Refinitiv BETA CRM from Refinitiv (LSEG)

Wealth management CRM integrated with the BETA wealth management platform, featuring client relationship tracking, activity management, document storage, and compliance support. Provides a unified view of client information alongside portfolio data and market information.

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Product analysis by function

Client Relationship Management (CRM) Systems for Wealth Management

Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
More Client Relationship Management (CRM) Systems More Wealth Management ...

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

Compliance & Security
(0 Yes /0 Known /11 Possible features)

Workflow Automation & Task Management
(0 Yes /0 Known /11 Possible features)

Communication & Engagement
(0 Yes /0 Known /11 Possible features)

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

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

Onboarding & Client Portal
(0 Yes /0 Known /10 Possible features)

Mobile & Accessibility
(0 Yes /0 Known /10 Possible features)

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

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

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

Client Relationship Management (CRM) Systems for Client Services

Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
More Client Relationship Management (CRM) Systems More Client Services ...

Client Data Management
(0 Yes /0 Known /11 Possible features)

Interaction Tracking
(0 Yes /0 Known /10 Possible features)

360-Degree Client View
(0 Yes /0 Known /10 Possible features)

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

Compliance and Security
(0 Yes /0 Known /10 Possible features)

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

Integration and Extensibility
(0 Yes /0 Known /10 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /9 Possible features)

Client Communication Tools
(0 Yes /0 Known /10 Possible features)

Service Case and Ticketing Management
(0 Yes /0 Known /10 Possible features)

Performance, Reliability, and Support
(0 Yes /0 Known /10 Possible features)

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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email.		No information available
Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.).		No information available
Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices.		No information available
Data Validation Automated checks to ensure accuracy and completeness of client data.		No information available
Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria.		No information available
Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV).		No information available
Data Encryption Secure encryption of client data both at rest and in transit.		No information available
Duplicate Detection Automatic identification and handling of duplicate client records.		No information available
Timestamped Records Automatic recording of when client data is added or modified.		No information available
Record Capacity The maximum number of client records the CRM can manage efficiently.		No information available
Data Retention Policies Customizable rules for data retention and deletion based on regulations.		No information available
Data Backup Frequency How often client data is backed up.		No information available

Audit Trail Maintain a timestamped log of system and user actions for all client records.		No information available
Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access.		No information available
Two-Factor Authentication System supports 2FA for user login to enhance security.		No information available
GDPR/CCPA Compliance Features to support compliance with global data privacy regulations.		No information available
Automated Regulatory Reports Automated generation of regulatory compliance reports.		No information available
KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML).		No information available
Access Log Retention Length of time access logs are stored.		No information available
Encryption Standards Implementation of industry-standard encryption (e.g., AES-256).		No information available
Data Masking Sensitive information is masked from non-authorized users.		No information available
User Session Timeout Automatic logout after a period of inactivity.		No information available
IP Whitelisting Restrict platform access to specified IP addresses.		No information available

Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules.		No information available
Task Templates Predefined templates for common processes (onboarding, reviews, etc.).		No information available
Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines.		No information available
Approval Workflows Built-in workflows for approval processes (e.g., compliance checks).		No information available
Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google).		No information available
Workflow Customization Users can define custom workflows suitable for specific advisory business processes.		No information available
Task Tracking Track task progress, completion, and assignment status in real-time.		No information available
Task Notification Methods Multiple notification channels supported (email, SMS, in-app).		No information available
Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently.		No information available
Recurring Tasks Support for scheduling automatic recurring tasks.		No information available
Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking.		No information available

Email Integration Send and receive client emails from within the CRM.		No information available
SMS Messaging Ability to send SMS notifications and messages to clients.		No information available
Call Logging Record call notes and attach to client records.		No information available
Meeting Scheduling Integrated tools to schedule meetings and send calendar invites.		No information available
Marketing Automation Create and automate personalized email and marketing campaigns.		No information available
Document E-signature Facilitate secure electronic document signing within the platform.		No information available
Engagement Analytics Track and report on all client interactions to analyze engagement.		No information available
Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter).		No information available
Communication Archiving Retention and searchability of all historical communications.		No information available
Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.).		No information available
Communication Templates Pre-defined and customizable templates for rapid communication.		No information available

Customizable Dashboard Configurable dashboards that display key data and KPIs.		No information available
Report Builder Interactive tools to design, customize, and generate reports.		No information available
Pre-built Report Library Access to a repository of standard financial/advisory reports.		No information available
Visual Analytics Charts, graphs, and data visualization tools for insights.		No information available
Export Reports Export report data to PDF, Excel, CSV, etc.		No information available
Automated Report Scheduling Automatic generation and delivery of reports at set intervals.		No information available
Real-Time Data Updates Reports are refreshed with live data.		No information available
Drill-down Analysis Ability to drill down from summary to detailed views in reports.		No information available
Custom Metric Tracking Track and analyze key metrics unique to the advisory firm.		No information available
Report Retention Period How long generated reports are stored and accessible.		No information available

