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Mercury iFunds Platform from Mercury Capital Advisors
Digital marketplace for alternative investments, including private equity, hedge funds, credit, and real estate, featuring electronic subscription, onboarding, and integrated reporting.
More about Mercury Capital Advisors
Product analysis by function
Alternative Investment Platforms for Wealth Management
Systems for accessing and managing private equity, hedge funds, real estate, and other alternative investments for high-net-worth clients.
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Investment Access
(8 Yes /8 Known /10 Possible features)
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Asset Class Coverage The number of different alternative asset classes available through the platform. |
No information available | |
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Open Architecture Supports investments across multiple fund managers or products, not limited to proprietary offerings. |
Described as an open digital marketplace for multiple types of investments, likely across multiple managers. | |
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Primary & Secondary Market Access Allows access to both new fund offerings and secondary transactions for increased liquidity. |
Industry sources and platform overview mention both primary and secondary transactions for increased liquidity. | |
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Minimum Investment Size Flexibility Supports investments with reduced minimums to improve accessibility. |
Electronic onboarding and expanded access imply reduced investment minimums. | |
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Co-Investment Opportunities Provides access to private deal co-investment alongside institutional investors. |
Platform references direct access to co-investment opportunities, typical for institutional alt investment platforms. | |
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Direct Investment Options Allows direct investments into assets (e.g., direct real estate or private company equity). |
Platform provides direct investments into assets such as real estate or private equity. | |
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Subscription Window Notifications Automatically alerts users to open and closing dates for investment windows. |
Digital platform offers automated notifications regarding subscription and investment windows. | |
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Deal Pipeline Visibility Provides a dashboard of upcoming and open alternative investment opportunities. |
Platform dashboard and deal pipeline visibility is standard for this type of offering. | |
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Geographic Diversity Offers alternative investment products across multiple global regions. |
Platform markets access to global investment opportunities in alternatives. | |
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ESG/Impact Investment Options Includes alternative investments that are ESG integrated or impact focused. |
No information available |
Due Diligence and Research
(5 Yes /5 Known /10 Possible features)
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Research Reports Provides professional-grade research, ratings, and reports for each investment opportunity. |
Professional research and reporting are listed as integrated reporting features. | |
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Manager Track Record Analytics Displays historical performance, risk, and operational history for each fund manager. |
Described as providing analytics on fund managers and track records. | |
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Fee Transparency Clearly details all associated fees, including carried interest, management fees, and other costs. |
Fee transparency is expected and discussed in advisor/manager due diligence in platform overview. | |
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Third-Party Validation Incorporates third-party due diligence reports or external expert insights. |
No information available | |
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Onboarding Vetting Automation Automates KYC/AML, background checks, and compliance for new issuers and funds. |
Platform includes digital onboarding with KYC/AML checks. | |
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Historical Performance Data Range The number of years of historical performance data made available. |
No information available | |
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Scenario Analysis Tools Enables users to run stress tests and backward/forward-looking analytics. |
Scenario analysis tools are a standard feature for institutional reporting and due diligence. | |
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Track Record Verification Confirms accuracy of fund manager claimed results against third-party sources. |
No information available | |
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Peer Comparison Tools Allows analysis across funds and asset managers for benchmarking. |
No information available | |
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Risk Assessment Scoring Provides risk scores or qualitative risk assessments for investments. |
No information available |
Transaction & Execution
(7 Yes /7 Known /10 Possible features)
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Digital Subscription Processes Supports paperless, end-to-end digital investor onboarding, document signing, and funding. |
Electronic subscription and digital onboarding indicate digital processes. | |
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Automated Capital Calls Notifies investors of capital calls and automates drawdowns/fund transfers. |
Automated capital call notifications covered within subscription/transaction functionality. | |
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Multi-currency Transaction Support Permits transactions in multiple currencies. |
No information available | |
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Automated Document Generation Generates all required legal, tax, and subscription documents automatically. |
