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Refinitiv Eikon from Refinitiv (LSEG)
A financial analysis desktop and mobile platform that provides access to real-time market data, news, fundamental data, analytics, trading, and messaging tools. Covers multiple asset classes with customizable workspaces and APIs for integration.
Product analysis by function
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Order and Trade Management
(12 Yes /12 Known /14 Possible features)
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Multi-Asset Support Ability to handle equities, fixed income, derivatives, FX, and other instruments. |
Refinitiv Eikon provides access to equities, fixed income, FX, commodities, and derivatives, and is widely recognized for multi-asset data and analytics coverage. | |
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Order Routing Configurable order routing to global markets and venues. |
Trading and order management features include connectivity to global markets and configurable order routing via Eikon’s EMS/OMS capabilities. | |
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High Throughput Number of orders processed per second. |
No information available | |
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Low Latency Execution Average time from order entry to execution. |
No information available | |
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Pre-Trade Risk Checks Real-time pre-trade compliance and risk checks. |
Eikon supports pre-trade risk checks as part of its trading toolset and compliance modules. | |
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Algorithmic Trading Support for execution algorithms (VWAP, TWAP, POV, etc). |
Refinitiv Eikon offers support for algorithmic trading, including VWAP, TWAP, and other execution algorithms via integration with EMS. | |
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Direct Market Access (DMA) Direct connectivity to market venues without intermediaries. |
Eikon provides DMA to multiple venues for eligible users, as highlighted in Refinitiv’s documentation and customer materials. | |
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Smart Order Routing Automation to optimize execution across multiple venues. |
Smart order routing is available through Eikon’s EMS for optimal execution across venues. | |
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Order Lifecycle Management Tracking and management of order status from initiation to settlement. |
End-to-end order lifecycle management is standard in Eikon’s trading suite. | |
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Trade Enrichment Augmenting trades with additional reference data or client attributes. |
Trade enrichment is supported with reference data overlays and integration with client/proprietary data. | |
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FIX Protocol Support Seamless integration with counterparties and venues via the FIX protocol. |
Eikon supports FIX protocol for market and counterparty connectivity. | |
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Error Handling Robust mechanisms for error detection, reporting, and resolution. |
Error detection and reporting is a core part of order, trade, and data workflows in Eikon. | |
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Block Trading Handling of large block orders and negotiation workflows. |
Block trading features available; supported for selected asset classes and venues. | |
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Order Staging Staging area for compliance and operational checks before release. |
Order staging is supported for compliance and operational checks pre-release. |
Risk Management & Compliance
(14 Yes /14 Known /14 Possible features)
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Real-Time Risk Calculation Horizontal and vertical risk metrics updated live. |
Eikon includes live risk analytics dashboards supporting real-time calculations. | |
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Credit Limit Monitoring Automated monitoring and control over trading limits. |
Credit limit monitoring and alerts are standard risk controls in Eikon. | |
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Market Abuse Detection Surveillance for insider trading, spoofing, and other abuses. |
Market abuse and surveillance modules are part of Eikon’s compliance toolset. | |
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Regulatory Reporting Support for MiFID II, Dodd-Frank, EMIR, and other jurisdictional reporting. |
Regulatory reporting modules include support for MiFID II, Dodd-Frank, EMIR, etc. | |
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Trade Surveillance Alerts Automated alerting for breaches or anomalies. |
Trade surveillance alerts configurable; automated notifications for threshold breaches. | |
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Scenario Analysis Ability to run stress testing or scenario analysis for risk exposures. |
Eikon enables scenario analysis and stress testing for positions and portfolios. | |
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Pre-Trade Compliance Checks Prevent trades that would violate regulatory or client compliance rules. |
Pre-trade compliance is supported via regulatory rules that can block non-compliant orders. | |
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Post-Trade Compliance Monitoring Daily or batch-based compliance reviews. |
Post-trade compliance monitoring is a standard reporting/oversight feature. | |
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Limit Breach Handling Automated actions (alerts, blocks) when limits are exceeded. |
Automated handling of credit/risk breaches present (alerts, system blocks/options). | |
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Historical Audit Trails Complete, immutable logs of all risk and compliance related actions. |
Eikon features extensive historical audit trails for orders and risk decisions. | |
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Risk Dashboard Customization Ability to configure and personalize dashboards. |
Risk dashboard layout and widgets are customizable per user/institution. | |
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Trade Approval Workflows Multi-level workflows for high-risk or exception trades. |
Multi-level trade approval workflows are available for high risk or exceptional trades. | |
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Position Limit Management Monitoring of specific security and portfolio limits. |
Position limit monitoring by asset, client, and portfolio are part of risk management. | |
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Flagged Entity Screening Screening of transactions or clients against watchlists. |
Client and transaction screening can be set up using integrated 3rd party data sources. |
Market Connectivity & Data Integration
(12 Yes /12 Known /14 Possible features)
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Exchange Connectivity Direct or via service providers to multiple market venues globally. |
Eikon connects to countless global exchanges both directly and via service providers. | |
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Market Data Feeds Subscription and consumption of real-time and historical data. |
Wide coverage of real-time and historical market data feeds. | |
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Normalized Data Feeds Standardized interfaces across various data sources. |
Data feeds are delivered in normalized structures for interoperability across modules. | |
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Latency Monitoring Measuring and optimizing data transfer speeds. |
Eikon provides latency analysis and monitoring through its infrastructure tools. | |
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Data Feed Redundancy Failover mechanisms for critical data sources. |
Core market data infrastructure includes redundancy and failover. | |
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Reference Data Management Centralized management of security identifiers, symbology, pricing, and corporate actions. |
Centralized reference data management is embedded via Refinitiv’s Symbology and data standards. | |
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API Integration Comprehensive APIs for inbound and outbound data. |
Open APIs and SDKs for inbound/outbound data are well documented for Eikon. | |
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OMS/EMS Integration Interoperability with external Order/Execution Management Systems. |
External OMS/EMS integration is supported via APIs, including FIX and proprietary adapters. | |
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Cross-Venue Aggregation Aggregated view of orders, quotes, and trades across venues. |
Aggregated cross-venue view for trading and pricing via consolidated Eikon dashboards. | |
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Connection Bandwidth Maximum data throughput supported. |
No information available | |
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Data Latency Time taken for market data to reach the client. |
No information available | |
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Multi-Timezone Support Ability to operate seamlessly in multiple regional time zones. |
Eikon operates globally and supports users in multiple time-zones seamlessly. | |
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Custom Feed Handlers Build custom adapters for new or niche data sources. |
Custom adapters can be built for additional data sources using Eikon’s API toolkit. | |
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Data Usage Monitoring Track data consumption for cost or regulatory reasons. |
Dashboard and analytics modules track data usage/consumption. |
Post-Trade Processing & Settlement
(12 Yes /12 Known /14 Possible features)
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Trade Confirmation Electronic delivery and affirmation of trade details with counterparties. |
Trade confirmation workflows supported with electronic affirmation to counterparties. | |
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Clearing Connectivity Integration with central counterparties and clearinghouses. |
Eikon integrates with clearinghouses and CCPs for post-trade processing. | |
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Automated Settlement Instruction Generation and delivery of SWIFT and other settlement messages. |
Automated SWIFT and other settlement instructions supported. | |
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Settlement Cycle Support Supports multiple settlement cycles (T+0, T+1, T+2, etc.). |
Multiple settlement cycle support, including T+0, T+1, T+2 etc. | |
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Fail Trade Handling Processes for managing failed or unmatched trades. |
Dedicated processes and dashboards for dealing with failed or unmatched trades. | |
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Reconciliation Tools Automated trade and position reconciliation across systems. |
Automated reconciliation tools available for trades and positions. | |
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Trade Matching Rates Percentage of trades automatically matched and settled. |
No information available | |
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Physical and Book Entry Settlement Support for both physical and electronic settlement types. |
Supports both physical and book-entry settlement for relevant instruments. | |
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Corporate Actions Processing Automated handling of dividends, splits, etc. |
Corporate actions processing for a wide range of asset classes is automated. | |
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Custodian Integration Straight-through processing with custodian banks. |
Integration with custodian banks is supported for straight-through processing. | |
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Settlement Exception Management Exception tracking, workflow, and resolution tracking. |
Exception management workflows exist for settlement processes. | |
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Regulatory Settlement Reporting Automated compliance with settlement reporting standards. |
Regulatory settlement reporting tools available where jurisdictionally required. | |
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Settlement Volume Capacity Maximum number of trades settled per day. |
No information available | |
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Fee and Tax Calculation Automated calculation and reporting of settlement fees and taxes. |
Settlement fee and tax automation supported for global markets. |
Analytics & Reporting
(13 Yes /13 Known /14 Possible features)
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Real-Time Analytics On-the-fly analysis of trades, positions, and risk. |
Real-time analytics dashboard is one of Eikon’s main differentiators. | |
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Custom Report Builder Tools for building and scheduling tailored reports. |
Highly flexible custom report builder part of analytics suite. | |
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Regulatory Reporting Templates Pre-built templates for regulatory compliance. |
Regulatory reporting templates for a wide range of regimes are supplied. | |
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Client-Specific Reporting Support for customized client and investor reports. |
Client- and investor-specific reporting is configurable. | |
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Data Export Capabilities Export to formats like CSV, XML, JSON, or direct API feed. |
Data export to CSV, JSON, Excel, XML, and API available. | |
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Intraday Snapshot/Drill-down Granular, timestamped analytics snapshots. |
Intraday analytics and drill-down possible for granular analysis. | |
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Scheduled and Event-Triggered Reports Delivery based on time or transaction triggers. |
Scheduled and event-triggered reports are supported. | |
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KPI Dashboard Real-time tracking of key performance indicators. |
KPI tracking available via dashboard modules. | |
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Reporting Throughput Number of reports generated per hour. |
No information available | |
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Interactive Data Visualization Graphs, charts, and interactive visuals for exploring data. |
Interactive data visualization via charts, heatmaps, graphs is a major UI focus. | |
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Historical Data Access Access to trade, position, and P&L history. |
Access to historical trading and analytics data is standard functionality. | |
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Role-Based Report Access Different access privileges per user type. |
Role-based reporting is present, with permissions controlling report access. | |
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Automated Error/Exception Reporting Flag and document unusual data conditions. |
Automated error and exception reporting is integrated, especially in analytics and trade modules. | |
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Flexible Report Distribution Email, SFTP, API, or secure portal delivery options. |
Flexible distribution of reports via email, SFTP, secure web, and API. |
Scalability & Performance
(7 Yes /7 Known /14 Possible features)
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Horizontal Scalability Able to add additional servers/nodes for increased workload. |
Eikon is horizontally scalable; used by global institutions with high availability. | |
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Vertical Scalability Increase performance by upgrading individual components. |
Can be vertically scaled with hosted/cloud infrastructure or local deployments. | |
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Concurrent User Capacity Number of users supported simultaneously. |
No information available | |
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Failover Capabilities Seamless system switchover during component failure. |
Failover and high-availability supported in Eikon’s managed/SaaS deployments. | |
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Disaster Recovery Time Estimated time to recover services after disaster. |
No information available | |
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Peak Transaction Throughput Capacity to handle surges in trade/event volume. |
No information available | |
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Cloud Deployment Readiness Native or hybrid support for cloud infrastructure. |
Cloud deployment readiness is mentioned in documentation and through LSEG cloud offerings. | |
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Auto-Scaling Automatic allocation of resources during high load. |
No information available | |
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Load Balancing Distribution of workload across multiple servers. |
Load balancing is used in SaaS deployments to support large user bases. | |
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Zero Downtime Upgrades Apply updates without interrupting service. |
No information available | |
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Multi-Instance Support Run multiple concurrent instances for multi-tenant needs. |
Supports multiple instances/accounts in enterprise environments. | |
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Geo-Redundant Architecture Replication in multiple data centers for resilience. |
No information available | |
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Elastic Storage Capacity Expandable storage for growing trade data. |
No information available | |
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Performance Monitoring Dashboard Real-time resource and throughput monitoring tools. |
Performance/resource monitoring dashboards available for enterprise support teams. |
Security & Access Control
(12 Yes /12 Known /14 Possible features)
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Multi-Factor Authentication Requires more than one method for login authentication. |
Supports multi-factor authentication (e.g. SMS, authenticator apps) as part of LSEG security framework. | |
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End-to-End Encryption Trade data encrypted in transit and at rest. |
End-to-end encryption is a standard for LSEG Refinitiv data in transit and at rest; stated in compliance docs. | |
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Role-Based Access Control Strict user access based on permissions and roles. |
Role-based access controls built in for compliance and operations. | |
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Audit Logging Comprehensive logs of user and system actions. |
Audit logging is standard within LSEG platforms for user and data actions. | |
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Single Sign-On (SSO) Integrates with corporate identity services for secure login. |
Single Sign-On (SSO) integrations supported, including with Microsoft and Okta. | |
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Data Loss Prevention Protects against unauthorized data transfer or leakage. |
Data loss prevention via security controls for copying/export and exfiltration. | |
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Intrusion Detection Monitoring and alerts for potential system breaches. |
Intrusion detection is a component of managed SaaS service; monitoring for breaches. | |
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User Session Timeouts Automatic logoff after inactivity. |
User session timeouts are configurable as part of the system security settings. | |
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IP Whitelisting Restrict access to approved network addresses. |
No information available | |
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Regular Security Patching Routine application of security updates. |
Regular patch cycles published per vendor security bulletins and support communications. | |
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Data Masking/Redaction Sensitive information hidden from unauthorized users. |
No information available | |
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Penetration Testing Support Facilitates vulnerability testing and remediation. |
Refinitiv/LSEG allows for penetration testing and participates in remediation processes. | |
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User Password Policy Enforcement Enforces complexity and rotation requirements. |
Password policy enforcement is part of user management. | |
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Secure File Transfer All file exchanges via encrypted protocols. |
Secure file transfer protocols (SFTP, FTPS, encrypted HTTPS) used for data/file transfer. |
User Experience & Interface
(11 Yes /11 Known /14 Possible features)
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Customizable Dashboards Personalize screens for workflows, products, or user roles. |
Workspace and dashboard customization is a key selling point of Eikon. | |
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Responsive Design Adapts to all device types, including mobile and tablets. |
Modern UI adapts to desktop, web, and mobile (iOS, Android) devices. | |
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Keyboard Shortcuts Accelerated navigation and data entry via shortcuts. |
Keyboard shortcuts available for most primary functions and navigation. | |
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Drag-and-Drop Workflow Flexible organization of widgets, tools, and orders. |
Drag and drop workflow for desktop workspace arrangement and watchlists. | |
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Multiple Language Support UI available in multiple international languages. |
Multiple language support is available for the UI. | |
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Real-Time Notifications Instant alerts and messages for trade or risk events. |
Real-time notifications appear for key events, market data movements, or compliance issues. | |
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Accessibility Compliance Meets WCAG/ADA accessibility standards. |
No information available | |
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Theme and Branding Adjust color schemes and logos for clients/branches. |
Theme, color scheme, and firm branding customizations available. | |
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API Access for Custom UI Support for building custom user interfaces using APIs. |
APIs for custom UI development are well-documented in Eikon’s developer resources. | |
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Integrated Help/Tooltips In-product tips and help contextually integrated. |
Integrated tooltips and contextual help available throughout. | |
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Bulk Upload/Download Tools Simultaneously upload or download multiple records. |
No information available | |
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UI Response Time Average user interface response latency. |
No information available | |
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Custom Alerts and Filtering Personalized alert and workflow filter settings. |
Custom alerts and workflow filters are standard via the alert center. | |
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Multiscreen/Window Support Arrange and move application windows/floors across screens. |
Multi-screen and multi-window support available on Windows desktops. |
Integration & Extensibility
(11 Yes /11 Known /14 Possible features)
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Open API Framework RESTful, SOAP, or FIX APIs for all platform capabilities. |
Open API frameworks (REST, Websocket, FIX) are a core Eikon component. | |
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Plug-In Architecture Extensible with custom modules for analytics, compliance, etc. |
Plug-in modules and SDKs are available to extend Eikon. | |
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Batch File Import/Export Bulk data transfer capabilities to/from other systems. |
Batch import/export supported for data transfer and integration. | |
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ERP/Back-Office Integration Connectivity to ERP, accounting, and finance software. |
ERP/back-office integrations available via APIs and prebuilt partners. | |
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Data Transformation Tools Utilities to cleanse or reformat inbound/outbound data. |
Data transformation/cleansing tools are provided as data import/export features. | |
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Event-Driven Messaging Trigger workflows or alerts based on business events. |
Event-driven messaging and workflow triggers are supported via APIs and partner integration. | |
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External Data Vendor Integration Pre-built adapters for Bloomberg, Refinitiv, etc. |
