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Sentieo Research Platform from Sentieo
Document search engine, financial data, alternative data, equity data terminals, notebooks, and collaboration tools. AI-powered search across company documents, research, news, and social media with automated alerts and visualization tools.
Product analysis by function
Investment Research Systems for Investment Banking
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Data Coverage
(9 Yes /9 Known /12 Possible features)
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Sentieo provides access to global equity and financial data, and mentions data coverage across markets, including alternative datasets. Specifics for fixed income, commodities, FX, and derivatives require further validation. | |
|
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. |
Sentieo supports ingestion and use of alternative data such as sentiment, web traffic, and more. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Detailed company financials and filings are a core function; documented in product description. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Macroeconomic data integration referenced in documentation and demos. | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Product includes consensus earnings estimates through financial data terminal. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Real-time streaming data feeds are referenced in Sentieo’s financial data tools. | |
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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). |
Forward-looking event calendars mentioned in research and financial tools. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
Sentieo includes news aggregation and filtering across multiple global sources. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Credit ratings content and integration referenced in third-party data partnerships. |
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. |
Financial modeling toolkit included with customizable templates (DCF, merger models, etc). | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Risk analysis, VaR, and scenario modules are part of analytical suite documented on product pages. | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Deep screening/filtering by dozens of financial and alternative metrics is a documented feature. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting engine is listed as a feature for evaluating investment strategies. | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Portfolio analytics (construction, risk, attribution) are core Sentieo modules. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced, customizable charting is highlighted in marketing materials and review articles. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer comparison tools included for companies, sectors, industries side-by-side. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Custom formulas and metrics builder described as available in the platform. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
Analytics exposed via API; APIs extensively documented for integrations. | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Predictive and forecasting models available, leveraging in-built machine learning. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
M&A and capital markets deal analytics/tools included in supporting documentation. |
Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Research collaboration with shared workspaces is a core workflow feature. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Document management with versioning, storage, and tagging available. | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Task assignment and tracking integrated with project settings and collaboration suite. | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Integrated comments/chat for documents and research notes mentioned in workflow overview. | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
Approval workflows referenced in research publication pipeline. | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Research publication tools for generation, distribution, branding available and described. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Calendar integration (with Outlook, Google, etc.) for deadlines and meetings described. | |
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Version Control Tracking and management of updates/edits to research documents and models. |
Version control on research notes and documents supported as per workflow documentation. | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Content searchability is a flagship feature (semantic, full text, context-aware search). | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
Automated reminders and alerting configurable on research and event deadlines. |
Integration Capabilities
(8 Yes /8 Known /8 Possible features)
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
API connectivity (RESTful) is a key advertised feature for extensibility. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Supports integration with major third-party data feeds (Reuters, FactSet, etc.), as listed on Sentieo’s datasheet. | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
SSO (including SAML and OAuth) documented in Sentieo’s enterprise admin guides. | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Data export in Excel, CSV, and PDF is standard functionality. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
Some CRM integration is listed, especially Salesforce and MS Dynamics. | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
SDK, webhooks, and custom integration capabilities are referenced. | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
ETL support mentioned for large customers (data ingestion, pipelines, transformations). | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
BI tool connectors (Tableau, PowerBI, Qlik) listed under integration options. |
User Experience & Customization
(8 Yes /8 Known /8 Possible features)
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Intuitive Navigation Clean user interface with logical navigation structure. |
Intuitive, modern UI is a repeated selling point on the site and in reviews. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Custom dashboards and workflow customization are regularly emphasized in customer testimonials. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Theme/branding options mentioned as part of enterprise and white-label solutions. | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
Accessibility conformance, including WCAG references, available in documentation. | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Optimized for desktop and mobile; mobile app available. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Granular notification/report preferences are configurable in the platform. | |
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Multi-Language Support Availability of platform in multiple languages. |
Multi-language UI options and localization referenced for global clients. | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Extensive keyboard shortcuts documented for the power user experience. |
Performance & Scalability
(2 Yes /2 Known /6 Possible features)
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
Load balancing and reliability for SaaS platform cited in technical FAQs. | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
