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iCapital Platform from iCapital Network
End-to-end technology solution for accessing and managing investments in private equity and hedge funds. Features include digital subscription document processing, investor reporting, workflow management, fund manager research, and analytics tools. The platform streamlines the traditionally complex and paper-heavy investment process.
Product analysis by function
Capital Raising Platforms for Fund Management
CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
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Investor Management
(10 Yes /10 Known /12 Possible features)
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Investor CRM Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences |
iCapital supports investor relationship tracking, communication, and preferences through its workflow and investor management tools. | |
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Investor Portal Secure online platform where investors can access their investment information, documents, and performance metrics |
The platform provides a secure investor portal for viewing investments, documents, and performance. | |
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Investor Onboarding Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks |
Digital onboarding and compliance are described as streamlined parts of the investor lifecycle by iCapital. | |
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KYC/AML Integration Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities |
iCapital mentions integrated KYC/AML processes for onboarding and compliance. | |
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Investor Segmentation Ability to categorize investors based on various criteria for targeted communications |
Investor segmentation via analytics and reporting is supported by platform features. | |
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Digital Signature Support Functionality that allows for legally binding electronic signatures on subscription documents |
Digital signature support for subscription documents is specifically highlighted. | |
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Investor Communication Tools Systems for mass emails, notifications, and updates to investor groups |
The platform includes bulk email and notification tools for mass investor communications. | |
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Investor Analytics Data-driven insights into investor behavior, preferences, and potential |
Investor analytics and dashboards are available as part of platform reporting. | |
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Maximum Investor Accounts The maximum number of individual investor accounts the platform can efficiently manage |
No information available | |
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Investor Document Repository Centralized storage system for investor-related documents with access controls |
The platform provides a document repository with access controls for investor documentation. | |
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Investor Meeting Scheduler Tools to coordinate and schedule meetings with potential or current investors |
Meeting scheduling and workflow coordination for investors are included in iCapital's workflow management. | |
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LP Advisory Committee Management Features to manage communications and governance activities with limited partner advisory committees |
No information available |
Fundraising Workflow
(9 Yes /9 Known /12 Possible features)
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Pipeline Management System for tracking potential investors through various stages of the fundraising process |
Pipeline/fundraising management is a core feature, including tracking potential investors. | |
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Capital Call Automation Tools to automate the process of calling committed capital from investors when needed |
iCapital automates capital calls as part of its end-to-end investment workflow. | |
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Distribution Automation System for managing and processing returns and distributions to investors |
Distribution automation (e.g., profit distribution) is a promoted function of the platform. | |
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Subscription Document Automation Automated generation and processing of investment subscription documents |
Automated processing of subscription documents is a named feature. | |
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Due Diligence Room Secure virtual environment where potential investors can review fund documentation |
A secure due diligence room for investors is described as part of the iCapital platform. | |
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Fundraising Analytics Metrics and analysis tools to track fundraising progress against targets |
Fundraising and analytics dashboards are highlighted on the main product page. | |
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Side Letter Management Tools to track and manage special terms agreed with specific investors |
No information available | |
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Waterfall Calculations Automated calculations of distribution waterfalls according to fund terms |
No information available | |
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Fundraising Target Tracking Tools to monitor progress toward fundraising goals with visual dashboards |
Fundraising goal tracking is built into the platform dashboards. | |
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Commitment Tracking System to track investor commitments, including soft commitments and firm commitments |
Commitment tracking (e.g., soft and hard commitments) is part of pipeline and investor tracking. | |
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Processing Speed for Documents The time required to process subscription documents |
No information available | |
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Multi-Fund Fundraising Capability to manage fundraising processes for multiple funds simultaneously |
The product manages multiple fund workflows for clients/advisors with complex structures. |
Deal Flow Management
(4 Yes /4 Known /12 Possible features)
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Deal Pipeline Tracking System for monitoring potential investments through stages of consideration |
No information available | |
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Deal Scoring Methodology for evaluating and ranking potential investment opportunities |
Platform has deal screening and analytics for opportunity evaluation. | |
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Due Diligence Workflow Structured process for conducting and documenting investment due diligence |
No information available | |
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Deal Source Analytics Analysis of which sources provide the most valuable investment opportunities |
No information available | |
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Deal Documentation Management System for organizing and accessing documents related to investment opportunities |
Document management for deals and investments is supported through centralized repositories. | |
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Deal Team Collaboration Tools Features that facilitate team communication and collaboration on potential deals |
iCapital workflow encourages collaboration among team members during deal execution. | |
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Investment Committee Workflow Process management for investment committee reviews and approvals |
No information available | |
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Maximum Active Deals The maximum number of investment opportunities the platform can effectively track simultaneously |
No information available | |
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Industry Classification System for categorizing deals by industry or sector for analysis |
No information available | |
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Deal Comparisons Tools to compare multiple potential investments across various metrics |
No information available | |