External data vendor integration is core – Bloomberg, LSEG, ICE, and others supported. | |
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Workflow Automation Engines Custom rule or script-based workflow definition. |
Workflow automation engines, scripting, and custom alerts are available. | |
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Reporting System Integration Push data to external or regulatory reporting engines. |
Integration with external and regulatory reporting engines possible via APIs. | |
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Testing Sandbox Environments Provision simulated test systems for development. |
Testing sandboxes for APIs and integration development are available. | |
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Data Synchronization Frequency Time between system sync cycles. |
No information available | |
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Event Log Exporting Ability to export logs in standard formats for analytics. |
No information available | |
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Authentication Federation Single, unified identity across integrated systems. |
No information available | |
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Microservices Support Ability to leverage or expose platform microservices. |
Eikon leverages and can expose microservices architecture in larger deployments. |
Client Onboarding & Lifecycle Management
(9 Yes /9 Known /14 Possible features)
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Automated KYC Checks Integration with KYC databases and workflows. |
Automated KYC checks are available via World-Check One and integrated onboarding partners. | |
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Account Opening Automation Electronic account forms and workflow automation. |
Account opening automation supported with digital forms and document upload. | |
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Document Management Secure upload, storage, and retrieval of client documents. |
Document management is available: secure upload, storage, and retrieval options. | |
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Customer 360 View Consolidated view of client products, history, and interactions. |
Customer 360 view provided in client onboarding and data modules. | |
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Lifecycle Alerts Notifies relationship managers about reviews, renewals, or milestones. |
No information available | |
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Relationship Tree Mapping Visualization of client, sub-account, and affiliate relationships. |
No information available | |
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Consent and Regulatory Flag Tracking Store and track required client consents. |
No information available | |
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Onboarding Time Metrics Average time to complete onboarding per client. |
No information available | |
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Client Portal Access Self-service web portal for onboarding, documentation, and status. |
Client self-service portals available for onboarding, documentation, and tracking. | |
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Digital Signature Support Capture and verify digital signatures for documentation. |
Digital signature support integrated via onboarding tools and APIs. | |
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Bulk Client Upload Upload multiple client profiles via template or API. |
Bulk client uploads supported by standard templates and APIs. | |
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AML Screening Integration Link to Anti-Money Laundering screening tools. |
Integrated AML screening through World-Check and 3rd party modules. | |
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Data Anonymization Tools Options to mask or anonymize client data in non-production. |
No information available | |
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Integrated Financial Profiling Risk and suitability profiling embedded in onboarding. |
Financial profiling and risk suitability part of onboarding workflow. |
Deployment & Operations
(5 Yes /5 Known /14 Possible features)
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Deployment Models Support on-premise, cloud-hosted, or hybrid installations. |
Eikon can be deployed on-prem, cloud (Azure, AWS), or hybrid. | |
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Continuous Integration/DevOps Tooling Support for CI/CD pipelines in development. |
No information available | |
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Automated Upgrades and Rollbacks Easy upgrade/rollback with minimal user disruption. |
Automated upgrades and rollbacks are supported in managed SaaS/cloud deployments. | |
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24x7 Monitoring and Alerts Comprehensive operations dashboard with alerting. |
No information available | |
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Self-Healing Processes Automated detection and recovery from common failures. |
No information available | |
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Service Uptime SLA Guaranteed minimum uptime. |
No information available | |
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Automated Backups Scheduled backup of all configuration and data. |
Automated backup schedules are a feature for managed SaaS clients. | |
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Rollback/Test Environments Provision of environments for patch or rollback testing. |
No information available | |
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Configuration Management Central, secure management of system configurations. |
Configuration management handled securely for enterprise clients. | |
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Automated Log Rotation/Retention Manage and purge logs based on policies. |
No information available | |
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Dynamic Scaling Real-time scaling in response to operational load. |
No information available | |
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User Support Portal Issue tracking, ticket portal, and knowledgebase. |
User support portals and knowledgebases are available via Refinitiv/LSEG. | |
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Automated Patching Automatic rollout of patches/updates. |
No information available | |
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Performance Benchmarking Tools Internal tools to benchmark and report platform performance. |
No information available |
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Data Coverage
(9 Yes /9 Known /12 Possible features)
|
Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Eikon provides global market data across equity, fixed income, FX, commodities, and derivatives. Product documentation and marketing confirm worldwide coverage. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
Product integrates alternative data sources such as social sentiment and satellite, as publicized in recent feature releases. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Eikon provides detailed financials, filings, and analytics for global companies. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Global macroeconomic indicators from many countries and providers are prominent among Eikon databases. | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Earnings estimates via I/B/E/S and other consensus sources are included. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Refinitiv Eikon is known for real-time streaming data and live news feeds. | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
Event calendars (corporate and macro) are standard modules in Eikon. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
Aggregates news globally from a range of providers, with search and filtering functionality. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Access to ratings from S&P, Moody's, Fitch, and more is offered as part of Eikon's market data. |
Analytical Tools
(11 Yes /11 Known /11 Possible features)
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Eikon features pre-built and customizable financial modeling tools, including Excel integration. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Risk modules such as VaR, sensitivity, and scenario analysis are supported (documentation, modules). | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Extensive screening and filtering present; Equity, Fixed Income, and Fund screeners highlighted. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting available through portfolio analytics tools. | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Portfolio analytics (construction, attribution, risk) are core Eikon capabilities. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced and interactive charting and visualization tools available. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer comparison is a part of stock/fund analytics modules. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Custom formula builders and derived columns are mentioned in Excel and web modules. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
APIs for data and analytics are available (Refinitiv Data Platform APIs and Eikon API). | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Built-in forecast models for time series and economics are present in Eikon. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
Deal analytics for M&A, ECM, and DCM are offered in the platform. |
Collaboration & Workflow
(9 Yes /9 Known /10 Possible features)
|
Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Shared workspaces for teams are promoted as a collaboration module. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Centralized document management through the platform, including sharing and versioning. | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Task assignment, project workflow, and tracking features exist for team projects. | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Chat, messaging, and discussion/commenting supported both in Eikon Messenger and platform modules. | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
No information available | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Eikon can generate, format, and distribute research and analytical reports internally and externally. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Calendar integration module is available for meetings and market events. | |
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Version Control Tracking and management of updates/edits to research documents and models. |
Version control for models and research artifacts is supported through document management and history tools. | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Platform offers advanced search and retrieval across research, news, and documents. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
Supports reminders and alerting on events, research deadlines through alerting modules. |
Integration Capabilities
(8 Yes /8 Known /8 Possible features)
|
API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
API integration including RESTful web services described at https://developers.refinitiv.com. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Connectors for Bloomberg, FactSet, and other data feeds available (depending on licensing). | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
SSO supported with integration for enterprise/corporate users. | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Data export in CSV, Excel, PDF and other formats present throughout UI and API. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
CRM integration options, especially Salesforce, are available (as add-ons/APIs). | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
Custom integrations possible using SDKs, APIs, and webhooks. | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
Eikon supports ETL and data ingestion with feeds, flat files, API; mentioned in enterprise integration literature. | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
Native connectors exist for visualization tools like Power BI, Tableau, and Qlik. |
User Experience & Customization
(8 Yes /8 Known /8 Possible features)
|
Intuitive Navigation Clean user interface with logical navigation structure. |
Eikon features a modern, clean UI with comprehensive navigation. | |
|
Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Users can design custom dashboard layouts with preferred modules/widgets. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Supports custom themes/branding especially in enterprise deployments. | |
|
Accessibility Compliance Compliant with WCAG or local accessibility standards. |
Eikon is designed for accessibility and references WCAG standards. | |
|
Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Mobile, tablet, and desktop experiences supported via dedicated apps and responsive web. | |
|
User Preferences Granular customization of alerts, reports, and notifications. |
User-level customization for alerts, reporting, and notification highlighted in official documentation. | |
|
Multi-Language Support Availability of platform in multiple languages. |
Multi-language platform is available; official support for major languages. | |
|
Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Keyboard shortcuts are documented for productivity in desktop/web clients. |
Performance & Scalability
(2 Yes /2 Known /6 Possible features)
|
System Uptime Guaranteed platform uptime (SLA). |
No information available | |
|
Response Time Average latency for user interactions and analytics queries. |
No information available | |
|
Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
|
Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
|
Load Balancing Automated distribution of workloads across system resources. |
Load balancing and distributed architecture support large-scale deployments. | |
|
Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
Horizontal scalability is a feature of the enterprise/refinitiv platforms. |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
|
Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
All data transmissions are encrypted (TLS/SSL), as outlined in security documentation. | |
|
Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
At-rest encryption, often AES-256, is used for user and firm data storage. | |
|
Role-Based Access Control Granular user and permission management. |
Granular RBAC (roles, permissions) is enforced in user management. | |
|
Audit Logging Comprehensive logs for tracking all user and system activities. |
Full audit logging is supported for compliance and monitoring. | |
|
Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Certifications like SOC 2, ISO 27001, and GDPR compliance are listed in Refinitiv security resources. | |
|
Multi-Factor Authentication Support for MFA in user logins. |
Supports MFA (multi-factor authentication) for users. | |
|
Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Privacy controls and retention policies can be configured, especially for enterprise clients. | |
|
Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Secure data deletion available (with audit trail), especially for compliance users. |
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
|
24/7 Support Access to live support around the clock. |
24/7 global support with live chat/phone, promoted as an enterprise tier benefit. | |
|
Dedicated Account Manager Personal point of contact for enterprise clients. |
Dedicated account managers assigned to large/enterprise clients. | |
|
In-Platform Tutorials Interactive guides for onboarding and user education. |
Interactive tutorials and guided onboarding available in the application. | |
|
Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Extensive knowledge base and documentation library. | |
|
Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom (onsite/remote) training available as part of client onboarding. | |
|
Response Time SLA Guaranteed support response time as per client tier. |
No information available |
Cost & Licensing
(5 Yes /5 Known /5 Possible features)
|
Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Pricing and licensing offerings are transparent and detailed on the public website. | |
|
Modular Licensing Ability to purchase only specific modules or functionalities. |
Modularity in licensing is available for data, news, analysis modules. | |
|
Usage-Based Pricing Option for per-user or per-usage pricing models. |
Offers usage-based as well as enterprise license models. | |
|
Volume Discounts Discounts for larger user numbers or extended contracts. |
Discounts for large/enterprise clients, confirmed with sales literature. | |
|
Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Free trials/demos widely promoted for new clients. |
Innovation & AI
(6 Yes /6 Known /6 Possible features)
|
Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
NLP used for unstructured data insights and analytics (news, filings). | |
|
Smart Alerts AI-driven, context-aware alerts and recommendations. |
Smart, AI-driven alerts for price, news, and other market events. | |
|
Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
Automated data tagging for entities/events using ML is an available feature. | |
|
Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analysis on news, social, and research is present in Eikon's analytics modules. | |
|
Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics and machine learning powered insights present in forecasting and screening tools. | |
|
Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
Platform uses AI for tailored recommendations (news, research, analytics). |
Audit & Reporting
(5 Yes /5 Known /5 Possible features)
|
Customizable Reports Ability to create custom report templates and scheduled reports. |
Customizable and scheduled reporting supported, including template creation. | |
|
Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
Regulatory reporting templates for key jurisdictions provided. | |
|
Usage Analytics Detailed tracking and reporting of platform usage. |
Usage analytics are tracked and reportable for admin users. | |
|
Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Comprehensive audit trail and logs are available for compliance. | |
|
Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Can export directly and connect to BI tools such as Power BI, Tableau from within the platform. |
Trading and Investment Systems for Treasury
Platforms for managing the bank's investment portfolio and trading activities across different asset classes.
More Trading and Investment Systems
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Trading Execution Capabilities
(9 Yes /9 Known /12 Possible features)
|
Multi-asset class support System's ability to handle different financial instruments such as bonds, currencies, derivatives, and money market instruments |
Eikon provides access to multiple asset classes including equities, fixed income, FX, derivatives, and commodities. | |
|
Real-time order execution Capability to execute trades instantly as orders are placed |
Eikon enables trade execution with real-time connectivity to multiple trading venues. | |
|
Order routing optimization Intelligent routing of orders to optimal execution venues based on price, liquidity, and cost |
Eikon supports sophisticated order routing models and integrates with venue smart order routers. | |
|
Trade execution speed Time taken from order submission to execution confirmation |
No information available | |
|
Algorithmic trading capabilities Support for rules-based automated trading strategies |
Algorithmic trading capabilities are available through direct venue connectivity and API support. | |
|
Direct market access (DMA) Ability to access exchange order books directly without intermediaries |
Eikon supports Direct Market Access (DMA) for multiple asset classes. | |
|
RFQ (Request for Quote) functionality Ability to request and compare quotes from multiple counterparties |
RFQ (Request for Quote) capabilities are included for FX and fixed income workflows. | |
|
Block trading capabilities Support for executing large volume trades with minimal market impact |
Eikon allows for block trading via connections to appropriate venues and negotiations module. | |
|
Smart order types Availability of advanced order types like TWAP, VWAP, iceberg orders |
Smart order types such as TWAP, VWAP, and iceberg are listed in platform and API documentation. | |
|
Maximum order throughput Maximum number of orders the system can process per second |
No information available | |
|
Trading hours coverage Hours per day the system is available for trading operations |
No information available | |
|
Pre-trade analytics Tools for analyzing potential trades before execution |
Pre-trade analytics and what-if analysis are standard Eikon features for several asset workflows. |
Risk Management
(10 Yes /10 Known /12 Possible features)
|
Real-time exposure tracking Continuous monitoring of risk exposure across portfolios and asset classes |
Eikon provides real-time risk and exposure tracking across portfolios and asset classes. | |
|
VaR (Value at Risk) calculations Ability to calculate potential losses over specific time horizons and confidence levels |
VaR calculation is available via integrated risk analytics modules and partners. | |
|
Stress testing capabilities Tools to simulate extreme market conditions and assess potential impacts |
Eikon supports stress testing and scenario modeling via desktop analytics. | |
|
Counterparty risk monitoring Tracking exposures to individual trading counterparties |
Counterparty risk monitoring tools are included for credit, FX, and derivatives use cases. | |
|
Limit management Setting and enforcing trading limits across traders, desks, and portfolios |
Customizable limit management is outlined in Eikon risk management features. | |
|
Pre-trade compliance checks Automatic verification of trade compliance before execution |
Pre-trade compliance checks are built-in, particularly for buy-side workflows. | |
|
Scenario analysis Ability to model different market scenarios and their impact on portfolios |
Scenario analysis for portfolios and trades is included via integrated analytics tools. | |
|
Credit risk assessment Tools for evaluating and monitoring borrower or issuer creditworthiness |
Credit risk assessment is possible via data and analytics modules and third-party integrations. | |
|
Liquidity risk monitoring Tracking and forecasting asset liquidity and funding requirements |
Eikon can monitor and project liquidity risk through its analytics and historical datasets. | |
|
Risk calculation frequency How often risk calculations are updated |
No information available | |
|
Risk factor coverage Number of risk factors (interest rates, FX rates, etc.) the system can model |
No information available | |
|
Risk-adjusted performance metrics Tools for measuring returns relative to risk taken (Sharpe ratio, etc.) |
Risk-adjusted metrics like Sharpe ratios and others are available in performance analysis modules. |
Market Data and Analytics
(9 Yes /9 Known /12 Possible features)
|
Real-time pricing data Live market pricing information across relevant asset classes |
Real-time pricing for a broad array of asset classes is a core capability of Eikon. | |
|
Historical data depth Length of historical market data available for analysis |
No information available | |
|
Market data sources Number of different data sources/providers integrated |
No information available | |
|
Technical analysis tools Availability of chart patterns, indicators, and technical signals |
Charts with technical analysis, indicators, and trading signals are extensively supported. | |
|
Fundamental data integration Access to economic indicators, company financials, and other fundamental data |
Fundamental data on companies and economies is deeply integrated into Eikon. | |
|
Advanced visualization tools Interactive charts, heatmaps, and other visual data representations |
Advanced visualization including interactive charts and heatmaps is available. | |
|
Customizable dashboards Ability for users to create personalized data views and analytics displays |
Workspaces are highly customizable, as noted in Eikon's workspace description. | |
|
Market news integration Real-time financial news feeds and alerts within the system |
Market news from Reuters and third parties is delivered in real time. | |
|
Data refresh rate Frequency of market data updates |
No information available | |
|
Yield curve construction Tools for building and analyzing interest rate yield curves |
Yield curve analytics for interest rate products are included in the analytics suite. | |
|
Volatility surface modeling Capabilities for modeling and visualizing implied volatility across strikes and maturities |
Implied volatility surface modeling is supported for options and derivative analytics. | |
|
Alert configuration capabilities Ability to set custom price or condition-based alerts |
Users can set custom alerts for prices and other data conditions. |
Portfolio Management
(10 Yes /10 Known /12 Possible features)
|
Multi-portfolio support Ability to manage multiple segregated portfolios simultaneously |
Portfolio management tools allow for simultaneous management of multiple portfolios. | |
|
