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Moxtra for Wealth Management from Moxtra
Secure communication and collaboration platform for brokerage client services. Features include document sharing, e-signatures, secure messaging, video meetings, and compliance controls within a branded client portal.
Product analysis by function
Communication Management Systems for Client Services
Tools for managing client communications across multiple channels (email, chat, phone), often with recording and archiving capabilities for compliance purposes.
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Channel Support and Integration
(8 Yes /8 Known /11 Possible features)
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Multi-Channel Support Ability to handle interactions across email, chat, voice/phone, SMS, and social media. |
Moxtra advertises support for secure messaging, calls, and collaboration including integrated messaging, voice/video meetings, and document sharing; documentation references integration with various digital channels. | |
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Channel Unification Unified view of all communications regardless of channel. |
Moxtra offers a branded client portal unifying interactions, suggesting channel unification for all client communications. | |
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Channel Switching Ability to switch or escalate conversations between channels seamlessly. |
No information available | |
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APIs for Channel Integration Availability of APIs for custom integration with new channels. |
Moxtra developer documentation describes APIs for integrating external channels and custom workflows. | |
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Supported Social Platforms Number of social networks natively supported (e.g., Twitter, LinkedIn, Facebook). |
No information available | |
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Third-Party Integration Support for integrating third-party messaging and telephony solutions. |
Features list references integration with CRM, eSignature, cloud storage, and other third-party tools. | |
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Mobile Channel Support Capability to support mobile-specific channels and apps. |
Dedicated iOS and Android apps, and mobile optimized client experience is shown on Moxtra's solutions pages. | |
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Automated Distribution Automatic routing of incoming messages to the appropriate agent/team. |
Automated message assignment and routing is mentioned as a core compliance and workflow benefit. | |
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Outbound Communication Capabilities Ability to initiate outbound calls, emails, or chats from the platform. |
Outbound messaging, document requests, and video meeting features indicate outbound communications are supported. | |
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Omnichannel Inbox A single interface for agents to view all incoming and outgoing messages from every channel. |
Branded portal clearly serves as an omnichannel inbox for all forms of client messages and notifications. | |
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Simultaneous Channel Capacity Maximum number of concurrent interactions the system can support across all channels. |
No information available |
Compliance, Recording & Archiving
(8 Yes /8 Known /11 Possible features)
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Call Recording Automatic recording of voice interactions. |
Call (voice/video) recording is referenced as part of Moxtra's compliance controls for financial services. | |
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Chat/Email Archiving Archival of written communications for future reference and audit. |
Compliance archiving for all digital communications (messages, chat, email-equivalent) is described in documentation and solution feature lists. | |
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Retention Policy Management Customizable message retention periods to match regulatory mandates. |
Compliance controls include configurable retention settings for message/data to align with regulation. | |
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Searchable Archives Ability to perform keyword or filter-based search through archived communications. |
References to advanced audit/search capabilities and keyword search for all communications. | |
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Secure Storage Data encryption at rest and in transit for archived communications. |
Marketing materials and docs mention data is stored encrypted, both at rest and in transit. | |
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Audit Trails Detailed tracking of communications for auditing purposes. |
Detailed activity and access logging/audit trail referenced explicitly for compliance purposes. | |
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Export Capabilities Ability to export records or transcripts for regulatory requests. |
Export of transcripts/documents/messages is referenced as part of compliance audit and reporting capabilities. | |
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Legal Hold Ability to place specific records on legal hold to prevent deletion. |
No information available | |
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Data Purging Automation Automated deletion of records based on defined retention policies. |
No information available | |
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Compliance Certifications Certified compliance with relevant financial or data privacy regulations. |
Compliance certifications (including SOC 2, GDPR, GLBA) are listed in the compliance and security sections. | |
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Backup Frequency Frequency with which backups of communications are performed. |
No information available |
Performance and Scalability
(3 Yes /3 Known /10 Possible features)
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Concurrent User Support Maximum number of users that can operate the system simultaneously. |
undefined Moxtra advertises enterprise scalability and multi-team concurrent access; client portals serve financial institutions with thousands of users. |
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Message Throughput Number of processed messages per second. |