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Investment Thesis Alignment Features to assess how well deals align with the fund's investment thesis |
No information available | |
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Deal Progress Notifications Automated alerts about significant developments in the deal pipeline |
Deal progress and workflow notifications are included in pipeline management components. |
Reporting & Analytics
(7 Yes /7 Known /12 Possible features)
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Performance Reporting Generation of reports showing fund performance metrics like IRR, TVPI, DPI |
Performance reporting for funds and hedge funds is a key feature. | |
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Customizable Dashboards User-configurable visual displays of key metrics and information |
Users can configure dashboards with preferred analytics and metrics. | |
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Portfolio Company Reporting Tools for tracking and reporting on the performance of portfolio companies |
Reporting at the portfolio company level is provided. | |
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Investor-Specific Reporting Ability to generate reports tailored to individual investors' holdings |
Investor-level (custom) reporting is available for specific holdings. | |
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Real-time Data Visualization Dynamic visual representation of fund data updated in real-time |
Data visualizations are dynamic and update with changes in positions and allocations. | |
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Regulatory Reporting Features to assist with generating reports required by regulatory bodies |
No information available | |
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Tax Document Generation Automated creation of tax-related documents for investors |
Tax document automation is part of investor services on iCapital. | |
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ESG Reporting Capabilities for tracking and reporting on environmental, social, and governance factors |
No information available | |
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Report Delivery Automation System for scheduling and distributing reports to stakeholders |
Automated delivery/scheduling of performance and investor reports is highlighted. | |
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Historical Data Analysis Tools for analyzing trends and patterns in historical fund data |
No information available | |
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Report Generation Time Average time required to generate complex custom reports |
No information available | |
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Data Export Options Formats available for exporting data (CSV, Excel, PDF, etc.) |
No information available |
Compliance & Security
(7 Yes /7 Known /12 Possible features)
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Regulatory Compliance Framework Built-in controls to ensure operations comply with relevant regulations |
Platform maintains regulatory compliance (US and international) including controls. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
Sensitive data is encrypted at rest and in transit per iCapital security whitepaper. | |
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Role-Based Access Control System for limiting user access to appropriate functions and data |
Role-based access specified for advisor, admin, and investor roles. | |
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Audit Trail Comprehensive logging of all system activities for accountability |
Platform logs all activities for compliance and security auditing. | |
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Multi-Factor Authentication Enhanced security requiring multiple verification methods for access |
Multi-factor authentication mentioned in security documentation. | |
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Compliance Reporting Automated generation of reports for regulatory compliance purposes |
Compliance reporting is included for fund administrators and auditors. | |
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Data Residency Controls Ability to specify where data is stored to comply with jurisdictional requirements |
No information available | |
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GDPR Compliance Features ensuring compliance with General Data Protection Regulation |
International and GDPR compliance mentioned in feature literature. | |
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Regular Security Audits Frequency of independent security assessments of the platform |
No information available | |
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Backup Frequency How often system data is backed up for disaster recovery |
No information available | |
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Privacy Shield Certification Certification for transatlantic data transfer compliance |
No information available | |
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Penetration Testing Regular ethical hacking to identify security vulnerabilities |
No information available |
Integration Capabilities
(9 Yes /9 Known /12 Possible features)
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Banking Integration Connection with banking systems for financial transactions |
Banking integrations for investment flows, capital calls, and distributions are described. | |
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CRM Integration Ability to connect with external customer relationship management systems |
Offers integration with external CRMs and client systems for institutional clients. | |
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Accounting Software Integration Connection with financial accounting systems for data synchronization |
Accounting system integrations are available for fund admins. | |
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API Availability Presence of application programming interfaces for custom integrations |
API availability for client and partner integrations is described. | |
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Email Integration Connection with email systems for communication tracking |
No information available | |
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Document Management Integration Ability to connect with external document storage and management systems |
Integration with document management systems for secure storage is supported. | |
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Calendar Integration Synchronization with calendar applications for scheduling |
Calendar integration available for advisors, managers, and investors. | |
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Third-Party Data Provider Integration Connections with external data sources for market and financial information |
External market and risk data provider integrations include Preqin and Pitchbook. | |
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Number of Pre-built Integrations Quantity of ready-to-use connections with popular third-party services |
No information available | |
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Integration Development Time Average time required to develop a custom integration |
No information available | |
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Webhook Support Ability to trigger actions in other systems based on platform events |
Webhook events and push notifications are available to integrating partners. | |
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Single Sign-On Integration Support for enterprise identity management systems |
Supports single sign-on (SSO) for enterprise and partner clients. |
User Experience
(4 Yes /4 Known /12 Possible features)
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Mobile Compatibility Ability to access and use the platform effectively on mobile devices |
Accessible from mobile browsers and optimized for major mobile devices. | |
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Customizable Interface Ability for users to adjust the interface to their preferences |
No information available | |
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Intuitive Navigation Logical and easy-to-understand menu structures and workflows |
Modern interface design prioritizes intuitive navigation for users. | |
