A comprehensive ITSM platform with financial services modules including risk assessment tools, compliance tracking, change management workflows for trading environments, and advanced security features designed for brokerage infrastructure management.
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Systems for managing IT service requests, incidents, problems, and changes across the organization, often following ITIL or other service management frameworks.
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Self-Service Portal Allows end-users to create and manage their own service requests via a web portal. |
Ivanti ESM provides a self-service portal for end-users to create/manage their requests, as highlighted in its ITSM documentation and product pages. | |
Knowledge Base Integration Provides access to self-help articles and documentation to reduce service tickets. |
Ivanti advertises integrated knowledge base functionality for self-help and reduction of tickets. | |
Request Categorization & Prioritization Automates sorting and prioritizing service requests according to defined rules. |
Request categorization/prioritization via automated rules is standard in Ivanti workflows per the official documentation. | |
Request Fulfillment Time Average time taken to fulfill a service request. |
No information available | |
Automated Routing Automatically assigns requests to the appropriate teams or personnel. |
Automated routing of tickets/requests is explicitly supported in Ivanti ESM. | |
Customizable Forms Allows customization of request submission forms for specific information capture. |
Customizable forms for request submission are demonstrated in Ivanti’s service management solution overview. | |
Multi-channel Request Submission Supports request submission via email, web, chat, and phone. |
Supports multiple channels including email, web portal, chat, and phone as described in Ivanti Service Manager capabilities. | |
Status Tracking Enables users and IT staff to track the live status of service requests. |
Status tracking is available to users and IT for live request management (official feature listing). | |
Service Level Agreement (SLA) Tracking Monitors and enforces time limits for request resolution. |
SLA tracking/monitoring tools included in Ivanti, aligning with compliance needs in financial services. | |
Approval Workflow Automation Automates the approval process for certain types of service requests. |
Approval workflow automation for service/change requests is a feature of Ivanti ESM. | |
Request History and Audit Trail Maintains a record of all actions taken on service requests for compliance/audit purposes. |
Ivanti maintains audit trails for requests, essential for financial compliance, as per documentation. | |
Mobile Accessibility Allows users and agents to manage requests via mobile devices. |
Ivanti offers mobile accessibility through responsive web design and mobile applications. | |
Request Feedback Collection Collects customer satisfaction feedback after a request is completed. |
Request feedback collection is possible via surveys and feedback mechanisms within workflows. | |
Bulk Request Management Enables bulk creation or updating of service requests. |
Bulk import/update functionality exists for service requests per administration guides. | |
Integration with Asset Management Links requests to specific assets for context and tracking. |
Asset management integration is available; requests can be linked to tracked assets in Ivanti. |
Automated Incident Detection Integrates with monitoring systems to auto-create incidents from alerts. |
Incident auto-creation from alerts integrates with monitoring systems—shown in Ivanti ITSM technical integrations. | |
Incident Logging Central archive for recording details of each incident. |
Incident logging and a central archive is a built-in core function in Ivanti. | |
Incident Categorization and Prioritization Classifies and assigns priority to incidents for efficient triage. |
Incident categorization/prioritization is configurable and automated, aligning with ITSM industry norms. | |
Impact Assessment Evaluates and records the business impact of incidents. |
Impact assessment tools are featured, specifically for incident and change management contexts. | |
Incident Resolution Time Time taken to resolve an incident from creation to closure. |
No information available | |
Escalation Workflows Automatic escalation of unresolved incidents based on SLA rules. |
SLA-based escalation workflows are a default function and configurable in Ivanti. | |
Communication and Notification Tools Notifies relevant stakeholders and users during incident lifecycle. |
Notification tools for stakeholders are present for incident lifecycle management. | |
Major Incident Management Special process handling for critical/high-impact incidents. |
Major incident management (for critical incidents) is supported in Ivanti's enterprise configuration. | |
Root Cause Recording Documents identified root causes post-resolution for future reference. |
Root cause recording and problem management is part of Ivanti ESM (ITIL-aligned). | |
Incident Templates Predefined templates to simplify logging of recurring types of incidents. |
Incident/problem templates are available for standardized logging. | |
On-call Management Integration Integration with on-call schedules to identify available responders. |
On-call schedule integrations mentioned for faster responder identification. | |
Automated Incident Closure Incidents close automatically upon completion of resolution and verification. |
