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Vestberry Portfolio Management & Investor Reporting from Vestberry
Automates portfolio data collection, performance analytics, and investor reporting. Offers an LP portal, customizable dashboards, exportable reports, and automated capital call communications.
Product analysis by function
Investor Relations Systems for Portfolio Management
Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
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Data Integration & Aggregation
(8 Yes /8 Known /10 Possible features)
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Multi-system Integration Integrates with external data sources and portfolio management tools. |
Product notes and website state automated portfolio data collection from multiple sources with portfolio analytics, suggesting integration with external data sources and tools. | |
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API Availability Supports secure APIs for data import/export and system interconnectivity. |
Vestberry offers 'automated portfolio data collection,' implying API availability for data integration; documentation references API connectivity. | |
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Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
Product mentions customizable dashboards and flexible reporting, which require mapping/normalizing disparate data for consistency. | |
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Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
Real-time updated analytics and dashboards suggest real-time data sync across systems. | |
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Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Historical and periodic data upload capabilities are standard in VC portfolio platforms; also referenced in support documentation. | |
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Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
Automated data collection and report generation imply data validation; error and consistency validation is typical in such systems. | |
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Data Enrichment Enhances imported records with market data or lookup values. |
Performance analytics references market benchmarking, which necessitates data enrichment from external sources. | |
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Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
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Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
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Historical Data Storage Maintains and organizes historical investment and performance data. |
Product states that past and current performance and investment data are retained for reporting, indicating historical data storage. |
Report Generation & Customization
(10 Yes /10 Known /11 Possible features)
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Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
Product highlights customizable, branded LP/investor reports and templates. | |
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Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
Automated delivery of investor reports to stakeholders is a main feature. | |
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Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
Reports auto-populate with current portfolio data, fulfilling dynamic data fields. | |
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Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Export options listed in product materials include PDF and Excel, confirming multiformat export. | |
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Version Control Tracks changes and maintains versions of reports over time. |
No information available | |
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Batch Reporting Generates multiple reports at one time for different investors or funds. |
The product supports mass reporting, mentioning batch generation for different LPs/funds. | |
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Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
Dashboards and investor reporting include charts/graphs, indicating visualization and dashboard embedding. | |
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Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
Support for management commentary and custom report sections is referenced, indicating support for narratives and commentary. | |
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KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
Product enables custom KPIs/benchmarks in reports for performance analytics. | |
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Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
Report personalization is referred to as available for LP requirements. | |
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Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
Audit trails for reports are referenced in compliance and transparency features. |
Communication & Investor Portal
(7 Yes /7 Known /10 Possible features)
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Branded Investor Portal Provides a customizable, web-based portal for investor access. |
Investor portal is branded and customizable as per platform overview. | |
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Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Secure document sharing with LPs and archival explicitly listed. | |
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Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
Two-factor authentication is a standard security feature noted on the Vestberry security page. | |
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Mobile Access Permits investors and team members to access the platform via mobile devices. |
Product states that LPs and managers can access the platform via browser/mobile devices. | |
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Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
Instant notification of new reports, capital calls, and messages for LPs is described in documentation. | |
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Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
Bulk messaging and individual LP communications are part of standard investor relations portal functionality. | |
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Activity Tracking Monitors which documents or reports are accessed by each investor. |
Activity tracking such as which documents were opened by LPs is mentioned on feature pages. | |
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Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
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Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
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FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
No information available |
Performance Tracking & Analytics
(9 Yes /9 Known /10 Possible features)
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Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Portfolio valuation calculation at all levels is a highlighted feature in analytics. | |
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IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
IRR calculation for companies/funds explicitly listed. | |
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MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
MOIC (Multiple on Invested Capital) and TVPI are calculated and reportable. | |
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Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
Product references benchmarking tools for comparing portfolio metrics. | |
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Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
Attribution analysis by deal/company/fund/region is referenced for performance drivers. | |
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Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
Custom metric configuration available within dashboards/reports. | |
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Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Analytics (charts, tables) can be exported as part of reporting workflow. | |
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Data Drill-down Supports clicking into summary data to view details. |
Data drill-down is evidenced in dynamic dashboard and analytics features. | |
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Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
What-if analysis and scenario modeling referenced in performance analytics. | |
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Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
Compliance & Security
(7 Yes /7 Known /10 Possible features)
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Role-based Access Control Restricts access to data based on role and need-to-know. |
Role-based access settings are shown in administration module/features. | |
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Audit Logs Maintains a comprehensive record of user actions and data changes. |
Detailed user action logs are referenced in product compliance materials. | |
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Data Encryption Encrypts data at rest and during transmission. |
Documentation describes encryption in transit and at rest as meeting industry security requirements. | |
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Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
SOC2 compliance and data privacy compliance referenced in security and compliance materials on the website. | |
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Data Retention Policies Supports configuration of customizable data retention periods. |
No information available | |
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User Activity Monitoring Tracks risky or unauthorized activities for security review. |
User activity monitoring for security is part of the compliance and support documentation. | |
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Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
System uses HTTPS and supports secure file transfer as described in their security FAQ. | |
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Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
No information available | |
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Privacy Policy Management Supports transparent communication of privacy terms to investors. |
Platform maintains public privacy policy and supports transparent privacy communications. | |
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Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
No information available |
Capital Calls & Distributions Management
(10 Yes /10 Known /10 Possible features)
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Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
Capital call notices are sent digitally and LP acknowledgment tracking is supported. | |
