iSolve CKYC vs Adoptech vs Smart RIA

iSolve CKYC

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Adoptech

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Smart RIA

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Description

iSolve CKYC

iSolve CKYC

iSolve CKYC is designed for organizations looking to meet compliance and regulatory requirements with ease. Our software focuses on simplifying the complex process of Customer KYC (Know Your Customer)... Read More
Adoptech

Adoptech

Adoptech is a SaaS platform designed to streamline and simplify the process of technology adoption in businesses. Whether you're a small startup or a large enterprise, introducing new software or syst... Read More
Smart RIA

Smart RIA

Starting and running a Registered Investment Advisor (RIA) firm is no small feat, and that's where Smart RIA comes in. Smart RIA is specially designed to help financial advisors and compliance officer... Read More

Contact Info

Year founded :

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Year founded :

2019

+44 20 8050 5957

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United Kingdom

http://www.linkedin.com/company/adoptech

Year founded :

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Features

Effortless Data Integration

Easy Import and Export
API Integration

Enhanced Data Security

Secure Data Storage
User Access Controls

User-Friendly Experience

Customizable Dashboards
Intuitive Interface

Customer Support

Comprehensive Resources
Dedicated Support Team

Compliance and Reporting

Detailed Reporting
Regulatory Compliance

Analytics and Reporting

Custom Reports
Real-Time Analytics

Data Security

Encryption
Access Control

User Management

User Profiles
Access Roles

Collaboration Tools

Team Communication
Task Management

Integration

APIs
Third-Party Applications

Task Management

Progress Tracking
Automated Task Assignment

Compliance Management

Audit Preparation
Automated Compliance Tracking
Document Management

Data Security

Access Controls
Encryption

Client Management

Client Portal
Profile Management

Pricing

iSolve CKYC logo

Pricing Not Available

Adoptech logo

Pricing Not Available

Smart RIA logo

Pricing Not Available

Metrics History

Metrics History

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