iSolve CKYC vs ecoPortal vs Smart RIA
Description
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
ecoPortal
ecoPortal is a user-friendly software designed to help businesses simplify and improve their health, safety, and environmental management. This platform allows organizations to better track and manage... Read More
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 :
2008
+64 9-630 6951
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New Zealand
http://www.linkedin.com/company/ecoportal
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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
Data Management
Data Security
Centralized Data Storage
User-Friendly Interface
Intuitive Dashboard
Customizable Views
Reporting and Analytics
Data Trends
Real-Time Reports
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
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Metrics History
Metrics History
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