No information available | |
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Recording Retention Capacity Total duration or count of recordings that can be stored. |
No information available | |
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Latency System response time for message delivery or retrieval. |
No information available | |
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Uptime Guarantee Vendor-promised service availability. |
No information available | |
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Auto Scaling Ability to automatically scale system resources based on demand. |
Cloud-native, multi-tenant architecture implies auto-scaling in response to load. | |
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Load Balancing Balancing of workloads across server resources to optimize performance. |
Load balancing is standard in modern scalable SaaS platforms and mentioned as part of the reliability features. | |
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Failover and Redundancy Automatic failover and redundancy configurations. |
No information available | |
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Disaster Recovery Comprehensive disaster recovery capabilities and tested plans. |
No information available | |
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Content Delivery Network (CDN) Use of a CDN for fast global access to stored content and messages. |
No information available |
Security
(9 Yes /9 Known /10 Possible features)
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End-to-End Encryption Encryption of data in transit and at rest from sender to receiver. |
References to encryption in transit and at rest plus platform security compliance. | |
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Multi-Factor Authentication MFA for agent and administrator access. |
Multi-factor authentication available for enterprise customers per security documentation. | |
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Role-Based Access Control Granular user permission management based on roles. |
Role-based user and admin controls for access are documented in admin guides. | |
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SOC 2/ISO 27001 Certification Industry-standard security certifications. |
SOC 2 compliance and ISO 27001 mentioned in trust/security policy documents on website. | |
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Single Sign-On (SSO) Ability to log in using a firm’s SSO infrastructure. |
Single sign-on (SSO) for enterprise logins is featured in Moxtra's implementation materials. | |
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Intrusion Detection System (IDS) Monitoring for and alerting of suspicious or unauthorized activities. |
Security statements reference ongoing monitoring, which suggests intrusion detection systems are active. | |
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Granular Audit Logs Detailed system activity logging for access and events. |
System logs and audits are highlighted as a compliance and support standard. | |
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Data Loss Prevention (DLP) Enforcement of policies to prevent unauthorized data sharing. |
Data loss prevention and content controls are described in security and compliance documentation. | |
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Automatic Session Timeout Automatic logout after a specified period of inactivity. |
Automatic session timeout/inactivity logout described in security policies documentation. | |
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Custom Security Policies Ability to define firm-specific security policies. |
No information available |
Agent Productivity and Workflow
(10 Yes /10 Known /10 Possible features)
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Unified Agent Dashboard A single workspace displaying all client interactions, case history, and tasks. |
Unified agent/client dashboard is shown and described on solution pages for wealth management. | |
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Automated Task Assignment Automatic routing of cases or queries to the most appropriate agent/team. |
Automated assignment and routing of requests/cases referenced as part of workflow automation features. | |
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Macros and Templates Pre-defined responses or templates for frequent client interactions. |
Templates and canned responses available for common service interactions per solution guides. | |
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CRM Integration Native or API-based integration with customer relationship management systems. |
CRM integration is explicitly cited as part of the solution for financial services. | |
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Case Management System for managing open/closed client requests and issues. |
Case management/tracking of client service issues is referenced as a supported core feature. | |
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Internal Chat/Collaboration Channel for agents to communicate internally without leaving the platform. |
Internal chat/collaboration tools are a key feature for client service teams. | |
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Notifications and Alerts Real-time notifications for new messages or urgent action items. |
Notifications and alerts are included in both agent and client interfaces, according to product materials. | |
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Automated Follow-Up Automated reminders or follow-up tasks for pending topics. |
Automated reminders and follow-ups are included in compliance workflows according to product literature. | |
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Workflow Customization Ability to define and automate unique workflows or escalation processes. |
Workflow automations are cited as part of the custom onboarding and compliance features. | |
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Search and Filter Functions Fast, multi-parameter searching and filtering of communication records. |
Search and filter tools for message and record retrieval are highlighted in compliance documentation. |
Client Experience and Self-Service
(8 Yes /8 Known /10 Possible features)
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Client Portal Access Clients can log in to view past correspondence, statements, and open tickets. |
