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Comarch Wealth Management from Comarch
Client portal with portfolio management, reporting, document sharing, and communication tools. Includes robo-advisory services, goal-based planning, and comprehensive financial analysis.
Product analysis by function
Client Onboarding Systems for Client Relationship Management
Digital platforms that streamline the client intake process, including document collection, due diligence, suitability assessment, and account setup while ensuring regulatory compliance.
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User Experience & Interface
(0 Yes /0 Known /10 Possible features)
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Customizable Onboarding Workflows Ability to tailor onboarding steps and screens based on client type or business process. |
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Mobile Compatibility System usability and responsiveness on mobile devices. |
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Multi-Language Support Ability to provide onboarding in multiple languages. |
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Self-Service Portal Clients can update or provide onboarding information independently. |
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Real-time Status Tracking Ability for clients and internal teams to track onboarding progress live. |
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Accessibility Compliance Adherence to standards for users with disabilities (e.g., WCAG). |
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Inline Help and Tooltips Contextual guidance available to users during onboarding. |
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Dynamic Questionnaires Forms adapt to user responses to simplify data entry. |
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Document Upload Simplification Drag and drop, multi-file, or batch document submission. |
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Brand Customization Platform displays firm logo, colors, and messaging. |
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Data Capture & Document Management
(0 Yes /0 Known /10 Possible features)
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Bulk Document Upload Allow clients to submit multiple compliance documents at once. |
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e-Signature Integration Support for digital signature capture and compliance. |
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Smart Document Recognition OCR and auto-tagging for uploaded files. |
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Data Validation Rules Automatic checking of data completeness and integrity. |
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Auto-Population from Existing Data Populate fields with information from other systems or prior interactions. |
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Document Expiry Tracking Alert for upcoming or past-due document renewals. |
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Progressive Data Collection Ability to save progress and resume onboarding later. |
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Version Control Track document changes and maintain an audit trail. |
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Upload Speed Average time taken to upload documents. |
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Storage Capacity Maximum data/document storage per client. |
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Due Diligence & Compliance
(0 Yes /0 Known /10 Possible features)
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Automated KYC Checks Systematic validation of identity information. |
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AML Screening Automated screening for anti-money laundering requirements. |
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PEP and Sanctions List Screening Checks against politically exposed persons and global sanctions lists. |
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Watchlist Management Management and update of internal and external watchlists. |
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Customizable Due Diligence Levels Support different risk tiers and processes by client type. |
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Automated Risk Scoring System assigns risk scores based on client responses and documentation. |
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Compliance Rule Engine Rules configurable for firm-specific policies and regulatory change. |
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Audit Trail for Compliance Checks Comprehensive logs of all due diligence actions. |
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Override/Escalation Process Manual intervention possible for exceptional cases. |
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Screening Speed Average time required for compliance screening per client. |
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Suitability & Risk Assessment
(0 Yes /0 Known /9 Possible features)
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Automated Suitability Questionnaire System-driven questions to evaluate client risk profile and suitability. |
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Dynamic Profiling Engine Automatically generates or updates investor profiles based on responses. |
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Scoring Algorithm Transparency Clear documentation on how risk and suitability scores are calculated. |
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Scenario Analysis Tools Model potential investment outcomes with clients during onboarding. |
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Suitability Report Generation Automated creation of suitability documents for record-keeping. |
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Automated Alerts for Policy Breaches Notification if client preferences do not match risk mandates. |
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Periodic Suitability Reassessment Trigger regular re-evaluation based on market or personal changes. |
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Peer Benchmarking Compare client responses to peer groups for context. |
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Time to Complete Assessment Average client time to complete suitability assessment. |
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Communication & Collaboration
(0 Yes /0 Known /9 Possible features)
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Integrated Messaging Real-time chat or message features within the onboarding platform. |
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Task Assignment and Tracking Assign and monitor progress on onboarding activities. |
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Secure File Sharing End-to-end encrypted sharing of sensitive documents and forms. |
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Notification Management Automated emails, SMS, or app notifications for status changes and required actions. |
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Shared Client Notes Internal teams can log and share notes related to onboarding. |
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Client Meeting Scheduling Incorporate scheduling and calendar integration for onboarding meetings. |
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Approval Workflow Management Automated routing to required signatories or reviewers. |
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Collaboration History Maintain timeline of all client-related communications and decisions. |
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Attachment Size Limit Maximum allowed size for individual file attachments. |
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Integration & Interoperability
(0 Yes /0 Known /9 Possible features)
