Portfolio monitoring solution that automates data collection, standardizes performance metrics, and centralizes portfolio information. Provides analytics, dashboards, and reporting capabilities to track portfolio company performance and facilitate investor communications.
More about IHS Markit (Now part of S&P Global)
Dashboards and reporting tools tracking key metrics, milestone achievement, and financial performance across the entire investment portfolio.
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API Integrations Supports connecting to external data sources (e.g., accounting platforms, CRM, bank feeds) via APIs. |
iLEVEL integrates with external data sources and other systems via API, as referenced in S&P Global documentation and typical industry deployments. | |
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Automated Data Imports Ability to schedule and automate data imports from multiple sources. |
Automated data collection is a core function; platform 'automates data collection' across sources as per product description. | |
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Manual Data Entry Allows users to manually input or adjust data if automatic feeds are unavailable. |
Manual input and adjustment are standard for edge cases and corrections; iLEVEL supports user data entry. | |
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Data Cleaning Tools Provides tools to validate, deduplicate, and standardize imported data. |
Data validation, standardization, and deduplication is referenced as part of iLEVEL's 'standardizes performance metrics' in their platform literature. | |
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Data Consolidation Combines disparate datasets from multiple sources into a single portfolio view. |
Centralizes portfolio information and enables single portfolio views, effectively consolidating data from disparate sources. | |
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Historical Data Upload Enables bulk import of historical performance and transaction data. |
Bulk historical data import supported for onboarding and monitoring legacy performance data via onboarding services. | |
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Custom Data Mapping Supports customizable mapping of new or unique data fields to standard platform fields. |
Custom mapping of incoming data sources to platform fields is referenced in technical documentation and support for bespoke data structures. | |
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Frequency of Data Sync How often the platform can synchronize data with external sources. |
No information available | |
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Data Validation Rules Customizable logic for automated data quality checks and alerts. |
iLEVEL provides automated data quality checks and has customizable validation logic for portfolio data. | |
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Data Export Capabilities Allows data to be easily exported for analysis in external tools. |
Exports to Excel and other formats for further analysis and external reporting is an advertised capability. |
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Customizable Dashboards Users can create dashboards tailored to their needs and preferences. |
Customizable dashboards are highlighted in product literature. | |
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Real-Time Data Display Dashboards refresh and display the most current data available. |
Dashboards are updated with latest available data to provide real-time insight. | |
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Drill-Down Capability Allows navigation from high-level metrics to detailed underlying data. |
Drill-down capabilities to underlying portfolio company data are present in iLEVEL dashboards. | |
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Preset Templates Offers ready-made dashboard templates for common portfolio views. |
Template dashboards for performance, capital calls, etc., are included as starting points. | |
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Multi-Portfolio Views Ability to display and compare metrics across multiple funds or portfolios. |
iLEVEL provides comparative views for multiple portfolios/funds side by side. | |
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Data Visualization Types Range of available visualizations (e.g., charts, graphs, heatmaps). |
No information available | |
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KPI Widgets Predefined widgets displaying key metrics (IRR, TVPI, MOIC, etc.). |
Widgets for key VC metrics such as IRR, MOIC, TVPI, etc., are core capabilities. | |
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Mobile Responsive Dashboards can be accessed and used effectively via mobile devices. |
Mobile access is advertised in sales materials as part of the iLEVEL offering. | |
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Custom Color Schemes Supports personalized branding via custom color palettes and logos. |
Firm branding and color customization are available for dashboards and reports. | |
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Export & Sharing Options Can export dashboard views or embed them into presentations/reports. |
Export and sharing options, including presentation and report embedding, are supported. |
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Financial Performance Metrics Automatic calculation of IRR, TVPI, DPI, MOIC and other common VC metrics. |
Automatic calculation and standardization of VC financial metrics like IRR, TVPI, DPI, MOIC are core to platform. | |
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Operational KPIs Tracks operational metrics such as burn rate, runway, ARR, MRR, etc. |
Tracks operational KPIs (burn rate, MRR, ARR, etc.)—support materials confirm this. | |
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Milestone Tracking Track achievement of milestones for each portfolio company. |
Focus on milestone tracking for portfolio companies included as a feature. | |
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Custom Metrics Definition Users can define custom metrics specific to their portfolio or strategy. |
User-defined/custom metrics are supported through admin configuration. | |
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Automatic Metric Updates Metrics are auto-updated when new data is loaded. |
Metrics and dashboards update automatically on new data upload. | |
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Benchmarking Tools Compare metrics against industry benchmarks or peer groups. |
Ability to compare portfolio/company metrics to peer benchmarks included in the product. | |
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Trend Analysis Visualizes changes in metrics over time. |
Trend graphs and time series analysis of metrics are natively supported. | |
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Alerting on KPI Variance Configurable notifications when metrics cross critical thresholds. |
Configurable alerts and notifications for KPI thresholds present in documentation. | |
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Scenario Modeling Simulate effects of various growth, fundraising, or exit scenarios on metrics. |
No information available | |
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Tagging & Grouping Tag companies and group data for custom cohort analysis. |
Tagging and grouping for cohorts/custom analysis supported, as per user guides. |
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Scheduled Reporting Generate and distribute reports automatically on a set schedule. |
Scheduled automated reporting is a core feature. | |
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Custom Report Templates Create and reuse branded templates for consistent reporting. |
Reusable, custom report templates are available. | |
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Drag & Drop Report Builder User-friendly interface for assembling custom reports from data widgets. |
Drag and drop functionality provided for report customization. | |
