
Described as a multi-asset platform, which includes equities as a core asset class. | |
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Fixed Income Asset Support Supports government bonds, corporate bonds, and other fixed income instruments. |
Supports fixed income; mentioned in solution materials as part of multi-asset capabilities. | |
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Commodity Asset Support Support for commodity markets such as metals, energy, and agriculture. |
Commodity support is mentioned as part of supported asset coverage in product details. | |
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Derivative Products Support Ability to handle options, futures, swaps, and other derivatives. |
Product literature highlights support for derivatives including options and futures in risk analytics and portfolio management modules. | |
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Private Assets Support Includes support for private equity, private debt, and real estate. |
Platform supports private assets such as private equity and real estate, per solution overview. | |
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Alternative Investments Coverage Support for hedge funds, structured products, and other alternatives. |
Alternative asset coverage including hedge funds and other structures referenced in feature listings. | |
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Cryptoassets Support Ability to handle cryptocurrencies and digital assets. |
No information available | |
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Multi-currency Capability Handles transactions and valuations across multiple currencies. |
Linedata platform mentions multi-currency capability as a supported feature for transaction and valuation modules. | |
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Geographical Market Coverage Provides access to developed and emerging market assets. |
Access to developed and emerging markets stated in 'global asset coverage'. | |
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Custom Asset Classes Ability to define, model, and integrate custom or new asset classes quickly. |
The modularity and support for 'new and custom asset types' implies custom asset class capability. |
Portfolio Construction & Optimization
(9 Yes /9 Known /10 Possible features)
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Model Portfolio Capabilities Creation and management of model portfolios for strategy replication and comparison. |
Model portfolios supported; described in context of portfolio construction. | |
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Strategic and Tactical Asset Allocation Tools Enables both long-term (strategic) and short-term (tactical) allocation modeling. |
Strategic & tactical allocation tools referenced as built-in for multi-asset investment management. | |
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Optimization Algorithms Availability of mean-variance, risk parity, Black-Litterman, and other optimization techniques. |
Offers a variety of optimization algorithms for asset allocation and portfolio construction. | |
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Constraint Management Ability to set and handle investment constraints such as ESG, liquidity, or regulatory limits. |
Constraint management including regulatory and ESG noted in product feature set. | |
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Transaction Cost Modeling Includes modeling and minimizing transaction costs during optimization. |
The platform models transaction costs in portfolio optimization, per available materials. | |
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Scenario Analysis Ability to test portfolio impacts of macro and microeconomic scenarios. |
Scenario analysis described for portfolio stress testing and macroeconomic evaluation. | |
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Multi-period Optimization Supports optimization and planning over multiple periods/horizons. |
Multi-period and horizon-based optimization included (dynamic asset allocation). | |
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Automated Rebalancing System can automatically generate or recommend rebalance trades. |
Automated rebalancing referenced in literature as a key workflow component. | |
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Customizable Investment Rules User can define portfolio rules for construction and performance monitoring. |
Ability for users to define custom investment rules stated in feature set. | |
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Optimization Speed Speed to run a portfolio optimization calculation. |
No information available |
Risk Management and Analytics
(8 Yes /8 Known /10 Possible features)
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Value-at-Risk (VaR) Calculation Implementation of VaR and other tail-risk measurements. |
Risk analytics modules include VaR calculation and other tail risk measures. | |
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Stress Testing Facilities to run stress scenarios and shocks (historical or custom). |
Stress testing on historical/custom scenarios available within risk module. | |
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Factor-Based Risk Analysis Analyses portfolio exposures to key underlying factors (e.g., style, macro, sector). |
Factor-based risk analysis highlighted in risk and analytics documentation. | |
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Liquidity Risk Assessment Tooling to identify and monitor liquidity risk at instrument and portfolio level. |
Liquidity risk monitoring supported at both portfolio and security level. | |
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Counterparty and Credit Risk Monitoring Tools to assess exposures and risk to trading counterparties. |
Counterparty and credit risk analytics noted as a feature for risk management. | |
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Sensitivity Analysis (Greeks) Support for option sensitivity analysis (delta, gamma, vega, etc.). |
Derivative analytics including sensitivity analysis (Greeks) mentioned for options module. | |