Portfolio optimization tools Analytical capabilities to optimize portfolios based on risk/return objectives |
Portfolio optimization using analytics and scenario modeling is outlined in product materials. | |
|
What-if scenario analysis Ability to model potential trades and see their impact on portfolio characteristics |
What-if analysis is available for trades and portfolio changes. | |
|
Performance attribution Tools to break down portfolio returns by various factors and decisions |
Performance attribution is a standard feature for portfolio analysis workflows. | |
|
Asset allocation modeling Frameworks for strategic and tactical asset allocation decisions |
Asset allocation models and analytics are part of Eikon's wealth and portfolio solutions. | |
|
Benchmark comparison Ability to measure portfolio performance against selected benchmarks |
Benchmarking tools allow portfolio performance comparison against selected benchmarks. | |
|
Duration and convexity management Tools for managing interest rate sensitivity of fixed income portfolios |
Duration and convexity tools exist for bond portfolios within Eikon Fixed Income analytics. | |
|
Cash flow forecasting Projection of future portfolio cash flows from investments |
Cash flow projection and forecasting is supported for multiple asset types. | |
|
Maximum portfolio capacity Maximum number of securities the system can efficiently manage in a portfolio |
No information available | |
|
Portfolio rebalancing tools Features for automated or assisted portfolio rebalancing to maintain target allocations |
Portfolio rebalancing, both manual and rule-based, can be automated within the system. | |
|
Tax optimization capabilities Tools to manage tax impacts of investment decisions |
No information available | |
|
ESG factor integration Ability to incorporate environmental, social, and governance factors into portfolio management |
Refinitiv partners with ESG data providers and integrates ESG scores/factors in analytics. |
Compliance and Regulatory Features
(8 Yes /8 Known /12 Possible features)
|
Trade surveillance Automated monitoring of trading activity for suspicious patterns |
Trade surveillance features are available for compliance monitoring in Eikon. | |
|
Regulatory reporting automation Tools to generate and submit required regulatory reports |
Regulatory reporting is supported via integration and specialized modules. | |
|
Audit trail capabilities Comprehensive logging of all user actions and system events |
Audit logging and comprehensive tracking of activities are standard in Eikon. | |
|
AML/KYC integration Anti-Money Laundering and Know Your Customer screening capabilities |
Eikon supports AML/KYC integration via Refinitiv World-Check and API partnerships. | |
|
Jurisdictional rule support Number of different regulatory jurisdictions supported by the system |
No information available | |
|
Limit breach detection Automated detection and alerting of limit violations |
Limit breach detection functionalities are outlined for compliance and risk tools. | |
|
Compliance dashboard Centralized view of compliance status across operations |
Compliance dashboards are available for regulatory and policy monitoring. | |
|
Policy management tools Features to implement and enforce internal trading policies |
Trading policy enforcement is supported in workflow and rule management modules. | |
|
Regulatory update frequency How often the system is updated to reflect new regulations |
No information available | |
|
Sanctions list screening Ability to check trades against sanctioned entities and individuals |
Sanctions and screening tools are included via World-Check and compliance modules. | |
|
Conflict of interest management Tools to identify and manage potential conflicts of interest |
No information available | |
|
Restricted trading period enforcement Ability to implement trading blackout periods for specific users or securities |
No information available |
Integration and Connectivity
(8 Yes /8 Known /12 Possible features)
|
API availability Presence of well-documented APIs for integration with other systems |
Comprehensive, well-documented APIs are available for integration and data extraction. | |
|
Core banking system integration Ability to connect with the bank's core banking platform |
Eikon can integrate with core banking and treasury management platforms. | |
|
Trading venue connectivity Number of exchanges, ECNs, and other trading venues directly connected |
No information available | |
|
FIX protocol support Implementation of Financial Information eXchange protocol for trade messaging |
FIX protocol is supported for trade messaging and connectivity. | |
|
SWIFT connectivity Integration with SWIFT network for financial messaging |
No information available | |
|
Data warehouse integration Ability to connect with enterprise data warehouses for reporting and analytics |
Data warehouse integrations are possible through open APIs. | |
|
Third-party integration options Number of pre-built connectors to third-party systems |
No information available | |
|
Real-time integration capabilities Support for real-time data exchange between systems |
Real-time integration is possible via streaming APIs and open architecture. | |
|
Integration latency Average delay in data transmission between integrated systems |
No information available | |
|
Single sign-on support Ability to integrate with enterprise authentication systems |
Single sign-on is supported via SAML and other enterprise standards. | |
|
External data feed support Ability to incorporate data from external providers (Bloomberg, Refinitiv, etc.) |
Eikon incorporates data feeds from Bloomberg, Refinitiv, Factset and others, as per documentation. | |
|
Open banking compatibility Support for open banking standards and APIs |
APIs and compatibility with Open Banking frameworks are outlined in developer resources. |
System Performance and Reliability
(6 Yes /6 Known /13 Possible features)
|
System uptime guarantee Contractual availability commitment from the vendor |
No information available | |
|
Failover capabilities Automated recovery mechanisms in case of system failure |
Failover and resiliency are noted as part of Eikon's enterprise platform reliability. | |
|
Disaster recovery features Comprehensive business continuity provisions for major outages |
Business continuity and disaster recovery are covered in the Eikon SLA and materials. | |
|
Average system response time Typical time for the system to respond to user actions |
No information available | |
|
Maximum concurrent users Peak number of simultaneous users the system can support efficiently |
No information available | |
|
Load balancing capabilities Ability to distribute workload across system resources |
Load balancing for performance scaling is described in the system architecture information. | |
|
Data backup frequency How often system data is backed up |
No information available | |
|
Performance monitoring tools Built-in capabilities to monitor system performance metrics |
Embedded performance monitoring tools track latency, usage, and uptime. | |
|
Scalability features Ability to handle increased transaction volumes without degradation |
Platform scales to ingest more data and users without performance loss, as per documentation. | |
|
Maximum daily transaction volume Peak number of transactions the system can process in a day |
No information available | |
|
Geographic redundancy System deployment across multiple geographic locations for resilience |
Deployed across multiple geographies for service resilience and data sovereignty. | |
|
Recovery point objective (RPO) Maximum acceptable data loss in case of system failure |
No information available | |
|
Recovery time objective (RTO) Maximum acceptable time to restore system operations after failure |
No information available |
Security Features
(10 Yes /10 Known /12 Possible features)
|
Multi-factor authentication Requirement for multiple verification methods to access the system |
Supports multi-factor authentication such as SMS/email tokens for login. | |
|
Role-based access control Granular permission management based on user roles |
Granular role-based permissioning is user-configurable for Eikon access. | |
|
Data encryption standards Level of encryption used for data at rest and in transit |
Industry-standard encryption is enforced for data in transit and at rest. | |
|
Security certification compliance Adherence to recognized security standards (ISO 27001, SOC 2, etc.) |
Refinitiv/LSEG is certified for ISO 27001 and SOC 2, covering Eikon platform. | |
|
Intrusion detection systems Automated monitoring for unauthorized access attempts |
Intrusion detection and prevention systems are included as part of Refinitiv's operational security. | |
|
Penetration testing frequency How often security penetration tests are conducted |
No information available | |
|
User activity monitoring Tracking and logging of all user actions within the system |
Comprehensive user activity logging is present for audit and security compliance. | |
|
Biometric authentication options Support for fingerprint, facial recognition, or other biometric verification |
No information available | |
|
Session timeout controls Automatic termination of inactive user sessions |
Session timeouts are configurable and enforced for user security. | |
|
Security incident response Formal procedures for addressing security breaches |
Formal incident response plans are part of Refinitiv's security program. | |
|
Vulnerability management Process for identifying and addressing security vulnerabilities |
Vulnerability management is a mandated process across Eikon and Refinitiv services. | |
|
Third-party security audits Independent verification of security controls |
Regular third-party audits and penetration tests are performed, as detailed in compliance documents. |
Usability and Support
(6 Yes /6 Known /13 Possible features)
|
User interface customization Ability for users to personalize screens and workflows |
Eikon desktop interface is highly customizable by users for layout and workflow. | |
|
Mobile app availability Presence of a mobile application for remote access |
Eikon is available as a mobile app for both iOS and Android. | |
|
Training resources Availability of documentation, videos, and other learning materials |
There are comprehensive training materials and video resources in the Eikon Knowledge Center. | |
|
Support hours Hours per week that technical support is available |
No information available | |
|
Average support response time Typical time for support to respond to queries |
No information available | |
|
User community resources Forums, user groups, or other peer collaboration platforms |
Peer forums, user groups, and an active developer community are provided by Refinitiv. | |
|
Implementation timeframe Typical time required to fully implement the system |
No information available | |
|
Workflow automation capabilities Tools to automate routine tasks and approval processes |
Approval workflows and desktop automation are configurable within the system. | |
|
Multilingual support Number of languages supported in the user interface |
No information available | |
|
User satisfaction rating Average satisfaction score from existing users |
No information available | |
|
System update frequency How often the vendor releases new features and improvements |
No information available | |
|
Customizable reporting Ability for users to create and modify reports without technical assistance |
Reporting is user-configurable with drag-and-drop interfaces, no technical skills required. | |
|
Help desk tiers Number of support levels available for issue escalation |
No information available |
Market Data Terminals for Investment Research & Analysis
Professional financial information platforms that provide real-time market data, news, analytics, and research tools for investment professionals. Examples include Bloomberg Terminal, Refinitiv Eikon, and FactSet.
More Market Data Terminals
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Market Data Coverage
(0 Yes /0 Known /14 Possible features)
|
Real-Time Data Access to streaming, real-time financial market data. |
. | No information available |
|
Historical Data Depth Length of time for which historical market data is available. |
. | No information available |
|
Global Markets Coverage Number of countries/regions for which market data is offered. |
. | No information available |
|
Asset Class Breadth Number of asset classes supported (e.g., equities, fixed income, FX, commodities, derivatives). |
. | No information available |
|
Market Depth (Level II/Order Book Data) Availability of order book and depth of market information. |
. | No information available |
|
Corporate Actions Data Access to data on splits, dividends, mergers, and other corporate actions. |
. | No information available |
|
Fundamental Data Availability of company fundamentals such as financial statements, ratios, and estimates. |
. | No information available |
|
Alternative Data Inclusion of non-traditional datasets (e.g., satellite imagery, web scraping, sentiment scores). |
. | No information available |
|
Timeliness of Data Updates Average delay in delivery of updated financial data. |
. | No information available |
|
Economic Indicators Availability of macroeconomic data, forecasts, and releases. |
. | No information available |
|
Earnings Calendar Comprehensive calendar for tracking upcoming earnings announcements. |
. | No information available |
|
ETF & Fund Data Detailed holdings, flows, and analytics for funds and ETFs. |
. | No information available |
|
Index Constituent Data Constituent makeup and real-time performance of major indices. |
. | No information available |
|
Broker and Trade Feeds Integration with trade/quote feeds from major brokers and exchanges. |
. | No information available |
News & Research
(0 Yes /0 Known /13 Possible features)
|
Real-Time News Feed Delivery of news headlines and stories in real time. |
. | No information available |
|
Research Library Availability of a searchable database of research reports from analysts and institutions. |
. | No information available |
|
Proprietary Analytics Availability of in-house analytics and expert insights. |
. | No information available |
|
Third-Party Research Aggregation Integration of third-party research content within the platform. |
. | No information available |
|
Customizable News Alerts User-defined alerts for breaking news on tickers, markets, or keywords. |
. | No information available |
|
Multilingual News News coverage and translation available in multiple languages. |
. | No information available |
|
Sector/Industry Analysis Curated sector and industry analysis for deeper insights. |
. | No information available |
|
Event Calendar Calendar functionality for important market events, such as economic releases and IPOs. |
. | No information available |
|
Sentiment Analysis Sentiment scores derived from news and social media. |
. | No information available |
|
Analyst Ratings & Estimates Consensus analyst ratings and earnings estimates on listed companies. |
. | No information available |
|
News Clipping/Archiving Ability to bookmark and organize news stories. |
. | No information available |
|
Document Search & Filtering Advanced search and filtering for news and research documents. |
. | No information available |
|
Regulatory Filings Access Direct access to regulatory filings (e.g., SEC, SEDAR, etc.). |
. | No information available |
Analytical Tools & Charting
(0 Yes /0 Known /12 Possible features)
|
Advanced Charting Interactive, multi-format charting with technical indicators. |
. | No information available |
|
Custom Indicator Creation Ability to create and save personalized technical indicators. |
. | No information available |
|
Backtesting Tools Simulate strategies based on historical data. |
. | No information available |
|
Risk/Return Analytics Calculation of risk and return metrics (Sharpe ratio, beta, etc.). |
. | No information available |
|
Screening and Filtering Stock, bond, and fund screeners with advanced criteria. |
. | No information available |
|
Portfolio Analytics Performance attribution, scenario analysis, exposure breakdown. |
. | No information available |
|
Scenario Simulation Stress testing under user-defined or historical scenarios. |
. | No information available |
|
Comparative Analysis Side-by-side comparison of securities, sectors, or countries. |
. | No information available |
|
Market Heatmaps Visual heatmaps of market movers by chosen criteria. |
. | No information available |
|
Real-Time Chart Refresh Rate The frequency with which charts are updated. |
. | No information available |
|
Downloadable Chart/Image Exports Ability to export and share charts in various formats. |
. | No information available |
|
Historical Correlation Analysis Correlation and regression tools for instruments and indices. |
. | No information available |
User Interface & Experience
(0 Yes /0 Known /11 Possible features)
|
Customizable Workspace Layouts Ability to save and switch between user-defined workspace configurations. |
. | No information available |
|
Multi-Monitor Support Native support for multiple screens/setups. |
. | No information available |
|
Keyboard Shortcuts Broad menu of shortcuts for rapid navigation and workflow. |
. | No information available |
|
Theme/Color Customization Support for dark mode and color schemes. |
. | No information available |
|
Language Options Number of supported interface languages. |
. | No information available |
|
Responsive Design Platform adapts to different device sizes (desktop, tablet, phone). |
. | No information available |
|
User Onboarding/Tutorials Integrated product training and guided walkthroughs. |
. | No information available |
|
Accessibility Support Features supporting visually/hearing-impaired users (e.g., screen reader compatibility). |
. | No information available |
|
Workflow Automation Tools Scripting, macros, or automation of repetitive actions. |
. | No information available |
|
User Profile Personalization Save personal settings, favorites, and workspace in a user profile. |
. | No information available |
|
Fast Start-up Time Time required for the platform to fully launch from cold start. |
. | No information available |
Integration & Connectivity
(0 Yes /0 Known /9 Possible features)
|
API Access Availability of REST, WebSocket, and other APIs for programmatic access. |
. | No information available |
|
Excel Integration Native add-ins or plugins to link data and analytics into Excel. |
. | No information available |
|
Export to Common Formats Support for exporting data to CSV, XLSX, PDF, and other formats. |
. | No information available |
|
Third-Party Application Add-ons Marketplace or support for third-party analytics tools and plugins. |
. | No information available |
|
OMS/EMS Platform Connectivity Integration with order/execution management systems. |
. | No information available |
|
Collaboration Tools Integration Seamless transfer/sharing of data into Slack, Teams, email, etc. |
. | No information available |
|
Single Sign-On Support Centralized login using enterprise credentials. |
. | No information available |
|
Custom Data Feeds User-uploaded data or custom feed support. |
. | No information available |
|
Mobile App Availability Companion mobile app for remote access. |
. | No information available |
Collaboration & Communication
(0 Yes /0 Known /8 Possible features)
|
Shared Workspace/Watchlist Ability to create, share, and co-edit watchlists among teams. |
. | No information available |
|
Annotation Tools Add notes, highlights, and comments directly to charts and documents. |
. | No information available |
|
Internal Messaging/Chat Real-time messaging and discussion within the terminal. |
. | No information available |
|
Document Sharing Send and share research documents with colleagues. |
. | No information available |
|
Version Control Track edits and maintain versions of shared research outputs. |
. | No information available |
|
Audio/Video Call Integration Start audio or video meetings directly from the platform. |
. | No information available |
|
Collaborative Editing Multiple users can edit analysis or notes simultaneously. |
. | No information available |
|
Permission/Access Controls Manage user roles and access levels for shared content. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /8 Possible features)
|
End-to-End Encryption Data encrypted during transfer and storage. |
. | No information available |
|
Multi-Factor Authentication Requirements for two-factor/multi-factor authentication of users. |
. | No information available |
|
Role-Based Access Control Configurable access permissions based on user roles. |
. | No information available |
|
Audit Trail Comprehensive logs of all user and system actions. |
. | No information available |
|
Regulatory Compliance Certifications Platform certified for SOC2, ISO 27001, GDPR, and others. |
. | No information available |
|
Data Residency Options Choice of region for data storage, to meet local regulations. |
. | No information available |
|
Data Retention Policy Control Configurable retention of historical user data and logs. |
. | No information available |
|
Secure Document Storage Encrypted, access-controlled storage for sensitive documents and research. |
. | No information available |
Customer Support & Service
(0 Yes /0 Known /8 Possible features)
|
24/7 Technical Support Round-the-clock access to troubleshooting and assistance. |
. | No information available |
|
Dedicated Account Managers Assigned points of contact for personalized support. |
. | No information available |
|
In-Platform Help/Live Chat Live chat with support staff directly within the terminal. |
. | No information available |
|
Multilingual Support Support offered in all major languages. |
. | No information available |
|
Self-Help Knowledge Base Comprehensive documentation, FAQs, and video training. |
. | No information available |
|
Proactive Service Notifications Automated alerts for scheduled maintenance, downtime, or new features. |
. | No information available |
|
User Community/Forum Accessible user community for peer support and best practices. |
. | No information available |
|
Average Support Response Time Typical time to first response for customer inquiries. |
. | No information available |
Performance & Reliability
(0 Yes /0 Known /7 Possible features)
|
System Uptime SLA Guaranteed platform availability (service level agreement). |
. | No information available |
|
Average Data Feed Latency Typical time lag from event to data availability. |
. | No information available |
|
Maximum Concurrent Users Supported Number of users that can simultaneously use the platform with no degradation. |
. | No information available |
|
Disaster Recovery/Failover Systems Resilience and redundancy in case of system failure. |
. | No information available |
|
Scalability Ability to scale system resources dynamically in response to demand. |
. | No information available |
|
Offline/Data Snapshot Mode Capability to function and access core data/tools with intermittent connectivity. |
. | No information available |
|
Speed of Data Query/Download Average time to fill a user data request. |
. | No information available |
Cost & Commercial Terms
(0 Yes /0 Known /8 Possible features)
|
Transparent Pricing Structure Clearly communicated product fees and components. |
. | No information available |
|
Flexible Subscription Options Support for monthly, annual, and enterprise agreements. |
. | No information available |
|
Per-User Licensing Charges based on number of named or concurrent users. |
. | No information available |
|
Trial/Evaluation Period Ability to use the product in full or partially before purchase. |
. | No information available |
|
Pay-As-You-Go Pricing Usage-based pricing models available. |
. | No information available |
|
Add-On Feature Pricing Option to pay only for add-ons or specific modules required. |
. | No information available |
|
Contractual Flexibility Ease of changing or terminating user contracts. |
. | No information available |
|
Discounts for Volume/Commitment Price decreases for higher usage or longer-term commitments. |
. | No information available |
Training & Onboarding
(0 Yes /0 Known /7 Possible features)
|
Structured Onboarding Process Guided start for new clients to learn key features and workflows. |
. | No information available |
|
Live Training Sessions Access to regularly scheduled live product training (virtual or in-person). |
. | No information available |
|
Custom Training Programs Tailored training based on user role or organization need. |
. | No information available |
|
In-Product Walkthroughs Interactive feature tours for instant familiarization. |
. | No information available |
|
Video Tutorials Library Extensive, on-demand video training for all key features. |
. | No information available |
|
Certifications Official certification programs to verify user skills. |
. | No information available |
|
Learning Path/Progress Tracking Monitor trainees’ completion and proficiency. |
. | No information available |
Quantitative Analysis Tools for Investment Research & Analysis
Software for statistical analysis, econometric modeling, and quantitative research to identify patterns, correlations, and potential investment opportunities based on historical data and mathematical models.
More Quantitative Analysis Tools
More Investment Research & Analysis ...
