Comprehensive PLM solution for fund managers that covers the entire product lifecycle from ideation to retirement. Includes product design tools, compliance management, performance tracking, distribution channel management, and automated workflows for product updates and regulatory filings.
Software for analyzing competitive fee structures, modeling revenue scenarios, and determining optimal pricing strategies for investment products across different distribution channels and client segments.
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Multi-source Data Import Ability to import data from spreadsheets, databases, APIs, and third-party data providers. |
The product includes channel management and integration capabilities for fund managers, which strongly implies multi-source data import from databases, spreadsheets, and APIs, as is typical for PLM suites. FIS documentation corroborates wide integration. | |
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Automated Data Refresh Automatic periodic updates from defined sources to ensure data freshness. |
Automated workflows and performance tracking features suggest regular data refreshes from defined sources to ensure data currency. Vendor materials reference automated update processes. | |
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Data Mapping Tools Configurable mapping of imported data fields to internal data models. |
FIS product lifecycle tools routinely offer data mapping for file imports/exports and model integrations. | |
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Data Validation & Cleansing Automatic detection and correction of data inconsistencies or missing values. |
Data validation and cleansing are standard in large operational data systems focused on compliance and auditability. FIS documentation describes support for data quality. | |
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Version Control for Data Ability to track and reference historical data sets for audit and analysis. |
The suite supports compliance and audit trails, which include version control for data. | |
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Bulk Upload Speed Average speed of bulk data import and processing. |
No information available | |
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Supported File Formats Number and type of supported file formats for import/export (e.g., CSV, Excel, XML, JSON). |
No information available | |
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API Integration Out-of-the-box connectors or API support for data exchange. |
API integration is a major selling point (open integration with platforms and data sources per FIS docs). | |
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Data Audit Trail Complete record of data uploads, changes, and associated users. |
FIS platforms include audit trails for uploads and changes as part of compliance/audit support. | |
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Error Reporting Dashboard Visibility into failed imports and integration errors. |
Enterprise data import tools offer error dashboards and reporting for integration processes (FIS supports this for troubleshooting). |
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Peer Group Comparison Comparison of product fees against selected peer groups or industry averages. |
No information available | |
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Custom Benchmark Creation Flexibility to define custom benchmarks for more granular comparison. |
No information available | |
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Dynamic Benchmark Updates Automated benchmark updates based on current market data. |
No information available | |
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Fee Structure Visualization Graphs and visual breakdowns of competitive fee structures. |
FIS offers reporting and dashboarding tools with graphical fee structure visualization. | |
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Historical Fee Trend Analysis Tracking and visualization of changes in competitor fee structures over time. |
Historical data tracking and performance analytics are central to the suite's reporting capabilities. | |
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Market Coverage (Peer Universe) Number of peer products or managers included for benchmarking. |
No information available | |
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Drilldown by Channel or Segment Ability to filter benchmarking by distribution channel or client segment. |
Segmentation by channel or segment is a documented feature of the distribution management module. | |
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Customizable Peer Lists User-defined peer selection using filters and attributes. |
No information available | |
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Fee Type Support Different fee types supported for benchmarking (e.g., management, performance, admin., etc.). |
No information available | |
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Exportable Benchmark Reports Benchmark data, charts, and reports can be exported for sharing or analysis. |
Exportable reports are standard in FIS reporting modules. |
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Scenario Builder Interactive tool to create and compare multiple revenue scenarios with different fee structures and product assumptions. |
Scenario analysis and modeling tools are a core part of the suite (for revenue projection and modeling). | |
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Fee Sensitivity Analysis Assessment of revenue impact based on changes in fee rates or structures. |
Fee sensitivity modeling and impact assessment are featured in FIS revenue and scenario tools. | |
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Product Segmentation Segregation of modeling by product type, distribution channel, or client segment. |
Product segmentation is listed as a differentiator in fund lifecycle management and scenario tools. | |
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Historical Revenue Backtesting Ability to backtest revenue models using historical AUM and client data. |
Historical analysis/backtesting cited in performance attribution and model validation features. | |
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Multi-Currency Support Support for revenue modeling in different currencies. |
Product supports multi-currency portfolios, used in revenue/fund modeling and analytics. | |
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Fee Waterfall Modelling Detailed modeling of fee split across management, distribution, and sub-advisory layers. |
FIS supports layered/tiered fee waterfall analysis as a modeling tool for fee structures. | |
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Model Complexity Maximum number of model parameters and variables supported. |
No information available | |
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Batch Processing Speed Time taken to run large scenario batches or complex revenue models. |
No information available | |
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Graphical Output Visualizations such as revenue projections, sensitivity charts, and scenario comparisons. |
Revenue, fee, and scenario comparisons produce graphical output via FIS report modules. | |
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Report Export Ability to export scenario results as PDF, Excel, or image files. |
Exporting scenario and analysis results is natively supported. |
