A comprehensive risk management solution with sophisticated scenario analysis and stress testing capabilities. It enables fund managers to evaluate portfolio vulnerabilities, model market shocks, and optimize asset allocation strategies using historical and hypothetical scenarios.
Tools that simulate portfolio performance under various economic and market scenarios to assess resilience and identify potential vulnerabilities in investment strategies.
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Multi-Asset Data Support Ability to handle data from various asset classes (equities, fixed income, derivatives, alternatives). |
APT is described as enabling fund managers to optimize across multiple asset classes, supporting scenario analysis for equities, fixed income, and derivatives. | |
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Historical Data Integration Support for connecting with historical market and economic data sources. |
The platform supports scenario analysis of both historical and hypothetical scenarios, indicating integration with historical data sources. | |
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Real-Time Data Feeds Ability to incorporate real-time data feeds for up-to-date scenario evaluation. |
APT Enterprise advertises real-time risk analytics and scenario updates, implying support for real-time data feeds. | |
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Custom Data Upload Allows users to upload proprietary or custom data sets (e.g., internal forecasts, client stress scenarios). |
The platform references upload/import of client scenarios and proprietary data, indicating custom data upload is supported. | |
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Automated Data Cleansing Automated identification and correction of errors, outliers, and inconsistencies in ingested data. |
No information available | |
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APIs for Data Integration Availability of robust APIs for data extraction, integration, and transmission. |
APT offers integration via APIs as per FIS documentation and third-party solution briefs. | |
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Data Lineage Tracking Comprehensive tracking of data source, processing, and transformations for audit and compliance. |
No information available | |
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Vendor Data Connectors Out-of-the-box connectors to major market data vendors (Bloomberg, Refinitiv, etc.). |
APT integrates with vendor data sources such as Bloomberg and Refinitiv as part of its enterprise package. | |
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Data Refresh Frequency How often data can be refreshed or updated. |
No information available | |
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Data Storage Capacity The maximum amount of data that can be stored in the platform. |
No information available |
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Pre-Built Scenario Library Collection of commonly used market and macroeconomic stress scenarios (e.g., 2008 Financial Crisis, COVID-19 shock). |
Product materials mention a library of pre-built stress and regulatory scenarios (e.g. GFC, COVID-19). | |
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Custom Scenario Builder Enables users to define and parameterize their own scenarios (interest rate shocks, FX movements, commodity crashes, etc.). |
APT advertises robust custom scenario builder for user-defined market shocks and economic variables. | |
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Scenario Versioning Ability to track and retrieve version history and changes to scenarios. |
APTs scenario management enables versioning and audit trails for changes. | |
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Scenario Parameter Granularity Number and types of economic/market inputs that can be specified per scenario. |
No information available | |
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Scenario Grouping & Hierarchies Ability to group scenarios, create hierarchies, or link macro and micro scenarios. |
No information available | |
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Shock Magnitude Adjustment Allows users to adjust the magnitude of stress/shock factors easily. |
Described as supporting scenario grouping and hierarchies, including linking macro/micro scenarios. | |
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Reverse Stress Testing Support Supports ‘reverse’ stress tests to identify triggers or breakpoints for a defined outcome (e.g., portfolio loss). |
FIS literature and product demos advertise 'reverse stress testing' capabilities. | |
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Randomized Scenario Generation Ability to generate randomized or Monte Carlo scenario sets. |
Monte Carlo and randomized scenario generation are key selling points per product description. | |
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Scenario Sharing & Collaboration Easily share custom scenarios across teams or users within the platform. |
No information available | |
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Scenario Limits Maximum number of saved custom scenarios. |
No information available |
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Full Revaluation Modeling Performs full repricing of assets under each scenario, not just sensitivity (delta) approaches. |
APT performs full revaluation of portfolios under scenarios (not just sensitivity). | |
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Factor Sensitivity Models Supports multi-factor risk models for stress and scenario analysis (e.g., equity beta, interest rate duration). |
Supports multi-factor and sensitivity models per risk analytics documentation. | |
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Monte Carlo Simulation Enables large-scale Monte Carlo simulations for probability-based scenario outcomes. |
The official product page confirms Monte Carlo simulation capabilities. | |
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Path-Dependent Instrument Support Ability to model complex, path-dependent instruments (e.g., options, structured notes) under scenarios. |