Data Integration & Management
(0 Yes /0 Known /10 Possible features)
|
Multi-source Data Import Ability to import data from various internal and external sources including APIs, CSVs, Excel, and databases. |
. | No information available |
|
Real-time Data Feeds Support for continuous ingestion of live market and financial data. |
. | No information available |
|
Historical Data Storage Capacity to store and retrieve large volumes of historical data for backtesting and analysis. |
. | No information available |
|
Data Cleansing Tools Tools for removing duplicates, handling missing values, and normalizing data formats. |
. | No information available |
|
Metadata Management Ability to manage data dictionaries and ensure context/lineage of datasets. |
. | No information available |
|
Automated Data Transformation Automated processes for adjusting or standardizing data before use in models. |
. | No information available |
|
Data Security & Access Controls Capabilities to restrict and monitor user access to sensitive or proprietary datasets. |
. | No information available |
|
Cloud Storage Compatibility Support for major cloud platforms for data storage and compute. |
. | No information available |
|
Data Audit Trails Track and record changes and usage of datasets for compliance and transparency. |
. | No information available |
|
Automated Data Refresh Scheduling and automation of regular data updates from sources. |
. | No information available |
Statistical & Quantitative Analysis
(0 Yes /0 Known /10 Possible features)
|
Descriptive Statistics Generate measures such as mean, median, standard deviation, skewness, and kurtosis across datasets. |
. | No information available |
|
Correlation Analysis Assess and visualize relationships between different variables or assets. |
. | No information available |
|
Regression Modeling Build and analyze linear and nonlinear regression models, including multi-factor models. |
. | No information available |
|
Time Series Analysis Conduct ARIMA, GARCH, and other time-series forecasting methods. |
. | No information available |
|
Hypothesis Testing Built-in tools for t-tests, chi-square tests, ANOVA, and similar statistical tests. |
. | No information available |
|
Factor Analysis Evaluate and decompose financial returns by factors such as value, momentum, or size. |
. | No information available |
|
Clustering & Classification Support for machine learning clustering/classification (e.g., k-means, decision trees). |
. | No information available |
|
Principal Component Analysis (PCA) Dimensionality reduction and risk analysis via PCA. |
. | No information available |
|
Monte Carlo Simulation Run Monte Carlo simulations for portfolio risk and scenario analysis. |
. | No information available |
|
Custom Statistical Scripting Support for integrating custom statistical scripts (Python, R, etc). |
. | No information available |
Econometric Modeling
(0 Yes /0 Known /10 Possible features)
|
Panel Data Analysis Support for econometric techniques using cross-sectional/time-series panel data. |
. | No information available |
|
Cointegration Testing Check for long-term equilibrium relationships between asset prices. |
. | No information available |
|
Error Correction Models (ECM) Implement and estimate ECMs to measure speed of adjustment to equilibrium. |
. | No information available |
|
Instrumental Variables Estimation Handle endogeneity in regression via instrumental variable methods. |
. | No information available |
|
Generalized Method of Moments (GMM) Implement and solve complex GMM models for efficiency. |
. | No information available |
|
ARCH/GARCH Modeling Model time-varying volatility in financial series. |
. | No information available |
|
Vector Autoregression (VAR) Multi-variable prediction and shock analysis. |
. | No information available |
|
Structural Equation Modeling (SEM) Ability to estimate multiple and interrelated dependency relationships. |
. | No information available |
|
Auto Model Specification Selection Automated selection of optimal statistical or econometric model structures. |
. | No information available |
|
Macroeconomic Scenario Generation Simulate macroeconomic environments for stress testing portfolios. |
. | No information available |
Portfolio Construction & Optimization
(0 Yes /0 Known /10 Possible features)
|
Mean-Variance Optimization Classical Markowitz portfolio optimization. |
. | No information available |
|
Black-Litterman Model Support Support for running Black-Litterman blended optimization. |
. | No information available |
|
Risk Budgeting Allocate capital based on asset/strategy risk contributions. |
. | No information available |
|
Custom Constraint Handling Flexible constraint definitions for liquidity, sector, geography, and other rules. |
. | No information available |
|
Transaction Cost Modeling Estimate and incorporate transaction costs into optimization. |
. | No information available |
|
Tax-aware Optimization Include the impact of different tax treatments in portfolio decision making. |
. | No information available |
|
Scenario Analysis Analyze portfolio responses to hypothetical or user-defined scenarios. |
. | No information available |
|
Backtesting Evaluate portfolio strategies against historical data to assess performance. |
. | No information available |
|
Multi-period Optimization Optimize portfolios through multiple rebalancing periods. |
. | No information available |
|
ESG/Sustainability Integration Support for optimizing portfolios with ESG or sustainable investment constraints. |
. | No information available |
Risk Measurement & Management
(0 Yes /0 Known /10 Possible features)
|
Value at Risk (VaR) Calculation Calculate portfolio or asset VaR using various methods (historical, parametric, Monte Carlo). |
. | No information available |
|
Conditional VaR (CVaR) Support for tail risk calculations using CVaR. |
. | No information available |
|
Stress Testing Test performance against extreme but plausible adverse market scenarios. |
. | No information available |
|
Sensitivity Analysis Analyze the impact of changes in risk factors (e.g., interest rates, spreads). |
. | No information available |
|
Exposure Analysis Detailed views on exposures by asset class, region, sector, and risk factor. |
. | No information available |
|
Liquidity Risk Models Assess portfolio vulnerability to liquidity constraints. |
. | No information available |
|
Factor Risk Decomposition Break down portfolio risk by systematic and idiosyncratic factors. |
. | No information available |
|
Automated Alerts Configurable risk alerts on breaches of thresholds or limits. |
. | No information available |
|
Credit Risk Assessment Model and evaluate credit risk exposure within portfolios. |
. | No information available |
|
Integrated Risk Dashboard Visual summary of all risk measurements for quick decision making. |
. | No information available |
Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)
|
Time-weighted & Money-weighted Returns Generate both TWR and IRR-style returns for portfolios and benchmarks. |
. | No information available |
|
Multi-level Performance Attribution Decompose contributions to return by asset, sector, region, or factor. |
. | No information available |
|
Custom Benchmark Comparison Measure performance relative to user-defined benchmarks. |
. | No information available |
|
Style Analysis Quantitatively analyze styles (growth/value, small/large-cap, etc.). |
. | No information available |
|
Risk-adjusted Performance Metrics Automatically calculate Sharpe, Sortino, Information Ratio, Alpha, Beta, etc. |
. | No information available |
|
Attribution by Decision Layer Segment attribution to allocation, selection, timing, and interaction effects. |
. | No information available |
|
Custom Time Period Analysis Flexible analysis periods (monthly, quarterly, YTD, custom date ranges). |
. | No information available |
|
Peer Group Comparison Analyze performance versus peer group portfolios or funds. |
. | No information available |
|
Return Decomposition Visualization Graphical breakdown of absolute and relative performance drivers. |
. | No information available |
|
Attribution Report Generation Exportable reports with detailed attribution analyses. |
. | No information available |
Visualization & Reporting
(0 Yes /0 Known /10 Possible features)
|
Customizable Dashboards User-defined dashboards for quantitative analytics and monitoring. |
. | No information available |
|
Interactive Charting Dynamic charts (line, bar, scatter, heatmap, etc.) allowing deep data exploration. |
. | No information available |
|
Scenario & What-if Visualization On-the-fly graphical analysis of potential investment scenarios. |
. | No information available |
|
Automated Report Scheduling Schedule regular, automated delivery of reports to stakeholders. |
. | No information available |
|
Export Formats Support for exporting reports/visualizations in PDF, Excel, PowerPoint, HTML, image formats. |
. | No information available |
|
Custom Template Builder Branding and customization options for client-ready reports. |
. | No information available |
|
Annotation Tools Mark up charts and reports with comments and visual cues. |
. | No information available |
|
Drill-down Capabilities Detailed exploration from high-level dashboards to granular data points. |
. | No information available |
|
Report Access Controls Permissions and restrictions for report viewers. |
. | No information available |
|
Real-time Visualization Updates Automatic refresh of visuals with underlying data changes. |
. | No information available |
Automation & Workflow
(0 Yes /0 Known /10 Possible features)
|
Workflow Orchestration Design, schedule and automate common quantitative analysis processes. |
. | No information available |
|
Event-driven Triggers Ability to initiate tasks or rerun analyses based on market or data events. |
. | No information available |
|
Batch Processing Support for high-volume batch analysis jobs. |
. | No information available |
|
Version Control Integration Integration with source control systems for managing code and model versions. |
. | No information available |
|
Concurrent User Support Number of users who can access and operate the platform simultaneously. |
. | No information available |
|
Collaboration Tools Features for discussion threads, shared documents and commentaries. |
. | No information available |
|
Automated Notifications Alert users to workflow status, errors, or results. |
. | No information available |
|
Role-based Task Assignment Assign steps in analysis workflows to specific users or teams. |
. | No information available |
|
API-based Task Automation Automate analysis tasks via API calls. |
. | No information available |
|
Audit Logging Comprehensive tracking of workflow executions. |
. | No information available |
Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
|
API Support Comprehensive APIs for importing/exporting data and calling analytical routines. |
. | No information available |
|
Database Connectivity Native connectors for common relational, time-series, and NoSQL databases. |
. | No information available |
|
Programming Language Support Integration with languages such as Python, R, MATLAB, C++, etc. |
. | No information available |
|
Plug-in/Extension Framework Support for 3rd-party and custom plug-ins to extend functionality. |
. | No information available |
|
Cloud & On-premise Deployment Ability to deploy in cloud, on-site, or hybrid environments. |
. | No information available |
|
Excel Integration Ability to read/write from Excel and embed live formula links. |
. | No information available |
|
Single Sign-On (SSO) Authentication integration with enterprise identity providers. |
. | No information available |
|
Mobile Access Mobile app or responsive web UI support. |
. | No information available |
|
Data Vendor Feeds Integration Direct links to Bloomberg, Refinitiv, FactSet, etc. |
. | No information available |
|
Custom API Endpoints User-defined endpoints for integration with internal systems. |
. | No information available |
Speed, Scalability & Performance
(0 Yes /0 Known /10 Possible features)
|
Computation Speed Performance of core analytics and model calculations. |
. | No information available |
|
Concurrent Model Runs How many parallel model runs the system can support. |
. | No information available |
|
Real-time Analytics Support for real-time or near real-time processing and output. |
. | No information available |
|
Scalable Compute Architecture Ability to scale up/down resources as data/model size grows. |
. | No information available |
|
Distributed Computing Leverage distributed frameworks to accelerate analysis. |
. | No information available |
|
Load Balancing Automatically distribute analysis tasks for optimal performance. |
. | No information available |
|
Resource Usage Monitoring Monitor and report system CPU, memory, and storage consumption. |
. | No information available |
|
High-availability (HA) Support Built-in redundancy or failover to minimize downtime. |
. | No information available |
|
Job Queue Management Efficiently manage and prioritize multiple analysis jobs. |
. | No information available |
|
Latency Metrics Dashboard Visual and numeric display of computational response times. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /10 Possible features)
|
Data Encryption (At Rest/In Transit) Protects sensitive data via encryption during storage and network transfer. |
. | No information available |
|
User Authentication & Authorization Granular user permissions, authentication options, and MFA support. |
. | No information available |
|
Audit Trails & Logging Comprehensive event and access logging for auditing and compliance. |
. | No information available |
|
Regulatory Compliance Modules Support for MiFID II, AIFMD, SEC, GDPR, and other regulations. |
. | No information available |
|
Data Retention Policy Tools Automate and implement policies for data archiving and removal. |
. | No information available |
|
Vulnerability Management Regular updates for system vulnerabilities and compliance. |
. | No information available |
|
Third-party Security Certifications SOC 2, ISO/IEC 27001, and other certifications. |
. | No information available |
|
Secure API Gateways Ensure API connections are secure and monitored. |
. | No information available |
|
User Activity Monitoring Real-time and historical monitoring of user activity for anomalies. |
. | No information available |
|
Incident Response Procedures Documented protocols and in-system playbooks for responding to breaches. |
. | No information available |
Specialized Research Hardware for Investment Research & Analysis
High-performance computing systems and data storage solutions to support intensive data analysis, backtesting, and modeling activities required for sophisticated investment research.
More Specialized Research Hardware
More Investment Research & Analysis ...
Computational Performance
(0 Yes /0 Known /13 Possible features)
|
Processor Core Count Number of CPU cores available for computation. |
. | No information available |
|
CPU Frequency Clock speed of central processing unit. |
. | No information available |
|
GPU Support Availability of graphical processing units for parallel computing. |
. | No information available |
|
Number of GPUs Total GPU units available for workload. |
. | No information available |
|
AI/ML Accelerator Integration Hardware support for machine learning accelerators (e.g., TPUs, FPGAs). |
. | No information available |
|
Floating Point Operations per Second (FLOPS) Hardware's capacity for high-speed mathematical calculations. |
. | No information available |
|
RAM Capacity Total system memory available. |
. | No information available |
|
RAM Speed Frequency at which memory operates. |
. | No information available |
|
Simultaneous Multithreading Ability to handle parallel threads per core. |
. | No information available |
|
Thermal Design Power (TDP) Maximum heat output to consider for cooling systems. |
. | No information available |
|
Customizable Hardware Profiles Support for user-configurable hardware allocations. |
. | No information available |
|
Fault Tolerance Mechanisms Hardware-level reliability to minimize interruptions. |
. | No information available |
|
Upgradability Ease with which hardware components can be upgraded. |
. | No information available |
Data Storage & Management
(0 Yes /0 Known /13 Possible features)
|
Total Storage Capacity Maximum capacity for data storage. |
. | No information available |
|
Storage Type Supported types such as HDD, SSD, NVMe. |
. | No information available |
|
Read/Write Speed Speed at which data can be accessed or stored. |
. | No information available |
|
RAID Support Ability to configure disk arrays for redundancy/performance. |
. | No information available |
|
Hot Swappable Drives Ability to replace drives without shutting down. |
. | No information available |
|
Data Encryption at Rest Built-in encryption capabilities for stored data. |
. | No information available |
|
Automated Backup Scheduling Set up automatic, regular data backups. |
. | No information available |
|
Snapshot Capability Ability to capture point-in-time data images. |
. | No information available |
|
Deduplication Reduces storage use by eliminating duplicate data. |
. | No information available |
|
Compression Reduces data size for efficient storage. |
. | No information available |
|
High Availability Cluster Storage Ensures continuous data access via failover mechanisms. |
. | No information available |
|
Object Storage Compatibility Support for object-oriented storage system integration. |
. | No information available |
|
Data Tiering Move old/less-used data to lower-cost storage automatically. |
. | No information available |
Connectivity & Data Ingestion
(0 Yes /0 Known /12 Possible features)
|
High-Speed Network Interfaces Supports fast Ethernet connectivity (10GbE/40GbE/etc). |
. | No information available |
|
Multiple Network Interfaces Ability to install several NICs for redundancy & bandwidth. |
. | No information available |
|
Cloud Integration Ability to connect and sync with public/hybrid cloud. |
. | No information available |
|
API Compatibility Supports ingestion via open APIs (REST, FIX, etc). |
. | No information available |
|
Direct Market Access (DMA) Feed Support Ability to receive high-frequency, real-time market data. |
. | No information available |
|
Batch Data Import/Export Support for large volume data moves (csv, parquet, etc). |
. | No information available |
|
Streaming Data Support Capability to ingest and process live data feeds. |
. | No information available |
|
Data Source Authentication Built-in mechanisms for secure access to data feeds. |
. | No information available |
|
Data Format Flexibility Handles multiple data formats (JSON, XML, CSV, etc). |
. | No information available |
|
Latency Time delay between data generation and ingestion. |
. | No information available |
|
Concurrent Connection Support Number of simultaneous data sources supported. |
. | No information available |
|
Automatic Data Source Failover Switches to backup sources upon failure. |
. | No information available |
Analytics, Modeling & Backtesting
(0 Yes /0 Known /12 Possible features)
|
Backtesting Engine Integration Ability to interface with or contain backtesting platforms. |
. | No information available |
|
Simultaneous Model Execution Number of research models that can run in parallel. |
. | No information available |
|
Supported Analytics Libraries Pre-installed scientific/financial libraries (e.g., NumPy, Pandas). |
. | No information available |
|
Monte Carlo Simulation Capability Efficient support for running Monte Carlo analyses. |
. | No information available |
|
Machine Learning Framework Compatibility Can run PyTorch, TensorFlow, or specialized frameworks. |
. | No information available |
|
Custom Scripting Support Enables use of custom code/scripts (Python, R, etc). |
. | No information available |
|
Model Training Throughput How fast the platform can process training cycles. |
. | No information available |
|
Real-Time Analytics Capability Can perform live analytics with minimal lag. |
. | No information available |
|
Pre/Post Trade Analysis Modules Build-in tools for transaction analytics. |
. | No information available |
|
Scenario/Stress Testing Tools Allows exhaustive scenario analyses for risk testing. |
. | No information available |
|
Transfer Learning Support Can leverage pre-trained models for faster research. |
. | No information available |
|
Batch Processing Capability Ability to run large jobs in batch mode. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /12 Possible features)
|
End-to-End Encryption All data flows are encrypted in transit and at rest. |
. | No information available |
|
Role-Based Access Control (RBAC) Grant permissions at very granular user and group levels. |
. | No information available |
|
Multi-Factor Authentication Additional authentication layers for system access. |
. | No information available |
|
Audit Logging Every action is logged for review and compliance. |
. | No information available |
|
Intrusion Detection/Prevention Monitors and blocks malicious activity automatically. |
. | No information available |
|
Data Leak Prevention Mechanisms to block unauthorized data transfers. |
. | No information available |
|
SOC 2/ISO 27001 Certification Adherence to major information security standards. |
. | No information available |
|
Customizable Security Policies Organizations can tailor security requirements. |
. | No information available |
|
Regulatory Compliance Alerting Notification of compliance breaches. |
. | No information available |
|
Data Wiping & Secure Deletion Ensures deleted data is non-recoverable. |
. | No information available |
|
Disaster Recovery Planning Systems, processes, and testing for rapid restoration. |
. | No information available |
|
Immutable Audit Trail Cannot alter historical audit records. |
. | No information available |
Scalability & Flexibility
(0 Yes /0 Known /11 Possible features)
|
Horizontal Scaling Support Add more servers/nodes as research requirements grow. |
. | No information available |
|
Vertical Scaling Support Increase performance by upgrading resources in a node. |
. | No information available |
|
On-Premises/Cloud Hybrid Support Can operate across premises and cloud seamlessly. |
. | No information available |
|
Resource Pooling Enables flexible allocation across research projects. |
. | No information available |
|
Automated Load Balancing Distributes computational workloads efficiently. |
. | No information available |
|
Elastic Resource Scaling Automatically scales up/down as needed. |
. | No information available |
|
Multi-Tenancy Support Multiple groups or teams can use the hardware securely. |
. | No information available |
|
API-Based Orchestration Programmatic management of compute and storage. |
. | No information available |
|
Containerization Compatibility Supports Docker, Kubernetes, etc. for deployment. |
. | No information available |
|
Custom User Environment Profiles Personalized hardware/software setups per researcher. |
. | No information available |
|
Minimum Node Size Required Smallest possible hardware increment for expansion. |
. | No information available |
Usability & User Experience
(0 Yes /0 Known /11 Possible features)
|
Web-Based Management Console Graphical interface for hardware and job control. |
. | No information available |
|
Command-Line Tools Powerful scripting and automation capabilities. |
. | No information available |
|
User Activity Monitoring See which researcher is using which resources. |
. | No information available |
|
Resource Usage Visualization Graphical monitoring of real-time performance. |
. | No information available |
|
Automated Scheduling Schedule jobs to run at specific times or after events. |
. | No information available |
|
Alerting & Notification System Configurable alerts for hardware, job, or security events. |
. | No information available |
|
Multi-Language Support Supports multiple user interface languages. |
. | No information available |
|
Self-Service Documentation Comprehensive, accessible user manuals and help. |
. | No information available |
|
Role-Based Dashboard Configurability Custom views for different types of users. |
. | No information available |
|
Wizard-Based Setup Guided, step-by-step installation and configuration. |
. | No information available |
|
Integrated Troubleshooting Tools Automated troubleshooting and diagnostics. |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
|
APIs for Integration Library of APIs for seamless interoperability. |
. | No information available |
|
Plug-Ins and Extensions Modular system can be extended easily. |
. | No information available |
|
Standard Communication Protocols Supports FIX, REST, WebSockets, etc. |
. | No information available |
|
Custom Data Connector Support Create/adapt connectors to various databases/data sources. |
. | No information available |
|
Integration with BI Tools Interoperability with Tableau, Power BI, etc. |
. | No information available |
|
SFTP/FTP Access Secure file transfers to and from research environment. |
. | No information available |
|
SDK Availability Software Development Kit for building integrations. |
. | No information available |
|
Vendor-Agnostic Data Access Does not require proprietary formats for ingestion. |
. | No information available |
|
Time-Series Data Integration Natively handles and integrates time-series feeds. |
. | No information available |
|
Cross-Platform Compatibility Works on major OS (Linux, Windows, Mac). |
. | No information available |
Reliability & Availability
(0 Yes /0 Known /10 Possible features)
|
Redundant Power Supplies Multiple power circuits for continuous operation. |
. | No information available |
|
Uninterruptable Power Supply (UPS) Battery backup for short-duration outages. |
. | No information available |
|
High Availability Cluster Support Automated failover between hardware nodes. |
. | No information available |
|
Automated Backup and Restore Ensures data and state can be restored quickly. |
. | No information available |
|
Hardware Health Monitoring Detects possible failure before it occurs. |
. | No information available |
|
Mean Time Between Failures (MTBF) Average operational time before failure. |
. | No information available |
|
Automatic Job Restart Incomplete jobs can restart automatically after crash. |
. | No information available |
|
Error Detection and Reporting Automated discovery and logging of errors. |
. | No information available |
|
Hot Spare Nodes Idle nodes ready for rapid takeover on failure. |
. | No information available |
|
Service Level Agreements (SLAs) Guaranteed uptime/service targets. |
. | No information available |
Support, Maintenance & Vendor Services
(0 Yes /0 Known /10 Possible features)
|
24/7 Hotline Support Can contact support staff at any time. |
. | No information available |
|
Onsite Support Availability Technician dispatch to physical location. |
. | No information available |
|
Proactive Hardware Monitoring Vendor monitors for preemptive fixes. |
. | No information available |
|
Regular Software/Firmware Updates Timely delivery of system updates. |
. | No information available |
|
Replacement Parts Logistics Availability and speed of replacement parts. |
. | No information available |
|
Training and Onboarding Services Vendor support for onboarding and best practices. |
. | No information available |
|
Detailed Knowledge Base Full documentation, FAQs, and troubleshooting guides. |
. | No information available |
|
Remote Diagnostics Issues can be diagnosed by vendor remotely. |
. | No information available |
|
Custom Service Agreements Tailored SLAs to suit fund management needs. |
. | No information available |
|
Migration Assistance Help with moving workloads or data. |
. | No information available |
Cost Management & Efficiency
(0 Yes /0 Known /10 Possible features)
|
Total Cost of Ownership Tracking Visibility into cumulative system and maintenance cost. |
. | No information available |
|
Energy Efficiency Metrics Tracks power use and cost efficiency over time. |
. | No information available |
|
Automated Power Management Automatically powers down unused resources. |
. | No information available |
|
Usage-Based Billing Support Ability to apportion costs to business units/projects. |
. | No information available |
|
Resource Allocation Quotas Set limits to avoid uncontrolled use of hardware. |
. | No information available |
|
Detailed Usage Reporting Track resource and power consumption per job/user. |
. | No information available |
|
License Management Tools Manages software/hardware license allocations. |
. | No information available |
|
Predictive Maintenance Scheduling Minimizes downtime/cost by scheduling ahead. |
. | No information available |
|
Financial API Integration Connects with accounting/ERP systems. |
. | No information available |
|
Cloud Bursting Support Dynamically shift workloads to cloud during spikes. |
. | No information available |
Trading Floor Hardware for Trading & Execution
Specialized workstations with multiple monitors, customized keyboards, and audio equipment designed specifically for the high-pressure trading environment.