Horizontal scalability referenced for large enterprise deployments and high user counts. |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
TLS/SSL encryption in-transit required for all client connections per security documentation. | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
Data encryption at-rest cited as standard for compliance and third-party certifications. | |
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Role-Based Access Control Granular user and permission management. |
RBAC & granular access settings included for enterprise compliance. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
Audit logging is a standard feature for tracking all user activity. | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Compliance certifications (SOC2, GDPR, ISO 27001) visible in the compliance section. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication supported and required for most enterprise deployments. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Tools for data retention and privacy configuration described in admin guides. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Secure, auditable deletion processes referenced for compliance. |
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
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24/7 Support Access to live support around the clock. |
24/7 support mentioned for enterprise clients on Sentieo support page. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Dedicated account managers indicated for enterprise and premium plans. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
In-app tutorials and guided onboarding tools repeatedly cited. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Knowledge base with documentation and best practices available online. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom training sessions (onsite/remote) available as described in services documentation. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
Cost & Licensing
(5 Yes /5 Known /5 Possible features)
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Transparent and modular pricing models evidenced by pricing documentation and client testimonials. | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Modular licensing offered to enable only needed functionalities for each client. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Per-user and usage-based licensing models mentioned on Sentieo pricing page. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Volume discounts for enterprise/multi-user deployments offered in enterprise licensing. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Free trial and demo available (signup available via product landing page). |
Innovation & AI
(6 Yes /6 Known /6 Possible features)
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
AI-powered search driven by NLP and unstructured data analytics is a core offering. | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
Automated and AI-driven smart alerts and recommendations integrated into daily workflow. | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
AI-driven event and entity tagging (such as management changes) cited in feature list. | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analysis tool for news and social content advertised as included. | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics and ML-based forecasting tools mentioned in documentation. | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
AI-powered personalized research and analytics recommendations described in user testimonials. |
Audit & Reporting
(5 Yes /5 Known /5 Possible features)
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Customizable and scheduled reporting (including templates and export) is standard. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
Regulatory reporting and templates available for compliance-heavy users. | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Usage analytics and user-level reporting exposed to client administrators. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Comprehensive audit trail for all user actions is a compliance requirement for the platform. | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Integration with BI tools (Tableau, PowerBI) available for direct data export. |
Competitive Intelligence Platforms for Product Development & Management
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Data Coverage & Sources
(0 Yes /0 Known /12 Possible features)
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
. | No information available |
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Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
. | No information available |
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Market Breadth Number of geographies or markets monitored by the platform. |
. | No information available |
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Historical Data Depth Length of historical data available for analysis. |
. | No information available |
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Frequency of Updates How often new data is ingested and made available for analysis. |
. | No information available |
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Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
. | No information available |
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Coverage of Private Products Inclusion of non-public or private fund data where available. |
. | No information available |
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ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
. | No information available |
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Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
. | No information available |
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News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
. | No information available |
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Definable Peer Groups Customization of peer groups for focused comparison. |
. | No information available |
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Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
. | No information available |
Analytics & Benchmarking
(0 Yes /0 Known /12 Possible features)
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Custom Benchmarking Create user-defined benchmarks for product comparison. |
. | No information available |
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Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
. | No information available |
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Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
. | No information available |
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Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
. | No information available |
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Granular Timeframes Supports analysis over customizable and rolling time periods. |
. | No information available |
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Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
. | No information available |
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Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
. | No information available |
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Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
. | No information available |
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Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
. | No information available |
