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thinkFolio from IHS Markit (Now part of S&P Global)

Portfolio modeling, order management, compliance, cash management, analytics, performance measurement, and investment book of record (IBOR) across multiple asset classes.

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Product analysis by function

Market Data Terminals for Investment Research & Analysis

Professional financial information platforms that provide real-time market data, news, analytics, and research tools for investment professionals. Examples include Bloomberg Terminal, Refinitiv Eikon, and FactSet.
More Market Data Terminals More Investment Research & Analysis ...

Market Data Coverage
(7 Yes /9 Known /14 Possible features)

News & Research
(6 Yes /8 Known /13 Possible features)

Analytical Tools & Charting
(8 Yes /8 Known /12 Possible features)

User Interface & Experience
(8 Yes /8 Known /11 Possible features)

Integration & Connectivity
(7 Yes /7 Known /9 Possible features)

Collaboration & Communication
(3 Yes /3 Known /8 Possible features)

Security & Compliance
(7 Yes /7 Known /8 Possible features)

Customer Support & Service
(7 Yes /7 Known /8 Possible features)

Performance & Reliability
(2 Yes /2 Known /7 Possible features)

Cost & Commercial Terms
(7 Yes /8 Known /8 Possible features)

Training & Onboarding
(7 Yes /7 Known /7 Possible features)

Investment Compliance Monitoring for Risk & Compliance

Software that automatically checks portfolios against investment guidelines, restrictions, and regulatory limits to prevent breaches and ensure alignment with client mandates and fund prospectuses.
More Investment Compliance Monitoring More Risk & Compliance ...

Regulatory Rule Coverage
(3 Yes /3 Known /10 Possible features)

Monitoring & Surveillance
(2 Yes /2 Known /10 Possible features)

Data Integration & Quality
(7 Yes /7 Known /10 Possible features)

Usability & Configurability
(6 Yes /6 Known /10 Possible features)

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

Reporting, Analytics & Audit
(6 Yes /6 Known /10 Possible features)

Security & Access Control
(4 Yes /4 Known /10 Possible features)

Integration & Interoperability
(3 Yes /3 Known /10 Possible features)

Vendor Support & Service
(2 Yes /2 Known /10 Possible features)

Cost, Licensing & Deployment Options
(2 Yes /2 Known /10 Possible features)

Fee Analysis & Modeling Tools for Product Development & Management

Software for analyzing competitive fee structures, modeling revenue scenarios, and determining optimal pricing strategies for investment products across different distribution channels and client segments.
More Fee Analysis & Modeling Tools More Product Development & Management ...

Data Integration & Import
(7 Yes /7 Known /10 Possible features)

Competitive Fee Benchmarking
(0 Yes /0 Known /10 Possible features)

Revenue Modeling & Scenario Analysis
(6 Yes /6 Known /10 Possible features)

Client & Channel Segmentation
(4 Yes /4 Known /10 Possible features)

Pricing Strategy & Optimization
(4 Yes /4 Known /10 Possible features)

Reporting & Visualization
(3 Yes /3 Known /10 Possible features)

Security, Compliance & Audit
(5 Yes /5 Known /10 Possible features)

User Experience & Collaboration
(6 Yes /6 Known /10 Possible features)

Integration & APIs
(4 Yes /4 Known /10 Possible features)

Maintenance, Support & Scalability
(5 Yes /5 Known /10 Possible features)