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White-Labeling Options Ability to customize the platform with the fund's branding |
No information available | |
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Multi-Language Support Availability of the interface in multiple languages |
No information available | |
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Number of Supported Languages The quantity of languages available in the platform interface |
No information available | |
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Learning Curve Average time required for new users to become proficient |
No information available | |
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Search Functionality Comprehensive search capabilities across the platform |
Search functions for documents, investors, and deals are integral to platform UI. | |
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Guided Workflows Step-by-step processes to guide users through complex tasks |
Platform provides step-by-step guidance for complex tasks like onboarding and doc execution. | |
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User Satisfaction Rating Average satisfaction score from current users |
No information available | |
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Accessibility Compliance Adherence to WCAG or similar accessibility standards |
No information available | |
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Offline Functionality Ability to use certain features without internet connection |
No information available |
Support & Maintenance
(8 Yes /8 Known /12 Possible features)
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24/7 Support Availability Technical support available at all hours |
24/7 technical support is promoted for platform users. | |
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Dedicated Account Manager Assigned point of contact for platform-related issues |
Dedicated support staff and account managers are available to enterprise clients. | |
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Training Resources Availability of documentation, videos, and other learning materials |
Comprehensive documentation, videos, and resources are provided for all users. | |
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Onboarding Assistance Dedicated help during the initial setup and learning phase |
Professional onboarding support is included in the implementation process. | |
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System Uptime Guarantee Contractual assurance of platform availability |
undefined iCapital provides 99.9%+ uptime guarantees as part of SLAs for institutional clients. |
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Response Time Average time to initial response for support tickets |
No information available | |
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Resolution Time Average time to resolve support issues |
No information available | |
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Update Frequency How often the platform is updated with new features or improvements |
undefined Major platform updates are released quarterly, with ongoing improvements. |
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User Community Access to a community of users for knowledge sharing |
No information available | |
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Customization Support Assistance available for platform customization needs |
Customization services and support are available for large clients/partners. | |
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Service Level Agreement Formal commitment to support quality standards |
Service level agreements with measurable metrics (uptime, support, etc.) are in standard contracts. | |
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Implementation Time Average time from contract to full operational status |
No information available |
Pricing & Cost
(8 Yes /8 Known /12 Possible features)
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Subscription-Based Model Recurring fee structure rather than one-time purchase |
The pricing model is recurring/annual—based on a subscription. | |
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Tiered Pricing Different price points based on feature sets or usage levels |
Pricing is tiered by type of client, feature modules, and AUM. | |
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AUM-Based Pricing Pricing scaled to assets under management |
Pricing scales with assets under management and service level. | |
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Per-User Pricing Cost determined by number of system users |
Cost increases with user seats/licenses. | |
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Implementation Fee One-time cost for setting up the platform |
No information available | |
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Customization Costs Additional fees for tailoring the platform to specific needs |
Customizations beyond the standard solution incur additional costs. | |
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Free Trial Availability Option to test the platform before purchase |
A limited free trial/demonstration is available to qualified firms. | |
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Contract Length Flexibility Options for contract duration beyond standard terms |
No information available | |
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Annual Cost Range Typical annual cost for a mid-sized fund |
No information available | |
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ROI Timeframe Average time to achieve return on investment |
No information available | |
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Volume Discounts Reduced rates for larger implementations or multi-fund managers |
Volume discounts for large institutions or multi-fund managers are available. | |
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Feature-Based Add-ons Ability to purchase only needed additional capabilities |
Feature-based add-ons may be purchased in addition to base platform. |
Technology Infrastructure
(4 Yes /4 Known /12 Possible features)
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Cloud-Based Deployment Platform hosted on cloud infrastructure rather than on-premises |
Platform is entirely cloud-based, hosted by iCapital. | |
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On-Premises Option Ability to deploy the platform on the fund's own servers |
No information available | |
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Data Center Redundancy Multiple data centers to prevent service disruption |
Redundancy in geographically distributed data centers per security architecture overviews. | |
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Scalability Ability to handle growing amounts of data and users without performance degradation |
iCapital is used by large banks and managers, indicating strong scalability. | |
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System Response Time Average time for the system to respond to user actions |
No information available | |
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Data Storage Capacity Maximum amount of data the platform can effectively manage |
No information available | |
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Concurrent User Capacity Maximum number of simultaneous users without performance impact |
No information available | |
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Disaster Recovery Systems and processes to restore functionality after disruptions |
Detailed disaster recovery plans with automated failover are described in documentation. | |
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Recovery Time Objective Target time for system recovery after an incident |
No information available | |
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Mobile App Availability Dedicated native applications for mobile devices |
No information available | |
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Browser Compatibility Range of web browsers supported by the platform |
No information available | |
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API Request Limit Maximum number of API calls allowed per time period |
No information available |
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