iSolve CKYC vs IComply 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
IComply
In today’s digital age, businesses are facing more regulations than ever before. Staying compliant can be a daunting task, often requiring significant time and resources. That’s where IComply software... 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
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Year founded :
2017
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Canada
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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
Reporting Tools
Custom Reports
Scheduled Reports
Document Management
Version Control
Secure Storage
User Management
Access Control
Easy Account Setup
Compliance Tracking
Automated Alerts
Real-Time Monitoring
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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