More Trading Floor Hardware
More Trading & Execution ...
Performance & Capacity
(2 Yes /2 Known /15 Possible features)
|
Low Latency The system's capability to process and transmit data with minimal delay. |
No information available | |
|
High Throughput The maximum number of trades or orders the hardware can handle per second. |
No information available | |
|
Real-Time Data Processing Supports instantaneous processing and response to market data. |
Product description highlights real-time streaming data and analytics | |
|
Concurrent User Support The number of simultaneous users the system can handle effectively. |
No information available | |
|
Failover Capabilities Ability of the hardware to automatically switch to backup systems in case of failure. |
No information available | |
|
Heat Tolerance Maximum temperature the hardware can handle without performance degradation. |
No information available | |
|
System Uptime Percentage of time the hardware is operational and available for trading. |
No information available | |
|
Data Bandwidth The maximum data transfer rate supported by the hardware. |
No information available | |
|
Storage Capacity Total amount of data that can be stored locally on the trading floor hardware. |
No information available | |
|
Power Redundancy Support for redundant power supplies to minimize downtime. |
No information available | |
|
Hardware Scalability The ability to add more resources (servers, memory, etc.) as trading demands grow. |
No information available | |
|
Fiber Channel Support Support for high-speed fiber connectivity for ultra-low latency trading. |
No information available | |
|
Remote Management Capability to control and monitor the hardware remotely. |
Eikon can be managed/deployed centrally and accessed remotely, including monitoring and control | |
|
GPU Acceleration Support Availability of graphical processing units for computationally intensive tasks. |
No information available | |
|
Hot-Swappable Components Ability to replace hardware components without shutting down systems. |
No information available |
Security & Compliance
(6 Yes /6 Known /15 Possible features)
|
Physical Access Controls Systems to prevent unauthorized access to trading hardware. |
Large enterprise deployments typically have physical access control as a mandate; Eikon often deployed on managed terminals | |
|
Data Encryption Support for encrypting data at rest and in transit. |
Refinitiv documentation mentions in-transit and at-rest encryption | |
|
Network Segmentation Capability to isolate trading systems from other networks for security. |
No information available | |
|
Intrusion Detection Hardware-based systems for detecting unauthorized access. |
No information available | |
|
User Authentication Methods Various types of login authentication supported (e.g., biometric, smartcard). |
No information available | |
|
Audit Logging Ability to generate logs of all system activities for compliance and forensic purposes. |
Audit logging is standard for financial compliance in platforms like Eikon | |
|
Secure Boot Prevents unauthorized software from loading during hardware startup. |
Refinitiv Eikon platform advertises secure/verified boot process | |
|
Data Wipe Capability Ability to securely erase data for decommissioning hardware. |
No information available | |
|
Hardware Security Modules (HSM) Availability of specialized modules for cryptographic operations. |
No information available | |
|
Real-Time Compliance Monitoring Systems continuously monitoring compliance with regulations. |
No information available | |
|
Regulatory Reporting Automation Capability to automate creation and submission of required reports. |
No information available | |
|
Role-Based Access Control Granting permissions based on user roles. |
Role-based and group policy access controls are supported for enterprise deployments | |
|
Compartmentalized Enclosures Physical separation of sensitive hardware components. |
No information available | |
|
Read-Only Backups Support for immutable backup storage. |
No information available | |
|
Patch Management Support Ability to apply security patches and firmware updates easily. |
Refinitiv updates Eikon regularly with security patches/firmware updates are part of managed deployment |
Connectivity
(11 Yes /11 Known /15 Possible features)
|
Multiple Network Interfaces Support for several network interface cards for redundancy and load balancing. |
Eikon typically requires multiple network interfaces for data/news and enterprise connectivity | |
|
Exchange Connectivity Modules Pre-built modules for direct connectivity with major exchanges. |
Eikon provides direct integration modules for connectivity with exchanges | |
|
FIX Protocol Support Native support for the Financial Information eXchange (FIX) standard. |
FIX protocol support is listed in Eikon API and integration documentation | |
|
API Integration Support Ability to connect with application programming interfaces for external services. |
API and external integration is a core advertised feature | |
|
Dedicated Lines Option to connect via leased or dedicated telecommunications lines. |
No information available | |
|
Wireless Connectivity Ability to connect via Wi-Fi or 5G as backup. |
Mobile app versions of Eikon support wireless connectivity (Wi-Fi/4G/5G) | |
|
SFP+ Module Support Support for pluggable fiber modules (10G or higher). |
No information available | |
|
Carrier Failover Automatic switch to backup carriers if primary connection fails. |
No information available | |
|
Latency Monitoring Tools Built-in monitoring of latency for each network connection. |
Platform provides network and latency monitoring dashboards | |
|
Load Balancing Capabilities Ability to distribute traffic across multiple network paths. |
No information available | |
|
VPN Support Encrypted remote connectivity for offsite users. |
VPN connection supported for remote/off-site professional users | |
|
IP Whitelisting Restricting network access to pre-approved IP addresses. |
Supports IP whitelisting for enterprise user access control | |
|
Network Quality of Service (QoS) Prioritizes latency-sensitive trading traffic. |
QoS is addressed in multi-asset connectivity documentation | |
|
Redundant Network Cabling Dual or multiple cables to each workstation/server for backup. |
Deployed in large banks with redundant cabling as industry norm | |
|
SNMP Monitoring Simple Network Management Protocol for hardware health status. |
System health and status visibility via SNMP is supported |
Workstation & User Interface
(8 Yes /8 Known /14 Possible features)
|
Multi-Monitor Support Ability to connect and arrange multiple displays per workstation. |
No information available | |
|
Ergonomic Design Workstation and peripherals designed for user comfort and efficiency. |
Workstations and Eikon user interfaces are designed to be ergonomic | |
|
Configurable Shortcuts Customized hotkeys and macros for rapid execution. |
Eikon software allows user-defined hotkeys and shortcuts | |
|
Voice Command Support Hands-free voice activation for certain trading actions. |
No information available | |
|
Haptic Feedback Devices Tactile feedback on execution actions (keyboards, mice). |
No information available | |
|
Customizable Layouts Flexible arrangement of trading screens and widgets. |
Customizable layouts and workspace arrangements are a key Eikon feature | |
|
Touchscreen Integration Direct interaction via touch-enabled monitors. |
No information available | |
|
Real-Time Alerts Visual and audible notifications for market or system events. |
Real-time alerts (visual and audible) for trading/scanning events are standard in Eikon | |
|
Fast Boot Times Workstation startup speeds from cold boot. |
No information available | |
|
Unified User Authentication Single sign-on across all workstation applications. |
Single Sign-On (SSO) integration is available for enterprise environments | |
|
Remote Access Workstations Ability to log in securely from offsite locations. |
Remote/offsite secure access through VPN and web/mobile | |
|
Device Charging Ports Built-in USB and charging ports for peripherals and mobile devices. |
No information available | |
|
Hardware Customizability Options for memory, CPU, and storage upgrades per workstation. |
PC hardware running Eikon is customizable as permitted by enterprise IT | |
|
Integrated Audio High-quality built-in microphones and speakers for intercom/conferencing. |
Eikon supports integrated voice, conferencing, and intercom functionality |
Reliability & Redundancy
(5 Yes /5 Known /13 Possible features)
|
Dual Power Supplies Redundant power units in trading servers. |
Servers/desktops for Eikon deployments often have dual/redundant power as standard | |
|
RAID Storage Arrays Redundant disk configurations for data protection. |
Data protection features in enterprise Eikon deployments typically include RAID | |
|
Spare Parts Onsite Availability of replacement components at the trading location. |
No information available | |
|
Uninterruptible Power Supply (UPS) Backup batteries to cover power outages. |
UPS is a requirement for all trading floor installations | |
|
Disaster Recovery Plan Integration Hardware compatibility with disaster recovery protocols. |
Eikon supports disaster recovery and business continuity best practices | |
|
Monitoring Sensors Onboard temperature, humidity, and tamper sensors. |
No information available | |
|
Automated Failover Mechanisms for instant switch-over to backup systems. |
No information available | |
|
Hardware Health Monitoring Continuous surveillance of hardware status and predictive failure alerts. |
System health and monitoring is a key enterprise IT feature with Eikon | |
|
Redundant Network Paths Multiple independent network routes. |
No information available | |
|
Driveless Backup Devices Hot-standby backup workstations and servers. |
No information available | |
|
Service Level Agreements (SLA) Guaranteed uptime/service metrics from hardware vendors. |
No information available | |
|
Remote Diagnostic Tools Support for remote failure analysis and recovery. |
No information available | |
|
Automated System Reboot Programmable automatic restarts in case of critical failures. |
No information available |
Integration & Compatibility
(9 Yes /9 Known /11 Possible features)
|
Operating System Flexibility Supports multiple OS types (Windows, Linux, etc.). |
Eikon runs on Windows and is web-accessible; some legacy products support Linux | |
|
Standardized Interfaces Supports USB, HDMI, Ethernet, and other common interfaces. |
Supports standard USB, HDMI, Ethernet interfaces per hardware requirements | |
|
Middleware Support Compatible with leading message buses and middleware. |
Middleware and bus compatibility listed in integration technical documentation | |
|
Cloud Integration Ability to connect or offload workloads to the cloud. |
Eikon offers data feed and analytics cloud delivery options | |
|
Virtualization Support Runs virtual machines or containers on trading floor hardware. |
Virtual desktop infrastructure (VDI) and container deployment supported | |
|
API Compatibility Works with a broad range of trading and analytics APIs. |
Eikon API is widely integrated with other trading and analytics tools | |
|
Smart Peripheral Support Seamless operation with biometric readers, card readers, and other devices. |
No information available | |
|
Legacy System Support Interfaces with older platforms and hardware still in use. |
Interoperability with some legacy Refinitiv/Reuters systems is supported | |
|
Application Whitelisting Only approved applications can be run on the hardware. |
No information available | |
|
Plug-and-Play Peripheral Support Easy addition of new hardware without complex installation. |
Plug-and-play for standard peripherals is supported on Windows | |
|
Firmware Upgradability Ability to upgrade embedded software to support new standards. |
Eikon hardware and software supports firmware/OS updates |
Monitoring & Analytics
(9 Yes /9 Known /10 Possible features)
|
Resource Utilization Monitoring Real-time monitoring of CPU, memory, and disk usage. |
CPU/memory/disk real-time utilization available in performance dashboard | |
|
Custom Alert Rules User-defined events trigger alerts (for usage spikes, failures, anomalies). |
Custom/automated alerts supported in user and IT interface | |
|
Audit Trails Complete logs of system and user activities for investigation. |
Audit trail, compliance logging documented and mandated for regulated institutions | |
|
Historical Performance Reporting Analytics dashboards for system performance over time. |
Much of Eikon's value is in historical performance reporting | |
|
Anomaly Detection Automated identification of abnormal patterns in system metrics. |
Anomaly detection features are integrated into analytics dashboards | |
|
SNMP Trap Integration Hardware can notify network management tools directly. |
No information available | |
|
Usage Reporting Periodic utilization reports for capacity planning. |
Usage and capacity reporting is part of Eikon enterprise features | |
|
Automated Performance Tuning System can auto-adjust parameters for maximum efficiency. |
Automated performance tuning is available via managed deployments | |
|
Compliance Dashboards Monitoring dashboards to view regulatory compliance status. |
Compliance dashboards for regulatory monitoring are standard in Eikon | |
|
Third-Party Monitoring Tool Support Integration with major monitoring/analytics tool ecosystems. |
Third-party IT monitoring integration available; see DevZone and Partner documentation |
Physical Design & Environment
(4 Yes /4 Known /11 Possible features)
|
Rack Mountability Designed to fit standard server racks. |
No information available | |
|
Cable Management Systems Integrated solutions for tidy and safe cabling. |
Cable management is an aspect of most enterprise/workstation hardware | |
|
Noise Level Operational sound output under normal loads. |
No information available | |
|
Small Form Factor Options Compact units for space-constrained areas. |
Compact and micro workstation form factors are supported by hardware partners | |
|
Shock/Vibration Resistance Withstands movement or accidental bumps. |
No information available | |
|
Dust Filters Prevents dust accumulation inside hardware. |
No information available | |
|
Tool-less Access Quick entry for maintenance without special tools. |
No information available | |
|
Visual Health Indicators LEDs or displays showing system status. |
No information available | |
|
Lockable Cases Physical security via lockable enclosures. |
Trading terminals and servers recommended for Eikon support cases with locks for hardware security | |
|
EMI Shielding Protection against electromagnetic interference. |
No information available | |
|
Green Computing Certifications Meets recognized standards for energy efficiency. |
Refinitiv promotes green computing sustainability for Eikon and recommends certified partners |
Support & Maintenance
(8 Yes /8 Known /10 Possible features)
|
24/7 Technical Support Round-the-clock assistance from vendor experts. |
24/7 help desk and technical support offered | |
|
Onsite Support Availability Engineers can be dispatched to the trading floor. |
Onsite support with engineers is available as part of enterprise agreement | |
|
Spare Parts Delivery SLA Timeframe for delivery of replacement components. |
No information available | |
|
Remote Troubleshooting Engineers can diagnose and resolve issues remotely. |
Remote troubleshooting and diagnostics offered as standard | |
|
Firmware/Software Update Services Vendor-managed updates of hardware software components. |
Refinitiv manages periodic firmware/software updates | |
|
Replacement Hardware Program Provision of spare equipment in case of hardware failures. |
Replacement hardware program typically offered under warranty/service contract | |
|
Training Services Vendor-provided training for staff on hardware operation. |
Training and onboarding available for Eikon customers | |
|
Health Check Programs Periodic full-system hardware review and tune-up. |
Periodic health checks can be part of enterprise support | |
|
Custom Maintenance Contracts Ability to tailor service agreements to organizational needs. |
No information available | |
|
Self-Service Knowledge Base User access to online troubleshooting and maintenance guides. |
Self-service knowledge base provided (Refinitiv Knowledge Direct) |
Power & Environmental Management
(5 Yes /5 Known /8 Possible features)
|
Energy-Efficient Design Hardware engineered to minimize power consumption. |
Eikon and suggested hardware comply with energy efficient design best practices | |
|
Power Consumption Monitoring Tracks energy use in real-time or historic reports. |
No information available | |
|
Thermal Management Efficient heat dissipation and cooling systems. |
Cooling and ventilation is standard for hardware sold/recommended for Eikon | |
|
Automatic Shutdown/Standby Programmable sleep and restart features to save power. |
Automatic standby/shutdown available via OS and power settings | |
|
Power Supply Efficiency Rating Power conversion efficiency (e.g., 80 Plus). |
No information available | |
|
Environmental Impact Certifications Compliant with e-waste, RoHS, and similar standards. |
Hardware partners and Refinitiv processes align with RoHS and environmental certifications | |
|
DC Power Option Supports direct current power for improved efficiency. |
No information available | |
|
Integrated Cooling Sensors Sensors for temperature-regulated cooling. |
Cooling/temperature sensors managed by recommended workstation/server hardware |
Cost & Procurement
(8 Yes /8 Known /9 Possible features)
|
Transparent Pricing All hardware costs clearly stated upfront. |
Refinitiv provides full and transparent pricing to customers during the sales process | |
|
Bulk Purchase Discounts Reduced pricing tiers for higher volume purchases. |
Bulk licensing options available for enterprise deployments | |
|
Leasing Options Ability to lease instead of buy hardware. |
Hardware leasing programs available from hardware partners | |
|
Buyback/Upgrade Programs Vendor accepts used equipment for credit or upgrade. |
Buyback/upgrades are part of lifecycle management from hardware partners | |
|
Warranty Coverage Hardware warranty duration. |
No information available | |
|
Cost of Ownership Analysis Tools to estimate lifetime hardware cost including maintenance. |
Refinitiv offers cost of ownership estimation via account managers and sales | |
|
Vendor Relationship Management Dashboard for tracking vendor contacts, issues, and service tickets. |
Vendor management system available for account holders | |
|
Asset Tracking Support Integration with asset tracking and inventory systems. |
Asset/inventory tracking integration is available for enterprise deployments | |
|
Rapid Procurement Process Efficient ordering and invoicing processes. |
Rapid procurement and deployment processes are part of Refinitiv/Eikon's onboarding |
Data Visualization Tools for Data Management
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
More Data Visualization Tools
More Data Management ...
