ClearRisk vs Horizon Portfolio Management vs SiteDocs
Description
ClearRisk
ClearRisk is a cloud-based software solution designed to help businesses manage their risks and insurance needs efficiently. This platform provides a central place for all risk-related information, ma... Read More
Horizon Portfolio Management
Horizon Portfolio Management is designed to make life easier for financial advisors and investors managing multiple assets. Our software takes the complexity out of organizing your investments, allowi... Read More
SiteDocs
SiteDocs is a friendly and efficient tool designed to help companies manage their safety compliance needs. If you've ever felt overwhelmed by heaps of paperwork or struggled to keep track of your safe... Read More
Contact Info
Year founded :
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Year founded :
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Year founded :
2010
+1 866-871-1892
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Canada
http://www.linkedin.com/company/sitedocs
Features
Analytics and Reporting
Custom Reports
Data Visualization
Risk Management Dashboard
Centralized Overview
Customizable Widgets
Incident Reporting
Real-Time Notifications
Simple Submission Forms
Policy Management
Version Control
Central Repository
Risk Assessment Tools
Step-by-Step Assessments
Automated Risk Scoring
Claims Management
Claims Tracking
Document Management
Analytics & Reporting
Data Visualization
Customized Reports
Risk Management
Incident Reporting
Risk Assessment
User Management
Role-Based Access
User Activity Logs
Support & Integration
System Integration
Customer Support
Risk Management
Risk Assessment Tools
Alert Systems
Diversification Analysis
Client Management
Activity Logs
Communication Tools
Client Profiles
Financial Planning
Goal Setting
Retirement Planning
Cash Flow Analysis
Investment Tracking
Real-Time Updates
Portfolio Overview
Detailed Reporting
Efficient Document Management
Centralized Storage
Easy Retrieval
Real-Time Safety Compliance
Digital Signatures
Instant Form Updates
Mobile Accessibility
Offline Mode
Field Access
Pricing
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Metrics History
Metrics History
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