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Pega Wealth Management and Pega Mobile from Pegasystems

Pega's mobile solutions for wealth and fund management include meeting management tools, client interaction tracking, needs-based selling support, client onboarding, document management, and AI-driven insights - all accessible via mobile devices for on-the-go client management.

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Product analysis by function

Mobile Meeting Technology for Client Relationship Management

Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
More Mobile Meeting Technology More Client Relationship Management ...

Device Compatibility & Integration
(4 Yes /4 Known /14 Possible features)

Security & Privacy
(4 Yes /4 Known /13 Possible features)

Presentation & Content Delivery
(0 Yes /0 Known /12 Possible features)

Client Data Access & CRM Integration
(4 Yes /4 Known /10 Possible features)

User Experience & Accessibility
(3 Yes /3 Known /10 Possible features)

Collaboration & Communication
(2 Yes /2 Known /10 Possible features)

Performance & Reliability
(0 Yes /0 Known /8 Possible features)

Deployment & Administration
(1 Yes /1 Known /8 Possible features)

Support & Maintenance
(0 Yes /0 Known /7 Possible features)

Scalability & Future-Proofing
(0 Yes /0 Known /7 Possible features)

Analytics & Reporting
(0 Yes /0 Known /7 Possible features)

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Tablet Compatibility Supports all major tablet operating systems (iOS, Android, Windows).		Pega Mobile provides apps on iOS, Android, and Windows, supporting major tablet operating systems.
Laptop Integration Allows connection and syncing with laptops for data transfer and presentation.		No information available
Peripheral Support Compatible with external devices such as clickers, styluses, and printers.		No information available
Wireless Display Connectivity Enables wireless connection to projectors, smart TVs, and conference room displays.		No information available
Multi-Device Sync Synchronizes content in real-time across smartphones, tablets, and laptops.		No information available
Operating System Version Support Supports the latest and previous releases of major mobile operating systems.		No information available
Third-Party App Integration Ability to integrate with CRM and productivity apps (e.g., Salesforce, Microsoft Office).		Pega platform offers integration with third-party CRM and productivity apps such as Salesforce, Office 365, etc.
APIs for Custom Integration Provides APIs for custom integration with existing fund management systems.		No information available
Seamless Calendar Integration Syncs with corporate calendar solutions for meeting management.		Syncing with Outlook and Google Calendar is described in Pega's integration documentation.
Cloud Storage Integration Supports secure cloud storage services for document access and sharing.		Integration with cloud document storage (Box, OneDrive, etc.) is described in Pega's integration documentation.
Single Sign-On (SSO) Support Allows authentication via enterprise single sign-on solutions.		No information available
Mobile OS Security Compliance Meets or exceeds enterprise security standards for mobile OS.		No information available
QR Code/Barcode Scanner Integration Supports the use of device cameras for QR or barcode scanning.		No information available
Hands-Free Operation Supports voice commands or hands-free navigation during meetings.		No information available

End-to-End Encryption Ensures all communications and data transfers are fully encrypted.		No information available
Multi-Factor Authentication (MFA) Requires multiple methods of authentication for access.		Multi-factor authentication, SSO, encryption, and audit logs supported for meeting compliance requirements.
Biometric Login Supports fingerprint or facial recognition for fast, secure access.		No information available
Remote Wipe Capability Enables data to be deleted remotely from lost or stolen devices.		No information available
Role-Based Access Control Granular permissions based on user roles within the organization.		No information available
Data Loss Prevention Features to prevent accidental data leakage or unauthorized sharing.		As a regulated financial platform, Pega mobile includes robust data loss prevention controls.
Audit Logs Comprehensive logs of all user activity for auditing and compliance.		No information available
GDPR/Regulatory Compliance Support for compliance with financial data privacy regulations (GDPR, SEC, etc.).		Supports regulatory compliance such as GDPR and SEC, as outlined in the Pega data privacy documentation.
Secure Data Storage Data stored locally or in the cloud is encrypted and secured.		Cloud document management and encrypted storage are supported on mobile and core platform.
Automatic Session Timeouts Sessions automatically expire after inactivity to prevent unauthorized access.		No information available
VPN Support Can operate fully over corporate VPN connections.		No information available
Malware/Threat Detection Detection and alerts on potential threats or malware.		No information available
Data Residency Options Ability to choose where data is physically stored for compliance.		No information available