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Limit Monitoring and Alerts Ability to define and monitor risk limits, with real-time alerting. |
Limit monitoring, alerts, and risk limit configuration described in risk controls. | |
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Portfolio Risk Attribution Details the sources of risk contribution in the portfolio. |
Sources of portfolio risk, attribution functionality cited (risk module). | |
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Scenario Calculation Speed Time taken to run a risk scenario on the full portfolio. |
No information available | |
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Coverage of Risk Models Number of risk models/frameworks available in-system. |
No information available |
Performance Measurement & Attribution
(8 Yes /8 Known /10 Possible features)
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Time-Weighted Returns Calculation Support for GIPS-compliant time-weighted return methodologies. |
Performance module is GIPS-compliant, including time-weighted returns. | |
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Money-Weighted Returns Calculation Calculates internal rate of return (IRR), useful for private assets and illiquid investments. |
Supports money-weighted/IRR calculations for private assets. | |
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Attribution by Asset Class Ability to decompose performance by asset class (e.g., sector, security, factor level). |
Performance can be attributed by asset class, sector, and other dimensions. | |
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Multi-Currency Performance Decomposition of returns by currency source and FX effects. |
Performance decomposition by currency (multi-currency performance) specifically referenced. | |
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Custom Benchmark Comparison Ability to compare against custom or blended benchmarks. |
Custom and blended benchmark comparison available for client strategies. | |
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Peer Group Comparison Compares performance versus peer portfolios or funds. |
Peer group comparison tools referenced under performance/analytics. | |
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Gross/Net of Fees Performance Tracks and reports both gross and net of management/performance fees. |
Gross/net of fees tracking built into performance reporting. | |
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Drill-down & Attribution Hierarchy Deep performance attribution down to security or custom groupings. |
Platform supports drill-down and multi-level attribution for detailed analysis. | |
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Performance Reporting Speed Speed to generate full performance reports. |
No information available | |
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Number of Attribution Models Supported Total different performance attribution methodologies available. |
No information available |
Data Management & Input Integration
(7 Yes /7 Known /10 Possible features)
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Market Data Integration Integration with real-time and historical market data providers. |
Integration with real-time and historical market data is a standard feature. | |
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Reference Data Management Instrument, legal entity, benchmark, and hierarchies management in-system. |
Reference data (instrument, entity, etc.) management is part of in-system core data services. | |
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API Connectivity APIs for ingesting, updating, and extracting portfolio and pricing data. |
API connectivity and integration detailed in developer documentation. | |
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Automated Data Validation Automated checks for outliers, stale prices, or data consistency errors. |
Automated data validation routines for price and reference data described in documentation. | |
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Third-Party System Integration Ability to plug-and-play with OMS, EMS, trading, and accounting systems. |
Support for integration with OMS, EMS, trading, and accounting systems detailed as a key selling point. | |
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Custom Data Fields User-defined data enrichment and tagging in platform. |
System includes user-defined/custom data fields for enrichment. | |
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ESG/Alternative Data Integration Integration with alternative and ESG data sets. |
Integration with ESG and alternative data sources referenced in product brochure. | |
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Latency of Core Data Updates Time lags for refreshing market/pricing data. |
No information available | |
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Data Sources Supported Distinct supported feeds and vendors for market/reference data. |
No information available | |
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Data Retention Period How long historical data is retained and available for analysis. |
No information available |
Regulatory and Compliance Tools
(8 Yes /8 Known /10 Possible features)
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Pre-Trade Compliance Checks Automated checks to prevent violations of investment guidelines. |
Pre-trade compliance controls emphasized as part of regulatory toolset. | |
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Post-Trade Surveillance Continuous monitoring for breaches and exceptions post-execution. |
Continuous post-trade surveillance supported—compliance module references. | |
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Audit Trail & Logging System logs all changes, access, and decision processes. |
Comprehensive audit trail and system logging referenced repeatedly in compliance features. | |
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Regulatory Reporting Suite Automated production of statutory and regulatory filings. |
