IComply vs PATRIOT OFFICER vs Smart RIA
Description
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
PATRIOT OFFICER
PATRIOT OFFICER is a comprehensive software solution designed for financial institutions to help them with regulatory compliance and risk management. The primary goal of this software is to ensure tha... 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 :
2017
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Canada
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Features
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
Risk Assessment
Risk Scoring
Risk Monitoring
Customer Identification
Identity Verification
Watchlist Screening
Compliance Management
Regulatory Alerts
Audit Trails
Reporting and Analytics
Data Analytics
Dashboards and Reports
Transaction Monitoring
Real-Time Monitoring
Custom Rule Settings
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
Pricing Not Available
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Metrics History
Metrics History
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