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Core System Integration Ability to connect with CRM, fund accounting, portfolio management, and reporting systems. |
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AML/KYC Provider Integration Direct connection with third-party data sources to validate client information. |
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API Availability Support for REST, SOAP, or other application APIs for data exchange. |
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Data Import/Export Ability to import/export onboarding data in standard formats (CSV, XML, JSON). |
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Single Sign-On (SSO) Integration with enterprise authentication systems for seamless login. |
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Real-Time Synchronization Data updates are propagated immediately to other connected systems. |
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Integration Speed Average time required to integrate with a new system using APIs. |
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Number of Supported Integrations Count of external systems the platform can connect with natively. |
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Custom Integration Toolkit Provision of SDKs or tools for custom workflow integration. |
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Security & Privacy
(0 Yes /0 Known /9 Possible features)
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Role-Based Access Control Customizable access permissions for staff and client users. |
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End-to-End Data Encryption Encryption of data at rest and in transit. |
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Multi-Factor Authentication Additional authentication steps beyond passwords. |
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Data Residency Options Ability to specify or limit where client data are stored geographically. |
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GDPR and Data Protection Compliance Meets requirements for Europe and/or applicable global standards. |
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Comprehensive Audit Logging All user actions are logged for security investigation. |
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Regular Penetration Testing Scheduled vulnerability assessments and remediation. |
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Data Retention Policy Controls Ability to set and enforce data deletion rules. |
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Time to Detect Security Incidents Average time to identify security breaches or policy violations. |
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Operational Efficiency & Automation
(0 Yes /0 Known /9 Possible features)
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Automated Reminders & Escalations System-generated notifications for outstanding tasks. |
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Workflow Automation Engine Configurable triggers and actions to move cases automatically. |
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Robotic Process Automation (RPA) Integration Integration with bots for repetitive, rules-based tasks. |
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Bulk Client Processing Onboard multiple clients simultaneously using batch operations. |
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Duplicate Detection and Merging System auto-identifies and merges duplicate client records. |
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Approval Turnaround Time Average elapsed time for onboarding approval steps. |
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Average Onboarding Completion Time Mean time from start to finish for new client onboarding. |
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Task Automation Rate Percentage of onboarding steps handled without manual intervention. |
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Error Reduction Rate Percent decrease in errors due to automation. |
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Reporting & Analytics
(0 Yes /0 Known /9 Possible features)
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Onboarding Funnel Analytics Visualization of client progress through each stage of onboarding. |
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Process Bottleneck Identification Reports highlight steps where delays most frequently occur. |
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Compliance & Audit Reporting Automated generation of compliance-related reports. |
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Customizable Dashboards Ability to create personalized analytics visualizations. |
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Drill-Down Data Exploration Users can drill into any analytics figures for source data. |
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Scheduled Report Delivery Automated distribution of reports to stakeholders. |
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Exportable Data Sets Data and analytics can be exported for offline downloads. |
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Average Report Generation Time Typical time to produce a standard onboarding report. |
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Number of Available Reports Total templates or types of onboarding/process reports provided. |
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Scalability & Performance
(0 Yes /0 Known /8 Possible features)
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Concurrent User Capacity Maximum number of active users supported at once. |
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Onboarding Volume Throughput Number of onboarding requests processed per day. |
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System Uptime SLA Guaranteed minimum system availability. |
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Disaster Recovery RTO Recovery time objective after a catastrophic event. |
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Load Balancing Automatic distribution of processing tasks to optimize resource use and performance. |
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Elastic Capacity Ability to dynamically scale resources up/down with demand. |
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API Request Rate Limit Maximum number of API requests supported per second. |
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Latency on Peak Load System response time under maximum usage conditions. |
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Support & Maintenance
(0 Yes /0 Known /8 Possible features)
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24/7 Support Availability Round-the-clock technical and user support options. |
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Dedicated Account Manager Personalized support contact for major clients or deployments. |
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User Training Materials Provision of documentation, videos, or webinars for system users. |
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Release Notes and Update Alerts Communication of new features, bug fixes, and platform changes. |
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Online Knowledge Base Self-serve documentation and troubleshooting guides. |
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Service Level Agreement (SLA) Contracted commitments to uptime and response times. |
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Average Support Response Time Mean time to respond to support queries. |
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Patch/Upgrade Frequency Average frequency of updates, patches, or releases. |
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Client Onboarding Platforms for Client Service and Operations
Digital solutions for streamlining new client acquisition, including electronic account opening, automated KYC (Know Your Client) processes, and digital signature capabilities.