Portfolio Management System Integration Direct integration with third-party portfolio management tools.		No information available
Email/Calendar Integration Synchronize with major email and calendar providers.		No information available
APIs for Customization Robust APIs for custom integrations with internal or third-party tools.		No information available
Webhooks Support Support for webhooks to react to real-time data and events.		No information available
Data Import/Export APIs APIs for bulk data migration in/out of the CRM.		No information available
Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT.		No information available
Open Banking Integration Support for connecting transaction data via Open Banking APIs.		No information available
e-Signature Integration Pre-built integrations with digital signature platforms.		No information available
Integration Capacity Number of simultaneous third-party integrations supported.		No information available
Integration Setup Time Average setup time for connecting a new integration.		No information available

Digital Onboarding Workflow Step-by-step guided onboarding process for new clients.		No information available
Online Form Support Create, share, and process digital forms for profile completion and KYC.		No information available
Client Portal Access Secure online portal for clients to access portfolios, documents, and communication.		No information available
Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items.		No information available
Portal Customization Ability to brand and customize the client portal experience.		No information available
Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal.		No information available
E-signature Within Portal Clients can sign and submit required forms digitally through the portal.		No information available
Portal Login Methods Supports multi-factor and/or social login to the portal.		No information available
Portal User Capacity Maximum number of concurrent client portal users.		No information available
Multilingual Support Portal available in multiple languages.		No information available

Mobile App Availability Dedicated mobile apps for iOS and Android devices.		No information available
Responsive Web Design Access CRM via mobile browsers with adaptive layouts.		No information available
Push Notifications Send real-time push notifications to mobile devices.		No information available
Offline Access Some CRM functions are available without an internet connection.		No information available
Screen Reader Compatibility Platform supports screen readers and accessibility tools.		No information available
Mobile Feature Parity Extent to which mobile features match desktop features.		No information available
Device Support Number of device operating systems/browsers supported.		No information available
Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level).		No information available
Gesture Support Supports touch, swipe, and gesture-based controls on mobile.		No information available
Mobile App Store Ratings Average user rating on major app stores.		No information available

Average Response Time Typical time for system to respond to user actions.		No information available
Uptime Guarantee Percentage of annual uptime guaranteed by SLA.		No information available
Concurrent User Support Number of users who can simultaneously interact with the system without performance loss.		No information available
Data Throughput Amount of data processed per second.		No information available
Database Scaling Support for scaling databases vertically or horizontally.		No information available
Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues.		No information available
Latency under Load System latency when processing maximum intended workload.		No information available
Geo-Distributed Hosting Option for geographically distributed server infrastructure.		No information available
Load Balancer Support Built-in load balancer or compatibility with external solutions.		No information available
Maximum Scalability Limit Estimated maximum users and records supported without significant redesign.		No information available

Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information.		No information available
Custom Dashboard Widgets Users can create and configure their dashboard widgets.		No information available
White Labeling Custom branding for both internal and client-facing modules.		No information available
Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users.		No information available
Multiple Language Support User interface is available in several languages.		No information available
Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs.		No information available
Theme Customization Choose or define custom color schemes and layouts.		No information available
Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features.		No information available
User Feedback Mechanism Built-in channels for users to provide feedback or request improvements.		No information available
User Training Time Average time required to train new users to proficiency.		No information available

24/7 Technical Support Access to technical support at all times.		No information available
Dedicated Account Manager Assignment of a specific support contact for each customer.		No information available
Knowledge Base Access Comprehensive, searchable documentation and FAQs.		No information available
Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA.		No information available
Product Roadmap Visibility Customers can view future product development plans.		No information available
Community Forum Peer-to-peer user community for advice and best practices.		No information available
Onboarding Assistance Hands-on help during implementation and data migration.		No information available
System Status Dashboard Real-time system health and incident reporting.		No information available
Multi-language Support Center Support assistance is available in different languages.		No information available
Average Support Response Time Typical time to first response from support.		No information available

Comprehensive Client Profiles Ability to store and display detailed information for each client, including personal, financial, and contact information.		No information available
Document Management Support for storing, organizing, and retrieving client-related documents and forms.		No information available
Data Enrichment Tools Integration or automatic population of client profiles with data from external and internal sources.		No information available
Custom Fields Ability to add company-specific fields to client profiles.		No information available
Advanced Search and Filtering Robust search functionality with multiple filter options to quickly locate client records.		No information available
Bulk Data Import/Export Support for importing or exporting client data in various formats (CSV, Excel, etc.).		No information available
Data Validation Automated checks and validation routines to ensure data quality and consistency.		No information available
Historical Record Keeping Maintains a comprehensive change history or audit trail for client data.		No information available
Multi-language Support Support for multiple languages in client data fields and interfaces.		No information available
Compliance Tagging Ability to tag and flag records for regulatory and compliance review.		No information available
Data Storage Capacity Total amount of client data and documents that can be stored.		No information available

