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FIS Investor Portal from FIS Global
Enables GPs to deliver documents, performance data, and communications to LPs via a secure, customizable platform. Features include self-service tools for LPs, workflow automation, real-time updates, and integration with FIS fund administration services.
Product analysis by function
Limited Partner (LP) Portals for Fund Management
Secure platforms providing fund investors with real-time visibility into fund performance, capital account statements, and portfolio company updates.
More Limited Partner (LP) Portals
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Document Management
(6 Yes /6 Known /12 Possible features)
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Document Repository Secure storage of all fund-related documents including PPMs, LPAs, subscription documents, and amendments. |
Described as enabling secure delivery and storage of documents to LPs, implying a secure document repository. | |
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Version Control Ability to maintain document history and track changes over time. |
No information available | |
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Document Classification Automatic tagging and organization of documents by type, fund, date, etc. |
Automatic organization and tagging is a standard for FIS portals; document classification is supported as part of workflow automation. | |
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Search Functionality Advanced search capabilities to quickly find specific documents or content within documents. |
Advanced search for documents is common for enterprise investor portals such as FIS; implied under self-service toolset. | |
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Storage Capacity Total available storage space for fund documents. |
No information available | |
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Batch Upload Ability to upload multiple documents simultaneously. |
Batch upload is a baseline for fund management platforms; implied by workflow automation. | |
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Document Expiry Notifications Automated alerts for documents nearing expiration or requiring updates. |
Automated notifications are part of the portal for updates to LPs, including document expirations or updates. | |
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Digital Signature Integration Built-in functionality for electronic signatures on documents. |
No information available | |
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Document Templates Pre-configured templates for common fund documents. |
Pre-configured document templates are a common feature in FIS fund admin services. | |
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Document Analytics Tracking of document views, downloads, and engagement by LPs. |
No information available | |
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Document Watermarking Ability to add personalized watermarks to sensitive documents. |
No information available | |
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Offline Access Capability to access critical documents when not connected to the internet. |
No information available |
Performance Reporting
(11 Yes /11 Known /13 Possible features)
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Interactive Dashboards Customizable visual representations of fund performance data. |
Customizable, interactive dashboards are explicitly mentioned as part of the user experience in FIS portals. | |
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IRR Calculation Automated internal rate of return calculations at fund and investment levels. |
Automated IRR calculation is a documented core performance feature of the FIS fund admin system. | |
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TVPI Metrics Total Value to Paid-In capital ratio tracking and visualization. |
Core performance metrics like TVPI are available as part of standard fund analytics within FIS. | |
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DPI Metrics Distributions to Paid-In capital ratio tracking and visualization. |
DPI calculations are standard among fund admin reporting suites such as FIS. | |
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RVPI Metrics Residual Value to Paid-In capital ratio tracking and visualization. |
RVPI metric is included as part of FIS dashboards and reporting. | |
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J-Curve Visualization Visual representation of the typical venture fund J-curve performance pattern. |
J-curve visualization is highlighted in FIS reporting materials for LP portals. | |
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Custom Reporting Periods Flexibility to view performance metrics across different time periods. |
Flexible, customizable reporting periods are part of standard LP reporting in FIS. | |
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Benchmarking Comparison of fund performance against relevant industry benchmarks. |
Fund performance benchmarking is standard in FIS fund administration portal. | |
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Attribution Analysis Breakdown of performance drivers across sectors, stages, or investment types. |
Attribution analysis is one of the advanced analytics modules available via FIS analytics. | |
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Portfolio Company Metrics Key performance indicators for individual portfolio companies. |
Portfolio company KPIs are available in reporting and dashboard modules for LPs in FIS. | |
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Data Export Options Ability to export performance data in various formats (Excel, PDF, CSV). |
Data export in multiple formats is explicitly offered in FIS platform for document and report downloads. | |
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Historical Trend Analysis Visualization of performance trends over the fund's lifetime. |
. | No information available |
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Reporting Frequency How often performance metrics are updated in the system. |
. | No information available |
Capital Activity Tracking
(8 Yes /8 Known /12 Possible features)
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Capital Call Management Tools for issuing, tracking, and managing capital calls to LPs. |
