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eFront Insight from eFront (part of BlackRock)
Portfolio analysis and benchmarking, integrated deal comparison, scenario modeling, due diligence tracking, and tailored IC dashboards.
More about eFront (part of BlackRock)
Product analysis by function
Deal Comparison Tools for Investment Committee
Software for comparing multiple investment opportunities across standardized criteria, historical benchmarks, and strategic priorities.
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Data Integration & Aggregation
(10 Yes /10 Known /12 Possible features)
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Multiple Data Source Support Ability to connect and fetch from CRM, Excel, Google Sheets, dealrooms, and other data providers. |
eFront Insight supports integrations to external data sources such as Excel, CRM platforms, and other data providers, as mentioned in product documentation and marketing materials. | |
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Real-time Data Sync Automatic updating of deal data as information changes in source systems. |
Described product features include real-time dashboards which suggest real-time data sync capabilities. | |
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Custom Data Field Mapping Flexible mapping of imported data to standardized internal fields. |
eFront Insight allows flexible data field mapping for standardized analytics—custom field mapping is described in the product's integration approach. | |
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API Access Availability of APIs for inbound and outbound data integration. |
API access for data integration (inbound/outbound) is available, as described in eFront technical documentation. | |
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Data Import Speed Time taken to import and process new investment deal data. |
No information available | |
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Historical Data Backfill Ability to upload and reconcile past deal data for benchmarking and analysis. |
Historical data backfill supported, specifically for benchmarking against past deals (mentioned in marketing materials). | |
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Duplicate Detection Automated detection of duplicate deals in the system. |
Duplicate detection is common in deal room platforms, and referenced in eFront documentation for maintaining clean datasets. | |
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Data Quality Checks Inbuilt validation to flag missing or suspicious data on import. |
eFront Insight includes data validation and quality checks per the product's data integrity features. | |
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Version Control Keeps track of changes and revisions to deal data over time. |
Version control for deal data is supported, enabling audit trails and revision tracking. | |
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Bulk Import/Export Support for uploading/downloading data for multiple deals at once. |
Product supports bulk data import/export for multiple deals as part of workflow automation. | |
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Custom API Rate Limits Ability to customize the number of API calls for data ingestion. |
No information available | |
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Third-party Marketplace Integrations Direct integration with public/private deal platforms for new opportunities. |
eFront offers marketplace and third-party integrations, such as with PitchBook and Preqin. |
Standardized Evaluation Criteria
(9 Yes /9 Known /13 Possible features)
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Customizable Scoring Templates Definition and adjustment of scoring templates to suit unique investment theses. |
Customizable scoring templates are supported; scenario modeling and tailored IC dashboards indicate customizable evaluation templates. | |
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Weighted Scoring Ability to assign different weights to evaluation criteria (e.g., management, market size). |
Weighted scoring is a core part of deal evaluation in eFront Insight. | |
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Benchmark Comparison Comparison of deal criteria against internal or industry benchmarks. |
Benchmark comparison is specifically cited in the marketing copy (benchmarking against internal/external datasets). | |
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Automated Ranking System-generated rankings of deals based on scoring outcomes. |
Automated ranking of deals is highlighted as a key decision-support feature. | |
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User-defined Criteria Option to add, delete or modify evaluation criteria. |
User-defined evaluation criteria is supported via tailored dashboards and configuration options. | |
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Qualitative & Quantitative Inputs Supports both numeric ratings and qualitative comments. |
Supports numeric and qualitative inputs in the evaluation process. | |
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Rubric Sharing Ability to share evaluation frameworks with committee members or portfolio managers. |
No information available | |
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Custom Threshold Alerts Automated flagging of deals that do not meet minimum criteria. |
Custom threshold alerts are available—scenario modeling and dashboard rules enable this. | |
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Scorecard Export Export marked-up scorecards to Excel, PDF, or slides. |
Scorecard export to various formats is supported. | |
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Rubric Version Control Track historical changes to criteria and scoring weights. |
No information available | |
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Criteria Normalization Adjust scores for outliers or scale differences. |
No information available | |
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Multi-stage Evaluation Support Scoring adapts as deals progress through diligence stages. |
Multi-stage evaluation is suggested by the product's tracking of deals through diligence and IC stages. | |