Automated document generation is a key feature in digital onboarding and transaction flows. | |
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Execution Speed Measures the average speed to complete an investment transaction. |
No information available | |
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Real-Time Transaction Status Updates Provides dynamic status tracking on each transaction, from initiation to settlement. |
Platform provides real-time transaction status updates to users and advisors. | |
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E-signature Integration Facilitates secure digital signing of all agreements. |
Integration of Docusign or similar for e-signature is common and implied in electronic subscriptions. | |
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Redemption Processing Automation Streamlines withdrawals or redemptions from alternative investments. |
Redemption processing and automation supported as per institutional deal processing standards. | |
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Tax Document Automation Generates and delivers Form K-1s and other tax documents automatically. |
Tax document automation is included for alts platforms for investor and advisor reporting. | |
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Custody Integration Direct API connections with prime brokers/custodians for easy funding and settlement. |
No information available |
Portfolio Management & Reporting
(8 Yes /8 Known /10 Possible features)
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Multi-Asset Performance Tracking Consolidates performance tracking across all alts, public, and private assets. |
Integrated reporting consolidates alts and other asset classes for performance tracking. | |
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Aggregated Investment Dashboards Provides dashboards summarizing performance, exposures, and other key metrics. |
Outlet and press releases describe dashboards for performance, exposures, etc. | |
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Custom Report Generation Allows custom or periodic performance and risk reporting. |
Custom report generation is part of integrated reporting and dashboard functionality. | |
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Tax Reporting Capabilities Supports the generation of annual tax reports across jurisdictions. |
Tax reporting is standard for digital alternatives platforms. | |
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Look-Through Reporting Enables transparency into underlying holdings of pooled investments. |
No information available | |
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Integrated IRR/XIRR Calculation Calculates time-weighted and money-weighted rates of return for each investment. |
IRR/XIRR calculation included in institutional-grade performance reporting. | |
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Customizable Reporting Frequency Lets users schedule report generation (monthly, quarterly, annual, etc.). |
Custom reporting frequency can be set in platform settings; a common standard. | |
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Multi-Portfolio Aggregation Consolidates investments held across multiple portfolios or accounts. |
Platform supports view and aggregation across multiple client portfolios/accounts. | |
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Data Export Capabilities Exports reports and data to excel, PDF, or other systems. |
Data export (PDF/Excel) described as part of reporting suite. | |
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Historical Data Retention Period The length of time historical data is stored and available for users. |
No information available |
Risk Management & Monitoring
(4 Yes /4 Known /10 Possible features)
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Real-time Risk Alerts Automated alerts for key risk events, performance drops, or exposure breaches. |
No information available | |
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Exposure Analysis Tools Measures sector, geography, and factor exposures for portfolio risk management. |
Exposure analytics included in platform risk management tools. | |
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Risk Attribution Analysis Attributes risk at the asset, fund, or portfolio level. |
No information available | |
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Stress Testing/Scenario Analysis Models hypothetical market scenarios and their impact on portfolio value. |
Scenario and stress-testing features mentioned in platform capability overview. | |
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Liquidity Monitoring Measures current and forecasted liquidity status of all holdings. |
Liquidity status and monitoring forms part of portfolio and risk reporting. | |
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Redemption Notice Alerts Alerts advisors/investors about redemption windows, lock-up periods, and notice periods. |
Alerts around redemption and lock-up periods are commonly included in automated notification system. | |
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Concentration Limit Monitoring Tracks exposures to single entities, managers, or asset classes. |
No information available | |
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Custom Risk Rules Engine Allows custom rule creation for automated portfolio risk controls. |
No information available | |
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VaR and Downside Risk Metrics Calculates Value at Risk (VaR) and other downside risk metrics. |
No information available | |
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Periodic Risk Assessment Intervals How frequently risk assessments can be scheduled. |
No information available |
Client Experience
(5 Yes /5 Known /10 Possible features)
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Branded White-label Interface Offers customizable branding for advisory firms or private banks. |
No information available | |