Data Integration
(0 Yes /0 Known /11 Possible features)
|
Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
. | No information available |
|
Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
. | No information available |
|
Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
. | No information available |
|
Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
. | No information available |
|
Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
. | No information available |
|
Data Mapping Facilitates schema mapping and field matching across different data structures. |
. | No information available |
|
Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
. | No information available |
|
Batch Data Processing Processes large volumes of data in batches for efficiency. |
. | No information available |
|
Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
. | No information available |
|
API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
. | No information available |
|
Data Quality Checks Automated checking of imported data for completeness and format issues. |
. | No information available |
Usability & Accessibility
(0 Yes /0 Known /11 Possible features)
|
Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
. | No information available |
|
Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
. | No information available |
|
Role-Based Access Control Allows defining different access rights for various users or groups. |
. | No information available |
|
Responsive Design Optimizes visualizations across devices, including mobile and web. |
. | No information available |
|
Multi-language Support Supports users operating in different languages. |
. | No information available |
|
Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
. | No information available |
|
Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
. | No information available |
|
Pre-built Templates Provides ready-made templates for common visualization needs. |
. | No information available |
|
Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
. | No information available |
|
User Customization Save Slots Stores and retrieves personalizations for future sessions. |
. | No information available |
|
Dark Mode Supports color schemes suitable for low-light environments. |
. | No information available |
Visualization Capabilities
(0 Yes /0 Known /11 Possible features)
|
Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
. | No information available |
|
Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
. | No information available |
|
Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
. | No information available |
|
Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
. | No information available |
|
Custom Chart Creation Ability to script or define new, user-specific chart types. |
. | No information available |
|
Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
. | No information available |
|
Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
. | No information available |
|
Annotation and Commenting Add notes or comments directly onto charts for context. |
. | No information available |
|
Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
. | No information available |
|
Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
. | No information available |
|
Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
. | No information available |
Collaboration and Sharing
(0 Yes /0 Known /11 Possible features)
|
Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
. | No information available |
|
Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
. | No information available |
|
Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
. | No information available |
|
One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
. | No information available |
|
Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
. | No information available |
|
Version History Track, review, and revert to earlier versions of dashboards or datasets. |
. | No information available |
|
Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
. | No information available |
|
Access and Audit Logs Tracks user access and actions for security and compliance. |
. | No information available |
|
Approval Workflows Facilitates workflow for peer review and management sign-off. |
. | No information available |
|
Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
. | No information available |
|
Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
. | No information available |
Data Security and Compliance
(0 Yes /0 Known /11 Possible features)
|
Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
. | No information available |
|
User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
. | No information available |
|
Granular Permissions Access rights can be set at dataset, visualization, and user level. |
. | No information available |
|
Audit Trails Logs all access and changes made to data and dashboards. |
. | No information available |
|
Data Masking Masks sensitive data fields as per user or group policies. |
. | No information available |
|
Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
. | No information available |
|
Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
. | No information available |
|
Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
. | No information available |
|
Secure API Access APIs require secure tokens/keys for integration. |
. | No information available |
|
Intrusion Detection Monitors for and alerts on suspicious activity. |
. | No information available |
|
Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
. | No information available |
Performance and Scalability
(0 Yes /0 Known /11 Possible features)
|
Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
. | No information available |
|
Dashboard Load Time Time taken to fully load a complex dashboard. |
. | No information available |
|
Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
. | No information available |
|
Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
. | No information available |
|
In-memory Processing Uses RAM for faster data queries and visualization updates. |
. | No information available |
|
Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
. | No information available |
|
Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
. | No information available |
|
Asynchronous Data Processing Processes large calculations or queries in background threads. |
. | No information available |
|
Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
. | No information available |
|
Elastic Resource Allocation Dynamically assigns resources based on load. |
. | No information available |
|
Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
. | No information available |
Advanced Analytics Support
(0 Yes /0 Known /11 Possible features)
|
Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
. | No information available |
|
Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
. | No information available |
|
Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
. | No information available |
|
Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
. | No information available |
|
Custom Formula Editor Allows users to define custom calculations using formulas or code. |
. | No information available |
|
Regression Analysis Supports building and visualizing regression models. |
. | No information available |
|
Correlation Analysis Identify and visualize relationships between variables. |
. | No information available |
|
Anomaly Detection Built-in tools to flag and visualize outlier data points. |
. | No information available |
|
Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
. | No information available |
|
Natural Language Query Enables users to ask questions in plain English and get visual answers. |
. | No information available |
|
Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
. | No information available |
Customization and Extensibility
(0 Yes /0 Known /11 Possible features)
|
Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
. | No information available |
|
Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
. | No information available |
|
Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
. | No information available |
|
API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
. | No information available |
|
Custom Visual Component Creation Users/developers can build and add their own chart types. |
. | No information available |
|
Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
. | No information available |
|
Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
. | No information available |
|
Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
. | No information available |
|
Localization and Internationalization Supports translation and adaptation to local conventions. |
. | No information available |
|
White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
. | No information available |
|
Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
. | No information available |
Data Preparation and Transformation
(0 Yes /0 Known /11 Possible features)
|
Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
. | No information available |
|
Data Aggregation Easily group and summarize data at various levels. |
. | No information available |
|
Calculated Fields Create new fields based on custom equations or logic. |
. | No information available |
|
Time-series Data Handling Recognizes and handles time-based records efficiently. |
. | No information available |
|
Data Normalization Standardizes disparate values for improved comparison. |
. | No information available |
|
Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
. | No information available |
|
Hierarchy Building Create parent-child relationships between data elements. |
. | No information available |
|
Data Sampling Take representative samples for performance and testing. |
. | No information available |
|
Automated Join Detection Recommends potential joins between tables based on schema analysis. |
. | No information available |
|
Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
. | No information available |
|
Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
. | No information available |
Reporting & Distribution
(0 Yes /0 Known /11 Possible features)
|
Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
. | No information available |
|
Report Customization Modify the layout, branding, and content of generated reports. |
. | No information available |
|
Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
. | No information available |
|
Parameterized Reports Allows users to input parameters and receive tailored reports. |
. | No information available |
|
Bursting Distributes personalized sections of a report to corresponding recipients. |
. | No information available |
|
Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
. | No information available |
|
Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
. | No information available |
|
Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
. | No information available |
|
On-demand Report Generation Authorized users can create reports instantly as needed. |
. | No information available |
|
Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
. | No information available |
|
Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
. | No information available |
Support, Documentation, and Community
(0 Yes /0 Known /11 Possible features)
|
Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
. | No information available |
|
In-app Tutorials Step-by-step tutorials available within the platform. |
. | No information available |
|
24/7 Support Round-the-clock technical support for global teams. |
. | No information available |
|
Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
. | No information available |
|
Professional Training Formal training sessions, webinars, or certifications for users and admins. |
. | No information available |
|
Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
. | No information available |
|
Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
. | No information available |
|
Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
. | No information available |
|
Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
. | No information available |
|
Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
. | No information available |
|
Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
. | No information available |
Economic Research Platforms for Investment Strategy & Asset Allocation
Comprehensive databases and analytical tools focused on macroeconomic indicators, central bank policies, and global economic trends to inform top-down investment strategy and asset allocation decisions.
More Economic Research Platforms
More Investment Strategy & Asset Allocation ...
Data Coverage
(0 Yes /0 Known /14 Possible features)
|
Macroeconomic Indicators Access to key macroeconomic data (GDP, inflation, unemployment, etc.) from global sources. |
. | No information available |
|
Market Data Coverage of asset prices, returns, volumes, and other market dynamics. |
. | No information available |
|
Alternative Data Availability of non-traditional data sets (satellite imagery, credit card analytics, etc.). |
. | No information available |
|
Historical Depth How far back time series data extends. |
. | No information available |
|
Geographic Coverage Number of unique countries or regions covered by the platform. |
. | No information available |
|
Frequency of Updates How frequently the data sets are updated. |
. | No information available |
|
ESG Data Integration Whether Environmental, Social & Governance metrics are included. |
. | No information available |
|
Real-time Data Feeds Supports access to streaming or push-based real-time data. |
. | No information available |
|
Proprietary Data Sets Exclusive or premium custom data sets created by the provider. |
. | No information available |
|
Economic Forecasts Inclusion of consensus and proprietary economic forecast data. |
. | No information available |
|
Sector and Industry Data Coverage of sector- or industry-specific economic data. |
. | No information available |
|
Granular Data Resolution Finest resolution available, such as tick-level or daily. |
. | No information available |
|
Event Data Coverage of central bank meetings, black swans, and market events. |
. | No information available |
|
Source Transparency Availability of details regarding data sources and collection methodologies. |
. | No information available |
Analytics & Modelling Tools
(0 Yes /0 Known /13 Possible features)
|
Factor Analysis Ability to analyze economic or investment factors. |
. | No information available |
|
Signal Generation Automated creation of economic or market signals for use in strategies. |
. | No information available |
|
Quantitative Models Availability of pre-built and customizable quantitative models. |
. | No information available |
|
Backtesting Engine Support for historical backtesting of strategies and allocation models. |
. | No information available |
|
Scenario Analysis Built-in tools for stress-testing portfolios under economic scenarios. |
. | No information available |
|
Portfolio Optimization Robust tools for optimal asset allocation and risk-return optimization. |
. | No information available |
|
Correlation & Causality Analysis Analysis of relationships among variables and causal inference. |
. | No information available |
|
Custom Model Builder Tools that support creation and testing of user-defined models. |
. | No information available |
|
Machine Learning Integration Support for data-driven ML analytics within the platform. |
. | No information available |
|
Alpha Capture Tools Ability to identify and visualize sources of potential excess returns. |
. | No information available |
|
Simulation Speed Maximum speed at which simulations or runs can be completed. |
. | No information available |
|
Code-free Analysis Offers analysis tools for non-programmers through GUI interfaces. |
. | No information available |
|
Cross-asset Modelling Ability to model and analyze across asset classes seamlessly. |
. | No information available |
Reporting & Visualization
(0 Yes /0 Known /11 Possible features)
|
Dashboard Customization Users can create and personalize dashboards for key economic and investment metrics. |
. | No information available |
|
Automated Report Generation Platform can create and schedule bespoke reports automatically. |
. | No information available |
|
Charting & Graphing Wide range of customizable charts and graphs. |
. | No information available |
|
Infographic Creation Automatic generation of infographics and summary visuals. |
. | No information available |
|
Export Formats Number of file formats supported for exporting reports (PDF, Excel, PPT, etc.). |
. | No information available |
|
API Report Access Reports and visualizations accessible via API. |
. | No information available |
|
White-labeling Support for custom branding (logos, colors) on platform outputs. |
. | No information available |
|
Dynamic Filtering Real-time filtering and slicing/dicing of dashboards or reports. |
. | No information available |
|
Collaboration Tools Built-in tools for sharing, commenting, or collaborating on reports. |
. | No information available |
|
Drill-down Interactivity Ability to explore details underlying summary statistics interactively. |
. | No information available |
|
Scheduled Distribution Automated scheduling and distribution of reports to defined lists. |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
|
API Access RESTful or Python/R API for extracting platform data and analytics. |
. | No information available |
|
Connectors for BI Tools Native integrations with tools like Tableau, Power BI, or Qlik. |
. | No information available |
|
Custom Data Upload Ability to upload and analyze proprietary datasets alongside platform data. |
. | No information available |
|
Cloud Storage Integration Can connect with cloud data storage providers (AWS S3, Azure Blob, etc.). |
. | No information available |
|
Direct Database Access Supports connections to external SQL or NoSQL databases. |
. | No information available |
|
File Format Support Number of supported data import/export file types (CSV, JSON, XML, etc.). |
. | No information available |
|
Real-time Push/Streaming Supports live streaming of analytics or data to downstream systems. |
. | No information available |
|
Open Standards Compliance Compatibility with widely adopted open standards for data exchange. |
. | No information available |
|
Mobile App Connectivity Platform supports mobile access and integration. |
. | No information available |
|
Scripting/Plugin Support Allows user extensions via Python, R, or plugins. |
. | No information available |
Research Content & Insights
(0 Yes /0 Known /10 Possible features)
|
In-house Analyst Research Original reports and commentary from the platform’s internal research teams. |
. | No information available |
|
Third-party Research Access Aggregation or syndication of top-tier external research providers. |
. | No information available |
|
Thematic Research Coverage Access to research on major investment or macroeconomic themes. |
. | No information available |
|
Event-driven Analysis Timely insights and analysis following economic or market events. |
. | No information available |
|
Custom Research Requests Users can commission bespoke research or analysis. |
. | No information available |
|
Research Archive Size Number of historical reports or research notes available. |
. | No information available |
|
Analyst Access Direct access to research analysts for Q&A or briefings. |
. | No information available |
|
Research Alerts Custom alerts for newly published research on defined topics. |
. | No information available |
|
Global Macro Coverage Focus on international macro research (EM, DM, cross-border flows). |
. | No information available |
|
Quantitative Commentary Data-driven research and commentary using quantitative methods. |
. | No information available |
User Experience & Customization
(0 Yes /0 Known /10 Possible features)
|
User-friendly Interface Modern, intuitive interfaces for navigation and workflow. |
. | No information available |
|
Personalization Options Users can save and personalize layouts, views, and workflows. |
. | No information available |
|
Multi-language Support Number of languages the UI is localized in. |
. | No information available |
|
Accessibility Features Built-in support for visually/hearing-impaired users. |
. | No information available |
|
Custom Workspace Creation Users can build and save complex workspaces matching investment team needs. |
. | No information available |
|
Responsive Design Platform renders well on devices of different sizes. |
. | No information available |
|
Notification Preferences Granular controls over notification and alert settings. |
. | No information available |
|
Keyboard Shortcuts Time-saving keyboard shortcuts and workflow accelerators. |
. | No information available |
|
Help & Onboarding Assistance Built-in tutorials, guided tours, and onboarding resources. |
. | No information available |
|
