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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cornerstone's Atlas is a comprehensive compliance platform designed specifically for financial services firms operating across multiple states, assisting them in securing and managing their licenses, surety bonds, state registrations, and other essential compliance documents. Rather than managing a chaotic mix of state portals, spreadsheets, and looming deadlines, users benefit from a unified dashboard that displays the status of all licenses, features automated renewal reminders to prevent lapses, offers secure document storage for certificates and filings, and provides real-time insights into pending applications. Each user receives the support of a knowledgeable licensing specialist dedicated to their account. Atlas streamlines the management of licenses, bonds, documents, filing activities, renewal dates, deadlines, and tasks, delivering real-time visibility, easy document access, comprehensive work-history records, due-date monitoring, and a detailed overview of licensing coverage across states. With this platform, each client is guided by a dedicated licensing expert from the initial application stage through to continuous renewals and business expansion efforts, ensuring a smooth compliance experience.

Description

Entity Manager connects to secretary of state databases, making it possible to track your entity registrations and safeguard your good standing status. Additionally, you can visualize your entity registrations on an interactive map for easier management. License Manager simplifies the process of maintaining your existing licenses while also facilitating the acquisition of new ones. At its core, License Manager relies on a comprehensive nationwide database that ensures your licenses remain current and compliant. Tax Manager enhances the efficiency of managing registrations with federal, state, and local revenue authorities. With Tax Manager, you can easily see where your organization is registered, access essential information, store vital certificates, and monitor important events. Records Manager offers a straightforward and effective method for storing corporate records, tracking ownership and leadership roles, and documenting board meetings among other functions, thereby ensuring that all critical information is well-organized and accessible. This holistic approach to entity and license management ultimately empowers organizations to operate more effectively and remain compliant in their respective industries.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Custom pricing
Free Trial No 
Free Version No 

Pricing Details

Custom Pricing
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 Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Cornerstone Licensing Services

Founded

1998

Country

United States

Website

cornerstonelicensing.com/atlas/

Vendor Details

Company Name

Harbor Compliance

Founded

2012

Country

United States

Website

www.harborcompliance.com/software

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Product Features

Business Filing

Annual Reports No 
Business Licenses No 
Copyright No 
Corporate Dissolution No 
Corporation (C Corp) No 
Doing Business As (DBA) No 
Limited liability company (LLC) No 
Nonprofit No 
Operating Agreements No 
Patents No 
Registered Agent Services No 
S Corp No 
Sole Proprietorship No 
Trademark Registration No 

Entity Management

Access Control No 
Compliance Management Yes 
Contract Management No 
Corporate Structure Management No 
Document Assembly No 
Due Date Tracking Yes 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional No 
Ownership Tracking No 
Records Tracking No 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management Yes 

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Alternatives

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