FactSet Client Relationship Management from FactSet

Combines financial data with CRM capabilities to enhance investor experience. Features include portfolio management, client reporting, and data integration.

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Product analysis by function

Investor Relationship Management (IRM) Systems for Client Relationship Management

Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
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Client Data Management
(0 Yes /0 Known /12 Possible features)

Interaction & Communication Tracking
(0 Yes /0 Known /11 Possible features)

Compliance & Regulatory Management
(0 Yes /0 Known /11 Possible features)

Investment & Account Management Integration
(0 Yes /0 Known /10 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Workflow & Automation
(0 Yes /0 Known /10 Possible features)

Integration & API Capabilities
(0 Yes /0 Known /10 Possible features)

User Experience (UX) & Accessibility
(0 Yes /0 Known /10 Possible features)

Security & Privacy
(0 Yes /0 Known /10 Possible features)

Scalability & Performance
(0 Yes /0 Known /10 Possible features)

Support & Vendor Services
(0 Yes /0 Known /10 Possible features)

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Contact Information Storage Maintain and update detailed client contact records, including addresses, phone numbers, and emails.		No information available
Document Management Store, categorize, retrieve, and manage all client documents (e.g., KYC, agreements, correspondence).		No information available
Client Segmentation Segment clients by customizable attributes (e.g., AUM, geography, product type, risk tolerance).		No information available
Relationship Tree Mapping Visualize family relationships, institutional hierarchies, or multi-entity structures among clients.		No information available
360-Degree Client View Provide a single, unified dashboard view showing full client relationships, holdings, interactions, and service requests.		No information available
Data Import/Export Capability Import and export client data in multiple file formats (CSV, XLSX, etc.).		No information available
Bulk Data Update Batch update client records efficiently.		No information available
Custom Fields Add user-defined fields to capture client-specific information.		No information available
Audit Trail/History Logs Track changes to client records over time for compliance and accountability.		No information available
Duplicate Record Detection Automated identification and merging of duplicate client records.		No information available
Record Capacity Maximum number of unique client records the system can store without performance impact.		No information available
Bulk Record Upload Speed Speed at which bulk records can be uploaded to the system.		No information available

Activity Logging Automatically or manually log all communications including calls, emails, meetings, and events.		No information available
Email Integration Connect with email platforms (e.g., Outlook, Gmail) for two-way sync of client emails.		No information available
Meeting Scheduling Schedule and manage meetings with clients, auto-populate invite details.		No information available
Call Notes Attach and store call notes and summaries to client profiles.		No information available
Task & Follow-up Reminders Set reminders for client-related tasks, follow-ups, or events.		No information available
Calendar Integration Sync client meetings and events with popular calendar tools.		No information available
Automated Communication Capture Automatically capture and log communications across channels (email, phone, chat).		No information available
Interaction Timeline Visualization Display chronological activity history for each client.		No information available
Mass Email Campaigns Send personalized bulk emails or newsletters to client groups.		No information available
Communication Volume Tracking Number of communications logged per client per month.		No information available
Automated Acknowledgement Send automated email acknowledgement to clients after documented interactions.		No information available

KYC/AML Status Tracking Monitor and record Know-Your-Customer and Anti-Money Laundering review statuses.		No information available
Regulatory Documentation Management Store and manage documentation required for compliance (e.g., risk disclosures, consents).		No information available
Automated Alerts for Compliance Deadlines Automated reminders when KYC/AML or other regulatory renewals/updates are due.		No information available
Audit Trails Maintain detailed change logs for all client-related actions for regulatory review.		No information available
Sanctions List Screening Integration Screen clients against sanctions and watch lists.		No information available
MiFID II/ESG Suitability Records Track suitability assessments and investment appropriateness checks.		No information available
Consent Management Capture and manage client consents for data processing, marketing, etc.		No information available
Data Retention Policy Enforcement Implement and enforce document and data retention rules for compliance.		No information available
PEP (Politically Exposed Person) Workflow Flag and manage onboarding and relationship for PEP clients.		No information available
User Access Controls and Segregation of Duties Ensure access to sensitive client information is appropriately restricted by roles.		No information available
Transaction Monitoring Alerts Monitor and flag potentially suspicious client transactions for further review.		No information available

