iSolve CKYC vs Clever Compliance vs Smart RIA

iSolve CKYC

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Clever Compliance

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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
Clever Compliance

Clever Compliance

Clever Compliance is an intuitive software solution designed to make product compliance easier and more efficient for businesses. Whether you're a startup or an established company, navigating the com... 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 :

2016

+46 10 888 52 11

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Sweden

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

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

Compliance Management

Regulation Updates
Automated Reports

Risk Assessment

Risk Analysis Tools
Custom Risk Templates

Document Management

Centralized Storage
Version Control

Audit Preparation

Audit Trails
Audit Checklists

User Training

Progress Tracking
Training Modules

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

Clever Compliance logo

Pricing Not Available

Smart RIA logo

Pricing Not Available

Metrics History

Metrics History

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