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Real-Time Data Access to streaming, real-time financial market data.		Not as far as we are aware.* thinkFolio is primarily a portfolio management and OMS platform; it does not directly deliver real-time streaming market data as its main function.
Historical Data Depth Length of time for which historical market data is available.		No information available
Global Markets Coverage Number of countries/regions for which market data is offered.		No information available
Asset Class Breadth Number of asset classes supported (e.g., equities, fixed income, FX, commodities, derivatives).		No information available
Market Depth (Level II/Order Book Data) Availability of order book and depth of market information.		Supports Level II/order book data through integration with market data feeds where licensed, but not a native data provider.
Corporate Actions Data Access to data on splits, dividends, mergers, and other corporate actions.		Can process corporate actions as part of IBOR and middle-office reconciliations.
Fundamental Data Availability of company fundamentals such as financial statements, ratios, and estimates.		Integrates with data providers to display fundamental company data for portfolio securities.
Alternative Data Inclusion of non-traditional datasets (e.g., satellite imagery, web scraping, sentiment scores).		No information available
Timeliness of Data Updates Average delay in delivery of updated financial data.		No information available
Economic Indicators Availability of macroeconomic data, forecasts, and releases.		Not as far as we are aware.* Economic data is not a direct focus of thinkFolio; such indicators would need to be sourced externally.
Earnings Calendar Comprehensive calendar for tracking upcoming earnings announcements.		thinkFolio can display and alert on earnings calendars imported via third-party feeds.
ETF & Fund Data Detailed holdings, flows, and analytics for funds and ETFs.		ETF and fund analytics supported through integration/feeds; portfolio managers can hold and analyze these instruments in the system.
Index Constituent Data Constituent makeup and real-time performance of major indices.		Can show index constituents as securities held within portfolios; real-time performance display may require data feed integration.
Broker and Trade Feeds Integration with trade/quote feeds from major brokers and exchanges.		Integrates with brokers and custodians for order and trade feed ingestion.

Real-Time News Feed Delivery of news headlines and stories in real time.		Not as far as we are aware.* Does not include a native news feed; integration possible but not core.
Research Library Availability of a searchable database of research reports from analysts and institutions.		No information available
Proprietary Analytics Availability of in-house analytics and expert insights.		Offers internal compliance analytics and scenario modeling for risk/performance.
Third-Party Research Aggregation Integration of third-party research content within the platform.		No information available
Customizable News Alerts User-defined alerts for breaking news on tickers, markets, or keywords.		No information available
Multilingual News News coverage and translation available in multiple languages.		Supports multi-currency, and language modules for global clients; extent of coverage varies by license.
Sector/Industry Analysis Curated sector and industry analysis for deeper insights.		Sector/industry views available in analytics and portfolio modeling.
Event Calendar Calendar functionality for important market events, such as economic releases and IPOs.		Event calendars for key corporate events and market activity are integrated for portfolio managers.
Sentiment Analysis Sentiment scores derived from news and social media.		Not as far as we are aware.* Sentiment scoring from news/social media is not a built-in feature.
Analyst Ratings & Estimates Consensus analyst ratings and earnings estimates on listed companies.		Supports analyst estimates and ratings via integrations with market data vendors.
News Clipping/Archiving Ability to bookmark and organize news stories.		No information available
Document Search & Filtering Advanced search and filtering for news and research documents.		No information available
Regulatory Filings Access Direct access to regulatory filings (e.g., SEC, SEDAR, etc.).		Can link to regulatory documents and filings as part of compliance module.

Advanced Charting Interactive, multi-format charting with technical indicators.		Offers advanced charting and analytics for portfolios and benchmarks.
Custom Indicator Creation Ability to create and save personalized technical indicators.		No information available
Backtesting Tools Simulate strategies based on historical data.		Includes built-in backtesting tools for investment strategies.
Risk/Return Analytics Calculation of risk and return metrics (Sharpe ratio, beta, etc.).		Risk/return analysis is a core feature of the platform.
Screening and Filtering Stock, bond, and fund screeners with advanced criteria.		Screeners for bonds, equity, and other asset classes are part of portfolio construction tools.
Portfolio Analytics Performance attribution, scenario analysis, exposure breakdown.		Portfolio analytics including scenario and exposure analysis are key use cases.
Scenario Simulation Stress testing under user-defined or historical scenarios.		Enables scenario simulation for stress testing portfolios.
Comparative Analysis Side-by-side comparison of securities, sectors, or countries.		Provides comparative analytics across securities, benchmarks, and asset classes.
Market Heatmaps Visual heatmaps of market movers by chosen criteria.		No information available
Real-Time Chart Refresh Rate The frequency with which charts are updated.		No information available
Downloadable Chart/Image Exports Ability to export and share charts in various formats.		No information available
Historical Correlation Analysis Correlation and regression tools for instruments and indices.		Historical correlation analysis possible within analytics module for multi-asset portfolios.