Marketing claims include ability to analyze path-dependent instruments and derivatives. | |
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Portfolio Aggregation Ability to analyze scenario impacts at portfolio, sub-portfolio, and asset levels. |
Supports impact analysis at portfolio, sub-portfolio, and asset level. | |
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Nested Stochastic Modeling Supports nested stochastic scenarios for liabilities or ALM analysis. |
No information available | |
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Concurrency Number of scenarios or portfolios that can be processed simultaneously. |
No information available | |
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Back-Testing Engine Can use historical market data to test scenario analysis accuracy. |
Back-testing using historical data is featured in APT's demo/overview materials. | |
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Horizon Analysis Supports multi-horizon scenario analysis (e.g., 1 day, 1 month, 1 year impacts). |
APT documentation highlights multi-horizon scenario analysis (e.g., impact projections 1 week/year). | |
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Stress Impact Decomposition Breaks down sources of stress impact across positions and risk factors. |
Stress impact decomposition is supported according to official risk analytics feature lists. |
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Dynamic Asset Allocation Testing Assess proposed dynamic or tactical shifts under various scenarios. |
Supports dynamic asset allocation testing as part of scenario optimization tooling. | |
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Robust Optimization Algorithms Ability to perform robust optimization with scenario or stress-aware constraints. |
Mentions robust optimization with stress constraints in the documentation. | |
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Liability-Aware Analysis Supports liability-driven investing (LDI) with stress testing liabilities and assets jointly. |
Liability-driven investment analysis and joint asset-liability stress testing is a core APT feature per whitepapers. | |
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Optimization Constraints Number of constraints (min/max allocations, exposures) supported in optimization. |
No information available | |
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Custom Objective Functions Allows users to define custom objective functions (e.g., maximize Sharpe under certain stresses). |
Documentation mentions config of custom optimization objectives including advanced risk/return ratios. | |
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Efficient Frontier Under Scenario Generate new efficient frontiers reflecting the stressed scenario conditions. |
Official materials include generation of efficient frontiers under both baseline and scenario conditions. | |
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Transaction Cost Modeling Includes transaction costs and liquidity impacts in allocation/rebalance plans. |
No information available | |
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Optimization Runtime Speed Average time to run a typical optimization/scenario analysis. |
No information available | |
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Historical vs. Forward-Looking Optimization Ability to optimize based on both past data and stressed forward projections. |
Allows both backward-looking and forward/stress scenario projections in optimization (from docs). | |
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Constraint Violation Alerts Automatic alerts when asset allocation rules or constraints are breached in scenario. |
No information available |
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VaR/CVaR Under Scenario Calculates Value at Risk (VaR) and Conditional VaR for each scenario. |
Supports VaR, CVaR calculation on scenario analysis as per feature sheets. | |
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Exposure Breakdown Reporting Produces detailed reports on exposure, loss, and concentration by asset, sector, region, or risk factor. |
Generates exposure/loss/concentration reports by asset, sector, and risk factors. | |
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Customizable Risk Dashboards Interactive dashboards with user-defined widgets and layouts for presenting results. |
Interactive, customizable dashboards are a core part of APT's offering. | |
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Automated Regulatory Reports Generates reports meeting regulatory templates and requirements (CCAR, EBA, PRA). |
Compliance and regulatory reporting (e.g. CCAR/EBA) is listed in APT documentation and marketing. | |
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Trend & Time Series Visualization Visualizes risk/return impacts over time and across scenarios. |
Time series and scenario trend visualizations highlighted on product screenshots and feature lists. | |
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Scenario Comparison Reports Directly compare portfolio risk/return across multiple scenarios side by side. |
Platform provides scenario comparison reports according to solution overview. | |
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Drill-Down Capabilities Enables deep dives from portfolio-level results down to single position attribution. |
Drill-down to single position and attribution supported per analytics demos and documentation. | |
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Heatmaps & Tree Maps Graphical representation of stress impacts/distribution (by risk, exposure, etc.). |
No information available | |
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Export Formats Supported Number of reporting/export file formats supported (PDF, Excel, CSV, etc.). |
No information available | |
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Automated Scheduled Reporting Support for scheduling automatic risk and scenario report generation and distribution. |
APT supports automated and scheduled reporting as per FIS documentation. |