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Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
. | No information available |
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Flow Decomposition Breakdown of net flows by channel, client segment or region. |
. | No information available |
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Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
. | No information available |
Market Intelligence & Alerts
(0 Yes /0 Known /10 Possible features)
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Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
. | No information available |
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Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
. | No information available |
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Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
. | No information available |
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Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
. | No information available |
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Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
. | No information available |
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Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
. | No information available |
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Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
. | No information available |
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Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
. | No information available |
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User-specific Alert Preferences Different users or teams can have their own alert definitions. |
. | No information available |
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Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
. | No information available |
Marketing Activity & Digital Intelligence
(0 Yes /0 Known /10 Possible features)
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Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
. | No information available |
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Social Media Scraping Monitors competitor activity and engagement on social media. |
. | No information available |
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Campaign Spend Estimation Estimates digital advertising spend by competitors. |
. | No information available |
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Content Analysis Analyzes the type, frequency, and engagement of published content. |
. | No information available |
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Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
. | No information available |
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Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
. | No information available |
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Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
. | No information available |
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Marketing Message Tracking Logs changes in competitor messaging and positioning. |
. | No information available |
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Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
. | No information available |
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Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
. | No information available |
User Experience & Interface
(0 Yes /0 Known /10 Possible features)
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Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
. | No information available |
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Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
. | No information available |
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Mobile Compatibility Usable on mobile devices and tablets. |
. | No information available |
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Language Localization Supports multiple interface languages. |
. | No information available |
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Data Visualization Options Number of different chart or visualization types supported. |
. | No information available |
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Personalized Views Users can save and share their own workspace setups. |
. | No information available |
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Accessibility Features Support for users with different accessibility needs. |
. | No information available |
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Contextual Drill-down Can move from summary to underlying data in one click. |
. | No information available |
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Speed of Interface Average time to load primary dashboard views. |
. | No information available |
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User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
. | No information available |
Collaboration & Sharing
(0 Yes /0 Known /10 Possible features)
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In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
. | No information available |
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Sharing of Reports Allows download or sharing of interactive or static reports. |
. | No information available |
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Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
. | No information available |
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API for Data Sharing Ability to send data out of the platform via an API. |
. | No information available |
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Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
. | No information available |
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Version History on Reports Maintains change logs on collaborative documents. |
. | No information available |
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Permission-Based Sharing Set access level for internal/external recipients. |
. | No information available |
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Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
. | No information available |
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Track Recipient Engagement See who opened or engaged with shared insights. |
. | No information available |
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Collaborative Workspace Supports project management and group collaboration within the platform. |
. | No information available |
Technical Architecture & Integration
(0 Yes /0 Known /11 Possible features)
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API Connectivity Provides RESTful or other APIs for programmatic access. |
. | No information available |
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Data Ingestion Capacity Volume of external data the platform can ingest per day. |
. | No information available |
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Cloud Deployment Available as SaaS or cloud-native deployment. |
. | No information available |
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On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
. | No information available |
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Single Sign-On (SSO) Integrates with enterprise authentication services. |
. | No information available |
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Batch Processing Support Allows scheduled overnight or periodic jobs. |