Customizable Workspace Layouts Ability to save and switch between user-defined workspace configurations.		Allows complex user preference and workspace configuration at individual and team levels.
Multi-Monitor Support Native support for multiple screens/setups.		Supports multi-monitor environments for portfolio teams.
Keyboard Shortcuts Broad menu of shortcuts for rapid navigation and workflow.		Offers extensive keyboard shortcuts for efficiency.
Theme/Color Customization Support for dark mode and color schemes.		Theme and color customization available to suit user preferences.
Language Options Number of supported interface languages.		No information available
Responsive Design Platform adapts to different device sizes (desktop, tablet, phone).		Web client and rich desktop client offer responsive layouts.
User Onboarding/Tutorials Integrated product training and guided walkthroughs.		Onboarding and in-app walkthroughs are available for new users.
Accessibility Support Features supporting visually/hearing-impaired users (e.g., screen reader compatibility).		Follows accessibility standards as an enterprise product.
Workflow Automation Tools Scripting, macros, or automation of repetitive actions.		No information available
User Profile Personalization Save personal settings, favorites, and workspace in a user profile.		Personalization supported via user profiles, settings, favorites.
Fast Start-up Time Time required for the platform to fully launch from cold start.		No information available

API Access Availability of REST, WebSocket, and other APIs for programmatic access.		API access available for integration with other enterprise systems.
Excel Integration Native add-ins or plugins to link data and analytics into Excel.		Integrates data and analytics with Excel via native add-ins.
Export to Common Formats Support for exporting data to CSV, XLSX, PDF, and other formats.		Supports many export formats including CSV, XLSX, PDF.
Third-Party Application Add-ons Marketplace or support for third-party analytics tools and plugins.		No information available
OMS/EMS Platform Connectivity Integration with order/execution management systems.		Integrates with major EMS/OMS for full order/execution lifecycle.
Collaboration Tools Integration Seamless transfer/sharing of data into Slack, Teams, email, etc.		Collaboration tool integration (Teams, Outlook) offered for data and reports.
Single Sign-On Support Centralized login using enterprise credentials.		Enterprise SSO supported as standard for user management.
Custom Data Feeds User-uploaded data or custom feed support.		Custom and user-uploaded data feeds supported for client-specific analytics.
Mobile App Availability Companion mobile app for remote access.		No information available

Shared Workspace/Watchlist Ability to create, share, and co-edit watchlists among teams.		Shared watchlists and dashboards supported across teams.
Annotation Tools Add notes, highlights, and comments directly to charts and documents.		Annotation available on reports and analytics for collaboration.
Internal Messaging/Chat Real-time messaging and discussion within the terminal.		No information available
Document Sharing Send and share research documents with colleagues.		No information available
Version Control Track edits and maintain versions of shared research outputs.		No information available
Audio/Video Call Integration Start audio or video meetings directly from the platform.		No information available
Collaborative Editing Multiple users can edit analysis or notes simultaneously.		No information available
Permission/Access Controls Manage user roles and access levels for shared content.		Granular permission and access controls for user roles and compliance.

End-to-End Encryption Data encrypted during transfer and storage.		Enterprise-grade encryption for data-in-transit and at-rest implemented.
Multi-Factor Authentication Requirements for two-factor/multi-factor authentication of users.		Multi-factor authentication supported as standard.
Role-Based Access Control Configurable access permissions based on user roles.		Role-based permissioning is a core feature for compliance.
Audit Trail Comprehensive logs of all user and system actions.		Audit logging is standard for all transactions for compliance requirements.
Regulatory Compliance Certifications Platform certified for SOC2, ISO 27001, GDPR, and others.		Has certifications for major regulatory/compliance frameworks (e.g., ISO).
Data Residency Options Choice of region for data storage, to meet local regulations.		No information available
Data Retention Policy Control Configurable retention of historical user data and logs.		Allows configurable data retention policies based on client needs.
Secure Document Storage Encrypted, access-controlled storage for sensitive documents and research.		Research and sensitive documents are stored securely with role-based access.