High-Resolution Display Output Supports output in Full HD, 4K, or higher resolutions.		No information available
Interactive Annotation Tools Allows presenters to mark up slides and documents in real time.		No information available
Content Preloading Ability to preload presentation materials for offline access.		No information available
Multi-Presenter Support Multiple team members can present or share content seamlessly.		No information available
Digital Whiteboarding Built-in whiteboard for drawing diagrams or brainstorming live.		No information available
Remote Control Capability Control presentations remotely from any compatible device.		No information available
Embedded Video & Audio Playback Play embedded multimedia content smoothly in meetings.		No information available
Custom Branding Display firm logos, themes, and colors in client-facing materials.		No information available
Dynamic Data Feeds Incorporate live feeds like market data or fund performance charts.		No information available
Multiple File-Type Support Open and display a wide range of file types (pdf, pptx, xlsx, etc.).		No information available
Live Polling & Client Feedback Collect feedback from clients in real time during presentations.		No information available
Meeting Recording Record meetings for compliance and review (with permissions).		No information available

Live CRM Data Access Access and display current client information from CRM in real-time.		No information available
In-Meeting Note Taking Capture and sync client meeting notes directly into the CRM.		Pega allows in-meeting note taking captured directly into CRM records.
CRM Record Editing Update and create new client records during meetings.		CRM integration is a marketed feature, with Pega supporting updates and creation of client records on-the-go.
Client Account Review Mode View summary dashboards of client portfolios and interactions.		Dashboards and account review screens for advisors are described in Pega's meeting management and client review tools.
Follow-Up Task Creation Assign meeting action items as CRM tasks in real-time.		No information available
Sales Pipeline Display Visualize sales opportunities related to the client during the meeting.		No information available
Data Entry Validation Ensures all manually entered data meets CRM validation standards.		No information available
Automated Meeting Logging Automatically logs meetings and outcomes into the CRM.		Pega apps log meeting activities automatically into integrated CRM platforms.
Historical Interaction Access Displays past meeting notes, emails, and call logs.		No information available
Data Synchronization Speed Maximum delay between CRM update and device display.		No information available

Touch Optimized Interface Designed for efficient use on touch screens.		Product documentation highlights touch-optimized UI for mobile and tablet experiences.
User Customization Options Allows users to adjust layouts, shortcuts, and themes.		No information available
Multi-Language Support User interface and content available in multiple languages.		No information available
Font Size Adjustment Users can adjust font sizes for readability.		Font size adjustment and accessibility options are documented in the Pega mobile accessibility guide.
Screen Reader Compatibility Works with screen readers for visually impaired users.		No information available
Color Contrast Modes High contrast themes for visually challenged users.		No information available
Offline Functionality Full or partial functionality in offline mode.		Pega mobile has offline capability for data entry, which syncs when connectivity is restored.
Onboarding Tutorials Built-in tutorials or training for first-time users.		No information available
In-Context Help Contextual tips and help available throughout the application.		No information available
Error Recovery Options Helps users recover easily from mistakes or lost connections.		No information available

In-Meeting Chat Secure instant messaging for meeting participants.		No information available
Shared Document Editing Collaborate on documents with clients in real-time.		No information available
Screen Sharing Share device or application screens during meetings.		Screen sharing available as part of Pega Meeting Management and collaboration suite.
Co-Annotation Multiple participants can annotate content simultaneously.		No information available
File Sharing Easily and securely exchange files with clients.		No information available
Instant Polling Clients can vote or give feedback instantly.		No information available
Presence Detection Know when team members or clients have joined meetings.		No information available
Comment Threads Threaded discussions for meeting follow-ups.		No information available
Integrated Voice/Video Calling Built-in VoIP/audio/video call capabilities.		Integrated video calling and conferencing offered for advisor-client meetings.
Invite External Participants Add guests with controlled access to content.		No information available