Automated regulatory/statutory report generation provided in regulatory suite. | |
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Rule-Based Controls Configuration Users can easily implement new rules and regulatory changes. |
Rule-based control configuration features are called out for fast regulatory response. | |
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Restricted List Monitoring Manages security or issuer restrictions due to regulation or policy. |
Restricted list monitoring for securities and issuers built into compliance workflow. | |
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Insider Trading Surveillance Helps identify trades that may breach insider trading rules. |
Insider trading surveillance described in marketing and technical feature overviews. | |
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Exception Management Workflow Manages override, approvals and follow-up for breaches. |
Exception management workflow with override, approvals highlighted in compliance module. | |
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Compliance Rule Library Size Total number of built-in regulatory rule templates. |
No information available | |
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Compliance Check Speed Speed to evaluate and confirm compliance per proposed trade. |
No information available |
User Access, Workflow & Collaboration
(6 Yes /6 Known /10 Possible features)
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Role-based Access Control Supports different user roles and granular permissions. |
Role-based access control supported, as described under user and permissions management. | |
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Multi-user Collaboration Allows multiple users to view, comment, or edit portfolios and strategies. |
Multiple user collaboration supported (multi-user, multi-team workflows mentioned). | |
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Task Assignment and Workflow Automation Assign workflow tasks and automate routine steps (e.g. approval, review). |
Workflow automation and task assignment capabilities described (e.g. approvals, reviews). | |
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Audit and Activity Monitoring Tracks all user and system activity for monitoring and compliance. |
Comprehensive user and activity audit logging available for compliance and control. | |
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Customizable Dashboards Personalized dashboards for users or teams. |
Customizable/personal dashboards for teams and roles shown in interface screenshots. | |
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Team Chat and Notifications Built-in messaging and alerting for collaboration on portfolios and trades. |
No information available | |
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Approval Workflows Enforces multi-stage sign-off processes for proposed actions. |
Approval workflows for investment and compliance actions built-in. | |
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Concurrent User Limit Number of users that can access the system simultaneously. |
No information available | |
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User Provisioning Speed Time needed to provision or deprovision a user account. |
No information available | |
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Custom Workflow Templates Templates for commonly used workflow processes. |
No information available |
Reporting & Client Communication
(9 Yes /9 Known /10 Possible features)
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Custom Report Builder Allows users to design and generate bespoke reports. |
Users can design and generate custom reports—'custom report builder' shown in product details. | |
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Scheduled and Automated Report Distribution Automates report sending to clients, regulators, or internal teams. |
Scheduled and automated reporting functionality referenced for internal and client reporting. | |
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Document Management System Stores and organizes reports, commentary, and client communications. |
Centralized document management system available for content and reports. | |
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Client Portal Access Clients can log in and securely view their portfolio reports. |
Client portal access included for investment clients to log in securely. | |
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Multi-language Reporting Ability to produce reports in multiple languages for global clients. |
Multi-language reporting is referenced in product collateral for global usage. | |
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Interactive Dashboards for Clients Visualizations and interactive dashboards for client review. |
Interactive and visual dashboards for client review included in client portal offer. | |
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Data Export Options Export reporting data in CSV, PDF, XLSX, JSON and more. |
Export options in multiple formats (CSV, PDF, etc.) are provided. | |
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White-label Branding Branding customization for client-facing materials. |
White-label branding supported as part of the report customization. | |
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Real-time Access to Reports Clients and users can access up-to-date reports without delay. |
Real-time access to up-to-date reports for clients and users is highlighted. | |
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Report Generation Speed Amount of time to generate a standard report set. |
No information available |
Integration & Extensibility
(8 Yes /8 Known /10 Possible features)
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Open APIs Well-documented RESTful APIs for integration with external tools. |
Open REST APIs are available for external tool integration. | |
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Plug-ins and Add-ons Support for third-party plug-ins and custom-built enhancements. |