24/7 Technical Support Round-the-clock access to troubleshooting and assistance.		24/7 technical support offered by S&P Global for thinkFolio clients.
Dedicated Account Managers Assigned points of contact for personalized support.		Enterprise customers receive dedicated account managers.
In-Platform Help/Live Chat Live chat with support staff directly within the terminal.		In-platform help and live chat support are available.
Multilingual Support Support offered in all major languages.		Multilingual support for global clients offered by wide vendor organization.
Self-Help Knowledge Base Comprehensive documentation, FAQs, and video training.		Extensive documentation, FAQs, and tutorials are available for self-help.
Proactive Service Notifications Automated alerts for scheduled maintenance, downtime, or new features.		Proactive notifications about system updates, planned maintenance, etc.
User Community/Forum Accessible user community for peer support and best practices.		User community and online forum provided for best practice sharing.
Average Support Response Time Typical time to first response for customer inquiries.		No information available

System Uptime SLA Guaranteed platform availability (service level agreement).		No information available
Average Data Feed Latency Typical time lag from event to data availability.		No information available
Maximum Concurrent Users Supported Number of users that can simultaneously use the platform with no degradation.		No information available
Disaster Recovery/Failover Systems Resilience and redundancy in case of system failure.		Disaster recovery and high availability architecture described in technical papers.
Scalability Ability to scale system resources dynamically in response to demand.		Platform cloud architecture supports dynamic scaling for enterprise needs.
Offline/Data Snapshot Mode Capability to function and access core data/tools with intermittent connectivity.		No information available
Speed of Data Query/Download Average time to fill a user data request.		No information available

Transparent Pricing Structure Clearly communicated product fees and components.		Pricing structure, modules, and add-ons are clearly documented.
Flexible Subscription Options Support for monthly, annual, and enterprise agreements.		Subscription available as monthly, annual, and enterprise per documentation.
Per-User Licensing Charges based on number of named or concurrent users.		User-based licensing detailed in product terms.
Trial/Evaluation Period Ability to use the product in full or partially before purchase.		Trial/evaluation accounts are frequently offered to prospects.
Pay-As-You-Go Pricing Usage-based pricing models available.		Not as far as we are aware.* No public documentation of a pay-as-you-go usage model; typically licensed per seat.
Add-On Feature Pricing Option to pay only for add-ons or specific modules required.		Modules and add-on pricing available for extra functionality.
Contractual Flexibility Ease of changing or terminating user contracts.		Contractual flexibility and upgrade/downgrade processes are clearly established.
Discounts for Volume/Commitment Price decreases for higher usage or longer-term commitments.		Discounts for volume users or enterprise/long-term agreements as standard.

Structured Onboarding Process Guided start for new clients to learn key features and workflows.		Structured onboarding, implementation experts, and migration support provided.
Live Training Sessions Access to regularly scheduled live product training (virtual or in-person).		Regular and ad-hoc live training sessions are part of support package.
Custom Training Programs Tailored training based on user role or organization need.		Custom training/implementation for large clients is a promoted service.
In-Product Walkthroughs Interactive feature tours for instant familiarization.		Interactive walkthroughs are part of first-use experience.
Video Tutorials Library Extensive, on-demand video training for all key features.		Video tutorials library accessible to all clients.
Certifications Official certification programs to verify user skills.		Formal written/user certifications offered for advanced users.
Learning Path/Progress Tracking Monitor trainees’ completion and proficiency.		Learning path features and completion tracking available for enterprise clients.

Jurisdictional Rule Coverage Ability to configure and monitor rules for multiple regulatory jurisdictions (e.g., SEC, ESMA, MAS).		No information available
Custom Rule Building Allows creation and customization of bespoke compliance rules in addition to standard regulatory rules.		No information available
Pre-built Regulatory Rule Library Availability of an out-of-the-box library of commonly required investment compliance rules.		No information available
Real-Time Rule Updates Frequency and automation level of updates for changes in regulations and market rules.		No information available
Prospectus and Mandate Rule Support Capability to handle both prospectus-stated and client-mandate-specific investment rules.		No information available
Rule Versioning & Audit Trail Tracks changes to rules for audit and historical review purposes.		Audit trail and rule versioning are referenced as meeting compliance and regulatory audit requirements.
Automated Rule Validation Automatic validation of rules before they are activated or applied.		No information available
Pre-Trade Rule Checking Checks rules before trade execution to prevent violations.		Pre-trade compliance checks are a core feature: 'thinkFolio combines integrated pre- and post-trade compliance.'
Post-Trade Rule Checking Performs compliance checks after trade execution for further assurance.		Post-trade rule checking is explicitly supported: 'compliance can be managed pre- and post-trade.'
Rule Dependency Management Manages rule hierarchies and dependencies (e.g., prioritizing fund-level over regulatory rules where applicable).		No information available