Clients can log into a secure portal to access correspondence, documents, and statements—standard in Moxtra's wealth management offering. | |
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Self-Service Knowledge Base A searchable database of FAQs and support articles. |
Knowledge base and self-help resource references on the portal FAQ and support pages. | |
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Automated Chatbots Intelligent bots to answer common questions or route more complex inquiries. |
No information available | |
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Personalization Options Custom greetings, tailored content, and preferences for communication. |
Personalization of greetings/content and portal experience is described in client onboarding workflow. | |
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Secure Document Sharing Ability for clients to securely send/receive documents via the platform. |
Secure document sharing via encrypted portal is one of Moxtra's main promoted features. | |
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Response Time SLA Average response time guaranteed for client communications. |
No information available | |
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Real-Time Status Updates Clients receive real-time updates on the status of their inquiries. |
Clients can see real-time status updates of issues and document signatures within the platform. | |
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Multilingual Support Support for multiple languages in interfaces and communications. |
Support for multiple languages indicated in documentation for global financial services clients. | |
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Accessibility Standards Compliance Adherence to accessibility standards such as WCAG/ADA. |
Solution documentation references accessibility and compliance with standards for client portals. | |
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Mobile Access for Clients Optimized mobile experience for client-side interaction. |
Mobile optimized and native mobile support for client-side interaction is cited. |
Integration and API Ecosystem
(6 Yes /6 Known /10 Possible features)
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Open APIs Availability of open APIs for integration with in-house or third-party applications. |
Open APIs and developer documentation provided for integrations. | |
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Webhooks Support Ability to push real-time data and updates to other systems. |
Webhooks for real-time event updates available in developer integration documentation. | |
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Pre-built Integrations Out-of-the-box connectors to popular CRM, ERP, and compliance platforms. |
Integrations with Salesforce, DocuSign, cloud storage, and other solutions are out-of-the-box or via apps. | |
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Event-Driven Architecture System supports event-driven integrations for real-time actions. |
No information available | |
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Data Import/Export Tools Built-in utilities for importing or exporting data in multiple formats. |
Import/export tools for data migration and compliance eDiscovery. | |
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Integration Documentation Quality Comprehensiveness and clarity of provided integration documentation. |
Integration documentation is publicly available and cited as comprehensive by various reviews. | |
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Custom Scripting/Extensions Ability to add custom logic or workflows through scripting. |
No information available | |
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Authentication Protocol Support Support for OAuth2, SAML, and similar secure authentication frameworks. |
OAuth and SAML support is referenced for secure authentication integrations. | |
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Batch Processing Support for large-scale/batch data operations via API. |
No information available | |
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Integration Rate Limits Maximum API calls allowed per hour. |
No information available |
Reporting and Analytics
(5 Yes /5 Known /10 Possible features)
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Real-Time Dashboards Live reporting on key communications metrics. |
Real-time dashboards for agent and compliance metrics are shown in product screenshots. | |
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Custom Report Builder Creation of ad-hoc or scheduled custom reports. |
No information available | |
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Predefined Compliance Reports Standard reports for regulatory compliance. |
Predefined compliance/audit reports available for export, referenced for regulatory compliance. | |
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Export to PDF/Excel Ability to export analytics and reports in common formats. |
PDF/Excel/CSV export of data and reports included among reporting and analytics features. | |
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Agent Performance Metrics Measurement of agent-specific KPIs (response time, resolution rate). |
Measurement and dashboarding of service agent KPIs is referenced on product features. | |
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Client Satisfaction Surveys Integrated collection and reporting of client satisfaction ratings. |
No information available | |
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Data Visualization Tools Built-in graphs, charts, and heatmaps for insights. |
Analytics dashboards with graphical visualization are featured in product demos. | |
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Scheduled Reporting Ability to set and automate report generation schedules. |
No information available | |
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Drill-Down Analytics Capability to drill down from summary to detailed records. |
No information available | |
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Historic Data Retention Number of months/years historical data is retained for analytics. |
No information available |
Artificial Intelligence and Automation
(6 Yes /6 Known /10 Possible features)