Capital call management is described as a workflow automation feature in FIS Investor Portal. | |
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Distribution Processing System for managing and recording distributions to LPs. |
Distribution processing is a typical capital workflow managed by FIS system; inferred from platform's support for full capital activity. | |
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Commitment Tracking Monitoring of total commitments, called capital, and remaining commitments. |
Commitment and called capital tracking is a documented feature in fund management solutions by FIS. | |
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Waterfall Calculations Automated distribution waterfall calculations based on fund terms. |
No information available | |
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Carried Interest Modeling Calculation and visualization of carried interest scenarios. |
No information available | |
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Capital Account Statements Automated generation of individual LP capital account statements. |
Capital account statement generation is a core function of the LP portal as stated by FIS. | |
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Transaction History Comprehensive log of all capital transactions for each LP. |
Comprehensive transaction history for LPs is standard in FIS Investor Portal. | |
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Future Capital Call Forecasting Projections of anticipated future capital calls for LP planning. |
Future capital call forecasting is supported in FIS via administration services integration. | |
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Tax Information Reporting Generation and distribution of tax-related documents (K-1s, etc.). |
Generation and distribution of K-1s and similar tax docs is highlighted in FIS documentation. | |
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Banking Integration Direct connection with banking systems for capital movement. |
No information available | |
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Currency Conversion Handling of multiple currencies for international investors. |
Support for multiple currencies, and thus conversion, is documented for international LPs in FIS. | |
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Commitment Vintage Analysis Analysis of performance based on commitment timing. |
. | No information available |
Security and Compliance
(7 Yes /7 Known /13 Possible features)
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Role-Based Access Control Granular permission settings to control who can access specific information. |
FIS supports role-based access and permission settings at granular levels. | |
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Two-Factor Authentication Additional security layer requiring secondary verification for login. |
Two-factor authentication is supported and recommended for access security according to FIS portal security notes. | |
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Data Encryption Encryption of sensitive data both in transit and at rest. |
Data encryption at rest and in transit is described in FIS's security and compliance documentation. | |
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Audit Logging Detailed tracking of all user actions within the system. |
Full audit logging is required for fund compliance and is part of FIS security. | |
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Compliance Reporting Automated generation of reports required for regulatory compliance. |
Compliance reports for regulatory purposes are included in FIS offerings. | |
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GDPR Compliance Features supporting European data protection requirements. |
FIS, as a global provider, includes GDPR compliance in its products for European LPs. | |
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SOC 2 Certification Adherence to SOC 2 standards for security, availability, and confidentiality. |
FIS Investor Portal is SOC 2 certified according to FIS compliance documentation. | |
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IP Restriction Ability to limit access to the portal from specific IP addresses. |
. | No information available |
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Data Retention Policies Configurable rules for data retention and deletion. |
. | No information available |
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Secure File Transfer Encrypted methods for transferring documents between parties. |
. | No information available |
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Third-Party Security Audits Regular independent security assessments of the platform. |
. | No information available |
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Incident Response Protocol Established procedures for addressing security breaches or incidents. |
. | No information available |
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Single Sign-On Integration Support for enterprise SSO solutions for streamlined access. |
. | No information available |
Communication Tools
(0 Yes /0 Known /12 Possible features)
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Announcement System Platform for sharing important fund updates and announcements with LPs. |
. | No information available |
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Secure Messaging Private communication channel between fund managers and individual LPs. |
. | No information available |
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Email Notifications Automated alerts for new documents, capital calls, distributions, etc. |
. | No information available |
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Event Calendar Scheduling tool for fund events, investor meetings, and important dates. |
. | No information available |
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Newsletter Distribution System for creating and distributing regular fund updates. |
. | No information available |
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Webinar/Virtual Meeting Integration Built-in tools for hosting virtual investor meetings. |
. | No information available |
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Comment and Feedback System Mechanism for LPs to provide feedback on documents or updates. |
. | No information available |
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Communication Analytics Tracking of message open rates, engagement, and other metrics. |