Real-Time Monitoring Continuous analysis of portfolio and transaction data for instantaneous breach detection.		Real-time monitoring capability is a selling point for thinkFolio, with active compliance monitoring during trading.
Manual Surveillance Mode Allows user-initiated or scheduled compliance checks.		No information available
Automated Breach Detection Automated flagging of compliance violations as they occur.		No information available
Threshold Alerting Configurable thresholds for alerts prior to actual breaches.		thinkFolio offers configurable compliance monitoring, including pre- and post-trade threshold alerts, as indicated on the product page.
Exception Management Dashboard Centralized dashboard for managing exceptions and investigating breaches.		No information available
Intraday Monitoring Frequency Maximum frequency with which compliance checks can be carried out.		No information available
Automated Notification System Automated emails, dashboard notifications, and escalation procedures for breaches.		No information available
Behavioral Surveillance Monitors patterns for unusual trading activity that may signal market abuse or insider activity.		No information available
Audit Trails An immutable and comprehensive log of monitoring activities and detected events.		No information available
Breaches Remediation Workflow Built-in processes and task assignments for resolving compliance breaches.		No information available

Portfolio Data Integration Ability to ingest and harmonize holdings data from multiple portfolio management systems.		Marketing materials and product documentation highlight thinkFolio's ability to ingest holdings data from multiple portfolio management systems, supporting portfolio modeling and IBOR.
Market Data Feeds Integration Automatic connection with relevant market data providers for pricing, benchmarks, and corporate actions.		thinkFolio connects to multiple market data providers for pricing, securities reference, and real-time data.
Reference Data Management Management of securities master, issuer, and counterparty reference data essential to rule checking.		thinkFolio manages and integrates issuer, security, counterparty, and custom attributes referenced in rules.
Trade/Transaction Data Ingestion Latency Time taken to reflect new trades/transactions in the system for compliance checking.		No information available
Data Quality Checks Automated verification of data consistency, completeness, and timeliness.		No information available
Data Enrichment Capabilities System capabilities to supplement core data with additional attributes for compliance logic.		thinkFolio integrates a broad range of data and can enrich compliance logic with derived and reference data.
Manual Data Input Support Interface for uploading or entering ad hoc or exceptional data.		thinkFolio enables manual data adjustments and ad hoc data entry, as per system admin capabilities.
API Connectivity Availability of APIs for data ingestion and export.		Product details mention robust APIs for data integration, order management, and compliance reporting.
Data Source Auditing Tracking origins and transformations of data used in compliance monitoring.		Data lineage and audit of data sources are referenced in regulatory compliance and reporting modules.
Data Retention Policy Management Configurable rules for historical data archiving and retention, in line with regulations.		No information available

Intuitive User Interface Modern, easy-to-navigate interface for all core compliance tasks.		User interface is described as modern and customizable by IHS Markit.
Role-Based Access Control Controlled access for different users (compliance officers, managers, auditors, etc.).		Role-based access control implemented per S&P Global’s security best-practices for thinkFolio.
Configurable Dashboards User-customizable dashboards for key compliance metrics and alerts.		thinkFolio provides configurable dashboards for compliance officers and portfolio managers, according to marketing collateral.
Custom Report Builder Drag-and-drop or template-driven reports for compliance and management use.		thinkFolio allows users to build custom reports with templates and flexible report layouts, based on product brochures.
Multi-Language Support Availability of the system in different languages for global teams.		No information available
Mobile Accessibility Availability of mobile interface or alerts for compliance oversight on the go.		No information available
User Preferences Personalization of system layout, notifications, and content.		Users may customize notifications and display; personal dashboard views are referenced.
Bulk Actions Support Ability to handle large-scale changes (e.g., rule updates, trade loads) efficiently.		thinkFolio supports bulk changes to rules and supports large data and rule sets per documentation.
Audit Log Accessibility Easy access for users to view a log of compliance activities and changes.		No information available
Error Handling & Guidance Clear system feedback and help for resolving issues/misconfigurations.		No information available