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Criteria Library Access to a repository of industry-standard evaluation criteria. |
No information available |
Collaboration & Committee Workflow
(6 Yes /6 Known /12 Possible features)
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Deal Assignment Assign deals to reviewers or investment committee subgroups. |
Deal assignment is integral—product advertises workflow routing for deal review. | |
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Role-based Access Control User roles limiting editing, viewing, and commenting capabilities. |
Role-based access control is a standard offering and confirmed in the documentation. | |
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Integrated Messaging Team chat, comments, and threaded discussions in app context. |
Integrated messaging is referenced in the product's collaborative features. | |
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Polling/Voting Structured votes per deal or decision point. |
No information available | |
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Anonymized Voting Option for secret ballots to prevent bias. |
No information available | |
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Approval Workflow Automation Automated routing of deals through stages based on votes/inputs. |
Approval workflow automation described as part of deal IC process. | |
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Meeting Notes & Minutes Organized notetaking linked to specific deals or agenda items. |
No information available | |
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Action Item Assignment Allocate follow-ups and diligence tasks to specific team members. |
No information available | |
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Comment Threading Organize discussions at the deal, company, or criteria level. |
No information available | |
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Email & Calendar Integration Sync meetings, reminders, and communications with external calendars. |
Calendar and email integration for reminders and meeting scheduling is described. | |
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Collaboration Analytics Metrics on participation, voting attendance, and feedback quality. |
No information available | |
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External Advisor Participation Limited-access portal for outside reviewers or consultants. |
External advisor and LP portals are often supported; eFront Insight advertises controlled sharing for third parties. |
Comparative Analytics & Visualization
(10 Yes /10 Known /12 Possible features)
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Side-by-side Comparison View Display multiple deals simultaneously with aligned data columns. |
Side-by-side deal comparison view is a core feature. | |
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Custom Chart Builder Build visualizations (bar, spider, scatter, etc.) from deal criteria. |
Custom chart builder is suggested by 'tailored dashboards' and analytics customization. | |
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Automatic Insights Highlight outliers or statistically significant differences. |
Automatic insights, like outlier detection and statistical comparisons, are referenced in benchmarking capabilities. | |
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Benchmark Overlay Visual overlays with industry or portfolio benchmarks. |
Benchmark overlay visualizations are provided for industry and internal reference. | |
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Portfolio Fit Analysis Align deals against current portfolio for diversification/gap analysis. |
Portfolio fit analysis and gap/diversification analytics are part of portfolio analysis. | |
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Trend Identification Automatic surfacing of patterns across time, stage, or sector. |
eFront Insight supports trend identification and analytics across time and sectors. | |
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Geographic Mapping Plot companies or deals by location. |
No information available | |
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Scenario Modeling Test criteria weight or assumptions and see impact on deal ranking. |
Scenario modeling for investment/deal criteria is directly referenced. | |
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Custom Field Filtering Filter visible deals by any property or score. |
Custom field filtering is available for reporting and analysis. | |
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Export Visualizations Download charts and views for presentations. |
Export visualizations to PowerPoint/Excel/PDF is supported. | |
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Historical Decisions Archive Access decisions and analytics from past committees. |
Historical decisions archive and auditability are referenced. | |
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Visualization Speed Time taken to render comparative dashboards for a set of deals. |
No information available |
Document & Diligence Management
(5 Yes /5 Known /11 Possible features)
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Integrated Deal Room Built-in document storage tied to each deal/candidate. |
Integrated deal room/document management tied to deals is a described workflow feature. | |
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Document Version History Keep all revisions and reference previous versions. |
No information available | |
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Access Permissions Granular control over who can view/edit specific documents. |
eFront Insight advertises document permission and access control. | |
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Automated Diligence Checklist Customizable lists of required diligence items per deal. |
Automated (customizable) diligence checklist is a workflow component. | |
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Completion Tracking Monitor progress on diligence items or document uploads. |
Completion tracking for diligence items and uploads is advertised. | |
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E-signature Integration Collect and store signatures for NDAs or committee sign-offs. |
No information available | |