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AI-Based Routing Intelligent assignment of cases/messages based on context and agent skills. |
AI-based routing and assignment are referenced in workflow and automation documents. | |
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Automated Compliance Monitoring AI to identify and flag potential compliance violations in real time. |
Automated compliance monitoring and flagging is a cited feature in regulated finance solutions. | |
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Speech-to-Text Transcription Automated transcription of voice calls for record-keeping and analysis. |
Speech-to-text transcription is cited for call/meeting recordkeeping. | |
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Sentiment Analysis Analysis of client sentiment and escalation based on message content. |
No information available | |
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Auto-Categorization/Tagging Automated tagging of communications for classification and search. |
No information available | |
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Suggested Responses AI-driven recommended replies and next best actions for agents. |
No information available | |
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Fraud Detection Real-time AI screening for fraud or anomalous interactions. |
Platform references real-time fraud detection for compliance in wealth management. | |
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Bulk Outbound Campaigns Automated bulk messaging for compliance or marketing (with permission). |
Bulk outbound notifications and compliance alerts are supported per compliance automation. | |
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Workflow Automation Automatic triggering of workflows from specific communication events. |
Workflow automation via triggers (e.g., e-signature received) referenced in solution paper. | |
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Custom ML Model Integration Support for integrating custom machine learning models. |
No information available |
Customization and Branding
(7 Yes /7 Known /10 Possible features)
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Custom UI Themes Ability to apply the firm’s brand colors, logos, and interface layouts. |
Custom branding, logo, and interface theming are available as part of white-label offering. | |
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Configurable Workflows Ability to customize workflows to internal processes. |
Configurable workflows and automation are available for custom internal processes/procedures. | |
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Custom Notification Rules Define alert and notification logic to suit business needs. |
Custom notification and alert rules for compliance, deadlines, and escalations are included. | |
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Modular Feature Enablement Turn modules on/off as needed for specific user groups. |
Platform modules can be enabled/disabled for different client types, per documentation. | |
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Custom Portal Domains Branded portal/domain for client-facing interfaces. |
Custom domains and fully branded portals are part of the white-label solution. | |
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Localization Support Customize system language, time zone, and regional settings. |
Localization options (language, timezone, formatting) configurable in the portal. | |
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Personalized Reporting Dashboards Enable each user/role to have a custom analytics homepage. |
No information available | |
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UI Widgets/Extensions Support for custom UI widgets or plugin extensions. |
No information available | |
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White-labeling Options Remove vendor branding for full white-label deployment. |
Full white-labeling (no vendor branding) available as a premium capability. | |
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Custom Form Builders Drag-and-drop or API-based creation of custom data capture forms. |
No information available |
Support & Vendor Management
(7 Yes /7 Known /10 Possible features)
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24/7 Support Availability Access to live support at all times. |
24/7 live support referenced as available to enterprise customers in SLA documentation. | |
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Dedicated Account Manager Named support representative for each client. |
No information available | |
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Comprehensive Onboarding and Training Structured onboarding and training programs for firm users. |
Onboarding and training—including tailored programs for wealth/finance—are highlighted in implementation guides. | |
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User Community/Forums Online user communities for knowledge sharing. |
No information available | |
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Service Level Agreement (SLA) Contractually defined levels of support and uptime. |
Service level agreements for uptime/support published for enterprise clients. | |
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Self-Service Documentation Extensive user manuals, FAQs, and troubleshooting guides. |
Self-service knowledge base, documentation, guides, and troubleshooting resources available to all users. | |
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Multi-Tier Support Plans Offering of basic, advanced, and premium support levels. |
Basic and premium support plans, including 24/7 availability and escalation, are offered. | |
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Customer Success Programs Proactive programs to drive adoption and best practices. |
No information available | |
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Regular Product Updates Frequent enhancements and bug fixes. |
Regular product updates and new feature enhancements are referenced on company news and release notes. | |
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Third-Party Audit Reports Availability of security, compliance, or performance audit documentation. |
Third-party audit/compliance reports available for review by prospective enterprise customers. |
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