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User Experience & Interface
(6 Yes /6 Known /11 Possible features)
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Intuitive Interface Platform has a visually appealing, logical, and easily navigable interface. |
Described as featuring a client portal with logical and visually appealing interface for wealth management. | |
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Customizable Dashboards Allows firms and users to tailor views, menus, and dashboards to their needs. |
Customizable dashboards are referenced in product descriptions and reporting materials. | |
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Mobile Compatibility Supports usage on mobile devices including smartphones and tablets. |
Product marketing indicates mobile compatibility for client communications and document access. | |
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Multi-language Support Provides the interface and client communications in multiple languages. |
No information available | |
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Accessibility Features Compliance with accessibility standards (e.g., WCAG), enabling use by all abilities. |
No information available | |
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Real-time Status Updates Clients and advisors can monitor onboarding progress in real time. |
Product offers client portal with continuous onboarding and portfolio status updates. | |
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Guided Workflows Offers client-friendly prompts and guided step-by-step onboarding. |
Includes guided workflows for onboarding and product adoption, referenced in solution briefs. | |
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Document Pre-Fill Auto-fills forms using available or previously entered information. |
No information available | |
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Visual Progress Tracker Displays a visual representation of onboarding stages and what remains. |
No information available | |
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Client Self-Service Portal Clients access and complete tasks or forms independently at their convenience. |
Self-service client portal clearly described as part of the offering. | |
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Multi-User Support Allows multiple parties (e.g., joint account holders, advisors) to collaborate on onboarding. |
No information available |
Data Collection & Processing
(6 Yes /6 Known /10 Possible features)
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Digital Form Completion All forms and data collection are paperless and completed digitally. |
Solution advertises paperless onboarding and digital KYC processes. | |
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eSignature Integration Allows documents to be signed digitally in a compliant manner. |
References to digital contract signing and online agreement features imply eSignature integration. | |
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Advanced Data Validation Automated checking for data completeness, correctness, and consistency. |
Automated checks for data consistency and KYC compliance described. | |
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ID Verification & KYC Checks Automated identity validation and Know Your Customer (KYC) checks. |
Automated ID verification and KYC module explicitly offered. | |
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OCR Data Extraction Optical Character Recognition for digitizing and extracting data from images or PDFs. |
No information available | |
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Bulk Data Import Ability to upload and process large numbers of clients simultaneously. |
No information available | |
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Custom Field Support Administrators can add or modify data fields per business requirements. |
Marketing materials mention customizable forms and data fields. | |
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Conditional Logic in Forms Forms dynamically adjust based on user responses. |
No information available | |
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Duplicate Detection Identifies and alerts users to duplicate client records. |
No information available | |
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Data Encryption at Rest and in Transit Ensures all client information is encrypted, stored, and transmitted securely. |
Industry standard; product literature references data encryption for banking clients. |
Integration & Interoperability
(4 Yes /4 Known /8 Possible features)
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CRM Integration Connects directly to major CRM systems for automatic data transfer and updates. |
Integrates with banking and financial CRMs per official documentation. | |
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Portfolio Management System Integration Seamlessly exchanges information with PMS and wealth management systems. |
Cites integration with PMS and custodians in wealth management use cases. | |
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Custodian & Broker Integration Transfers onboarding data and documents directly to custodians and broker-dealer platforms. |
No information available | |
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API Availability Provides robust APIs for custom integrations. |
APIs publicly advertised for integration with third-party systems. | |
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Single Sign-On (SSO) Supports SSO across platforms for streamlined user authentication. |
No information available | |
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Document Management System Integration Connects to DMS for archiving and retrieval of onboarding documentation. |
No information available | |
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Custom Integration Support Vendor provides services or tools for bespoke integrations. |
No information available | |