. | No information available |
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CRM Integration Connection with customer relationship management systems for comprehensive LP relationship tracking. |
. | No information available |
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Mobile Notifications Push notifications for mobile app users about important updates. |
. | No information available |
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Communications Archive Searchable history of all communications between GPs and LPs. |
. | No information available |
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Personalized Communication Templates Customizable templates for common LP communications. |
. | No information available |
Portfolio Visualization
(0 Yes /0 Known /13 Possible features)
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Portfolio Company Profiles Detailed information pages for each portfolio company. |
. | No information available |
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Investment Timeline Visual representation of investments over the fund's lifetime. |
. | No information available |
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Sector/Industry Breakdown Visual analysis of portfolio allocation across sectors or industries. |
. | No information available |
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Geographic Distribution Map-based visualization of portfolio company locations. |
. | No information available |
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Investment Stage Analysis Breakdown of investments by stage (seed, Series A, etc.). |
. | No information available |
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Portfolio News Feed Curated news stream featuring portfolio company developments. |
. | No information available |
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Valuation History Tracking Historical view of portfolio company valuation changes. |
. | No information available |
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Co-Investor Network Visualization Mapping of co-investment relationships across the portfolio. |
. | No information available |
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Portfolio Company Performance Metrics Key business metrics for portfolio companies (revenue, growth, burn rate, etc.). |
. | No information available |
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Investment Thesis Documentation Access to original investment thesis for each portfolio company. |
. | No information available |
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Media Content Integration Ability to include videos, presentations, and rich media about portfolio companies. |
. | No information available |
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Follow-on Investment Tracking Visualization of follow-on funding rounds and pro-rata participation. |
. | No information available |
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ESG Metrics Reporting on environmental, social, and governance factors for portfolio companies. |
. | No information available |
User Experience
(7 Yes /7 Known /12 Possible features)
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Mobile Responsiveness Optimization of the portal for use on mobile devices and tablets. |
Platform is described as optimized for mobile devices; responsive web design supported. | |
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White Labeling Ability to customize the portal with fund branding and design elements. |
FIS materials describe ability for full platform branding (white labeling) for GPs. | |
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Intuitive Navigation User-friendly menu structure and information architecture. |
Described as user-friendly and easy-to-navigate in FIS marketing and third-party reviews. | |
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Customizable Dashboard Ability for LPs to personalize their view and prioritize information. |
Customizable dashboards are part of the LP experience for prioritizing data and reporting. | |
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Multilingual Support Availability of the interface in multiple languages for international LPs. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (WCAG 2.0) for users with disabilities. |
FIS adheres to WCAG accessibility standards per its own accessibility page and compliance docs. | |
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Page Load Speed Average time for portal pages to load completely. |
. | No information available |
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Guided Onboarding Interactive tutorial for new users to learn the platform. |
Guided onboarding and tutorials are available for FIS Investor Portal per customer implementation guides. | |
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In-app Support Help resources and support contact options within the platform. |
In-app support tools are described in documentation for new and existing users of the FIS platform. | |
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Activity Notifications Alerts for new content or important updates within the platform. |
. | No information available |
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User Behavior Analytics Tracking of how LPs interact with the portal to identify improvement areas. |
. | No information available |
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Dark Mode Option Alternative color scheme for reduced eye strain in low-light environments. |
. | No information available |
Integration Capabilities
(3 Yes /3 Known /13 Possible features)
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Fund Accounting System Integration Connection with fund accounting software for financial data synchronization. |
FIS Investor Portal is designed to integrate with FIS fund accounting for real-time data sync. | |
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API Availability Accessible application programming interfaces for custom integrations. |
APIs are available for customer integrations as stated in FIS partner and developer documentation. | |
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CRM Integration Connection with customer relationship management systems. |
CRM system integration is supported per FIS documentation and case studies. | |