Activity Logging Automatic or manual recording of client interactions (calls, emails, meetings, etc.).		No information available
Email Integration Ability to link and track email exchanges within client records.		No information available
Call Logging and Recording Support for logging calls and, where allowed, recording conversations.		No information available
Meeting Scheduling Integrated scheduling tools for arranging meetings with clients.		No information available
Notes and Attachments Add contextual notes and attach relevant files to each interaction.		No information available
Task Assignment Assign follow-up actions or tasks based on interactions.		No information available
Interaction Timeline Visual timeline display of all past client interactions.		No information available
Bulk Interaction Upload Ability to bulk upload historical interactions.		No information available
Activity Alerts Real-time notifications based on specific client activity or inactivity.		No information available
Interaction Storage Duration Duration for which interaction records are stored and accessible.		No information available

Account Aggregation Aggregates data from multiple accounts, consolidating positions, balances, and activities in one view.		No information available
Real-Time Updates Dashboards and client views update dynamically with live data.		No information available
Relationship Mapping Visual and data tools to map associations between clients, households, and related entities.		No information available
Portfolio Overview Summary view of client portfolios, holdings, and risk exposure.		No information available
Service Case Overview Unified access to service tickets and requests related to each client.		No information available
Custom Dashboard Widgets Allow users to tailor dashboard content to individual preferences.		No information available
Client Segmentation Filters and visualizations to quickly group and analyze clients by segment or profile.		No information available
Cross-Channel Activity Shows client activity across email, phone, chat, web, and mobile touchpoints.		No information available
KPIs at a Glance Displays key performance indicators relevant to client health and engagement.		No information available
Time to Load Dashboard Time required to fully load and render the 360-degree client view.		No information available

Onboarding Automation Automates steps in the client onboarding process based on pre-defined rules.		No information available
Task Automation Automatically generates reminders, assignments, and escalations.		No information available
Approval Routing Configurable multi-step approval flows for sensitive transactions or documentation.		No information available
Custom Workflow Builder Drag-and-drop interface for creating custom workflow templates.		No information available
Service Ticket Automation Automates assignment and routing of client service tickets.		No information available
Document Generation Automatically generates standardized documents for client requests.		No information available
SLA Tracking Tracks workflow adherence to service level agreements.		No information available
Workflow Audit Logs Detailed tracking of workflow actions and status changes.		No information available
Concurrent Workflows Number of workflows that can be executed in parallel.		No information available
Average Task Completion Time Average time required for an automated workflow to complete a standard task.		No information available

Role-Based Access Controls Granular user access permissions, ensuring only authorized users access sensitive data.		No information available
Audit Trail Comprehensive logs of user activities and changes in the platform.		No information available
Data Encryption Data encrypted at rest and in transit according to industry standards.		No information available
2-Factor Authentication Support for two-factor (2FA) or multi-factor authentication (MFA).		No information available
Regulatory Reporting Integration with required regulatory systems for reporting and compliance filings.		No information available
Client Consent Management Capture and store records of required consents and data handling preferences.		No information available
Data Retention Policies Configure how long records are retained in accordance with regulations.		No information available
Third-Party Access Controls Monitor, restrict, and log third-party system integrations and access.		No information available
Anonymization and Pseudonymization Tools Support for making data non-attributable for testing or analytics.		No information available
Number of Compliance Certifications Count of third-party compliance certifications (e.g., ISO, SOC2).		No information available

Standard Report Library Built-in set of common reports (activity, contact, pipeline, etc.).		No information available
Custom Report Builder User-friendly interface for building bespoke reports.		No information available
Interactive Dashboards Dynamic, visual dashboards with drill-down capability.		No information available
Scheduled Reports Ability to automatically deliver reports on a defined schedule.		No information available
Export Data Formats Range of export options for report outputs (PDF, CSV, XLSX, etc.).		No information available
Real-Time Analytics Support for near real-time data visualization and analysis.		No information available
KPI Customization Set and monitor key performance indicators relevant to client service.		No information available
Analytics API Access Programmatic access to analytics for integration with other systems.		No information available
Number of Concurrent Reports How many reports can be generated simultaneously.		No information available
Report Generation Time Average time to produce standard analytical reports.		No information available