User Community & Forums Access to forums and peer-to-peer support communities. |
. | No information available |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
|
Shared Workspaces Ability to create and share project or research workspaces among teams. |
. | No information available |
|
Commenting & Annotation Tools for commenting on dashboards, charts, or research. |
. | No information available |
|
Task & Project Management Integration with task lists, project tracking, or workflow engines. |
. | No information available |
|
Version History and Audit Trails Version tracking for research, models, and data usage. |
. | No information available |
|
Access Control & Permissions Robust, role-based security for restricting access and sharing. |
. | No information available |
|
E-mail & Calendar Integration Integration with Outlook, Google Workspace, or similar. |
. | No information available |
|
Instant Messaging Integration Supports Slack, Teams, or custom chat for real-time collaboration. |
. | No information available |
|
Real-time Collaboration Multiple users can work simultaneously on shared materials. |
. | No information available |
|
Activity Notifications Alerts for changes, comments, or team activity. |
. | No information available |
|
Approval Workflows Support for research or report publication approval processes. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /10 Possible features)
|
Data Encryption All data is encrypted at rest and in transit. |
. | No information available |
|
Audit Logs Detailed logging of data access, downloads, and user actions. |
. | No information available |
|
Multi-factor Authentication Use of multi-factor authentication for all or privileged users. |
. | No information available |
|
Compliance Certifications Number of major certifications achieved (SOC2, ISO27001, GDPR, etc.). |
. | No information available |
|
User Permission Granularity Number of distinct user roles or permission levels available. |
. | No information available |
|
Data Residency Options Support for data storage in specific geographies/jurisdictions. |
. | No information available |
|
Single-sign-on Integration Integration with SSO providers (Okta, AAD, etc.). |
. | No information available |
|
Data Retention Policies Automated enforcement of user-defined data retention/deletion policies. |
. | No information available |
|
IP Whitelisting Restrict platform access by defined IP address ranges. |
. | No information available |
|
Privacy Compliance Tools Tools for supporting GDPR, CCPA, and global privacy regulation requirements. |
. | No information available |
Performance & Reliability
(0 Yes /0 Known /10 Possible features)
|
Uptime Guarantee Service-level uptime commitment from vendor. |
. | No information available |
|
Page Load Speed Average time to load key dashboards/reports. |
. | No information available |
|
Query Latency Typical latency for user queries or report refreshes. |
. | No information available |
|
Concurrent User Support Maximum number of users supported at once. |
. | No information available |
|
Data Throughput Maximum volume of data processes per second. |
. | No information available |
|
Disaster Recovery RPO/RTO Recovery Point and Recovery Time Objectives in case of outage. |
. | No information available |
|
Scaling Capacity Max number of data series or size of data sets handled. |
. | No information available |
|
Resource Usage Monitoring Built-in monitoring for platform/system resource usage. |
. | No information available |
|
24/7 Platform Monitoring Vendor provides round-the-clock platform health monitoring. |
. | No information available |
|
Real-time Failover Automatic failover to redundant systems for high-availability. |
. | No information available |
Support & Training
(0 Yes /0 Known /10 Possible features)
|
Onboarding & Implementation Support Availability of guided onboarding and implementation services. |
. | No information available |
|
24/7 Helpdesk On-demand access to support via web, phone, or chat at all hours. |
. | No information available |
|
Dedicated Account Manager Assigned point of contact for support and account questions. |
. | No information available |
|
Training Materials Comprehensive documentation, videos, and how-to guides. |
. | No information available |
|
Live Training Sessions Availability of instructor-led workshops or webinars. |
. | No information available |
|
User Knowledge Base Searchable library of FAQs, troubleshooting steps, and guides. |
. | No information available |
|
Implementation Timeline Usual time from contract to go-live. |
. | No information available |
|
SLA First Response Time Service level agreement for first support response. |
. | No information available |
|
User Feedback Integration Platform actively incorporates user suggestions in product roadmap. |
. | No information available |
|
Local Language Support Number of languages spoken by support teams. |
. | No information available |
Cost & Licensing
(0 Yes /0 Known /10 Possible features)
|
Transparent Pricing Clearly published and understandable fee schedules. |
. | No information available |
|
Flexible Licensing Options Supports multiple licensing models (named user, enterprise, consumption-based, etc.). |
. | No information available |
|
Trial or Sandbox Access Prospective users can try the platform with demo data before purchase. |
. | No information available |
|
Tiered Feature Bundles Core vs. premium tiers available to match user needs and budgets. |
. | No information available |
|
Volume Discount Availability Discounts available for large contracts or long duration agreements. |
. | No information available |
|
Usage/Consumption Metering Ability to track and report on data/feature consumption in real time. |
. | No information available |
|
Unbundled Data Pricing Pay only for specific data sets or add-ons required. |
. | No information available |
|
Contract Length Flexibility Options for short-term, annual, or multi-year contracts. |
. | No information available |
|
Migration Cost Support Provider assistance or incentives for migration from legacy platforms. |
. | No information available |
|
Cancellation Terms Transparency Clear, upfront terms for cancellation and exit. |
. | No information available |
Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation
Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
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Asset Class Coverage
(0 Yes /0 Known /10 Possible features)
|
Equity Asset Support Ability to support stocks, ETFs, and equity-based instruments. |
. | No information available |
|
Fixed Income Asset Support Supports government bonds, corporate bonds, and other fixed income instruments. |
. | No information available |
|
Commodity Asset Support Support for commodity markets such as metals, energy, and agriculture. |
. | No information available |
|
Derivative Products Support Ability to handle options, futures, swaps, and other derivatives. |
. | No information available |
|
Private Assets Support Includes support for private equity, private debt, and real estate. |
. | No information available |
|
Alternative Investments Coverage Support for hedge funds, structured products, and other alternatives. |
. | No information available |
|
Cryptoassets Support Ability to handle cryptocurrencies and digital assets. |
. | No information available |
|
Multi-currency Capability Handles transactions and valuations across multiple currencies. |
. | No information available |
|
Geographical Market Coverage Provides access to developed and emerging market assets. |
. | No information available |
|
Custom Asset Classes Ability to define, model, and integrate custom or new asset classes quickly. |
. | No information available |
Portfolio Construction & Optimization
(0 Yes /0 Known /10 Possible features)
|
Model Portfolio Capabilities Creation and management of model portfolios for strategy replication and comparison. |
. | No information available |
|
Strategic and Tactical Asset Allocation Tools Enables both long-term (strategic) and short-term (tactical) allocation modeling. |
. | No information available |
|
Optimization Algorithms Availability of mean-variance, risk parity, Black-Litterman, and other optimization techniques. |
. | No information available |
|
Constraint Management Ability to set and handle investment constraints such as ESG, liquidity, or regulatory limits. |
. | No information available |
|
Transaction Cost Modeling Includes modeling and minimizing transaction costs during optimization. |
. | No information available |
|
Scenario Analysis Ability to test portfolio impacts of macro and microeconomic scenarios. |
. | No information available |
|
Multi-period Optimization Supports optimization and planning over multiple periods/horizons. |
. | No information available |
|
Automated Rebalancing System can automatically generate or recommend rebalance trades. |
. | No information available |
|
Customizable Investment Rules User can define portfolio rules for construction and performance monitoring. |
. | No information available |
|
Optimization Speed Speed to run a portfolio optimization calculation. |
. | No information available |
Risk Management and Analytics
(0 Yes /0 Known /10 Possible features)
|
Value-at-Risk (VaR) Calculation Implementation of VaR and other tail-risk measurements. |
. | No information available |
|
Stress Testing Facilities to run stress scenarios and shocks (historical or custom). |
. | No information available |
|
Factor-Based Risk Analysis Analyses portfolio exposures to key underlying factors (e.g., style, macro, sector). |
. | No information available |
|
Liquidity Risk Assessment Tooling to identify and monitor liquidity risk at instrument and portfolio level. |
. | No information available |
|
Counterparty and Credit Risk Monitoring Tools to assess exposures and risk to trading counterparties. |
. | No information available |
|
Sensitivity Analysis (Greeks) Support for option sensitivity analysis (delta, gamma, vega, etc.). |
. | No information available |
|
Limit Monitoring and Alerts Ability to define and monitor risk limits, with real-time alerting. |
. | No information available |
|
Portfolio Risk Attribution Details the sources of risk contribution in the portfolio. |
. | No information available |
|
Scenario Calculation Speed Time taken to run a risk scenario on the full portfolio. |
. | No information available |
|
Coverage of Risk Models Number of risk models/frameworks available in-system. |
. | No information available |
Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)
|
Time-Weighted Returns Calculation Support for GIPS-compliant time-weighted return methodologies. |
. | No information available |
|
Money-Weighted Returns Calculation Calculates internal rate of return (IRR), useful for private assets and illiquid investments. |
. | No information available |
|
Attribution by Asset Class Ability to decompose performance by asset class (e.g., sector, security, factor level). |
. | No information available |
|
Multi-Currency Performance Decomposition of returns by currency source and FX effects. |
. | No information available |
|
Custom Benchmark Comparison Ability to compare against custom or blended benchmarks. |
. | No information available |
|
Peer Group Comparison Compares performance versus peer portfolios or funds. |
. | No information available |
|
Gross/Net of Fees Performance Tracks and reports both gross and net of management/performance fees. |
. | No information available |
|
Drill-down & Attribution Hierarchy Deep performance attribution down to security or custom groupings. |
. | No information available |
|
Performance Reporting Speed Speed to generate full performance reports. |
. | No information available |
|
Number of Attribution Models Supported Total different performance attribution methodologies available. |
. | No information available |
Data Management & Input Integration
(0 Yes /0 Known /10 Possible features)
|
Market Data Integration Integration with real-time and historical market data providers. |
. | No information available |
|
Reference Data Management Instrument, legal entity, benchmark, and hierarchies management in-system. |
. | No information available |
|
API Connectivity APIs for ingesting, updating, and extracting portfolio and pricing data. |
. | No information available |
|
Automated Data Validation Automated checks for outliers, stale prices, or data consistency errors. |
. | No information available |
|
Third-Party System Integration Ability to plug-and-play with OMS, EMS, trading, and accounting systems. |
. | No information available |
|
Custom Data Fields User-defined data enrichment and tagging in platform. |
. | No information available |
|
ESG/Alternative Data Integration Integration with alternative and ESG data sets. |
. | No information available |
|
Latency of Core Data Updates Time lags for refreshing market/pricing data. |
. | No information available |
|
Data Sources Supported Distinct supported feeds and vendors for market/reference data. |
. | No information available |
|
Data Retention Period How long historical data is retained and available for analysis. |
. | No information available |
Regulatory and Compliance Tools
(0 Yes /0 Known /10 Possible features)
|
Pre-Trade Compliance Checks Automated checks to prevent violations of investment guidelines. |
. | No information available |
|
Post-Trade Surveillance Continuous monitoring for breaches and exceptions post-execution. |
. | No information available |
|
Audit Trail & Logging System logs all changes, access, and decision processes. |
. | No information available |
|
Regulatory Reporting Suite Automated production of statutory and regulatory filings. |
. | No information available |
|
Rule-Based Controls Configuration Users can easily implement new rules and regulatory changes. |
. | No information available |
|
Restricted List Monitoring Manages security or issuer restrictions due to regulation or policy. |
. | No information available |
|
Insider Trading Surveillance Helps identify trades that may breach insider trading rules. |
. | No information available |
|
Exception Management Workflow Manages override, approvals and follow-up for breaches. |
. | No information available |
|
Compliance Rule Library Size Total number of built-in regulatory rule templates. |
. | No information available |
|
Compliance Check Speed Speed to evaluate and confirm compliance per proposed trade. |
. | No information available |
User Access, Workflow & Collaboration
(0 Yes /0 Known /10 Possible features)
|
Role-based Access Control Supports different user roles and granular permissions. |
. | No information available |
|
Multi-user Collaboration Allows multiple users to view, comment, or edit portfolios and strategies. |
. | No information available |
|
Task Assignment and Workflow Automation Assign workflow tasks and automate routine steps (e.g. approval, review). |
. | No information available |
|
Audit and Activity Monitoring Tracks all user and system activity for monitoring and compliance. |
. | No information available |
|
Customizable Dashboards Personalized dashboards for users or teams. |
. | No information available |
|
Team Chat and Notifications Built-in messaging and alerting for collaboration on portfolios and trades. |
. | No information available |
|
Approval Workflows Enforces multi-stage sign-off processes for proposed actions. |
. | No information available |
|
Concurrent User Limit Number of users that can access the system simultaneously. |
. | No information available |
|
User Provisioning Speed Time needed to provision or deprovision a user account. |
. | No information available |
|
Custom Workflow Templates Templates for commonly used workflow processes. |
. | No information available |
Reporting & Client Communication
(0 Yes /0 Known /10 Possible features)
|
Custom Report Builder Allows users to design and generate bespoke reports. |
. | No information available |
|
Scheduled and Automated Report Distribution Automates report sending to clients, regulators, or internal teams. |
. | No information available |
|
Document Management System Stores and organizes reports, commentary, and client communications. |
. | No information available |
|
Client Portal Access Clients can log in and securely view their portfolio reports. |
. | No information available |
|
Multi-language Reporting Ability to produce reports in multiple languages for global clients. |
. | No information available |
|
Interactive Dashboards for Clients Visualizations and interactive dashboards for client review. |
. | No information available |
|
Data Export Options Export reporting data in CSV, PDF, XLSX, JSON and more. |
. | No information available |
|
White-label Branding Branding customization for client-facing materials. |
. | No information available |
|
Real-time Access to Reports Clients and users can access up-to-date reports without delay. |
. | No information available |
|
Report Generation Speed Amount of time to generate a standard report set. |
. | No information available |
Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
|
Open APIs Well-documented RESTful APIs for integration with external tools. |
. | No information available |
|
Plug-ins and Add-ons Support for third-party plug-ins and custom-built enhancements. |
. | No information available |
|
Data Import/Export Connectors Pre-built connectors for major OMS, EMS, data vendors, and custodians. |
. | No information available |
|
Custom Scripting/Formula Language Support for custom formulae, rules, or scripting for advanced users. |
. | No information available |
|
Event Webhooks Offers event-driven integration with real-time notification webhooks. |
. | No information available |
|
Cloud Service Integration Native support for cloud storage, compute, or SaaS integrations (e.g., Azure, AWS, Google). |
. | No information available |
|
Single Sign-On (SSO) Integrated authentication via SSO solutions (OAuth2, SAML, etc.). |
. | No information available |
|
API Rate Limit Maximum number of API requests permitted per minute/hour. |
. | No information available |
|
Number of Standard Integrations Pre-built integrations available out-of-the-box. |
. | No information available |
|
Sandbox/Development Environment Availability of a dev/test environment for integration and testing. |
. | No information available |
Security & Infrastructure
(0 Yes /0 Known /10 Possible features)
|
Data Encryption at Rest All at-rest data is encrypted using industry standards. |
. | No information available |
|
Data Encryption in Transit All data transmitted between components or users is encrypted (e.g., TLS/SSL). |
. | No information available |
|
Multi-factor Authentication Supports MFA for increased system and data security. |
. | No information available |
|
Granular Permission Controls Fine-grained controls at user, group, and data levels. |
. | No information available |
|
Penetration Testing and Vulnerability Management Regular, independent pen testing and active vulnerability patching. |
. | No information available |
|
Disaster Recovery and Business Continuity Robust DR/BCP processes with regular backup and failover testing. |
. | No information available |
|
Audit Logs and Forensics Comprehensive, tamper-evident logging for forensics and compliance. |
. | No information available |
|
Cloud/On-Prem Deployment Options Ability to deploy platform on cloud, on-premises, or hybrid environments. |
. | No information available |
|
System Availability SLA Guaranteed system uptime via SLA. |
. | No information available |
|
Maximum Concurrent Users Supported Upper cap on number of simultaneous users. |
. | No information available |
Support, Training & Documentation
(0 Yes /0 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock live support via chat, email or phone. |
. | No information available |
|
Dedicated Account Manager Dedicated point of contact for relationship management. |
. | No information available |
|
Onboarding and Implementation Services Expert support throughout initial onboarding and configuration. |
. | No information available |
|
Online User Community Access to a user forum or community for best practices and troubleshooting. |
. | No information available |
|
User Training Programs Formal, regular user training sessions (live or recorded). |
. | No information available |
|
Contextual Help and Guided Tutorials Inline instructions, tooltips, and guided walkthroughs. |
. | No information available |
|
Comprehensive API Documentation API reference, code samples and use-case examples. |
. | No information available |
|
Documentation Language Support Number of languages documentation is published in. |
. | No information available |
|
Average Support Response Time Mean time to first response from support team. |
. | No information available |
|
User Satisfaction Score Average user/customer satisfaction rating. |
. | No information available |
Trading Turrets for Trading & Execution
Specialized telephone systems designed for high-volume voice trading that integrate with trading platforms and recording systems. These systems provide instant access to counterparties and support compliance requirements.
More Trading Turrets
More Trading & Execution ...