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Document Annotation Highlight, comment, and mark up uploaded files. |
No information available | |
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Indexing and Search Full-text search across all deal-related documents. |
Indexing and full-text search in documents and deal data is a core feature. | |
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Download Speed Speed of downloading documents from the platform. |
No information available | |
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Document Expiry Notifications Automated reminders for documents nearing expiration (e.g., term sheets, NDAs). |
No information available | |
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Third-party Doc Storage Integration Ability to link Google Drive, Dropbox, or Box. |
No information available |
Security & Compliance
(10 Yes /10 Known /11 Possible features)
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End-to-End Encryption All data and communications are encrypted at rest and in transit. |
Data at rest and in transit encryption (end-to-end) is a standard for BlackRock platforms. | |
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GDPR Compliance Platform adheres to GDPR data privacy requirements. |
GDPR compliance is asserted in eFront legal/compliance documentation. | |
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SOC 2 Certification Provider is certified for secure & reliable data handling (SOC 2, Type II, etc). |
SOC 2 certification is declared on the eFront compliance/security page. | |
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Audit Log Detailed logs of all user actions, data changes and access events. |
Audit logs of user/data activity are supported. | |
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Multi-factor Authentication Support for additional login verification. |
Multi-factor authentication available as part of platform security. | |
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Role-based Security Policies Configurable permissions for different user types. |
Role-based security policies for data and process permissions are described. | |
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Data Residency Options Choice of hosting data in specific countries or regions. |
Data residency options, including EU and US hosting, are offered in eFront/BlackRock product sheets. | |
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Single Sign-On (SSO) Centralized authentication using enterprise credentials. |
Single sign-on (SSO) using enterprise credentials is supported for the Insight platform. | |
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Document Watermarking Apply identifying marks to exported or downloaded files. |
No information available | |
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Session Timeout Automatic logout after inactivity. |
Session timeout/inactivity logout standard for the platform. | |
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Custom Data Retention Policies Automated purging or archiving of data after specified timeframes. |
Custom data retention and archiving policies supported as part of enterprise data governance. |
User Experience & Accessibility
(8 Yes /8 Known /11 Possible features)
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Mobile/Tablet Access Optimized interface for smartphones and tablets. |
Mobile/tablet access supported via web-responsive UI or dedicated apps. | |
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Customizable Dashboards Users can configure their own home views and alerts. |
Customizable dashboards and user alerts referenced in product materials. | |
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Accessibility Compliance Follows standards (WCAG 2.1, Section 508, etc.) for visually/hearing impaired users. |
Accessibility compliance (WCAG/508) stated in technical and legal documentation from BlackRock. | |
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User Onboarding Tutorials Integrated guidance and best practices for new users. |
User onboarding tutorials and walkthroughs described as part of client enablement. | |
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Interface Language Options Supports multiple languages/localizations. |
No information available | |
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Search Functionality Quick search through deals, investors, and documents. |
Search functionality across deals, investors, and documents referenced in product UI examples. | |
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Notification Settings Customizable push/email/reminder settings for different users. |
Customizable notification settings for email/push/messages described in user preferences. | |
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Performance Speed Typical page load or navigation time under normal conditions. |
No information available | |
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Custom Theme/Branding Option to add firm logo, colors, and branding. |
Custom theme/branding available for enterprise deployments. | |
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Offline Mode Access and update data without an active internet connection. |
No information available | |
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Bulk Actions Perform actions (e.g., delete, assign, export) for multiple deals at once. |
Bulk actions (assign/export/delete) are part of the bulk upload/export features. |
Notifications & Alerts
(4 Yes /4 Known /7 Possible features)
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Custom Alert Triggers Define rules for sending alerts based on data changes, deadlines, or deal activity. |
Custom alert triggers for deadlines and changes are described in platform feature lists. | |
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Email Notifications Immediate or digest alerts to registered email addresses. |
Email notifications for reminders and activity are standard. | |
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In-app Reminders Pop-up and dashboard reminders for tasks, meetings, or pending actions. |
In-app reminders shown via dashboard alerts confirmed in product overviews. | |
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Push Notifications Mobile and desktop notification support. |
Push notifications supported on mobile and desktop. | |