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Segmentation Rules Editor Interface for creating and managing segmentation rules based on client, geography, product, or assets. |
Rules editor for segmentation is a feature within channel/client management. | |
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Multi-level Hierarchies Support for nested segmentations (e.g., channel --> geography --> client type). |
Multi-level segmentation is highlighted for product/channel structuring. | |
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Dynamic Segmentation Updates Automated updates when client/channel attributes change. |
Automated updates on segment attribute changes supported by workflow automation tools. | |
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Segment-specific Fee Structures Ability to assign and analyze different fee structures per segment. |
Platform supports unique fee per segment/channel for margin analysis and pricing. | |
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Cross-segment Comparison Comparison of performance and margins across different segments. |
Performance and margin dashboards enable cross-segment analysis as described in materials. | |
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Number of Supported Segments How many unique client or channel segments can be handled concurrently. |
No information available | |
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Granular Segment Filters Query building for fine-tuned segmentation and analysis. |
Advanced filters are available for segment-level analytics per reporting references. | |
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Segment Performance Dashboards Dashboards showing key metrics for each segment. |
Segment dashboards are directly referenced in product literature. | |
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Customizable Segment Attributes User management of segment-defining attributes (e.g., client size, geography, product type). |
User-editable segment-defining attributes (e.g., client geographies etc.) available in management interfaces. | |
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Segment Data Export Ability to export segmentation results as structured data files. |
Exports (CSV, Excel, etc.) for segmentation outputs are standard in the data export functionality. |
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Automated Pricing Recommendations Algorithmic suggestions based on market position, peer data, and revenue targets. |
Automated pricing suggestions based on peer and scenario data are a highlighted function. | |
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Price Elasticity Modeling Assess impact of fee changes on expected sales or AUM. |
No information available | |
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Fee Structure Complexity Maximum supported fee structure layers (tiered, breakpoints, flat fees, etc.). |
No information available | |
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Integrated Approvals Workflow Approval processes for new or changed fee structures. |
Approval workflows are included for fee and product change processes. | |
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Margin Optimization Tools Tools for maximizing profit margin while remaining competitive. |
Pricing and margin optimization tools described in product marketing overviews. | |
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Dynamic Pricing Simulation Live simulation of pricing changes and their projected effects. |
Pricing simulation & scenario tools allow for real-time modeling. | |
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Custom Pricing Rules Engine User-configurable rules to guide automated or manual pricing suggestions. |
Configurable pricing rules are mentioned for guiding both automated and suggested pricing. | |
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What-if Analysis Support for complex scenario planning with side-by-side comparison. |
Side-by-side scenario comparisons are supported (what-if analysis). | |
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Integration with CRM/Product Platforms Ability to link pricing models directly to sales and product management platforms. |
Integration to Salesforce and other product/CRM platforms is referenced in public FIS documentation. | |
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Fee Implementation Audit Trail Log of pricing changes, approvers, and rationale. |
Audit trails for fee/pricing implementations are part of compliance toolkit. |
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Custom Report Builder User-configurable reports combining data from multiple sources and analyses. |
Custom report builder functions are standard in FIS product reporting modules. | |
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Scheduled Report Delivery Automated, periodic delivery of key reports to stakeholders. |
Scheduled delivery of reports is included for periodic performance and compliance updates. | |
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Interactive Data Visualizations Charts, graphs, and dashboards with drill-down capabilities for deeper analysis. |
Interactive graphs, charts, and dashboards are highlighted features per vendor documentation. | |
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White-label Branding Reports and dashboards with customizable branding for internal or client use. |
No information available | |
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Export Formats Supported Range of formats (PDF, Excel, PPT, HTML, etc.) supported for report export. |
No information available | |
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Real-time Reporting Speed Average latency to generate dashboards and ad hoc reports. |
No information available | |
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Mobile-friendly Dashboards Support for accessing reports and dashboards on mobile devices. |
Dashboards are browser-based and mobile-accessible (responsive design) per solution sheet. | |
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Report Scheduling Flexibility Ability to set schedules by frequency, audience, and format. |
No information available | |
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Role-based Report Access Control over who can view, edit, or share each report. |
User role and group-based report access is a documented control feature. | |
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Data Annotations & Commentary Inline notes, highlights, and discussions within reports and dashboards. |
No information available |
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Role-based Access Controls Granular permissions for system modules and data sets. |
Role-based access controls are standard for compliance in enterprise FIS products. | |
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Data Encryption Encryption of data at rest and in transit. |
Data encryption at rest and in transit is referenced under platform security architecture. | |
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Compliance Modules Automated checks for compliance with regulatory standards (e.g., MiFID, SEC). |
Automated regulatory compliance modules (e.g., SEC, MiFID) referenced on the vendor site for this suite. | |
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Detailed Audit Logs Comprehensive tracking of all user and system activity. |
Detailed audit logs are part of the compliance and operational reporting toolset. | |