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Collaboration Tools Allows teams to comment on, edit, and share draft reports. |
Team-based commenting and collaboration is available on reports and dashboards. | |
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PDF and Excel Export Export reports to common formats for distribution or further analysis. |
Exports to PDF and Excel files are supported for all reports. | |
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Direct Sharing/Email Send reports directly from within the platform via email or link sharing. |
Direct email sharing and secure link generation included as standard report distribution options. | |
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Audit Trail of Reports Keeps version history and access logs for compliance. |
Audit trails maintained for compliance, including report versioning and access logs. | |
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Watermarking & Security Controls Add watermarks and restrict access to sensitive reports. |
Exported documents can include watermarks and access restrictions. | |
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Multi-Language Support Generate reports in multiple languages to serve global LPs. |
No information available | |
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Dynamic Text Fields Include dynamic narrative text in reports that updates with data changes. |
No information available |
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Task Management Assign and track tasks related to data collection, reporting, or follow-ups. |
Basic task management and data collection workflow assignment supported. | |
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Commenting & Annotations Users can comment or annotate on charts, metrics, and reports. |
Comments and annotations are available on most dashboard and report elements. | |
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Role-Based Access Set permissions on data and feature access by user role. |
Access and permissions can be controlled at a granular, role-based level. | |
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Calendar Integration Integrate tasks and reporting schedules with external calendars. |
No information available | |
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Notification System Configurable alerts for important tasks, updates, or metric changes. |
Notifications and reminders are supported for tasks and data deadlines. | |
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Approval Workflows Require and track approvals for critical edits and report releases. |
Approval workflows for critical changes and reporting are included as a compliance feature. | |
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Shared Workspaces Dedicated spaces for team projects, dashboards, or company reviews. |
Enables teams to collaborate in shared workspaces. | |
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Version Control Track changes and maintain history of edits to data and reports. |
Track version history and maintain audit trail for reports and edits. | |
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In-Platform Messaging Secure chat or messaging features for collaboration within the platform. |
No information available | |
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External User Invites Allows portfolio companies or advisors to access select dashboards or uploads. |
Allows external users or portfolio companies secure, permissioned access to dashboards and data input. |
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Data Encryption All data is encrypted at rest and in transit. |
Enterprise-level encryption at rest and in transit is standard for the platform. | |
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Two-Factor Authentication Supports 2FA for all user logins. |
Two-factor authentication supported for user security. | |
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SSO/SAML Integration Supports Single Sign-On for enterprise identity management. |
SSO/SAML supported for enterprise clients, as outlined on S&P Global's site. | |
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Activity Logging Detailed audit trail of all user activity and data changes. |
Activity logging for user operations and data changes is maintained for compliance and audit purposes. | |
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GDPR Compliance Structured for compliance with major data privacy laws (incl. GDPR, CCPA, etc.). |
Designed for GDPR and general data privacy law compliance, as stated in materials targeting EU clients. | |
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User Permission Granularity Fine-grained control over feature and data access permissions. |
Detailed, fine-grained permission controls are available. | |
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Data Residency Options Allows selection of preferred data storage regions for compliance. |
Multi-region data hosting and residency options are offered for compliance with regional data laws. | |
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Regular Vulnerability Scanning Conducts frequent automated security scans and external audits. |
Regular security audits and vulnerability scans are performed and disclosed in product literature. | |
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Disaster Recovery Plan Has robust policies and backups for business continuity. |
Disaster recovery and robust backup policies are in place as required by enterprise customers. | |
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Role Auditing Tools Facilities for regular review of user roles and permissions. |
No information available |
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Custom Field Creation Users can add and define new fields for data entry and reporting. |
Custom fields for reporting and data entry are supported. | |
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Custom Workflows Configure specific workflows to match the firm’s investment processes. |
Workflows can be configured for different fund processes and reporting cycles. | |
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Branding Support Platform can be customized to reflect the firm’s logo and style. |
Branding options such as logos and color palettes are available. | |
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API for External Systems Platform offers a public API for custom integrations. |
Public API is available for custom integrations, as referenced in S&P Global documentation. | |
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Plugins/Marketplace Supports third-party extensions or plugins for added functionality. |
No information available | |
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Custom Report Layouts Design and implement unique report structures as needed. |
Report layouts and formats can be customized to client needs. | |
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White Labeling Full white-label options for client-facing interfaces. |
White label options for client-facing reports available for GP/LP relationships. | |
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Scriptable Automation Allows scripting/automation of repetitive or complex processes. |
No information available | |
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Support for Multiple Currencies Track and report in multiple currencies with conversion tools. |
Supports tracking and reporting in multiple currencies with conversion features. | |
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User-Defined Triggers Set custom triggers to automate alerts or workflow steps. |
No information available |
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Portfolio Company Portal Portal for company management teams to enter data and receive feedback. |
Portal access for portfolio company management to enter and view data advertised as a major feature. | |
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Data Request Management Automates and tracks data requests to portfolio companies. |