Support for plug-ins and add-ons is offered per 'modular platform' description. | |
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Data Import/Export Connectors Pre-built connectors for major OMS, EMS, data vendors, and custodians. |
Platform offers connectors for major OMS, EMS, data vendors and custodians. | |
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Custom Scripting/Formula Language Support for custom formulae, rules, or scripting for advanced users. |
Custom scripting and formula language referenced for advanced users. | |
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Event Webhooks Offers event-driven integration with real-time notification webhooks. |
Event-driven webhooks and notifications supported for integrations. | |
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Cloud Service Integration Native support for cloud storage, compute, or SaaS integrations (e.g., Azure, AWS, Google). |
Supports native integration with major cloud providers and SaaS. | |
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Single Sign-On (SSO) Integrated authentication via SSO solutions (OAuth2, SAML, etc.). |
Single Sign-On (SSO) supported per authentication and security feature documentation. | |
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API Rate Limit Maximum number of API requests permitted per minute/hour. |
No information available | |
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Number of Standard Integrations Pre-built integrations available out-of-the-box. |
No information available | |
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Sandbox/Development Environment Availability of a dev/test environment for integration and testing. |
Separate sandbox/dev environments available as part of integration package. |
Security & Infrastructure
(8 Yes /8 Known /10 Possible features)
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Data Encryption at Rest All at-rest data is encrypted using industry standards. |
Data encryption at rest using industry standards referenced in security documentation. | |
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Data Encryption in Transit All data transmitted between components or users is encrypted (e.g., TLS/SSL). |
Data transmission is secured using TLS/SSL or similar encryption standards. | |
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Multi-factor Authentication Supports MFA for increased system and data security. |
Multi-factor authentication supported for user security. | |
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Granular Permission Controls Fine-grained controls at user, group, and data levels. |
Granular permission controls for users, groups, and data included as security feature. | |
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Penetration Testing and Vulnerability Management Regular, independent pen testing and active vulnerability patching. |
Regular penetration testing and vulnerability management part of vendor's compliance/security policy. | |
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Disaster Recovery and Business Continuity Robust DR/BCP processes with regular backup and failover testing. |
Disaster recovery and business continuity protocols referenced in operational documentation. | |
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Audit Logs and Forensics Comprehensive, tamper-evident logging for forensics and compliance. |
Comprehensive audit logs and forensic capabilities included for compliance. | |
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Cloud/On-Prem Deployment Options Ability to deploy platform on cloud, on-premises, or hybrid environments. |
Deployment available as cloud, on-prem, or hybrid per product documentation. | |
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System Availability SLA Guaranteed system uptime via SLA. |
No information available | |
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Maximum Concurrent Users Supported Upper cap on number of simultaneous users. |
No information available |
Support, Training & Documentation
(7 Yes /7 Known /10 Possible features)
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24/7 Support Availability Round-the-clock live support via chat, email or phone. |
24/7 support (global coverage) offered as part of Linedata's support services. | |
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Dedicated Account Manager Dedicated point of contact for relationship management. |
Dedicated account manager provided for clients per SLA documentation. | |
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Onboarding and Implementation Services Expert support throughout initial onboarding and configuration. |
Onboarding and implementation support featured as part of client services. | |
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Online User Community Access to a user forum or community for best practices and troubleshooting. |
Linedata runs online user community/forums for support and best practices. | |
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User Training Programs Formal, regular user training sessions (live or recorded). |
Regular user training programs, webinars, and recordings provided for clients. | |
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Contextual Help and Guided Tutorials Inline instructions, tooltips, and guided walkthroughs. |
Contextual help, tooltips and guided walkthroughs referenced in user interface materials. | |
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Comprehensive API Documentation API reference, code samples and use-case examples. |
Comprehensive API docs and examples available to developers and integrators. | |
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Documentation Language Support Number of languages documentation is published in. |
No information available | |
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Average Support Response Time Mean time to first response from support team. |
No information available | |
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User Satisfaction Score Average user/customer satisfaction rating. |
No information available |
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