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Third-party Data Enrichment Integration Ability to enrich onboarding data from external databases (e.g., credit bureaus, AML). |
Integration with AML, KYC and external data sources is mentioned in product overview. |
Compliance & Regulatory Controls
(5 Yes /5 Known /7 Possible features)
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Audit Trails Complete, immutable logs of all actions, changes, and accesses for compliance reviews. |
Compliance module includes full audit trails; referenced in regulatory compliance documentation. | |
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OFAC & AML Screening Automated Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML) checks. |
OFAC and AML checks are part of onboarding process per solution's compliance information. | |
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Consent & Disclosure Management Automates and tracks the collection of client consents and regulatory disclosures. |
No information available | |
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FINRA/SEC Regulation Support Features to support compliance with relevant financial advisor regulatory bodies. |
Product is pitched towards regulated investment firms, specifically referencing FINRA/SEC support. | |
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Regulatory Change Updates Platform adapts rapidly to new regulatory requirements and notifies users. |
References agile compliance updates in response to regulation changes. | |
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Role-based Access Controls Limits access to sensitive information based on user roles. |
Role-based permissions and access controls mentioned throughout marketing and documentation. | |
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Automated Document Retention Policies Automatically manages document archiving and disposal in compliance with regulations. |
No information available |
Automation & Workflow Management
(2 Yes /2 Known /9 Possible features)
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Automated Task Assignment Distributes onboarding tasks to team members based on rules or workload. |
No information available | |
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Workflow Customization Firms can adapt workflows or pipelines according to their preferences. |
Configurable client onboarding and workflow pipelines supported per product site. | |
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Automated Notifications & Reminders Automatically alerts clients and staff about outstanding tasks or required information. |
System automates notifications and reminders for onboarding and portfolio actions. | |
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Escalation Rules Automatically escalates unresolved issues or bottlenecks in the process. |
No information available | |
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SLA Management Tracks and enforces Service Level Agreements for task completion. |
No information available | |
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Template Library Pre-built and customizable workflow, message, and document templates. |
No information available | |
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Bulk Processing Capabilities Supports onboarding actions for multiple clients in a batch. |
No information available | |
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Integration with Calendar Tools Synchronizes onboarding activities with calendar and scheduling platforms. |
No information available | |
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Approval Chains Defines and automates multi-level approval flows. |
No information available |
Security
(5 Yes /5 Known /7 Possible features)
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Multi-factor Authentication Supports two or more authentication steps for all users. |
Regulatory-focused financial platform; multi-factor authentication is industry standard and referenced. | |
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End-to-End Encryption Encrypts all data from input through storage and transmission. |
End-to-end encryption mentioned in security and compliance information on vendor site. | |
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Regular Security Audits Institute regularly scheduled penetration tests and vulnerability assessments. |
Regulatory and banking clients require regular security audits; referenced in compliance documents. | |
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Threat Detection & Monitoring Detects and alerts to suspicious activity, login attempts, or data breaches. |
No information available | |
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GDPR/CCPA Compliance Supports controls and features for privacy law compliance. |
Explicitly notes GDPR and global data privacy compliance as a selling point. | |
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Secure Data Deletion Ensures data is properly and irreversibly deleted when necessary. |
No information available | |
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Audit Logging Detailed logs of all data access and changes, available for investigation. |
Auditable logs are a feature of the platform for investigations and compliance. |
Reporting & Analytics
(3 Yes /3 Known /8 Possible features)
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Custom Report Builder Users can create custom reports on demand from all available data. |
No information available | |
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Pre-built Dashboards Standard dashboards for common KPIs such as onboarding cycle times or conversion rates. |
No information available | |
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Real-Time Analytics Analytics and data visualization update immediately as new data arrives. |
Client and advisor dashboards update in real time as part of reporting suite. | |
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Export to Excel/CSV/PDF Users can easily export reports and data for use in other tools or for compliance. |