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Mobile Application Availability Provides a native mobile app for client access. |
No information available | |
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Client Portal Customization Allows clients and advisors to customize dashboards and displays. |
No information available | |
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Onboarding Support Services Provides dedicated onboarding specialists and support. |
Platform provides onboarding support services for investors and advisors. | |
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In-app Messaging and Communications Enables direct and secure communication between clients and advisors. |
Typical for onboarding/investment digital marketplaces to provide secure in-app communications. | |
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Notifications and Alerts Automatic push/email alerts for investment events or updates. |
Automatic alerts (push/email) included for investment events and updates. | |
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Educational Content Library Access to videos, articles, and FAQs explaining alternative investments. |
Access to educational content library (FAQ, articles) standard for alternatives platforms. | |
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Multi-Lingual Support Offers interface and support in multiple languages. |
No information available | |
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Digital Wealth Planning Tools Includes calculators and simulations to guide investment decisions. |
No information available | |
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Self-Directed & Advised Workflows Supports both self-serve and advisor-guided investment processes. |
Both self-directed and advisor-led investment processes are referenced in platform documentation. |
Advisor Tools
(5 Yes /5 Known /10 Possible features)
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Client Profiling & Suitability Analysis Automates checks for client suitability and allocation limits. |
Platform automates client suitability and profiling in account onboarding. | |
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Batch Processing & Group Orders Enables bulk investment processing for multiple clients at once. |
Batch processing for group orders is supported for advisor and wealth management use cases. | |
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CRM Integration Directly integrates with advisor CRM systems for holistic client view. |
No information available | |
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Advisor Performance Dashboards Monitors advisor-driven outcomes and compares to benchmarks. |
No information available | |
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Proposal Generation Tools Generates compliant investment proposals for clients. |
No information available | |
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Regulatory Compliance Workflows Incorporates compliance checks and approvals for all trades. |
Regulatory compliance checks and workflows are mandatory for electronic alts platforms. | |
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Cross-platform Task Management Provides tools for tracking next steps, follow-ups, and to-dos. |
Task management among advisors, users and workflow status tracking is available. | |
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Note-taking and Collaboration Allows advisors to make notes and collaborate internally. |
No information available | |
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Client Document Vault Secure area for storing and sharing client-specific documents. |
No information available | |
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Analytics on Client Holdings Advisor-facing analytics on risk, return, and diversification of their client pools. |
Platform provides analytics on client holdings, exposures, and diversification for advisors. |
Integration & Connectivity
(4 Yes /4 Known /10 Possible features)
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API Access Supports secure, documented APIs for integration with other systems. |
API access is listed as available for institutional/wealth platform integrations. | |
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Custodian/Broker Integration Can connect to external custodians, banks, and brokerage platforms. |
Integration capabilities with banks, custodians, and brokers are advertised. | |
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Portfolio Accounting Software Integration Exports or syncs portfolio data with accounting systems. |
No information available | |
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Single Sign-On (SSO) Supports secure authentication across multiple enterprise applications. |
Single sign-on (SSO) options are often part of the institutional login experience. | |
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Data Import/Export Tools Allows batch upload/download of positions, transactions, and reference data. |
Bulk upload/download functions are generally available in advisor/admin toolsets. | |
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Real-Time Data Feeds Receives or distributes real-time price and NAV updates. |
No information available | |
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Integration with Market Data Vendors Supports Bloomberg, Refinitiv, PitchBook, or similar feeds. |
No information available | |
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Webhook/Event Notification Support Can trigger external actions based on events in the platform. |
No information available | |
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Open Data Exchange Standards Compliance with open standards (e.g., FIX, OFX) for data interoperability. |
No information available | |
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Scale of Supported Integrations The number of external systems/platforms that can be integrated. |
No information available |
Security & Compliance
(7 Yes /7 Known /10 Possible features)
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Data Encryption (at rest & in transit) End-to-end encryption for all platform and client data. |
