Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
At first, you may have believed that your company did not require SMCR Software due to its size, but as the one-year grace period comes to a close, it's common to feel overwhelmed by thoughts such as, “Managing annual certification and conduct is going to be a much larger task than we anticipated” or “We’ve used Excel for mapping, but maintaining ongoing reporting and ensuring 100% accuracy is proving to be a challenge.” Rest assured, there's still time to address these concerns—at least for now! We find ourselves in a crucial transitional phase for SMCR, where many firms have finished the mapping process and assigned roles; however, the weight of annual certification and conduct, combined with the pressure to keep all data accurate and consistently updated, is starting to resonate with many clients. With the shift in accountability moving from the firm to the individual, it’s no wonder that the implications of personal liability are weighing heavily on everyone involved. As we navigate these complexities, proactive measures can still make a significant difference.
Description
Quickly gather essential risk-related data for both new and existing business engagements using Intapp Intake. Expedite thorough due diligence with precision by employing contemporary business practices, which encompass dynamic risk-based questionnaires, workflows, and scoring models that seamlessly integrate with your existing systems and reliable third-party data sources. Enhance the speed and accuracy of information collection and risk evaluation. Ensure that your onboarding choices are in harmony with your firm's strategic objectives. Centralize the pivotal information and processes that safeguard your organization. Create improved workflows through dynamic forms and approval routing systems. Implement firm policies efficiently through the automated generation and gathering of engagement letters. Simplify the collection of external data for internal risk assessment activities, such as assessing lateral hires or anti-money laundering processes. Align onboarding decisions with your firm’s risk tolerance using clearly defined risk-scoring metrics. This integration not only facilitates compliance but also enhances the overall efficiency of your risk management procedures.
API Access
Has API
No
API Access
Has API
No
Integrations
BVNK
Yes
Binderr
Yes
Bureau van Dijk Review
No
D&B Connect
No
Formalize
Yes
Microsoft 365
No
S&P Capital IQ Desktop
No
Integrations
BVNK
No
Binderr
No
Bureau van Dijk Review
Yes
D&B Connect
Yes
Formalize
No
Microsoft 365
Yes
S&P Capital IQ Desktop
Yes
Pricing Details
$5,000 per year
Free Trial
Yes
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Advance Change
Founded
2009
Country
United Kingdom
Website
actus.co.uk/performance-talent-management-software/actus-comply/
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/intake/
Product Features
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
No
Controls Testing
Yes
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
Yes
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
Yes
Workflow / Process Automation
No