- Passwords should consist of a minimum of EIGHT characters to a maximum of THIRTY characters.
- Password complexity should be a combination of alphanumerical, at least one upper case, at least one lower case character, and at least one special character.
- Password should contain at least one numerical value (e.g. 0-9)
- Password should contain at least one each of upper and lower case characters (e.g., az, A-Z)
- Password should contain at least one special character (e.g. !@#$%^&*()+=)
- The system should not allow reusing the last 3 passwords.
- The system should not allow using the user’s first and or last name used in the system.
- The system should not allow using a username, email id, or phone no. used in the system.
- Password should not be allowed to contain a sequence of repeated characters e.g. aaa123 is an invalid password
Tradeable Assets
Real Estate, Private Assets
Alternatives
Multi Asset Class Performance
Multi Period Performance & Benchmarks
Configurable Dashboard
Report Book
Co-branding
Insights Risk Dashboard
Bespoke Risk Analysis
Configurable Chart of Accounts
General Journal Entries
Core Tax Lot Relief
Partnership Accounting
US Tax Reports
Multi-currency
Multi-period GL Reports
Consolidating GL Reports
Custodian Reconciliation
Bank Reconciliation
Enhanced Tax Lot Relief
Partnership Auto-Posting
Trust Reporting
Locked Periods
Stocks, Mutual Funds, News
Account Holdings Aggregation
Account Transactions Aggregation
Derivatives, Bonds
Benchmarks
Currency
Custom Pricing for Securities
Check Print
Bill.com Integration
Self-serve Knowledge Base
Standard Business Hrs Customer Support (within 48 Hrs)
Bespoke On-boarding & Training
Same Business Day
Multi-user
Access Profiles
Audit Trail
Private Backups
Two-Factor Authentications
Option for Single / Multi Tenant
Mobile App
Bespoke Implementation Services
Analyzing Investment Performance Program