| Feature / Function |
Included |
| Level of Storage Included |
Unlimited |
| Bundled Support (includes upgrades and maintenance) |
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| Customisable Fields |
Unlimited |
| Multi-Currency and Multi-Language Support |
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| Storage of Data/Information across Products, Regions and other Groupings |
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| Available Hosted (Externally) and On your Own Premises |
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| Contact Management |
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| 360 degree View of Clients |
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| Manage Relationships with Consultants, Brokers, Dealers and Custodians |
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| Diary (management of activities, visits, events, reminders and individual entries) |
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| Notes (attaching to contacts, clients and tasks) |
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| Document Repository (including attachments to Client, Contacts and Call Reports) |
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| Send E-mails to Contacts and Clients |
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| Query/Task Management (including individual query types, escalation paths, notification via e-mail and SMS, and raised via third party web sites and e-mail) |
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| Call Report (Meeting Notes/Minutes) Logging, Management and Distribution |
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| Portfolio Management for Clients |
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| User Dashboards (the dashboard, including key performance indicators, can be customised to suit your needs. Information can be analysed from multiple data sources and is not limited to data held in XMWeb) |
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| Management Scorecards for viewing snapshots of data at a high or granular level |
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| Bespoke/Custom Reports developed specific to your Requirements |
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| Performance and Client Reporting |
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| E-mail Management (received direct into XMWeb including auto-responses) |
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| “Click to Call” (phone your contacts via XMWeb and record the conversations) |
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| Report Builder™ (users create complex bespoke reports without developer involvement) |
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| Client Profile (capturing detailed client information separated via Product or across all Products) |
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| Upload External/3rd Party/Legacy Data (extracted and linked to individual client/contact records) |
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| Online Survey Functionality (product aligned or across all products) |
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| Advanced Search |
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| Integration with Outlook and Lotus Notes |
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| Security can be applied at an Individual Record level |
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| Easy Integration of Legacy/3rd Party Applications |
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| Upload Client and Contact Data from External Sources |
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| Data Transmitted and Stored is Encrypted (128 bit SSL) |
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| Off-line Capabilities |
Due Q2 2007 |
| Accessible via a Mobile Device |
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