Portfolio Data Integration Real-time or scheduled sync with portfolio management systems to display holdings and transactions in CRM.		No information available
Multi-Account Handling Manage multiple accounts per client (e.g., personal, trust, joint, institutional).		No information available
Cash Flow Tracking Track capital calls, distributions, redemptions, and contributions per client.		No information available
Performance Reporting Access Allow client relationship teams access to investment performance, returns, and statements.		No information available
Automated Statement Generation Automatically produce and deliver periodic account statements to clients.		No information available
Fee Schedule Management Configure and store bespoke fee schedules for each client/account.		No information available
Investment Mandate Tracking Track client-specific investment restrictions, benchmarks, and objectives.		No information available
Contribution/Redemption Request Handling Submit and track client requests for new investments or withdrawals.		No information available
Real-Time Data Refresh Frequency Speed/frequency at which portfolio and account data is refreshed.		No information available
Manual Data Override Capability Permit authorized staff to manually update investment/account data when needed.		No information available

Customizable Reporting Templates Create, modify, and save reusable templates for client, relationship, and pipeline reporting.		No information available
Scheduled/Automated Reports Automatically generate and distribute reports on a defined schedule.		No information available
Pipeline/Opportunity Tracking Reports Track new business opportunities, pipeline stages, and conversion rates.		No information available
Client Service Level Reporting Monitor service delivery against agreed SLAs for clients.		No information available
Export to Common Formats Export reports in formats such as PDF, Excel, or CSV.		No information available
Interactive Dashboards Visualize data in charts, graphs, and dashboards for actionable insights.		No information available
Data Drill-down Capability Click through summaries to detailed underlying data in reports.		No information available
Ad-hoc Query/Report Builder Allow users to build and run custom queries/reports without coding.		No information available
Report Generation Speed Average time taken to generate complex standard reports.		No information available
Data Visualization Customization Change chart types, colors, and layouts as needed for reporting.		No information available

Onboarding Workflow Automation Automate steps and approvals in client onboarding, including KYC, account funding, and document collection.		No information available
Task Assignment and Routing Automatically assign follow-ups or requests to the relevant team member based on business rules.		No information available
Approval Process Automation Design and configure multi-level approval routes for sensitive actions (e.g., large redemptions).		No information available
SLA Monitoring & Alerts Track compliance with internal and external service level agreements for client requests.		No information available
Customizable Workflow Builder Allow administrators to visually design, edit, and deploy custom workflows.		No information available
Automatic Record Updates Trigger automatic updates in client records based on workflow outcomes.		No information available
Exception Handling Detect and manage exceptions or errors in workflows for manual intervention.		No information available
Integration with Digital Signature Platforms Route workflow documents to e-signature platforms (e.g., DocuSign, Adobe Sign).		No information available
Workflow Throughput Number of workflow steps processed per hour under typical load.		No information available
Pre-built Workflow Templates Access to templates for standard processes (e.g., onboarding, due diligence).		No information available

Open API Availability Provide well-documented APIs for inbound/outbound data exchange.		No information available
Third-party Integration Marketplace Support a catalog of pre-built integrations with other financial platforms.		No information available
Single Sign-On (SSO) Support Ensure users can log in using corporate credentials (e.g., SAML, OAuth).		No information available
Data Synchronization Frequency Minimum interval for data synchronization with external systems.		No information available
Custom Webhooks Support outbound notifications of data events to third-party systems via webhooks.		No information available
File-Based Imports/Exports Automate bulk data exchange using flat files (SFTP, FTP, etc.).		No information available
Plug-and-Play Data Connectors Pre-built connectors for leading custodians, fund administrators, and market data sources.		No information available
Mobile App Integration Seamlessly connect with mobile clients and push data updates to mobile apps.		No information available
API Transaction Rate Limit Maximum allowed API transactions per minute.		No information available
API Documentation Completeness Level of detail in API documentation (e.g., endpoints, error handling, sample code).		No information available