Automated incident closure on resolution is a workflow option. | |
Incident Analytics and Reporting Generates reports on incident trends, types, resolution time, and more. |
Advanced analytics and reporting tools available for incidents and all ITSM workloads. |
Problem Logging Provides a mechanism to record and track identified problems. |
Problem logging is included as part of Ivanti's problem management modules. | |
Known Error Database Maintains a repository of known errors and their workarounds. |
Known error database and workarounds are a standard feature to help resolve recurring issues. | |
Problem Analysis Tools Facilitates root cause analysis using techniques (e.g., 5 Whys, fishbone diagram). |
Problem analysis tools (RCM analysis, diagrams) are supported via problem management suite. | |
Linkage to Incidents Connects related incidents to a single problem ticket for holistic management. |
Linking multiple incidents to a problem ticket is available (holistic management). | |
Problem Prioritization Assigns priority based on impact and urgency to problems. |
Problem prioritization by customizable criteria provided in the problem management workflows. | |
Permanent Solution Tracking Tracks implementation of permanent solutions to problems. |
Permanent solution tracking for problems is supported within the system. | |
Problem Review and Closure Process Formal review before closure to ensure issue has been fully resolved. |
Formal review/closure processes are workflow configuration options in Ivanti. | |
Problem Trend Analysis Provides analytics on problem occurrence and trends. |
Trend analytics on problems (and incidents) offered through reporting suite. | |
Problem Reporting Enables detailed reporting on open, resolved, and recurring problems. |
Granular reporting and dashboards available for problems, with filter and export options. | |
Collaboration Tools Allows teams to collaborate with notes, attachments, and discussion threads on problems. |
Collaboration on tickets, notes, attachments, and discussion built into problem tickets. | |
Problem Lifecycle Automation Automates movement through problem statuses based on triggers and workflow. |
Problem workflow automation configurable by triggers and state changes—per admin guides. | |
Audit Trail for Problems Logs all modifications and actions taken on a problem ticket. |
Ticket and problem audit trails included for compliance tracking. |
Change Request Logging Captures and records all requests for change to IT infrastructure. |
Change management module supports logging/capturing all changes. | |
Workflow Customization Customizable multi-stage workflows for review, testing, and approval. |
Workflow customization (multi-stage, conditional) is a key selling point of Ivanti ESM. | |
Impact and Risk Analysis Assesses possible impacts and risks of proposed changes. |
Impact and risk analysis of changes is part of change management for regulated/brokerage use cases. | |
Change Calendar Visual display of planned changes to avoid conflicts. |
Change calendar and conflict detection are built-in to Ivanti’s change management tools. | |
Change Advisory Board (CAB) Integration Facilitates scheduling, voting, and documentation for CAB meetings. |
CAB (Change Advisory Board) features for voting/scheduling/notes present. | |
Automated Notifications Notifies stakeholders about change status and upcoming implementations. |
Automated notifications configurable for change implementations. | |
Backout Planning Documentation and approval of rollback plans in case of failure. |
Rollback/backout plans and approvals are a part of change workflow setup. | |
Change Approval Time Time required for a typical change request to be approved. |
No information available | |
Change Collision Detection System warnings for potentially conflicting changes. |
Change collision detection via system warnings is documented for conflict management. | |
Change Documentation Attaches all supporting documentation, test results, and evidence. |
Documentation attachment is supported for changes (test results, approvals, etc). | |
Change Implementation Tracking Logs the application, outcome, and status of each change. |
Tracking of each change implementation and its status is included. | |
Post-Implementation Review Supports structured review of change outcomes to capture lessons learned. |
Post-implementation review process for changes supported (audit/history). | |
Change Auditing Maintains a complete audit trail for compliance and control. |
Change auditing for compliance is an out-of-the-box feature of Ivanti. |
Asset Inventory Management Central repository for all IT hardware, software, and virtual assets. |
Asset inventory management is a major module offered. | |
Auto-Discovery Automatically discovers and updates records of IT assets in the environment. |
Auto-discovery of assets is a supported feature (hardware and software). | |
Configuration Management Database (CMDB) Repository of configuration items (CI) and their relationships. |
Configuration Management Database (CMDB) functionality is present. | |
Asset Lifecycle Monitoring Tracks assets through procurement, deployment, maintenance, and retirement. |
Asset lifecycle monitoring (procurement, deployment, maintenance, retirement) is a key asset management feature. | |
Relationship Mapping Visual display of dependencies and relationships among assets and services. |
Relationship mapping among assets/services is visually supported in Ivanti's CMDB. | |
Change Impact Analysis Assesses which assets/services will be affected by proposed changes. |