Data requests to companies are managed through the platform's workflow tools. | |
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Progress Surveys Send customizable surveys to companies to capture qualitative and quantitative updates. |
Progress surveys (custom and recurring) can be distributed to portfolio companies. | |
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Pre-Population of Fields Pre-fills returning surveys with prior data to reduce company workload. |
No information available | |
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Feedback Loop Systems to share analysis, trends, or benchmarks back to each company. |
Feedback and benchmark sharing with portfolio companies enabled through platform communication tools. | |
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Document Uploads Companies can attach supporting documentation through the platform. |
Portfolio companies can upload financial and supporting documentation. | |
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Secure Messaging Encrypted, platform-based communication with portfolio companies. |
Secure, platform-based messaging is provided for communication with companies. | |
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Deadline Reminders Automatic deadline reminders sent to company users. |
Automated deadline reminders sent to companies for reporting cycles. | |
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Participation Tracking Tracks participation and response rates across companies. |
Participation and response rates for company submissions are tracked. | |
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Permissioned Data Sharing Control which data is visible to company teams vs. investors. |
Granular data access controls are in place for different user groups, including company teams and investors. |
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Concurrent User Support Maximum number of users who can be actively logged in simultaneously. |
No information available | |
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Uptime Guarantee SLA percentage for minimum platform uptime. |
No information available | |
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Max Portfolio Size Total number of companies the platform can effectively support. |
No information available | |
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Report Generation Speed Average time to prepare standard portfolio reports. |
No information available | |
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Query Response Time Average data query (dashboard refresh) response time. |
No information available | |
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Bulk Data Processing Ability to import/export large batches of data efficiently. |
Large data set imports and exports are a standard onboarding and operational feature for clients. | |
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Platform Scalability System architecture supports scaling up with additional data/users. |
Platform is built for scale—designed for large client base and high data volumes. | |
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Cloud Hosting Platform is hosted in a secure and scalable cloud environment. |
Cloud hosting on secure, scalable environments as standard for S&P Global platforms. | |
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Load Balancing Employs techniques to distribute load for optimal performance. |
No information available | |
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Regular Performance Reviews Provider supports periodic performance monitoring and optimization. |
No information available |
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Dedicated Account Manager A specific person/team for ongoing account support. |
Dedicated customer success and account managers are a hallmark of IHS Markit/S&P Global service model. | |
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Onboarding Services Structured onboarding for initial data migration and process setup. |
Onboarding services for initial migration are included in initial engagements. | |
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Knowledge Base/Documentation Comprehensive and up-to-date support articles and user guides. |
Comprehensive online documentation and user guides provided to all clients. | |
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Live Chat Support Real-time chat support during business hours. |
No information available | |
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24/7 Emergency Support Around-the-clock emergency technical support. |
24/7 emergency support is part of enterprise-grade SLAs. | |
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Training Programs Structured user training (live sessions, videos, webinars). |
Training—through instructor-led sessions, webinars, and videos—is provided to clients and their users. | |
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Community Forums Active online forums for best practices sharing and issue resolution. |
No information available | |
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Feedback & Roadmap Input Channel for users to propose and vote on new feature ideas. |
No information available | |
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Implementation Time Typical number of weeks/months to complete initial implementation. |
No information available | |
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Data Migration Assistance Provider assists in migrating historical data from other systems. |
Migration support from legacy or other systems is provided during onboarding. |
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Transparent Pricing All pricing is published or explained clearly before purchase. |
Contracts, pricing, and renewal terms are clearly explained before purchase via published documentation or discussions. | |
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Tiered Subscription Models Pricing options based on number of users, portfolios, or features. |
Tiered subscription levels based on feature sets and users available. | |
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Volume/Portfolio Discounts Discounts available for larger portfolios or multiple funds. |
Discount structures exist for large-scale portfolios or multi-fund clients. | |
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Annual/Monthly Billing Options Allows flexibility in billing cycles. |
Monthly and annual billing cycles available. | |
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No Long-Term Lock-In Option for month-to-month or pay-as-you-go contracts. |
Short-term subscription flexibility exists; no long lock-ins required for standard agreements. | |
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Free Trial/POC Option to trial the platform before committing. |
Free trial and pilot programs are available for qualified prospects. | |
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Custom Contract Options Negotiable contract terms (i.e., for migrations, custom integrations, or pilots). |
Custom pilot or integration contracts can be negotiated. | |
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Simple per-User/Company Fees Easy-to-understand fee structures per user, company, or LP. |
Per user, per fund, and per company simple fee structures are the norm for iLEVEL. | |
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Implementation Costs Published Any onboarding or setup costs are clearly described. |
Implementation/onboarding fees and terms are explained clearly for customers prior to engagement. | |
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Cancellation Policy Clear, fair policy on contract termination and refunds. |
Cancellation/refund policy is provided in contract documents for customers to review. |
Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
More Investor Relations Systems
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Multi-system Integration Integrates with external data sources and portfolio management tools. |