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Role-Based Access Controls Granular control of who can view, edit, run, or approve scenarios and reports. |
Role-based access controls are a required feature for enterprise risk management and referenced in FIS security policies. | |
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Audit Trail Logging Comprehensive tracking of scenario creation, edits, runs, and report generation actions. |
Audit trail logging for scenario, model and report changes is noted in compliance sections. | |
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Approval Workflows Formal workflows for scenario approval, sign-off, and escalation. |
No information available | |
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Change Management Alerts Automatic notifications of changes to scenarios, models, or portfolio data. |
No information available | |
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Commenting & Annotation Ability to leave comments or annotate scenario results and reports. |
No information available | |
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Collaboration Spaces Shared workspaces or forums within the platform for group analysis and discussion. |
Collaboration spaces and group discussions are available for scenario analysis among teams in FIS APT. | |
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Document Management Integration Integration with document storage systems for reference and archival. |
No information available | |
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Task Assignment & Tracking Assign scenario analysis tasks and monitor completion. |
No information available | |
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Multi-User Concurrent Sessions Number of users that can simultaneously collaborate or run analytics. |
No information available | |
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Version Rollback Ability to revert scenarios or portfolios to previous versions/states. |
No information available |
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Intuitive Scenario Wizard Step-by-step guides to simplify scenario creation and configuration. |
No information available | |
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Customizable Layouts & Themes Users can tailor interface layouts and visual themes to personal preferences. |
No information available | |
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Multi-Language Support Support for multiple languages in the user interface. |
No information available | |
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Accessibility Compliance Compliant with major accessibility standards (e.g., WCAG 2.1). |
No information available | |
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Mobile/Tablet Compatibility Platform can be used on smartphones and tablets without loss of functionality. |
Supports browser, smartphone, and tablet with responsive layouts per solution brief. | |
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Drag-and-Drop Functionality Drag-and-drop for building scenarios, arranging dashboards, and organizing portfolios. |
No information available | |
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Personalized Dashboards Each user can configure their own home page or dashboard with favorite tools. |
No information available | |
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Hotkey Shortcuts Support for keyboard shortcuts to increase speed of analysis. |
No information available | |
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Load Time Time taken for main dashboard or analysis page to load. |
No information available | |
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Help & Onboarding Guides Built-in help documentation, tutorials, and contextual guidance. |
Provides built-in help, onboarding, and contextual user guides as part of service package. |
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RESTful API Availability Availability of modern RESTful APIs for integrating with other systems and workflows. |
Modern RESTful API access is highlighted in the system integration architecture diagrams. | |
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SDK/Programming Environment Software development kits or scripting interfaces for extensions, plugins, and custom models. |
No information available | |
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Compatibility with Python/R/Matlab Direct compatibility with data science and quant programming environments. |
Product documentation confirms compatibility with Python, R and Excel; Matlab not stated. | |
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Batch Processing Capability Support for submitting large jobs or processing updates in batches. |
Supports batch processing of large jobs according to user guides and technical references. | |
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Third-Party Application Integration Integration with OMS, PMS, risk systems, and BI/reporting tools. |
Integrates with common OMS/PMS/risk and BI/reporting tools (e.g. Bloomberg PORT, FactSet) as per FIS. | |
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Custom Plug-in Support Ability to add third-party or user-developed analytical plug-ins. |
Documentation allows for custom plug-ins/analytical extensions (via partner/SDKs). | |
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Event-Driven Automation Trigger off event feeds (e.g., market event triggers auto-stress test). |
No information available | |
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Integration with Cloud Storage Can connect with cloud storage providers for scalable data management. |
FIS APT can store and read from major cloud storage solutions, as noted in implementation options. | |
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Webhook/Callback Support Real-time notifications or updates to other systems via webhooks. |
No information available | |
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API Rate Limits Maximum number of API calls per minute supported. |
No information available |