Ivanti allows visualization of change impact through asset/service mapping. | |
Software License Management Tracks license usage, compliance, and renewal requirements. |
Software license management (usage, compliance, renewal) is listed as a capability. | |
Asset Tagging Supports tagging and tracking of physical and digital assets. |
Tagging and tracking of assets supported (physical and digital). | |
Integration with Procurement Systems Links asset records with purchasing/procurement data. |
Integration with procurement is possible—linking asset records to purchasing history. | |
Asset Valuation Captures and updates current asset value over time. |
Asset valuation tracking included within asset management. | |
Audit Trails for Assets Tracks all changes and movements of each asset. |
Comprehensive audit trails/logs for asset changes and movement are included. | |
Bulk Asset Import/Export Facilitates batch upload and download of asset records. |
Bulk asset import/export tools are part of Ivanti's asset management suite. |
SLA Definition Engine Construction of detailed agreement terms, escalation paths, and penalties. |
SLA definition (terms, escalation, penalties) is configurable. | |
SLA Timer/Clock Realtime SLA countdown timer for each ticket/request. |
SLA timers/clocks are routinely available for tickets and requests. | |
Breach Notifications Automatic escalation and notifications when SLA targets are at risk. |
Breach notifications/alerts configurable for SLA violations. | |
Multi-tier SLA Support Allows different SLAs for different categories, users, or services. |
Multi-tier SLA (per category, user, etc.) is supported and configurable. | |
OLA/UC Management Supports OLAs (internal) and UCs (supplier) agreements/tracking. |
Ivanti supports OLA and UC agreements and their management. | |
SLA Reporting and Analytics Provides dashboards and exportable reports on SLA achievement and breaches. |
Reporting and analytics for SLAs is core to the dashboard functions. | |
Out-of-hours SLA Configuration Considers support calendars in SLA timing. |
Out-of-hours configuration (holidays, business hours) is available in SLA setup. | |
Customer Communication Templates Reusable templates for proactive SLA-related communication. |
Customer communication templates are supported for SLAs and incident updates. | |
Real-time SLA Monitoring Monitors current SLA compliance for all open items. |
Real-time SLA compliance monitoring for open items is available. | |
SLA Policy Versioning Tracks changes and provides version control for SLA policies. |
SLA policy versioning and change logs are available. |
REST API Support Full-featured, documented REST API for integration with external systems. |
REST API documentation and full external integration support is highlighted in developer resources. | |
Pre-built Connectors Off-the-shelf integrations with common IT systems (Active Directory, monitoring, email, etc.). |
Pre-built connectors with Active Directory, email, monitoring tools, etc., listed as available. | |
Webhooks Supports push notifications to and from other systems based on events/triggers. |
Webhooks are supported for event-driven integrations. | |
Scripting and Automation Support Allows custom scripts or workflow configuration for advanced automation. |
Scripting and automation (workflow engine, PowerShell, etc.) are available. | |
Marketplace for Add-ons Directory of available third-party integrations and add-ons. |
Marketplace for add-ons and integrations is available. | |
Data Import/Export Tools Bulk data transfer between platforms with configurable mapping. |
Tools for importing/exporting bulk data, with mapping, included. | |
Custom Field Support Ability to add custom data fields to objects in the system. |
Custom field addition/configuration is a core admin feature. | |
Event-Driven Integration Engine Orchestrates business logic triggered by system events. |
Event-driven integration workflows (triggered automation) are supported. | |
Open Authentication Standards Supports OAuth, SAML, or other secure authentication protocols for SSO/API usage. |
Support for OAuth, SAML, and other SSO protocols for authentication and APIs. | |
Integration API Rate Limit Maximum supported number of API requests per second. |
No information available |
Role-based Access Control Configurable permissions based on user roles and responsibilities. |
Role-based access controls for data, UI, workflows—necessary for financial regulatory compliance. | |
Multi-factor Authentication Requires at least two authentication methods for access. |
Multi-factor authentication supported in enterprise deployments. | |
Single Sign-On (SSO) Integration with enterprise authentication providers for simplified secure access. |
Single Sign-On (SSO) support for enterprise identity providers. | |
Data Encryption at Rest All customer and system data is encrypted when stored. |
Data encryption at rest is provided for cloud/SaaS offerings with compliance focus. | |
Data Encryption in Transit TLS or equivalent protection for all communication. |
Encryption in transit (TLS/SSL) as standard. | |
Audit Logging Tracks every user action and system change for compliance. |
Full audit logging of all user/system actions. | |
Compliance Certifications Supports PCI-DSS, SOX, GDPR, and other regulatory requirements. |
Compliance certifications (GDPR, SOX, PCI, etc.) are cited in their security documentation. | |
Regular Security Updates Receives frequent, automatic security patching and upgrades. |
Regular automatic security patching/updating is part of cloud and managed service plans. | |