. | No information available |
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Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
. | No information available |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
. | No information available |
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Latency for API Data Retrieval Average time to return data from API calls. |
. | No information available |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
. | No information available |
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Scalability How well the platform scales with increasing users and data. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /10 Possible features)
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User Authentication Controls Multi-factor authentication and granular access policies. |
. | No information available |
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Audit Logging Tracks every action or change for forensics and compliance. |
. | No information available |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
. | No information available |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
. | No information available |
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User Role Management Flexible assignment of user rights and access by role. |
. | No information available |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
. | No information available |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
. | No information available |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
. | No information available |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
. | No information available |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
. | No information available |
Customization & Extensibility
(0 Yes /0 Known /10 Possible features)
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
. | No information available |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
. | No information available |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
. | No information available |
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Configurable Workflows Support for client-specific workflow automation. |
. | No information available |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
. | No information available |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
. | No information available |
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Plug-in API API for developing custom plug-ins or modules. |
. | No information available |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
. | No information available |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
. | No information available |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
. | No information available |
Support & Training
(0 Yes /0 Known /10 Possible features)
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Live Customer Support Access to chat, phone, or email support in real-time. |
. | No information available |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
. | No information available |
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Implementation Services Guided onboarding and setup assistance. |
. | No information available |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
. | No information available |
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Training Workshops Classroom, virtual, or recorded training sessions. |
. | No information available |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
. | No information available |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
. | No information available |
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Community Forum Users can interact and share solutions and workflows. |
. | No information available |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
. | No information available |
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Multi-language Support Support team can provide help in multiple languages. |
. | No information available |
Pricing & Commercial Model
(0 Yes /0 Known /10 Possible features)
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
. | No information available |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
. | No information available |
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Pay-as-you-go Option Usage-based billing models are available. |
. | No information available |
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Free Trial Availability Prospective users can try the full product before purchasing. |
. | No information available |
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Contract Flexibility Supports both short-term and annual contracts. |
. | No information available |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
. | No information available |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
. | No information available |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
. | No information available |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
. | No information available |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
. | No information available |
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Data Coverage & Sources
(0 Yes /0 Known /12 Possible features)
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Number of Data Sources Total distinct alternative data sources (e.g., satellites, social, POS) the platform integrates. |
. | No information available |
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Source Diversity Range of data types covered (e.g., geospatial, transactional, web-scraped, sensor data, etc.) |
. | No information available |
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Data Source Transparency Level of disclosure around data origins and collection methods. |
. | No information available |
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Coverage Geography Geographical breadth of alternative data (e.g., global, regional, local markets). |
. | No information available |
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Historical Depth Amount of historical data available for backtesting and longitudinal analysis. |
. | No information available |
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Source Update Frequency How often new data is ingested from sources. |
. | No information available |
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Exclusive or Unique Sources Whether the platform provides access to otherwise unavailable/uncommon datasets. |
. | No information available |
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Source Verification Processes in place to verify data authenticity and quality. |
. | No information available |
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Consent & Compliance Ensures data sources are ethically and legally obtained with proper user consent. |
. | No information available |
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Real-Time Data Availability Whether some or all data sources provide real-time or near-real-time feeds. |
. | No information available |
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Unstructured Data Handling Ability to process and integrate unstructured data such as images or text. |
. | No information available |
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Data Licensing Terms Clarity Transparency and clarity of the licensing rights and restrictions regarding data use. |
. | No information available |