API Availability Comprehensive API access for data exchange and process integration.		No information available
Third-Party App Marketplace Catalog of pre-built integrations with popular fintech and productivity tools.		No information available
Open Data Standards Support for widely accepted data exchange standards (FIX, OFX, REST, etc.).		No information available
Single Sign-On (SSO) Integrate with directory services for unified credential management.		No information available
Webhooks Configurable webhooks for real-time system notifications and triggers.		No information available
Custom Plug-In Support Extend system with in-house or third-party plug-ins and extensions.		No information available
Batch Data Sync Scheduler and tools for batch synchronization of large data sets.		No information available
Integration Monitoring Visibility and alerts regarding integration health and data flow.		No information available
Concurrent Integration Limit Maximum number of concurrent system integrations supported.		No information available
Mean Integration Response Time Average response time for key API calls or integrations.		No information available

Mobile Responsiveness Optimized interface for use on mobile devices.		No information available
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG) for users with disabilities.		No information available
User Personalization Support for tailored views, notifications, and navigation per user.		No information available
Contextual Help In-app help, tooltips, guides, and tutorials.		No information available
Multi-Window Support Ability to use multiple windows or tabs without session conflicts.		No information available
Localization Support for multiple languages and regional formats.		No information available
End-User Training Tools Library of learning resources and onboarding modules.		No information available
User Session Timeout Setting Duration after which an idle user is automatically logged out.		No information available
Page Load Speed Average time to load main user interface pages.		No information available

Secure Messaging End-to-end encrypted chat or messaging with clients within the platform.		No information available
Bulk Email Campaigns Ability to create and send targeted email campaigns to clients.		No information available
SMS Integration Direct messaging via SMS to clients’ registered numbers.		No information available
E-Document Delivery Securely send statements, disclosures, and other documents to clients.		No information available
Campaign Analytics Track open rates, clicks, and engagement for outbound communications.		No information available
Automated Reminders System-generated reminders for pending actions or documents.		No information available
Template Management Central management of approved email and message templates.		No information available
Opt-In/Opt-Out Management Maintain compliant records of client marketing communication preferences.		No information available
Concurrent Campaign Limit Maximum number of simultaneous outbound campaigns.		No information available
Message Delivery Time Average time for messages to be delivered to clients.		No information available

Case Creation Automation Auto-generation of service cases from incoming emails or client messages.		No information available
Priority and Categorization Support for tagging tickets by priority and type for routing and handling.		No information available
Assignment Rules Automated or manual assignment of cases to the appropriate team or individual.		No information available
SLAs and Escalation Rules Configurable SLAs and escalation triggers for overdue cases.		No information available
Case Resolution Workflows Guided workflows for efficient problem investigation and resolution.		No information available
Internal Notes and Collaboration Private notes, file sharing, and team chat on each ticket.		No information available
Client Portal Access Clients can view, update, and track their own tickets online.		No information available
Case Closure Feedback Collect client satisfaction feedback upon case resolution.		No information available
Active Case Limit Maximum number of open service cases the system can manage simultaneously.		No information available
Average Case Resolution Time Mean turnaround time for resolving standard support tickets.		No information available

System Uptime SLA Contractually guaranteed percentage of system availability.		No information available
Disaster Recovery and Backup Automated data backup and rapid failover capabilities.		No information available
24/7 Support Availability Access to technical support around the clock.		No information available
Response Time Guarantee Average time to respond to critical support requests.		No information available
User Community Portal Online forum and help center for users to share solutions.		No information available
Regular Software Updates Commitment to periodic updates and enhancements.		No information available
Performance Monitoring Tools Built-in utilities to monitor system health and usage.		No information available
Incident Notification Immediate alerts to administrators for system issues.		No information available
System Scalability Capacity to expand concurrent users or data usage without significant degradation.		No information available
Peak Concurrent User Support Maximum number of users supported simultaneously under full load.		No information available

Refinitiv BETA CRM from Refinitiv (LSEG)

Product analysis by function

Client Relationship Management (CRM) Systems for Wealth Management

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

Compliance & Security (0 Yes /0 Known /11 Possible features)

Workflow Automation & Task Management (0 Yes /0 Known /11 Possible features)

Communication & Engagement (0 Yes /0 Known /11 Possible features)

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

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

Onboarding & Client Portal (0 Yes /0 Known /10 Possible features)

Mobile & Accessibility (0 Yes /0 Known /10 Possible features)

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

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

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

Client Relationship Management (CRM) Systems for Client Services

Client Data Management (0 Yes /0 Known /11 Possible features)

Interaction Tracking (0 Yes /0 Known /10 Possible features)

360-Degree Client View (0 Yes /0 Known /10 Possible features)

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

Compliance and Security (0 Yes /0 Known /10 Possible features)

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

Integration and Extensibility (0 Yes /0 Known /10 Possible features)

User Experience and Accessibility (0 Yes /0 Known /9 Possible features)

Client Communication Tools (0 Yes /0 Known /10 Possible features)

Service Case and Ticketing Management (0 Yes /0 Known /10 Possible features)

Performance, Reliability, and Support (0 Yes /0 Known /10 Possible features)