Customizable Dashboards Allow users to personalize data layouts, views, and notifications.		No information available
Mobile Device Support Native or fully responsive web interface for tablets and smartphones.		No information available
Keyboard Navigation and Screen Reader Support Fully accessible via keyboard navigation and compatible with screen readers.		No information available
Multi-Language Support Offer interface translations for global user base.		No information available
In-app Guidance and Tutorials Embed self-serve tutorials and contextual help.		No information available
User Role Personalization Customize UI and permissions based on role/department.		No information available
Search & Global Filtering Provide a powerful search bar for quick data access.		No information available
Theme and Font Adjustments Adjust colors and font size for accessibility needs.		No information available
Average Page Load Time Average time to fully load a user dashboard.		No information available
Notifications & Alerts Center Centralized notification center for upcoming tasks, deadlines, or requests.		No information available

Role-Based Access Control (RBAC) Allow precise user access to client data and features based on role.		No information available
Multi-Factor Authentication (MFA) Require multiple identity verification steps for access.		No information available
End-to-End Encryption Encrypt data in transit and at rest.		No information available
Audit Logs for User Activity Track and report all significant user actions for audit purposes.		No information available
Data Masking and Redactions Hide sensitive information except for authorized users.		No information available
GDPR/CCPA Compliance Features Facilitate right-to-access, right-to-be-forgotten, and other privacy rights.		No information available
Single Sign-On (SSO) Integration Integrate with corporate SSO for secure and simple access.		No information available
Real-Time Threat Monitoring Monitor for suspicious login or data access activity in real time.		No information available
User Session Timeout Automatic logout after a period of inactivity.		No information available
Data Backup Frequency Frequency of automatic system backups for disaster recovery.		No information available

Concurrent User Support Maximum number of users who can access the system simultaneously without performance degradation.		No information available
Uptime Guarantee Percentage of time system is available, factoring in maintenance/downtime.		No information available
Elastic Cloud Scaling Support for scaling compute/storage up or down as needed automatically.		No information available
Response Time Under Peak Load Average response time with system at peak user/data load.		No information available
Maximum Supported Client Entities Total number of client groups/accounts the system can support effectively.		No information available
Data Storage Capacity Amount of data (documents, communications, logs) that can be stored.		No information available
Disaster Recovery Time Objective (RTO) Time required to restore system to operation after a failure.		No information available
Batch Processing Speeds Speed at which batch operations (uploads/exports/workflows) are completed.		No information available
Global Data Center Locations Number of available data center hosting locations.		No information available
High-Availability Architecture Designed for redundancy and failover to minimize downtime risks.		No information available

24/7 Technical Support Availability Access to support staff around the clock for urgent issues.		No information available
Dedicated Account Manager Assigned vendor contact for ongoing relationship and escalation.		No information available
Implementation and Data Migration Support Professional services to assist with configuration, onboarding, and legacy system migration.		No information available
User Training Programs Vendor-provided initial and ongoing user training options.		No information available
User Community/Knowledge Base Access to an online support community, FAQs, and how-to guides.		No information available
Customization Services Vendor support for custom features, fields, or integrations.		No information available
Service Level Agreement (SLA) Uptime Commitment Contractual uptime/service level commitments for critical features.		No information available
Product Update Frequency How often the vendor delivers new features/enhancements.		No information available
Issue Resolution Average Time Typical time to resolve high-priority support tickets.		No information available
User Feedback Mechanism Direct channel for submitting suggestions and product feedback.		No information available

FactSet Client Relationship Management from FactSet

Product analysis by function

Investor Relationship Management (IRM) Systems for Client Relationship Management

Client Data Management (0 Yes /0 Known /12 Possible features)

Interaction & Communication Tracking (0 Yes /0 Known /11 Possible features)

Compliance & Regulatory Management (0 Yes /0 Known /11 Possible features)

Investment & Account Management Integration (0 Yes /0 Known /10 Possible features)

Reporting & Analytics (0 Yes /0 Known /10 Possible features)

Workflow & Automation (0 Yes /0 Known /10 Possible features)

Integration & API Capabilities (0 Yes /0 Known /10 Possible features)

User Experience (UX) & Accessibility (0 Yes /0 Known /10 Possible features)

Security & Privacy (0 Yes /0 Known /10 Possible features)

Scalability & Performance (0 Yes /0 Known /10 Possible features)

Support & Vendor Services (0 Yes /0 Known /10 Possible features)