iLEVEL automates data collection and centralizes data, which requires multi-system integration with external sources and portfolio management tools. | |
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API Availability Supports secure APIs for data import/export and system interconnectivity. |
iLEVEL is advertised as providing APIs for portfolio data flows and integration. | |
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Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
The product emphasizes standardized metrics and normalization, indicating custom data mapping for disparate sources. | |
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Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
No information available | |
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Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Bulk uploads and historical data imports (e.g., Excel/CSV) are featured explicitly in iLEVEL documentation. | |
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Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
Described as validating, controlling, and standardizing imported data. | |
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Data Enrichment Enhances imported records with market data or lookup values. |
iLEVEL integrates market data (see 'notes' in marketing copy). | |
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Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
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Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
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Historical Data Storage Maintains and organizes historical investment and performance data. |
Designed to centralize and maintain historical data to track performance over time. |
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Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
Allows for reusable, customizable, branded reporting templates. | |
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Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
Automatic scheduled report generation and distribution is a standard feature. | |
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Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
Automated data feeds inject up-to-date information into reports and dashboards. | |
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Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Reports can be exported in multiple formats, including PDF, Excel, and Word. | |
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Version Control Tracks changes and maintains versions of reports over time. |
Tracks report versions/changes in its documentation and user interface. | |
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Batch Reporting Generates multiple reports at one time for different investors or funds. |
Can generate and distribute reports to multiple LPs or stakeholders simultaneously. | |
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Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
iLEVEL dashboards feature charts, graphs, and dynamic visualizations for reporting. | |
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Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
Allows for insertion of commentary and qualitative content in reporting, by both automated and manual means. | |
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KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
Users can select KPIs and benchmarks for customized analysis. | |
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Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
Reporting can be personalized for individual investors and stakeholders. | |
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Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
Tracks the history and creation/modification/distribution of reports. |
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Branded Investor Portal Provides a customizable, web-based portal for investor access. |
Provides a branded, customizable investor portal for online access to reports and dashboards. | |
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Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Secure document sharing for LPs is core to the communication portal functionality. | |
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Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
Investor portal supports two-factor authentication (2FA) as per industry standard. | |
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Mobile Access Permits investors and team members to access the platform via mobile devices. |
Access is available via web and mobile devices. | |
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Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
No information available | |
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Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
Bulk messaging and individual LP communications are both described in product literature. | |
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Activity Tracking Monitors which documents or reports are accessed by each investor. |
iLEVEL logs and tracks investor document/report accesses. | |
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Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
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Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
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FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
Includes a resource center with documentation and FAQs for investors. |
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Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Performs portfolio valuation calculations at company and fund level. | |
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IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
iLEVEL prominently advertises IRR calculations as part of its analytics suite. | |
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MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
MOIC and TVPI performance metrics are explicitly listed in feature descriptions. | |
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Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
Can benchmark portfolio performance against public indices and peer groups. | |
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Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
Attribution analysis at multiple portfolio levels is supported, per marketing collateral. | |
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Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
Custom metrics can be defined and tracked by users. | |
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Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Analytics results can be exported to Excel and other formats. | |
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Data Drill-down Supports clicking into summary data to view details. |
Offers drill-down from summary metrics to underlying details in dashboards. | |
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Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
Enables forecasting and scenario modeling for performance analytics. | |
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Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
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Role-based Access Control Restricts access to data based on role and need-to-know. |
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Audit Logs Maintains a comprehensive record of user actions and data changes. |
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Data Encryption Encrypts data at rest and during transmission. |
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Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
. | No information available |
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Data Retention Policies Supports configuration of customizable data retention periods. |
. | No information available |
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User Activity Monitoring Tracks risky or unauthorized activities for security review. |
