iSolve CKYC vs Shield Docs 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
Shield Docs
Shield Docs is a software designed to help organizations manage and protect their sensitive documents with ease. At its core, it offers a secure and efficient way to handle digital documents, ranging ... 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 :
Not Available
Not Available
Not Available
Not Available
Not Available
Year founded :
2018
+61 1300 717 166
Not Available
Australia
Not Available
Year founded :
Not Available
Not Available
Not Available
Not Available
Not Available
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
Security and Compliance
Access Controls
Compliance Reports
Data Encryption
Integration
Custom Integrations
Third-Party Apps
API Access
User Experience
User-Friendly Interface
Mobile Access
Customizable Templates
Collaboration Tools
Real-Time Editing
Commenting and Feedback
Version History
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
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
Comparing undefined across companies
Trending data for
Showing for all companies over Max