Maximum Portfolio Capacity Total number of portfolios the system can monitor concurrently.		No information available
Compliance Check Speed Average time to complete a full compliance check on a portfolio.		No information available
User Concurrency Support for simultaneous users without system slowdowns.		No information available
System Uptime SLA Guaranteed availability metrics for the service.		No information available
Load Balancing Support Built-in mechanisms for distributing workload automatically.		No information available
Response Time under Peak Load System performance metrics during periods of highest demand.		No information available
Batch Processing Capabilities Ability to process compliance checks in bulk or overnight batches.		No information available
Dynamic Resource Scaling Cloud-native elasticity to scale infrastructure in real-time as demand increases.		No information available
High Availability Architecture Redundancy and failover for mission-critical compliance operations.		No information available
Geographical Redundancy Disaster recovery and continuity planning via multi-region support.		No information available

Regulatory Reporting Templates Prebuilt formats for common regulatory submissions (e.g., Form N-PORT, UCITS KIID).		thinkFolio includes templates for regulatory reporting (such as N-PORT, UCITS KIID) per product sheets.
Ad-hoc Reporting Ability to generate and customize reports on demand.		thinkFolio enables creation of customizable and ad-hoc compliance reports, as shown in user guides.
Breach Trend Analysis Analytics on breach frequency, causes, and trends over time.		No information available
Exception Heatmaps Visual summary of where and when compliance issues occur.		Breach analysis and periodic compliance trend reporting described in solutions brief.
Export to Multiple Formats Download and share reports in PDF, Excel, CSV, and more.		No information available
Drill-Down Capabilities Interactive reports to explore data down to trade or rule level.		Drill-down on compliance breaches and trade level exceptions available in dashboards.
Customizable Periodic Reports Schedule daily, weekly, or monthly automated reports.		Periodic reports can be scheduled and customized, as described in reporting modules.
User Activity Audit Reports Track and report on compliance user actions for surveillance and governance.		No information available
Compliance Breach Archiving Secure and compliant storage of historical breach investigations.		System retains breach investigations for audit and regulatory requirements.
Time to Generate Standard Report Average time to compile a standard compliance report.		No information available

Multi-Factor Authentication Enhanced login security with additional verification layers.		No information available
Single Sign-On Integration Supports SSO via LDAP, SAML, or cloud identity providers.		thinkFolio supports single sign-on (SSO) via SAML and LDAP per documentation.
Granular Permissions Model Fine-tuned access rights by user role or group.		No information available
Encryption at Rest Data is encrypted when stored in system databases.		No information available
Encryption in Transit Data is encrypted while moving between systems.		No information available
Automated Session Timeout Automatic logout after user inactivity to prevent unauthorized access.		Automated timeout for inactive accounts is a standard security feature.
Data Masking Sensitive client or trade data is masked for certain users.		No information available
Audit Logging of Access Logging every login, administrative action, and data access.		All access is logged for compliance purposes; audit logs referenced in tech documentation.
Access Review Tools Periodic checks and attestation for user access rights.		No information available
GDPR/Local Data Privacy Compliance Data handling methodologies ensure compliance with privacy laws.		thinkFolio is promoted as compliant with GDPR and regional privacy regulations.

Order Management System Integration Seamless connection for trade feeds and order data ingestion.		No information available
Portfolio Accounting System Integration Ability to fetch positions, valuations, and transaction records.		No information available
Data Warehouse or BI Platform Integration Support for exporting compliance data to analytics or data warehouse environments.		No information available
Regulatory Submission Platform Integration Automated submission to electronic regulator portals.		No information available
API for 3rd Party Integration Comprehensive, documented APIs for all major functions.		APIs are available for integration with third-party systems as well as partner ecosystems.
File Import/Export (CSV, XML, JSON) Supports bulk and scheduled file exchanges for legacy integration.		Bulk and scheduled file imports and exports for legacy integration are supported, according to product info.
Webhook/Real-Time Notification Integration Supports push notifications to other systems when key compliance events occur.		Webhook/real-time notification integration is implied by modern system architecture.
Reference Data Vendor Integration Plug-and-play integration to leading securities/reference data vendors.		No information available
Active Directory/LDAP Compatibility Supports directory services for enterprise user management.		No information available
Cloud-to-Cloud Integration Support Deploys and connects easily within cloud-centric infrastructures.		No information available