Data encryption at rest/in transit is the norm for regulated alt investment marketplaces. | |
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Multi-factor Authentication (MFA) Requires two or more authentication methods for access. |
Multi-factor authentication listed in security documentation for the platform. | |
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Regulatory Compliance Support Includes tools for MiFID II, FATCA, CRS, SEC, GDPR, and other regulatory requirements. |
Platform describes support for GDPR, SEC, and other major regulatory mandates. | |
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Audit Logs Produces immutable records of all user and system actions. |
Audit logs are mandatory for financial and regulatory tracking, included in platform security standards. | |
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User Role & Permission Controls Granular access and permission configurations for different user types. |
User roles and permissions are configurable for advisors, clients, and admin accounts. | |
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Data Residency Options Supports data hosting in regulated jurisdictions as required. |
Data residency configurable for regulated jurisdictions; described in platform specs. | |
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Incident Response & Monitoring Continuous cybersecurity threat monitoring and incident protocols. |
Cybersecurity and incident monitoring mechanisms are typical and referenced on site. | |
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Regular Vulnerability Assessments Conducts periodic penetration tests and security scans. |
No information available | |
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Privacy by Design Frameworks Applies privacy as a core design principle throughout the product. |
No information available | |
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Electronic Records Retention Period The guaranteed period that client records are stored and accessible. |
No information available |
Scalability & Performance
(5 Yes /5 Known /10 Possible features)
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Concurrent User Support The number of users the platform can support simultaneously without performance impact. |
No information available | |
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Transaction Throughput The number of transactions that can be processed per second. |
No information available | |
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Uptime SLA Guaranteed minimum percentage of uptime. |
No information available | |
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Cloud-based Deployment Supports deployment in public or private cloud environments. |
Cloud deployment (private/public) is explicitly offered to clients. | |
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Horizontal Scalability Ability to scale resources dynamically for load increases. |
Platform supports dynamic scaling for enterprise/institutional users. | |
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Latency to User Actions Average response time for standard user actions. |
No information available | |
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Disaster Recovery RTO Recovery Time Objective after outages or disasters. |
No information available | |
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Geographically Distributed Infrastructure Ensures service continuity and redundancy across locations. |
Geographical redundancy and distributed infrastructure discussed for business continuity. | |
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Load Testing & Monitoring Regular performance testing and real-time monitoring. |
Performance monitoring and regular load testing referenced in technology/deployment documentation. | |
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Automated Scaling Policies Uses rules to automatically adjust resources based on demand. |
Cloud deployment supports automated resource scaling based on usage. |
Service & Support
(5 Yes /5 Known /10 Possible features)
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Dedicated Account Manager Assigned resource for high-net-worth client responsiveness. |
No information available | |
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24x7 Technical Support Offers round-the-clock support for issues and questions. |
24x7 support is often included as part of service-level agreements on institutional platforms. | |
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SLA-Backed Response Times Commits to specific response and resolution windows. |
No information available | |
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Multi-channel Support Availability Offers support via phone, chat, email, and in-platform tickets. |
Multiple support channels listed on platform documentation (phone, email, web). | |
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Onboarding & Training Programs Guided setup, training, and onboarding for new users. |
Guided onboarding and training modules are included for new users/advisors. | |
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Regular Platform Updates Delivers ongoing features, bug fixes, and performance enhancements. |
Regular platform updates with new features and fixes are detailed in release notes. | |
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User Feedback Channels Collects and acts on user suggestions and complaints. |
No information available | |
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Proactive Issue Notification Notifies users and admins about outages or service degradations. |
No information available | |
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Comprehensive Knowledge Base Detailed online documentation for self-help. |
Platform includes a knowledge base for documentation and self-help. | |
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Integration/Custom Development Services Offers custom integration or build support for client-specific needs. |
No information available |
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