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Encryption at Rest & Transit All data encrypted when stored and when transmitted. |
Encryption of data at rest and transit is a vendor policy for FIS products including APT. | |
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Single Sign-On (SSO) Integration with SSO providers for streamlined and secure logins. |
Single Sign-On with enterprise identity providers supported for APT. | |
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Multi-Factor Authentication Requires additional form(s) of identity verification for access. |
Multi-factor authentication supported as standard in FIS enterprise security posture. | |
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Data Retention Policy Management Customizable controls over how long scenario and analysis data are retained. |
Customizable data retention stated as part of regulatory compliance features. | |
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Regulatory Compliance Certifications Meets certifications like SOC2, ISO 27001, GDPR, etc. |
APT/FIS states compliance/certification with SOC2 and ISO 27001 in its technical documentation. | |
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User Activity Monitoring Monitor and log user sessions, access, and changes. |
Supports monitoring and logging of user sessions and activities, as required for regulatory compliance. | |
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Granular Data Permissions Define access down to individual scenario, report, or dataset level. |
Provides granular data permissioning for scenarios, reports, and data sets within organizations. | |
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Penetration Testing Frequency Frequency of platform penetration and vulnerability testing. |
No information available | |
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Audit Logging Retention How long audit logs are stored. |
No information available | |
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IP Whitelisting/Blacklisting Restrict access by user IP location. |
No information available |
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Concurrent Users Supported Maximum simultaneous users under peak load. |
No information available | |
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Simulation Throughput Number of scenarios and portfolios processed per unit time. |
No information available | |
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Uptime Guarantee Guaranteed system availability (SLA). |
No information available | |
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Load Balancing Automatic distribution of workloads to optimize performance. |
FIS APT supports load balancing for enterprise clients as mentioned in technical briefs. | |
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Horizontal Scaling System can scale across multiple servers or cloud instances. |
Horizontal scaling supported via cloud infrastructure options. | |
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Response Time under Load Average response time per user under heavy load. |
No information available | |
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Disaster Recovery RTO Recovery Time Objective in case of disaster. |
No information available | |
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Geo-Redundant Architecture Support for geographically distributed/redundant infrastructure. |
APT is available as a geo-redundant solution to support business continuity. | |
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Scalable Storage Capacity Ability to elastically expand storage as data or users grow. |
Product marketing highlights scalable storage with elastic infrastructure in the cloud. | |
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Batch Processing Window Length of time platform can accept batch scenario submissions without performance degradation. |
No information available |
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24/7 Support Availability Round-the-clock helpdesk or support service. |
FIS provides 24/7 global support coverage for APT. | |
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Dedicated Account Manager Named account or relationship manager for premium support. |
Premium support and dedicated account management are available as FIS enterprise service options. | |
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Onboarding & Training Services Structured onboarding and ongoing training for users. |
Structured onboarding and ongoing training sessions offered by FIS. | |
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Knowledge Base & FAQ Access to searchable help articles and documentation. |
FIS maintains an extensive client knowledge base and online documentation for APT. | |
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Customization Services Ability to request or commission product customizations or bespoke development. |
Customization and bespoke development are part of FIS's professional services. | |
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Software Update Frequency How often the platform is updated with new features, patches, or improvements. |
No information available | |
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User Community/Forum Access to user group discussions and community support channels. |
User forums and community support are integrated in the APT platform or FIS customer hub. | |
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Service Level Agreement (SLA) Clarity Availability and level of documented service commitments (response times, resolution times, etc.). |
Service Level Agreements and documentation available and described as clear in enterprise contracts. | |
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Implementation Lead Time Typical time from contract to go-live implementation. |
No information available | |
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Multi-Region Support Global support coverage across geographic regions. |
Global and multi-region client support confirmed by FIS's worldwide support and implementation teams. |
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