Data Quality & Integrity
(0 Yes /0 Known /10 Possible features)
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Error Rate Frequency of data processing or reporting errors. |
. | No information available |
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Missing Data Handling Systematic mitigation of gaps or missing values in data streams. |
. | No information available |
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Data Normalization Standardization of datasets for ease of analysis. |
. | No information available |
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Data Granularity Level of detail available (e.g., hourly, daily, per store, per SKU). |
. | No information available |
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Quality Assurance Processes Robustness of quality control and regular audits. |
. | No information available |
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Latency Time delay between data creation and its availability on the platform. |
. | No information available |
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Deduplication Automated detection and removal of duplicate entries. |
. | No information available |
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Anomaly Detection System flags and explains outliers or errors in incoming data. |
. | No information available |
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Imputation Techniques Advanced strategies for predicting and filling missing data. |
. | No information available |
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Version Control Ability to track changes and updates to datasets for auditability. |
. | No information available |
Analytics & Insight Generation
(0 Yes /0 Known /11 Possible features)
|
Prebuilt Analytics Number of out-of-the-box analytical models or dashboards for typical investment use cases. |
. | No information available |
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Custom Analysis Capability Ability to build custom models or queries on platform data. |
. | No information available |
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Correlation Analysis Supports finding relationships between alternative data and traditional financial metrics. |
. | No information available |
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Backtesting Tools Built-in functionality for testing investment hypotheses using historical data. |
. | No information available |
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Predictive Modeling Availability of machine learning or AI-driven forecasting modules. |
. | No information available |
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Sentiment Analysis Detects and quantifies market sentiment from textual or social media data. |
. | No information available |
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Geospatial Analytics Ability to map and analyze spatial data (e.g., satellite imagery). |
. | No information available |
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Real-Time Alerting Automatic notification of significant changes or anomalies relevant to portfolio holdings. |
. | No information available |
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Enrichment with Traditional Data Integrated blending of alternative and conventional financial data sets. |
. | No information available |
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Explainability of Models Features supporting interpretability of predictive signals and models. |
. | No information available |
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Scalability of Analytics Ability for analytic tools to function with large and growing data sets. |
. | No information available |
Integration & Accessibility
(0 Yes /0 Known /10 Possible features)
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API Availability Provision of programmatic data and analytics access via APIs. |
. | No information available |
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Standard Data Connectors Prebuilt connectors to common analytics, BI, or portfolio management tools. |
. | No information available |
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Bulk Data Export Support for exporting large batches of raw or processed data. |
. | No information available |
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Real-time Streaming Integration Ability for real-time data feeds to integrate into live workflows. |
. | No information available |
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Cloud Storage Integration Compatibility with popular cloud storage solutions (AWS, Azure, GCP, etc.). |
. | No information available |
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Role-Based Access Control Enables fine-grained access management for different organizational users. |
. | No information available |
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User Interface Usability Intuitive and efficient user interface for analysts and developers. |
. | No information available |
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Mobile Access Functional accessibility from mobile devices (native apps or web). |
. | No information available |
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White-Labeling Possibility to customize the platform to align visually and functionally with client brand. |
. | No information available |
|
SDK Availability Provision of software development kits for easier custom integration. |
. | No information available |
Security & Compliance
(0 Yes /0 Known /10 Possible features)
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Data Encryption Data stored and transmitted using modern cryptography standards. |
. | No information available |
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Audit Logging Maintains a complete log of access and actions for compliance. |
. | No information available |
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Regulatory Certifications Possession of certifications such as GDPR, CCPA, SOC2 relevant to data compliance. |
. | No information available |
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User Access Controls Granular user and group-based permissioning on data and analytics. |
. | No information available |
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Penetration Testing Regular vulnerability/pentesting assessments are performed. |
. | No information available |
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Privacy Protection Guarantees regarding data subject anonymity and privacy protection. |
. | No information available |
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Data Residency Options Ability to specify jurisdictions where data is stored or processed. |
. | No information available |
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Third-party Data Sharing Controls Restrictions/controls over redistribution of consumed data. |
. | No information available |
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Security Incident Notification Automated alerting regarding breaches or suspicious activity. |
. | No information available |
|
Vendor Diligence Support Facilitates client due diligence workflows (DDQ, supporting docs, etc). |
. | No information available |
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Capacity Maximum number of active users supported simultaneously. |
. | No information available |
|
Query Response Time Median time taken to return analytics or data queries. |
. | No information available |