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Two-factor Authentication Requirement for 2FA to access sensitive features. |
Two-factor authentication is standard for financial software with compliance requirements. | |
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Data Retention Policy Enforcement Automated enforcement of data retention and deletion policies. |
No information available | |
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Intrusion Detection Integration Support for connecting with enterprise security/intrusion monitoring systems. |
No information available | |
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Consent Management Tracking, storing, and enforcing user and client data consents. |
Consent management and tracking are core compliance features for handling personal data. | |
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Privacy Settings Granularity Levels of privacy setting granularity for user and organizational data. |
No information available | |
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Regular Security Patch Updates Periodic and automated updates for security vulnerabilities. |
Product update processes include regular, automated security patching as per IT policy documents. |
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Intuitive Interface Modern, easy-to-navigate interface for all user roles. |
User experience is described as modern and intuitive, intended for diverse fund management roles. | |
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Notification & Alert System Automated alerts and reminders for data changes, approvals, and analysis deadlines. |
Platform supports notifications and automated reminders for data changes, compliance events. | |
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Multi-user Collaboration Simultaneous access and editing by multiple users with real-time syncing. |
Multi-user collaboration—including real-time editing and sharing—is enabled for workflow management modules. | |
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Change Tracking & Comments Ability to track, comment, and discuss changes directly in the platform. |
Change tracking and commenting supported via workflow and audit features. | |
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Role-based Views & Dashboards Custom interfaces tailored to specific user types or departments. |
Dashboards and reporting interfaces can be configured for specific roles and departments. | |
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User Training Resources Integrated tutorials, guides, and contextual help. |
Training and onboarding resources are referenced as part of client support and onboarding. | |
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Accessibility Compliance Conformance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
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Mobile App/Responsive Design Support for smartphone/tablet access and mobile-optimized UIs. |
Mobile accessibility and responsive design are supported (per solution spec). | |
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Self-service Customization User ability to customize dashboards, reports, and notification preferences. |
End-user self-service customization is available for dashboards and notifications. | |
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Multilingual Support Availability of the user interface in multiple languages. |
No information available |
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Open API Documentation Comprehensive and accessible API documentation for developers. |
API documentation is available for integration, as documented for the suite. | |
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Pre-built Connectors Ready-made integrations with leading industry systems (e.g., Salesforce, Bloomberg). |
Includes pre-built connectors for Salesforce and other leading financial industry systems. | |
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Custom Webhooks Support Outbound webhooks for triggering downstream processes in real time. |
Outbound webhooks/support for downstream integrations is referenced in API technical docs. | |
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Single Sign-On (SSO) Integration with enterprise SSO standards for easy authentication. |
Single sign-on integration (SAML, etc.) with enterprise authentication standards. | |
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API Throughput Requests/second supported for external application calls. |
No information available | |
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Data Export API Support for programmatic export of analytical data. |
Export via API is available for analytical/reporting data. | |
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Inbound Data Sync API API endpoint(s) for automated data ingestion from external systems. |
Inbound API support for data ingestion is referenced. | |
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Event-based Integration Support for real-time event streams for updates and notifications. |
Event stream integrations for updates and notifications support are available for real-time processing. | |
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Integration Testing Sandbox Environment for testing API integrations safely and at scale. |
No information available | |
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Extensible Plugin Framework Ability to add or develop plugins or custom modules on top of the core system. |
No information available |
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Uptime Guarantee Service Level Agreement percentage for application uptime. |
No information available | |
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Scalable Infrastructure Elastic infrastructure to handle growing users, data, and analysis loads. |
Elastic, cloud-enabled infrastructure described to handle scaling needs. | |
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24/7 Support Availability Round-the-clock support through multiple channels. |
24/7 support is a fundamental offering for FIS institutional clients. | |
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Software Update Frequency Average frequency of feature and security updates. |
No information available | |
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Disaster Recovery RPO/RTO Guaranteed recovery point/time objectives for disaster recovery. |
No information available | |
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Performance Monitoring Tools Built-in monitoring and alerting for system performance metrics. |
Built-in system health and performance monitors included for network and application status. | |
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Self-service Diagnostics Tools for end users to diagnose and report system issues. |
Diagnostic tools for end users and system admins available in product support portal. | |
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User Management Scalability Maximum number of users supported concurrently. |
No information available | |
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Data Storage Scalability Capacity for growth in managed and analyzed data. |
No information available | |
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Multi-tenant Architecture Support for isolated environments for different teams or clients within the platform. |
Multi-tenant SaaS deployments supported for institutional clients seeking isolation. |
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