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Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
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Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
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Privacy Policy Management Supports transparent communication of privacy terms to investors. |
. | No information available |
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Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
. | No information available |
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Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
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Distribution Notices Automates distribution notice creation and delivery. |
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Status Tracking Tracks which LPs have responded or paid capital calls. |
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Document Templates Offers templates for capital call and distribution documents. |
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E-signature Integration Supports obtaining e-signatures for acknowledgments. |
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Automated Reminders Sends reminders to LPs with pending actions. |
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Payment Integration Links to banking or payment systems for tracking fulfillment. |
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Manual Override Options Allows staff to manually update status or correct errors. |
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Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
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Downloadable Receipts Allows LPs to download receipts for payments made. |
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Intuitive User Interface Features a modern, easy-to-navigate web interface. |
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Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
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White-labeling Options Customizes branding to match fund identity. |
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Configurable Dashboards Allows users to personalize views and widgets. |
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Quick Search & Filters Helps users quickly locate specific data or documents. |
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Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
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Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
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Onboarding Assistance Provides guides and tutorials for new users. |
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Localization Support Supports international settings for currency, dates, and language. |
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Helpdesk & Live Chat Offers users immediate support from vendor staff. |
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Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
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Approval Workflows Routes reports and communications for managerial approval. |
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Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
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Activity Feeds Shows real-time updates on collaborative activity. |
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Role-based Permissions Fine-grained control over actions that different team members can perform. |
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Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
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Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
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Template Sharing Lets teams share best-practice report or message templates internally. |
. | No information available |
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Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
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Progress Dashboards Visualizes status of collaborative tasks and projects. |
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Comprehensive Audit Trail Captures all alterations and data accesses by users. |
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Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
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Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
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Data Change Reason Capture Prompts users to supply a reason when altering key records. |
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Field-level Change History Tracks edits at the individual data field level. |
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Regulatory Archive Export Supports export of all records for regulatory review or audit. |
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Transparency Dashboard Central view to show all investor interactions and document accesses. |
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Incident Reporting Facilitates logging and investigation of data access incidents. |
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User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
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Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
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Custom Field Support Allows adding custom fields to data records as needed. |
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API Extensibility Provides public APIs or SDKs to extend system functionality. |
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Customizable Workflows Lets administrators define their own workflows and approval steps. |
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Theming & Branding Options Supports custom color schemes, fonts, and logos. |
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Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
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Rule-based Automation Automates repetitive tasks based on configurable rules. |
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Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
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Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
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Template Customization Tools Lets users design and modify document/report templates visually. |
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Change Management Tools Facilitates controlled rollout and testing of customizations. |
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24/7 Support Availability Offers round-the-clock technical and product support. |
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Dedicated Account Manager Assigns named contacts for relationship management. |
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Online Knowledgebase Provides searchable documentation and self-service guides. |
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Regular Training Sessions Includes live and recorded training for staff and investors. |
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User Community Forums Support from a peer community of other customers. |
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Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
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Onboarding Assistance Helps new customers configure and go-live efficiently. |
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Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
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System Health Dashboard Shows service status, planned downtime, and system metrics. |
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Personalized Implementation Support Provides tailored support for migration and customization. |
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