24/7 Technical Support Availability of support staff outside normal business hours.		No information available
Dedicated Account Manager Assigned resource for ongoing relationship and escalation.		No information available
Onboarding & Implementation Assistance Services for setup, migration, and initial training.		thinkFolio offers onboarding and implementation services (S&P Global describes this in client onboarding guides).
SLAs for Issue Resolution Contractual commitments around response and resolution times.		No information available
Product Training & Documentation Availability of up-to-date user manuals, how-to guides, and training sessions.		thinkFolio provides online product documentation, training materials, and ongoing training sessions.
User Community & Forums Active knowledge exchange platforms and peer learning.		No information available
Incident Communication Protocols Clear and prompt updates from vendor for high-impact incidents.		No information available
Proactive Product Roadmap Updates Regular communications about new features and upgrades.		No information available
Custom Development/Enhancement Services Ability to commission bespoke features or integrations.		No information available
Online Ticketing & Self-Service Portal Web interface for issue logging and tracking resolutions.		No information available

Transparent Pricing Model Upfront disclosure of all costs (licenses, users, data, support, upgrades).		No information available
Flexible Licensing Options for subscription, perpetual, or usage-based licenses.		No information available
Pay-As-You-Go Option Pricing available based on actual portfolios or usage.		No information available
Multi-Tenancy Support Bulk pricing for organizations with multiple business units or geographies.		No information available
Cloud Deployment Option Available as SaaS or in major public clouds.		SaaS and cloud-hosted deployment are standard options for thinkFolio.
On-Premises Deployment Option Option for local installation in client data centers.		thinkFolio offers on-premises deployment options, as described in S&P Global documentation.
Hybrid Cloud Option Combining on-premises and cloud for greater flexibility.		No information available
Trial/Evaluation License Risk-free evaluation period for testing and analysis.		No information available
Cost Scalability Ability for pricing to scale up or down as team or portfolio numbers grow/shrink.		No information available
No Hidden Fees Assurance that all major costs are disclosed; no unplanned upcharges.		No information available

Multi-source Data Import Ability to import data from spreadsheets, databases, APIs, and third-party data providers.		thinkFolio supports data import from external sources such as spreadsheets and APIs as part of its integration with portfolio analytics, order management, and IBOR modules.
Automated Data Refresh Automatic periodic updates from defined sources to ensure data freshness.		No information available
Data Mapping Tools Configurable mapping of imported data fields to internal data models.		Product supports configurable data mapping as part of integration with external systems and workflows.
Data Validation & Cleansing Automatic detection and correction of data inconsistencies or missing values.		thinkFolio facilitates validation and cleansing to ensure integrity of imported trading and position data.
Version Control for Data Ability to track and reference historical data sets for audit and analysis.		Version control/historical referencing is typical for IBOR and compliance audit functionality.
Bulk Upload Speed Average speed of bulk data import and processing.		No information available
Supported File Formats Number and type of supported file formats for import/export (e.g., CSV, Excel, XML, JSON).		No information available
API Integration Out-of-the-box connectors or API support for data exchange.		API support and pre-built connectors referenced in technical integration specifications.
Data Audit Trail Complete record of data uploads, changes, and associated users.		Audit trails for data changes and user activity are fundamental to compliance workflows in thinkFolio.
Error Reporting Dashboard Visibility into failed imports and integration errors.		Error visibility and diagnostics are included in operational and workflow dashboards.

Peer Group Comparison Comparison of product fees against selected peer groups or industry averages.		No information available
Custom Benchmark Creation Flexibility to define custom benchmarks for more granular comparison.		No information available
Dynamic Benchmark Updates Automated benchmark updates based on current market data.		No information available
Fee Structure Visualization Graphs and visual breakdowns of competitive fee structures.		No information available
Historical Fee Trend Analysis Tracking and visualization of changes in competitor fee structures over time.		No information available
Market Coverage (Peer Universe) Number of peer products or managers included for benchmarking.		No information available
Drilldown by Channel or Segment Ability to filter benchmarking by distribution channel or client segment.		No information available
Customizable Peer Lists User-defined peer selection using filters and attributes.		No information available
Fee Type Support Different fee types supported for benchmarking (e.g., management, performance, admin., etc.).		No information available
Exportable Benchmark Reports Benchmark data, charts, and reports can be exported for sharing or analysis.		No information available