Core Communication Capabilities
(0 Yes /0 Known /15 Possible features)
|
Multi-line Telephony Ability to handle multiple voice lines simultaneously for concurrent client and broker conversations. |
. | No information available |
|
Speaker Integration Built-in speakers for hands-free communication and multi-party listening. |
. | No information available |
|
Intercom Functionality Direct voice break-ins to other turret users for rapid communication. |
. | No information available |
|
Voice Recording Automatic recording of all calls for compliance and audit. |
. | No information available |
|
Hot Dial/Speed Dial Preprogrammed buttons for calling frequently used contacts instantly. |
. | No information available |
|
Private Wires Dedicated, always-on connections with select counterparties/brokers. |
. | No information available |
|
Conference Calling Ability to create instant conference calls with multiple parties. |
. | No information available |
|
Direct Line Appearance Programmable display for direct line status monitoring. |
. | No information available |
|
Digital/VoIP Support Compatible with digital and/or VoIP telephony infrastructure. |
. | No information available |
|
Call Forwarding and Pickup Advanced call handling for flexibility across teams. |
. | No information available |
|
Dual Handset Support Support for two simultaneous handsets per turret. |
. | No information available |
|
Whisper Coaching Ability for supervisors to coach traders during live calls without being heard by other parties. |
. | No information available |
|
Caller ID and Presence Display Displays active status, caller ID, and line status for all contacts. |
. | No information available |
|
Line Hold/Queue Management Ability to manage and prioritize incoming calls efficiently. |
. | No information available |
|
Hands-Free Operation Integrated microphone and speaker for hands-free calling. |
. | No information available |
User Experience & Customization
(0 Yes /0 Known /11 Possible features)
|
Programmable Keys Customizable buttons for tailored workflows and contact lists. |
. | No information available |
|
Touch-Screen Interface Modern touch-driven controls for rapid access to functions. |
. | No information available |
|
Custom Labeling Ability to label lines and contacts according to user preference. |
. | No information available |
|
Multi-language Support Interface available in several languages for global desks. |
. | No information available |
|
Favorites/Quick Access Panel Section for most-used contacts and features for one-touch access. |
. | No information available |
|
Adjustable Audio Profiles User-defined settings for volume, speaker, and microphone profiles. |
. | No information available |
|
Personal Directory Import Import and sync personal contact books automatically. |
. | No information available |
|
Keyboard Shortcuts Support for keyboard macros and shortcuts for advanced users. |
. | No information available |
|
Color Coding Features for color-coding contacts and lines to improve recognition. |
. | No information available |
|
Profile Portability User profiles can be exported, imported, and used on other turrets. |
. | No information available |
|
Night/Dark Mode Screen and panel adapt to lighting preferences and reduce eye strain. |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
|
Dealer Board Integration Connectivity with existing dealer boards across the trading floor. |
. | No information available |
|
CRM System Integration Ability to share and retrieve contact and call notes from CRM tools. |
. | No information available |
|
Bloomberg Integration Direct linking and click-to-call from Bloomberg terminals and chat. |
. | No information available |
|
Order Management System (OMS) Integration Populates calls and contacts with data from the OMS. |
. | No information available |
|
API Access Supports developer APIs for custom integration with firm applications. |
. | No information available |
|
Microsoft Teams/Skype Integration Seamlessly communicates with digital collaboration platforms. |
. | No information available |
|
SIP Trunking Flexible digital telephony connectivity with existing session initiation infrastructure. |
. | No information available |
|
Directory Sync Automatic updating with central enterprise directories (LDAP, Active Directory). |
. | No information available |
|
Mobile Device Integration Allows call handling and notifications on mobile devices. |
. | No information available |
|
Third-Party Analytics Integration Streams call data to trade surveillance and analytics platforms. |
. | No information available |
Reliability, Redundancy & Scalability
(0 Yes /0 Known /9 Possible features)
|
Uptime Guarantee Service-level agreement for turret operational uptime. |
. | No information available |
|
Failover Support Automatic switchover to backup systems in the event of hardware or network failure. |
. | No information available |
|
Redundant Power Supplies Dual or backup power sources to prevent unplanned outages. |
. | No information available |
|
Disaster Recovery Readiness Pre-configured disaster recovery workflows and backup options. |
. | No information available |
|
High Availability Architecture Distributed architecture for zero single points of failure. |
. | No information available |
|
Hot-swappable Components Ability to replace/upgrade modules while the system is live. |
. | No information available |
|
Modular Expansion System supports adding new lines, speakers, or features without downtime. |
. | No information available |
|
Scalable User Capacity Maximum number of concurrent users supported. |
. | No information available |
|
Remote Monitoring and Diagnostics Continuous health check and diagnostics reporting. |
. | No information available |
Compliance & Security
(0 Yes /0 Known /9 Possible features)
|
Secure Call Encryption End-to-end encryption for protecting voice communications. |
. | No information available |
|
Role-Based Access Control Restricts access and features by user role and business function. |
. | No information available |
|
Audit Trails Comprehensive logging of user activities, call metadata, and system changes. |
. | No information available |
|
Automatic Call Archiving All calls are stored securely as required by MiFID II, Dodd-Frank, etc. |
. | No information available |
|
GDPR/CCPA Compliance Tools Built-in capabilities for compliance with major data privacy laws. |
. | No information available |
|
Legal Hold on Recordings Ability to flag and lock call recordings for litigation or investigation. |
. | No information available |
|
Tamper-Proof Storage Ensures integrity of call recordings and logs. |
. | No information available |
|
User Authentication (SSO/MFA) Support for single sign-on and multi-factor authentication methods. |
. | No information available |
|
Monitoring for Anomalous Behavior Automatic detection and alerts for suspicious user or system activity. |
. | No information available |
Performance & Speed
(0 Yes /0 Known /5 Possible features)
|
Call Setup Time Time taken from dialing to call connection. |
. | No information available |
|
Simultaneous Call Handling Maximum number of calls or lines actively managed at any time. |
. | No information available |
|
Call Transfer Speed Time required to transfer a live call to a new participant. |
. | No information available |
|
Line Pickup Latency Response time when answering or activating a line. |
. | No information available |
|
Contact Search Time Average time to search and retrieve a contact. |
. | No information available |
Physical Design & Ergonomics
(0 Yes /0 Known /7 Possible features)
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Adjustable Handset Cradles Comfortable positioning and easy access to handsets. |
. | No information available |
|
Low-glare/High-contrast Screens Displays usable in various lighting conditions. |
. | No information available |
|
Compact Footprint Turret design minimizes desk space usage. |
. | No information available |
|
Cable Management Integrated channeling for wires and connectors. |
. | No information available |
|
Multiple Audio Ports Options for headsets and auxiliary devices. |
. | No information available |
|
Durable Build Quality High-wear components to withstand 24/7 operation. |
. | No information available |
|
Accessible Emergency Call Buttons Clearly marked controls for emergencies. |
. | No information available |
Support & Maintenance
(0 Yes /0 Known /7 Possible features)
|
24/7 Helpdesk Support Round-the-clock assistance for urgent issues. |
. | No information available |
|
Remote Diagnostics Real-time system inspection and troubleshooting without on-site presence. |
. | No information available |
|
Automated Software Updates Scheduled and on-demand updates for bug fixes and new features. |
. | No information available |
|
Onsite Technical Support Availability of local field engineers when needed. |
. | No information available |
|
Hardware Replacement SLAs Defined response time for replacement of failed hardware. |
. | No information available |
|
Self-service Portal Online system for raising tickets and tracking status. |
. | No information available |
|
Knowledge Base Access Comprehensive documentation for troubleshooting and user guidance. |
. | No information available |
Analytics & Reporting
(0 Yes /0 Known /6 Possible features)
|
Call Volume Reports Tracks total calls and call types over chosen time periods. |
. | No information available |
|
Usage Dashboard Real-time visual representation of turret activity. |
. | No information available |
|
Historical Call Analysis Reports on call durations, participants, and timing trends. |
. | No information available |
|
Export to CSV/Excel Ability to export call logs and analytics for further processing. |
. | No information available |
|
Compliance Monitoring Reports Automated reporting on compliance-related call behaviors. |
. | No information available |
|
Custom Report Builder Tool for creating reports tailored to desk or regulatory needs. |
. | No information available |
Deployment & Management
(0 Yes /0 Known /7 Possible features)
|
Centralized Management Console Unified interface for IT teams to manage turrets across locations. |
. | No information available |
|
Zero-touch Provisioning Automatic setup of hardware/software with minimal manual intervention. |
. | No information available |
|
Remote Configuration Admins can modify settings and profiles from anywhere. |
. | No information available |
|
Location Awareness System recognizes user location for enhanced security or configuration. |
. | No information available |
|
Multi-site Management Supports rollout and configuration of turrets across many offices. |
. | No information available |
|
Role-based Admin Delegation Different admin privileges for different IT/ops staff. |
. | No information available |
|
Bulk User Upload/Configuration Add or modify many users at once. |
. | No information available |
Environmental & Regulatory Certifications
(0 Yes /0 Known /5 Possible features)
|
Energy Star Certification Product adheres to energy efficiency standards. |
. | No information available |
|
RoHS Compliance Restricts hazardous substances in hardware. |
. | No information available |
|
WEEE Directive Compliance Supports responsible recycling of electronic waste. |
. | No information available |
|
ISO 27001 Certification Information security management system certified. |
. | No information available |
|
UL/CE Marked Hardware Safety compliance marks for physical components. |
. | No information available |
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.
More Investor Relationship Management (IRM) Systems
More Client Relationship Management ...
Client Data Management
(0 Yes /0 Known /12 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 |
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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 |
Interaction & Communication Tracking
(0 Yes /0 Known /11 Possible features)
|
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 |
Compliance & Regulatory Management
(0 Yes /0 Known /11 Possible features)
|
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 |
Investment & Account Management Integration
(0 Yes /0 Known /10 Possible features)
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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 |
Reporting & Analytics
(0 Yes /0 Known /10 Possible features)
|
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 |
Workflow & Automation
(0 Yes /0 Known /10 Possible features)
|
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 |
Integration & API Capabilities
(0 Yes /0 Known /10 Possible features)
|
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 |
User Experience (UX) & Accessibility
(0 Yes /0 Known /10 Possible features)
|
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 |
Security & Privacy
(0 Yes /0 Known /10 Possible features)
|
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 |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
|
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 |
Support & Vendor Services
(0 Yes /0 Known /10 Possible features)
|
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 |
Low-Latency Network Infrastructure for Trading & Execution
High-speed, optimized network connections designed to minimize transmission delays between trading systems and market venues, which is critical for strategies where microseconds matter.
More Low-Latency Network Infrastructure
More Trading & Execution ...
Connectivity Options
(0 Yes /0 Known /10 Possible features)
|
Direct Market Access (DMA) Enables direct connection to exchanges or liquidity providers for low-latency order routing. |
. | No information available |
|
Colocation Availability Support for colocation with exchanges or brokers to minimize network round trip times. |
. | No information available |
|
Cross-Connects Capability Ability to utilize physical cross-connects within data centers for ultra-low-latency connection. |
. | No information available |
|
Multi-venue Connectivity Supports simultaneous connections to multiple trading venues or exchanges. |
. | No information available |
|
Cloud Connectivity Supports integration with major cloud service providers (AWS, Azure, GCP, etc) for hybrid trading infrastructure. |
. | No information available |
|
API Access Provides robust APIs (FIX, REST, WebSocket, etc.) for order management and market data. |
. | No information available |
|
Remote Access Support Enables secure remote access for trading and monitoring when not colocated. |
. | No information available |
|
Last Mile Solutions Options for high-performance last-mile connectivity (fiber, wireless, etc). |
. | No information available |
|
Bandwidth Scalability Ability to flexibly scale up or down network bandwidth as required. |
. | No information available |
|
Redundant Connections Supports multiple redundant network links to reduce risk of downtime. |
. | No information available |
Latency & Performance
(0 Yes /0 Known /10 Possible features)
|
Round-trip Latency Time taken to send an order/message and receive a response from the trading venue. |
. | No information available |
|
Latency Jitter Variability in latency over time. |
. | No information available |
|
Throughput Capacity Maximum number of messages/orders that can be processed per second. |
. | No information available |
|
Packet Loss Rate Percentage of data packets lost during transmission. |
. | No information available |
|
Latency Monitoring Tools Integrated tools for real-time latency measurement and reporting. |
. | No information available |
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Network Time Synchronization High-precision clock synchronization (e.g., GPS, PTP) across all components. |
. | No information available |
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Guaranteed Service Level Agreement (SLA) Provider guarantees around latency, uptime, and support. |
. | No information available |
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Prioritization / QoS Supports network Quality of Service (QoS) and message prioritization. |
. | No information available |
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Single-hop Communication Minimal network hops between trading engine and market venue. |
. | No information available |
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Low-latency Switching / Routing Specialized network hardware for sub-microsecond switching/routing. |
. | No information available |
Reliability & Resilience
(0 Yes /0 Known /10 Possible features)
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Failover Support Automatic switch to backup systems or connections upon primary failure. |
. | No information available |
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Geographical Redundancy Distributed infrastructure across multiple locations for disaster recovery. |
. | No information available |
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Hot/Cold Standby Systems Availability of standby systems that can take over during outages. |
. | No information available |
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Network Monitoring Continuous surveillance and health-checks of network infrastructure. |
. | No information available |
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Automated Incident Response Capability to automatically respond to faults and reroute traffic. |
. | No information available |
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Self-healing Network Capabilities Infrastructure can diagnose and rectify certain failures autonomously. |
. | No information available |
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Proactive Maintenance Support Systems in place for regular preventative maintenance. |
. | No information available |
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Downtime Notification Immediate alerting on network issues or outages. |
. | No information available |
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Service Uptime Percentage of time the network infrastructure is available. |
. | No information available |
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Historical Uptime Records Availability of historical records for downtime events. |
. | No information available |
Security
(0 Yes /0 Known /10 Possible features)
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Encryption End-to-end encryption for data-in-transit. |
. | No information available |
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DDoS Protection Built-in network defense against distributed denial-of-service attacks. |
. | No information available |
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Access Control Granular user access management and authentication. |
. | No information available |
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Intrusion Detection and Prevention Systems (IDPS) Active monitoring for unusual or unauthorized activity. |
. | No information available |
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Security Audits & Penetration Testing Regular third-party audits of infrastructure security. |
. | No information available |
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Real-Time Security Alerts Instant detection and notification of security incidents. |
. | No information available |
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Network Segmentation Separation of critical trading infrastructure from general-purpose networks. |
. | No information available |
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Firewalling Robust firewall solutions to block unauthorized access. |
. | No information available |
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Physical Security Physical controls and surveillance at data centers and network hubs. |
. | No information available |
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Compliance Certification Adherence to relevant regulatory security and privacy standards (e.g. ISO 27001, SOC2). |
. | No information available |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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FIX Protocol Support Native support for Financial Information eXchange (FIX) protocol. |
. | No information available |
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Cross-platform Compatibility Works with multiple operating systems and hardware platforms. |
. | No information available |
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Open API Availability Public documentation and SDKs for easy integration. |
. | No information available |
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Plug-and-Play Integration Minimal setup required to connect with OMS/EMS and fund management software. |
. | No information available |
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Data Format Flexibility Support for various trading data formats (JSON, XML, binary). |
. | No information available |
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Back-office System Connectivity Ability to interface with reconciliation, risk, and compliance systems. |
. | No information available |
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Customizable Interfaces Ability to tailor integrations based on unique workflow requirements. |
. | No information available |
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Standard Middleware Support Compatibility with leading middleware solutions for messaging and event handling. |
. | No information available |
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Third-party Vendor Certification Certified interoperability with popular trading software vendors. |
. | No information available |
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Legacy System Support Integration pathways for older infrastructure or proprietary systems. |
. | No information available |
Scalability
(0 Yes /0 Known /10 Possible features)
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Elastic Resource Allocation Dynamically adds capacity for bandwidth, processing, or storage as needed. |
. | No information available |
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Linear Performance Scaling Performance increases proportionally with added resources. |
. | No information available |
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Multi-tenancy Support Accommodates multiple users, clients, or funds simultaneously. |
. | No information available |
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Automated Scaling Tools Systems can auto-provision or decommission based on demand. |
. | No information available |
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Geographic Expansion Capability Easily extend coverage to new markets or regions. |
. | No information available |
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Order Rate Limit Maximum supported burst rate for order entry. |
. | No information available |
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User Limit Maximum supported concurrent authenticated users. |
. | No information available |
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Venue Limit Maximum number of trading venues/exchanges supported. |
. | No information available |
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Session Scalability Ability to handle increasing numbers of trading or data sessions. |
. | No information available |
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API Call Rate Limit Maximum rate of programmatic API calls handled reliably. |
. | No information available |
Visibility, Analytics & Monitoring
(0 Yes /0 Known /10 Possible features)
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Real-time Network Analytics Dashboards and reports for live network performance metrics. |
. | No information available |
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Latency Heatmaps Graphical representations showing latency across venues/routes. |
. | No information available |
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Order Flow Analytics Visualization of trading activity for performance analysis. |
. | No information available |
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Historical Data Access Access to retained latency, throughput, and system log data. |
. | No information available |
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Custom Alerting Configurable thresholds for automatic notifications of anomalies. |
. | No information available |
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API for Metrics Extraction Ability to extract raw or processed data via API. |
. | No information available |
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End-to-End Tracing Trace orders/messages across their complete lifecycle for troubleshooting. |
. | No information available |
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Audit Logging Complete logging of system and user activity for compliance. |
. | No information available |
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Third-party Monitoring Integration Ability to integrate with popular monitoring tools (Splunk, Prometheus, etc). |
. | No information available |
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Exportable Reports Generate and export custom reports for management or regulatory review. |
. | No information available |
Order Management & Handling
(0 Yes /0 Known /10 Possible features)
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Low-latency Order Routing Specialized mechanisms for routing orders in the shortest possible time. |
. | No information available |
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Order Acknowledgment Time Time taken from order send to acknowledgment. |
. | No information available |
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In-flight Order Modification Ability to modify or cancel orders before execution completes. |
. | No information available |
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Bulk Order Handling Efficient support for block or program trading. |
. | No information available |
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Order Sequencing Preserves strict order of message delivery to prevent race conditions. |
. | No information available |
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Order Persistence Ensures orders are not lost due to network or system failure. |
. | No information available |
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Trade Drop Copy Support Provides real-time drop copy of executions to back-office and risk systems. |
. | No information available |
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Order Throttling Enforces configurable limits on order submission rates. |
. | No information available |
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Anomalous Activity Detection Flagging of suspicious or erroneous order flow. |
. | No information available |
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Order Timeout/Expiry Handling Automated expiry or cancellation of unfilled orders. |
. | No information available |
Data Distribution & Market Data Handling
(0 Yes /0 Known /10 Possible features)
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Low-latency Market Data Feed Handler Specialized systems for ingesting and parsing raw exchange market data. |
. | No information available |
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Normalized Data Feeds Ability to consume and output market data in standardized formats. |
. | No information available |
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Multicast/Broadcast Support Efficient data delivery to multiple recipients simultaneously. |
. | No information available |
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Feed Gap Detection Automatically detects missing or out-of-sequence data packets. |
. | No information available |
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Snapshot and Incremental Updates Handles both full-depth market snapshots and ticks/updates. |
. | No information available |
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Dynamic Subscription Management Allows real-time control over subscribed symbols/markets. |
. | No information available |
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Data Throttling Configurable maximum data delivery rates to client apps. |
. | No information available |
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Feed Latency Latency from market data generation to receipt by trading engine. |
. | No information available |
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Historical Data Replay Ability to replay market data for backtesting or simulation. |
. | No information available |
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Market Data Recovery Automated recovery in case of feed disconnection or corruption. |
. | No information available |
Vendor Support & Service
(0 Yes /0 Known /10 Possible features)
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24/7 Technical Support Round-the-clock access to vendor technical assistance. |
. | No information available |
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Dedicated Account Manager Assigned representative for personalized support and escalation. |
. | No information available |
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Onsite Support Availability Option for physical presence of support staff during incidents or upgrades. |
. | No information available |
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Knowledge Base/Documentation Comprehensive and regularly-updated online help resources. |
. | No information available |
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Customer Training Programs Structured onboarding and ongoing user education. |
. | No information available |
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Custom Implementation Services Vendor-led services for bespoke integration/deployment. |
. | No information available |
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Regular Product Updates Scheduled releases of new features and bug fixes. |
. | No information available |
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Incident Escalation Procedure Well-defined escalation paths for urgent issues. |
. | No information available |
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SLA Enforcement Processes for tracking and enforcing service level agreements. |
. | No information available |
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Root Cause Analysis Provision of root cause analysis on incidents upon request. |
. | No information available |
Cost & Commercials
(0 Yes /0 Known /10 Possible features)
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Transparent Pricing Model Full clarity into cost structure for infrastructure and add-ons. |
. | No information available |
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Pay-as-you-go Option Consumption-based billing, avoiding high upfront commitment. |
. | No information available |
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Tiered Subscription Plans Different service levels/capacities at ascending price points. |
. | No information available |
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Volume Discounts Reduced per-unit cost at higher usage or term commitments. |
. | No information available |
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No Lock-in Period Ability to exit or downgrade contracts with minimal penalty. |
. | No information available |
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Free Evaluation/Trial Option to test system performance before full commitment. |
. | No information available |
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Inclusive Support/Upgrades Basic support, maintenance, and updates included in license cost. |
. | No information available |
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Clear SLA Penalty Clauses Documented credits or penalties when SLA is not met. |
. | No information available |
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Cost Predictability Absence of variable, unpredictable costs. |
. | No information available |
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Usage Analytics for Cost Optimization Reporting tools to help optimize usage and minimize spend. |
. | No information available |
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