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Digest Summary Reports Periodic summary (daily/weekly) of activity and new deals. |
No information available | |
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Escalation Policies Rules for escalating overdue tasks or reviews to managers or admins. |
No information available | |
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Custom Notification Channels Ability to enable/disable notifications through email, app, or SMS per user. |
No information available |
Third-Party Data & External Benchmarking
(7 Yes /7 Known /9 Possible features)
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Industry Benchmark Import Pull standard benchmarks (valuation, growth, exit multiples) for comparison. |
Industry benchmark import and auto-benchmarking features repeatedly mentioned for portfolio analysis. | |
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Market Data Integration API integration with PitchBook, Crunchbase, CB Insights or others. |
Market data integrations with PitchBook/Preqin/Crunchbase are standard or available via APIs. | |
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News Feed Integration Automatically surface relevant news and updates about companies in pipeline. |
News feed integration and deal company updates supported under portfolio monitoring features. | |
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Valuation Database Connection Linkage to third-party private market valuation sources. |
Valuation database connections (Preqin, etc) described as available integration. | |
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Screener Import Bulk or API import from external deal screeners. |
No information available | |
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External Investment Signals Surface deals trending in public/private news or funding announcements. |
External investment signals surfaced from fund/news activity is cited in product overviews. | |
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Company Registry Lookup Automatic profile enrichment from government or public registries. |
Automatic profile enrichment from public registries is a listed integration feature. | |
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Benchmark Update Frequency How often external benchmarks and data are refreshed. |
No information available | |
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Alert on Benchmark Shifts Notify committee of significant industry or market changes. |
Alerts on benchmark shifts can be set up as part of notification and alerting rules. |
Reporting & Export
(5 Yes /5 Known /8 Possible features)
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Automated Committee Packets Generate board/committee-ready materials with selected deals and analytics. |
Automated generation of board/committee packets is a highlighted feature in the reporting suite. | |
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Custom Report Templates Create and reuse templates for different meeting types or LP deliverables. |
Custom report templates available for meetings and LP reporting. | |
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PDF/Excel Export Download reports, scorecards, or data for offline sharing or backup. |
PDF/Excel export for reports and scorecards are standard outputs. | |
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Scheduled Report Delivery Email or save reports on a pre-set schedule (e.g. before meetings). |
Scheduled report delivery via email/portal is described in the reporting/automation features. | |
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Granular Export Controls Limit fields exported to maintain confidentiality or data minimization. |
No information available | |
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Audit Trail Export Generate exportable logs of key decisions and actions. |
Audit trail export (including decision logs) described in compliance/operations documentation. | |
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Regulatory Filing Formats Produce outputs in forms required by regulatory bodies or investors. |
No information available | |
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Export Speed Average time to generate and download a full report package. |
No information available |
Technical Support & Customization
(8 Yes /8 Known /9 Possible features)
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Dedicated Account Manager Named rep for onboarding and ongoing support. |
Dedicated account management and onboarding/support described for enterprise clients. | |
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24/7 Support Availability Around-the-clock help via live chat, email, or phone. |
24/7 support detailed for premium and enterprise contracts. | |
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Knowledge Base & Self-help Extensive documentation, use cases, and FAQs. |
Knowledge base and self-help portal is available via eFront/BlackRock support site. | |
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Customization Services Ability to have custom features or integrations built. |
Customization services (features/integrations) can be arranged per client, as described in sales/support documentation. | |
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Implementation Speed Typical onboarding and simple configuration timeline. |
No information available | |
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Uptime Guarantee Service Level Agreement (SLA) on system reliability. |
undefined Uptime guarantee is included in client SLAs per BlackRock/eFront terms. |
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Dedicated Training Sessions Live or on-demand training for clients’ staff. |
Dedicated client training sessions are offered for onboarding and new features. | |
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Custom Integrations Capacity to build connectors to unlisted third-party software. |
Custom integrations for third-party systems offered on request. | |
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User Feedback Loops Mechanisms for users to suggest improvements and new features. |
User feedback and suggestion mechanisms included in platform account management and roadmap input. |
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