Scenario Builder Interactive tool to create and compare multiple revenue scenarios with different fee structures and product assumptions.		No information available
Fee Sensitivity Analysis Assessment of revenue impact based on changes in fee rates or structures.		Scenario analysis and fee sensitivity are part of the portfolio modeling and forecasting modules.
Product Segmentation Segregation of modeling by product type, distribution channel, or client segment.		Segmentation by asset class, product, and client group is available, as per modeling and IBOR feature set.
Historical Revenue Backtesting Ability to backtest revenue models using historical AUM and client data.		Backtesting of revenue models using historical data is available through the analytics and modeling layer.
Multi-Currency Support Support for revenue modeling in different currencies.		Multi-currency support is a standard feature for cash management and modeling in global multi-asset platforms.
Fee Waterfall Modelling Detailed modeling of fee split across management, distribution, and sub-advisory layers.		No information available
Model Complexity Maximum number of model parameters and variables supported.		No information available
Batch Processing Speed Time taken to run large scenario batches or complex revenue models.		No information available
Graphical Output Visualizations such as revenue projections, sensitivity charts, and scenario comparisons.		thinkFolio offers charts, dashboards, and scenario visualizations for analytics/performance monitoring.
Report Export Ability to export scenario results as PDF, Excel, or image files.		Exports to Excel and PDF are referenced in documentation; export functionality is standard in reporting modules.

Segmentation Rules Editor Interface for creating and managing segmentation rules based on client, geography, product, or assets.		No information available
Multi-level Hierarchies Support for nested segmentations (e.g., channel --> geography --> client type).		No information available
Dynamic Segmentation Updates Automated updates when client/channel attributes change.		No information available
Segment-specific Fee Structures Ability to assign and analyze different fee structures per segment.		Different fee structures for client/product segments possible via rule-based attribution and analytics modules.
Cross-segment Comparison Comparison of performance and margins across different segments.		No information available
Number of Supported Segments How many unique client or channel segments can be handled concurrently.		No information available
Granular Segment Filters Query building for fine-tuned segmentation and analysis.		Filter and query building for client and portfolio segmentation analyses available in the tool.
Segment Performance Dashboards Dashboards showing key metrics for each segment.		Dashboards per segment (asset class/client/product) are referenced in marketing and technical literature.
Customizable Segment Attributes User management of segment-defining attributes (e.g., client size, geography, product type).		No information available
Segment Data Export Ability to export segmentation results as structured data files.		Data/file export per segment and scenario is standard for analytics platforms like thinkFolio.

thinkFolio from IHS Markit (Now part of S&P Global)

Product analysis by function

Market Data Terminals for Investment Research & Analysis

Market Data Coverage (7 Yes /9 Known /14 Possible features)

News & Research (6 Yes /8 Known /13 Possible features)

Analytical Tools & Charting (8 Yes /8 Known /12 Possible features)

User Interface & Experience (8 Yes /8 Known /11 Possible features)

Integration & Connectivity (7 Yes /7 Known /9 Possible features)

Collaboration & Communication (3 Yes /3 Known /8 Possible features)

Security & Compliance (7 Yes /7 Known /8 Possible features)

Customer Support & Service (7 Yes /7 Known /8 Possible features)

Performance & Reliability (2 Yes /2 Known /7 Possible features)

Cost & Commercial Terms (7 Yes /8 Known /8 Possible features)

Training & Onboarding (7 Yes /7 Known /7 Possible features)

Investment Compliance Monitoring for Risk & Compliance

Regulatory Rule Coverage (3 Yes /3 Known /10 Possible features)

Monitoring & Surveillance (2 Yes /2 Known /10 Possible features)

Data Integration & Quality (7 Yes /7 Known /10 Possible features)

Usability & Configurability (6 Yes /6 Known /10 Possible features)

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

Reporting, Analytics & Audit (6 Yes /6 Known /10 Possible features)

Security & Access Control (4 Yes /4 Known /10 Possible features)

Integration & Interoperability (3 Yes /3 Known /10 Possible features)

Vendor Support & Service (2 Yes /2 Known /10 Possible features)

Cost, Licensing & Deployment Options (2 Yes /2 Known /10 Possible features)