Startup Time Average time taken from launch to readiness.		No information available
Data Synchronization Speed Time to sync data between the client device and the backend.		No information available
System Uptime Percentage of time the system is available.		No information available
Crash Recovery Automatic recovery after app or system crash.		No information available
Resource Efficiency Low CPU and battery usage during meetings.		No information available
Concurrent Session Support Number of simultaneous meetings or connections supported.		No information available
Automatic Updates Receives updates and patches with minimal user intervention.		No information available
Bandwidth Optimization Adapts to network conditions for optimal performance.		No information available

Centralized Device Management IT administrators can manage all devices centrally.		No information available
Remote Configuration Configure settings remotely for all users or devices.		No information available
Usage Analytics & Reporting Collects data on usage patterns for monitoring and optimization.		No information available
Custom Policy Enforcement Apply and enforce user or device security policies.		Custom security, data, and workflow policies can be enforced in Pega's administrative settings.
Automated Provisioning Bulk user/device setup via automated workflows.		No information available
Role-Based Settings Control Settings and features can be enabled or disabled per user role.		No information available
Software Deployment Methods Supports app deployment via MDM or app stores.		No information available
Device Health Monitoring Monitor status and health of deployed devices.		No information available

24/7 Technical Support Round-the-clock telephone, email, or chat support.		No information available
In-App Support Requests Users can submit and track support requests from within the application.		No information available
Self-Help Knowledge Base Extensive documentation and resources available to users.		No information available
Service Level Agreement (SLA) Guaranteed response and resolution times.		No information available
Regular Updates & Patches Scheduled software updates and critical patches.		No information available
User Community Forum Access to online user forums and community support.		No information available
Proactive Issue Detection Automated alerts for performance degradation or incidents.		No information available

User Capacity Maximum number of concurrent users supported.		No information available
Device Capacity Maximum number of devices managed or connected.		No information available
Cloud Scalability Dynamically adjusts to changing loads in a cloud environment.		No information available
Update Compatibility Future software updates won’t require major re-implementation.		No information available
Emerging Technology Support Designed to integrate with AR/VR, AI assistants, etc.		No information available
Hybrid Deployment Support Supports both on-premise and cloud deployments.		No information available
Continuous Integration/Delivery (CI/CD) Supports CI/CD pipelines for ongoing development.		No information available

User Engagement Metrics Track frequency and depth of meeting interactions.		No information available
Meeting Attendance Reports Generate reports on client attendance and participation.		No information available
Content Usage Analytics Analyze which documents and presentations are most used.		No information available
CRM Data Export Easily export client interaction data for further analysis.		No information available
Custom Report Builder Compose custom reports tailored to firm needs.		No information available
Real-Time Dashboard Live dashboards for at-a-glance insights.		No information available
Regulatory Compliance Reports Templates and tools for required financial reporting.		No information available

Pega Wealth Management and Pega Mobile from Pegasystems

Product analysis by function

Mobile Meeting Technology for Client Relationship Management

Device Compatibility & Integration (4 Yes /4 Known /14 Possible features)

Security & Privacy (4 Yes /4 Known /13 Possible features)

Presentation & Content Delivery (0 Yes /0 Known /12 Possible features)

Client Data Access & CRM Integration (4 Yes /4 Known /10 Possible features)

User Experience & Accessibility (3 Yes /3 Known /10 Possible features)

Collaboration & Communication (2 Yes /2 Known /10 Possible features)

Performance & Reliability (0 Yes /0 Known /8 Possible features)

Deployment & Administration (1 Yes /1 Known /8 Possible features)

Support & Maintenance (0 Yes /0 Known /7 Possible features)

Scalability & Future-Proofing (0 Yes /0 Known /7 Possible features)

Analytics & Reporting (0 Yes /0 Known /7 Possible features)