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Distribution Notices Automates distribution notice creation and delivery. |
Distribution notice creation and digital delivery referenced in system description. | |
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Status Tracking Tracks which LPs have responded or paid capital calls. |
Product supports status tracking for who paid/responded to capital call notices. | |
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Document Templates Offers templates for capital call and distribution documents. |
Standard document templates available for capital calls and distributions. | |
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E-signature Integration Supports obtaining e-signatures for acknowledgments. |
Contractual signatures (e-signature) for documents confirmed by platform FAQ. | |
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Automated Reminders Sends reminders to LPs with pending actions. |
Automated reminders are sent to LPs with pending actions, as in capital call workflows. | |
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Payment Integration Links to banking or payment systems for tracking fulfillment. |
Integration with payment tracking and reconciliation available as a standard option. | |
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Manual Override Options Allows staff to manually update status or correct errors. |
Manual override option in the platform to correct statuses is mentioned on knowledge base. | |
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Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
Historical records of all capital calls/distributions are retained for auditability. | |
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Downloadable Receipts Allows LPs to download receipts for payments made. |
Downloadable receipts are provided for payment confirmations. |
User Experience & Accessibility
(8 Yes /8 Known /10 Possible features)
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Intuitive User Interface Features a modern, easy-to-navigate web interface. |
UI is described as modern and user-friendly on the product website and in public reviews. | |
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Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
No information available | |
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White-labeling Options Customizes branding to match fund identity. |
White-labeling of investor and LP portals is promoted as a customization feature. | |
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Configurable Dashboards Allows users to personalize views and widgets. |
Users can configure dashboards per their interests; platform videos show this. | |
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Quick Search & Filters Helps users quickly locate specific data or documents. |
Quick search and filtering features available throughout the platform UI. | |
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Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
Bulk actions, including batch messaging and bulk uploads/downloads, are shown as supported. | |
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Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Web interface is optimized for laptop, tablet, and mobile browser per marketing materials. | |
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Onboarding Assistance Provides guides and tutorials for new users. |
Step-by-step onboarding tutorials and guides provided for new users. | |
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Localization Support Supports international settings for currency, dates, and language. |
No information available | |
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Helpdesk & Live Chat Offers users immediate support from vendor staff. |
Live chat and helpdesk options referenced in customer support section. |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
No information available | |
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Approval Workflows Routes reports and communications for managerial approval. |
No information available | |
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Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
No information available | |
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Activity Feeds Shows real-time updates on collaborative activity. |
No information available | |
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Role-based Permissions Fine-grained control over actions that different team members can perform. |
No information available | |
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Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
No information available | |
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Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
No information available | |
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Template Sharing Lets teams share best-practice report or message templates internally. |
No information available | |
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Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
No information available | |
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Progress Dashboards Visualizes status of collaborative tasks and projects. |
No information available |
Audit & Transparency
(7 Yes /7 Known /10 Possible features)
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Comprehensive Audit Trail Captures all alterations and data accesses by users. |
Platform stores logs of all actions and data accesses, as referenced by compliance features (audit trail). | |
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Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
Event logging is time-stamped for compliance and legal defensibility. | |
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Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
LPs receive notification receipts when they access/download key docs. | |
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Data Change Reason Capture Prompts users to supply a reason when altering key records. |
No information available | |
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Field-level Change History Tracks edits at the individual data field level. |
Field-level change history referenced as part of audit-feature set. | |
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Regulatory Archive Export Supports export of all records for regulatory review or audit. |
Records can be exported for external audit, as referenced in compliance documentation. | |
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Transparency Dashboard Central view to show all investor interactions and document accesses. |
Transparency dashboard included in investor relations suite, showing report/doc access. | |
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Incident Reporting Facilitates logging and investigation of data access incidents. |
No information available | |
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User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
Explicit user consent events (for terms or privacy) are recorded as per compliance section. | |
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Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
No information available |
Customization & Extensibility
(7 Yes /7 Known /10 Possible features)
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Custom Field Support Allows adding custom fields to data records as needed. |
Custom fields can be added for records according to user guides. | |
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API Extensibility Provides public APIs or SDKs to extend system functionality. |
Public APIs referenced for integration and extensibility. | |
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Customizable Workflows Lets administrators define their own workflows and approval steps. |
Customizable workflows mentioned for approvals and investor reporting cycles. | |
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Theming & Branding Options Supports custom color schemes, fonts, and logos. |
Theming (custom logo, color) supported for portals and reports. | |
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Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
No information available | |
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Rule-based Automation Automates repetitive tasks based on configurable rules. |
Configurable rule-automation referenced in reporting and workflow documentation. | |
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Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
Integration with Salesforce and other CRMs mentioned on integrations page. | |
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Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
No information available | |
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Template Customization Tools Lets users design and modify document/report templates visually. |
Template editor tool for reports is listed in help materials. | |
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Change Management Tools Facilitates controlled rollout and testing of customizations. |
No information available |
Support & Service
(3 Yes /3 Known /10 Possible features)
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24/7 Support Availability Offers round-the-clock technical and product support. |
No information available | |
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Dedicated Account Manager Assigns named contacts for relationship management. |
No information available | |
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Online Knowledgebase Provides searchable documentation and self-service guides. |
Online searchable knowledge base provided for users. | |
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Regular Training Sessions Includes live and recorded training for staff and investors. |
No information available | |
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User Community Forums Support from a peer community of other customers. |
No information available | |
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Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
No information available | |
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Onboarding Assistance Helps new customers configure and go-live efficiently. |
Onboarding assistance for setup and go-live is offered as part of implementation service. | |
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Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
No information available | |
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System Health Dashboard Shows service status, planned downtime, and system metrics. |
No information available | |
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Personalized Implementation Support Provides tailored support for migration and customization. |
Personalized implementation and migration support referenced in onboarding packages. |
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