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Data Ingestion Rate Volume of new data processed per unit of time. |
. | No information available |
|
Uptime SLA Service Level Agreement (SLA) on platform operational uptime. |
. | No information available |
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Peak Data Storage Capacity Maximum volume of data the platform can host. |
. | No information available |
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Elastic Compute Scaling Automatic scaling of compute resources to match workload. |
. | No information available |
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Parallel Processing Support Ability to process multiple data streams or queries concurrently. |
. | No information available |
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Data Retention Policy Flexibility Configurable data storage retention periods. |
. | No information available |
|
Performance Monitoring Tools Built-in dashboards or reporting for platform health and performance. |
. | No information available |
|
Batch Processing Support Efficient support for large batch data operations. |
. | No information available |
User Support & Documentation
(0 Yes /0 Known /10 Possible features)
|
Onboarding Support Personalized setup, initial training, and account configuration help. |
. | No information available |
|
Knowledge Base Extensive searchable documentation and tutorials. |
. | No information available |
|
Data Dictionary Comprehensive descriptions of each data field and its origin. |
. | No information available |
|
API Documentation Completeness Detail and clarity of technical integration guidelines. |
. | No information available |
|
Dedicated Account Management Assigned customer success managers for enterprise users. |
. | No information available |
|
Live Chat Support Immediate support via chat with platform staff. |
. | No information available |
|
User Training Workshops Regularly scheduled or on-demand platform training. |
. | No information available |
|
Community Forum User-to-user interaction and support hub. |
. | No information available |
|
Localization Support Availability in multiple languages and time zones. |
. | No information available |
|
Feedback Mechanism Ability for users to suggest features or report issues and track resolution. |
. | No information available |
Pricing & Contract Flexibility
(0 Yes /0 Known /10 Possible features)
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Usage-Based Pricing Option for pricing tied to volume or levels of consumption. |
. | No information available |
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Tiered Subscription Models Multiple service tiers for diverse needs and budgets. |
. | No information available |
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Custom Enterprise Agreements Ability to negotiate bespoke terms for large clients. |
. | No information available |
|
Transparent Fee Structures Upfront and clear disclosure of fees across all services. |
. | No information available |
|
Free Trial Availability Short-term trial or demo use before commitment. |
. | No information available |
|
Minimum Contract Term Shortest term for standard agreements. |
. | No information available |
|
Add-On Modules Pricing Clarity and flexibility of pricing for optional advanced modules. |
. | No information available |
|
Early Termination Options Availability of low-penalty or pro-rata contract cancellation. |
. | No information available |
|
Unlimited User Pricing Flat-rate pricing not tied to user count. |
. | No information available |
|
Nonprofit/Educational Discounts Special pricing for academic or nonprofit organizations. |
. | No information available |
Customization & Extensibility
(0 Yes /0 Known /10 Possible features)
|
Custom Dashboard Building Ability to design and save custom dashboards for specific analyses. |
. | No information available |
|
Workflow Automation Integration with tools for process automation (e.g., alerts, trade signals). |
. | No information available |
|
Custom Data Ingestion Upload and merge a client’s own alternative or proprietary data. |
. | No information available |
|
Plugin/Extension Framework Ability to add modules/extensions for new functionalities. |
. | No information available |
|
Scripting/Programming Interface Support for custom script development (e.g., Python, R APIs). |
. | No information available |
|
Theming/Branding Customization Visual customization for brand consistency. |
. | No information available |
|
Custom Reporting Design and automate custom report formats. |
. | No information available |
|
Alert Customization User-defined conditions and triggers for event-driven alerts. |
. | No information available |
|
Integration with In-House Tools Ability for organization-specific connectors/modules. |
. | No information available |
|
Deploy in Private Cloud Support for on-premises or VPC deployment for sensitive clients. |
. | No information available |
Vendor Stability & Reputation
(0 Yes /0 Known /10 Possible features)
|
Years in Business How long the platform provider has operated. |
. | No information available |
|
Referenceable Clients Number of notable clients willing to provide references. |
. | No information available |
|
Third-Party Reviews Number and quality of external analyst or customer reviews. |
. | No information available |
|
Legal Disputes Disclosed History of significant legal action or unresolved disputes. |
. | No information available |
|
Financial Transparency Annual financial reporting or third-party audits available. |
. | No information available |
|
Industry Partnerships Participation in alliances or consortia that enhance credibility. |
. | No information available |
|
Churn Rate Percentage of clients discontinuing service per year. |
. | No information available |
|
Client Growth Rate Annual increase in platform users or logos. |
. | No information available |
|
Awards/Industry Recognition Recognition by reputable industry organizations. |
. | No information available |
|
Business Continuity Plan Documented and tested plans for disaster recovery and service resilience. |
. | No information available |
Innovation & Forward-Looking Capabilities
(0 Yes /0 Known /10 Possible features)
|
AI/ML Model Upgrades Frequency of innovation or upgrades in analytic and predictive engines. |
. | No information available |
|
New Data Source Integration Rate How quickly new alternative data sources are made available to users. |
. | No information available |
|
Participates in Data Consortiums Active member of data-sharing or standards organizations. |
. | No information available |
|
Visualization Innovation Frequency of new or advanced visualization techniques introduced. |
. | No information available |
|
Beta Testing/Client Feature Input Mechanisms for early adopter programs or client-driven roadmap. |
. | No information available |
|
Academic Collaborations Partnerships with universities for applied research. |
. | No information available |
|
Open Data Initiatives Support or contribution to open alternative data/tech communities. |
. | No information available |
|
Data Science Sandbox Environment for clients to experiment with new data and analytics. |
. | No information available |
|
API Versioning and Roadmap Disclosure Transparent release plans and versioning for APIs and tech. |
. | No information available |
|
Cross-Asset Data Opportunities Support for new data categories relevant across markets (e.g., ESG, crypto). |
. | No information available |
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