Access Review and Certification Tools to review and certify access rights regularly. |
Access review tools and periodic certification workflows available for regulated industries. | |
Data Retention Policies Configurable policies for automatic data archiving/deletion. |
Data retention/archiving policies configurable for compliance. | |
Anonymization and Masking Capability to mask or anonymize sensitive data sets for non-production uses. |
Data anonymization/masking capabilities for non-production/data sets are provided. |
Real-time Dashboards Live views of service health, workload, and open tickets across IT services. |
Real-time dashboards for service/request/incident status. | |
Custom Report Builder Allows creation of custom reports with selectable fields and filters. |
Customizable report builder tools are included. | |
Scheduled Reporting Automatic generation and delivery of reports at specified intervals. |
Scheduled/automatic reporting function is available. | |
Historical Trend Analysis Identifies trends in service requests, incidents, and assets over time. |
Historical trend analytics are part of reporting visualizations. | |
KPI Monitoring Tracks achievement of key performance indicators for teams and services. |
KPI tracking and monitoring dashboards available for teams/services. | |
Drill-down Capabilities Users can drill into summary figures for detailed investigation. |
Drill-down into metrics in reports/dashboards is supported. | |
Export Options Download reports in common formats (CSV, PDF, XLS). |
Exporting to CSV, PDF, XLS formats is a standard reporting function. | |
Report Sharing Shareable links or automatic email delivery to stakeholders. |
Report sharing via links/email available. | |
Data Visualization Tools Graphical presentations of metrics (charts, graphs, heatmaps). |
Data visualization tools (charts, heatmaps) are prominent in Ivanti analytics. | |
Pre-Built Templates Common reports (SLA, volume, productivity) available out-of-the-box. |
Pre-built report templates available for common ITSM KPIs. |
Customizable User Interface Allows admins and users to adjust layouts, themes, and navigation. |
Customizable UI: layouts, dashboards, and themes adjustable per user/role. | |
Accessibility Compliance Conforms to standards (e.g. WCAG, Section 508) for users with disabilities. |
Accessibility compliance documented (WCAG) as a focus for enterprise clients. | |
Localization/Multilingual Support Offers the interface in multiple languages for global teams. |
Localization/Multilingual support for interface is listed in product fact sheets. | |
Mobile App Availability Native mobile applications for iOS and Android devices. |
Native mobile apps are available for iOS and Android devices. | |
Performance/Snappiness Average system response time for UI actions. |
No information available | |
Contextual Help & Tooltips Dynamic, in-app guidance for new or infrequent users. |
Contextual help and tooltips are available within the product. | |
User Onboarding Tools Walkthroughs, checklists, and tutorials for new users. |
User onboarding (guided tours, tutorials) included for new users. | |
Personalized Dashboards Users can create personal views of important metrics and tickets. |
Personalized dashboards for users to configure their own views. | |
Unified Search Cross-module, full-text search functionality. |
Unified search across all modules (requests, incidents, assets, knowledge base). | |
Notification Preferences Users can customize their notification settings per medium and event. |
Notification preferences are customizable by user and medium. |
Multi-tenancy/Partitioning Supports multiple departments, subsidiaries, or brokerage entities within a single solution. |
Ivanti supports partitioning for multiple departments/entities (multi-tenancy). | |
User Role and Permission Management Fine-grained control over what each user can view and do. |
User role and permission management is highly granular and configurable. | |
Bulk User Import/Provisioning Systematic onboarding of users from directories or CSV imports. |
Systematic user import/provisioning (from directory/CSV) is available. | |
High Availability Architecture supports clustering and failover to ensure service continuity. |
High availability (HA) options supported including clustering/failover as per enterprise deployments. | |
Data Backup & Recovery Automated, scheduled system backups with recovery procedures. |
Automated data backups and recovery procedures are available per Ivanti's cloud service documentation. | |
Disaster Recovery Time Objective (RTO) Maximum allowed downtime in case of major outage. |
No information available | |
Disaster Recovery Point Objective (RPO) Maximum allowed data loss measured in time. |
No information available | |
Scalable Architecture Can support rapid growth in user base and transaction volumes. |
Ivanti markets its scalability for large enterprise and regulated/brokerage customers. | |
24/7 Vendor Support Availability Availability of live or ticket-based vendor support any time. |
24/7 vendor support is available as an option for enterprise and financial services customers. | |
Release and Patch Management Automated rollout and rollback processes for updates. |
Automated release and patch management supported for updates in managed environments. | |
Monitoring and Alerting Proactive alerts for outages, system errors, or abnormal activity. |
Monitoring and alerting for outages/system errors is part of Ivanti infrastructure monitoring features. |
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