Exports to Excel, PDF, and CSV formats appear in user documentation. | |
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Scheduling of Reports Automated scheduling and delivery of reports to specified recipients. |
No information available | |
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Drill-down Reporting Enables users to start from high-level summaries and investigate details. |
No information available | |
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Onboarding Funnel Analysis Tracks performance and drop-offs at each onboarding stage. |
No information available | |
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Client Demographics Reporting Analyzes aggregate information about clients being onboarded. |
Reporting system supports client demographic breakdown according to marketing site. |
Collaboration & Communication
(2 Yes /2 Known /7 Possible features)
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Secure Messaging Enables encrypted, auditable communication between clients and staff. |
No information available | |
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Task Assignment & Comments Users can assign tasks or add comments in context to onboarding items. |
Task comments and assignment in workflows included in demo videos and onboarding descriptions. | |
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Notification Preferences Recipients can select how and when to receive onboarding communications. |
No information available | |
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Team Collaboration Tools Built-in tools to enable advisor and operation team coordination. |
Operational team collaboration tools described for advisor-client communication. | |
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Integration with Email & Chat Tools Connects with popular email and messaging platforms. |
No information available | |
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Client Q&A Portal Clients ask questions or request support directly within the onboarding platform. |
No information available | |
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Event Tracking Tracks all communication events and their timestamps. |
No information available |
Scalability & Performance
(2 Yes /2 Known /6 Possible features)
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Concurrent User Support Number of users who can operate on the platform simultaneously without degradation. |
No information available | |
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Uptime Guarantee Service availability measured by percentage uptime over a period. |
No information available | |
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Average Response Time Typical time for the system to respond to user input or requests. |
No information available | |
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Maximum Onboarding Volume Number of new clients the platform can process per day. |
No information available | |
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Elastic Cloud Infrastructure System can auto-scale hardware resources as load increases. |
Cloud-native architecture with dynamic scaling referenced on technology overview. | |
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Zero-Downtime Maintenance Updates and patches can be applied without impacting operations. |
Zero-downtime updates referenced in architecture and operations documentation. |
Support & Vendor Services
(4 Yes /4 Known /7 Possible features)
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24/7 Support Availability Round-the-clock technical and user support is available. |
Global support teams and 24/7 service availability referenced for enterprise clients. | |
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Dedicated Account Manager Clients are assigned a vendor-side account manager for ongoing needs. |
Assigns dedicated account managers to client firms according to website. | |
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Comprehensive Training Materials Access to up-to-date user guides, video tutorials, and FAQs. |
Comprehensive library of help materials (guides, FAQs, videos) is referenced on support portal. | |
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Live Training & Onboarding Sessions Vendor provides live sessions for new user onboarding. |
No information available | |
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Service Level Agreement (SLA) Documented SLAs for response, resolution times, and uptime. |
Service level agreements for uptime and support are documented. | |
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Community Forum Online community for peer support and knowledge sharing. |
No information available | |
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Product Roadmap Transparency Vendor shares future updates and allows feedback on product direction. |
No information available |
Cost & Pricing Flexibility
(2 Yes /3 Known /5 Possible features)
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Transparent Fee Structure All pricing details and additional costs are clearly disclosed. |
Transparent fee structures and all-in pricing discussed in product FAQ and sales literature. | |
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Pay-As-You-Go Pricing Option Pricing based on actual usage or number of onboarded clients. |
No information available | |
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Tiered Pricing Plans Multiple package tiers for firms of different sizes and needs. |
Tiered pricing plans for different sized institutions referenced in commercial documentation. | |
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Free Trial or Pilot Program Offers a no-cost trial of the platform for evaluation. |
Not as far as we are aware.* No indication of free trial or pilot for large institutional offering. | |
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Discounts for Long-Term Contracts Allows cost savings through longer-term commitments. |
No information available |
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