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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ANALEC Resonate serves as an all-encompassing platform designed for content creation, workflow management, and digital distribution, specifically tailored for teams involved in investment research and corporate content. Analysts can produce formatted reports using customizable templates in Microsoft Word and Excel, which incorporate embedded business logic, while also collaborating in real-time through OneDrive and SharePoint. The platform facilitates the management of approval workflows and maintains comprehensive audit trails, allowing for seamless oversight. Additionally, it automatically integrates charts and data from central repositories and implements compliance controls, which include disclaimers as well as black and grey lists. Content can be distributed through branded portals or email, complete with readership tracking and delivery analytics to gauge audience engagement. To safeguard intellectual property, the system employs watermarking, unique links, and access rights management. Furthermore, it adheres to various regulatory frameworks across different jurisdictions, such as U.S. FINRA, U.K. FCA, and EU ESMA, and features integration capabilities with market data providers. Lastly, the platform incorporates a built-in repository for financial and non-financial estimates, enhancing its utility for users.

Description

Aerotruth offers a streamlined solution for financial service institutions to efficiently onboard and oversee their relationships with fintech, banking, and correspondent partners. The onboarding of new partners and the regular evaluation of B2B collaborations typically require the exchange of numerous documents for compliance verification, a process that can extend for several months. However, this does not need to be the case. With Aerotruth, institutions can simplify and accelerate the document exchange and approval workflow, enabling quicker due diligence on both new and existing partners. This innovative platform is cloud-based, providing a secure and seamless environment for institutions to exchange, store, and approve vital documents essential for maintaining regulatory compliance throughout the onboarding and review phases. By leveraging Aerotruth, financial institutions can not only save time but also enhance their operational efficiency in managing partner relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) Yes 
Bloomberg Yes 
FactSet Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
Microsoft SharePoint Yes 
Microsoft Word Yes 

Integrations

Amazon Web Services (AWS) No 
Bloomberg No 
FactSet No 
Microsoft Excel No 
Microsoft OneDrive No 
Microsoft SharePoint No 
Microsoft Word No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ANALEC

Founded

2003

Country

United States

Website

www.analec.com/resonate

Vendor Details

Company Name

Aerotruth

Founded

2021

Website

www.aerotruth.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

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