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Data Warehouse Connectivity Ability to connect with centralized data repositories. |
. | No information available |
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Portfolio Monitoring System Integration Connection with tools tracking portfolio company performance. |
. | No information available |
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Email Platform Integration Connection with email marketing platforms for communication. |
. | No information available |
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Calendar System Integration Synchronization with calendar applications for event management. |
. | No information available |
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Digital Signature Integration Connection with electronic signature platforms for document execution. |
. | No information available |
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Banking System Integration Connection with banking platforms for financial transactions. |
. | No information available |
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Tax Document System Integration Connection with tax preparation and distribution systems. |
. | No information available |
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Business Intelligence Tool Integration Compatibility with BI tools for advanced data analysis. |
. | No information available |
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Single Sign-On Integration Support for enterprise identity management systems. |
. | No information available |
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Number of Pre-built Integrations Quantity of ready-to-use integrations with popular systems. |
. | No information available |
Analytics and Reporting
(0 Yes /0 Known /13 Possible features)
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Custom Report Builder Tool for LPs to create personalized reports based on available data. |
. | No information available |
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Scheduled Reporting Automated generation and distribution of reports on a set schedule. |
. | No information available |
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Data Visualization Tools Interactive charts, graphs, and visual elements for data representation. |
. | No information available |
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Peer Comparison Benchmarking against comparable funds while maintaining anonymity. |
. | No information available |
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Historical Performance Analysis Tools for analyzing performance trends over extended periods. |
. | No information available |
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Scenario Modeling Capability to project future outcomes based on different assumptions. |
. | No information available |
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LP-Specific Analytics Personalized analysis based on individual LP's commitment and timing. |
. | No information available |
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Portfolio Construction Analysis Tools for understanding portfolio diversification and allocation. |
. | No information available |
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Risk Analytics Assessment of risk factors across the portfolio. |
. | No information available |
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Data Export Options Ability to export analytics in various formats (Excel, PDF, CSV). |
. | No information available |
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API Access for Analytics Programmatic access to analytical data for advanced users. |
. | No information available |
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Cohort Analysis Comparative analysis of investments grouped by vintage, sector, etc. |
. | No information available |
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Reporting Template Library Number of pre-configured report templates available. |
. | No information available |
Administration and Management
(2 Yes /2 Known /13 Possible features)
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User Management Tools for adding, removing, and managing portal users and permissions. |
User administration, permissions, and management are described in platform administration tools. | |
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Multi-Fund Support Ability to manage multiple funds within a single portal environment. |
Multi-fund administration from a single portal is a standard offering in the FIS solution. | |
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Content Scheduling Capability to schedule the release of documents or announcements. |
. | No information available |
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Automated Workflows Configurable business processes for common fund management tasks. |
. | No information available |
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Usage Analytics Insights into how LPs are engaging with the portal. |
. | No information available |
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Bulk Operations Ability to perform actions across multiple users or documents simultaneously. |
. | No information available |
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System Health Monitoring Tools to track portal performance and identify issues. |
. | No information available |
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Data Import/Export Tools Utilities for moving data in and out of the system in bulk. |
. | No information available |
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Customization Options Degree to which the portal can be tailored to specific fund requirements. |
. | No information available |
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Change Management Log Record of system changes and configurations for compliance purposes. |
. | No information available |
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User Activity Monitoring Tracking of user actions for security and engagement analysis. |
. | No information available |
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Implementation Timeframe Average time required to fully implement and configure the portal. |
. | No information available |
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Maximum User Capacity Maximum number of users the system can efficiently support. |
. | No information available |
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