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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

RenewalTracker is a cloud-based software solution designed for managing renewal processes, effectively consolidating the oversight of various recurring items such as licenses, permits, contracts, and certifications while offering customizable organization options based on location, department, or other classifications tailored to specific business requirements. By automating notification emails based on user-defined timelines, it ensures that both authorized personnel and external stakeholders are reminded of upcoming renewals, significantly reducing the risk of missed deadlines and associated penalties. The platform also prioritizes security with role-based access controls, incorporating features like multi-factor authentication and single sign-on, and it facilitates the storage of attachments, centralized electronic file management, and the creation of personalized email templates for effective communication. With the ability to design custom forms and adjust fields and statuses to align with existing workflows, users benefit from intuitive renewal calendars and dashboards that promote proactive management and planning. This comprehensive approach not only streamlines the renewal process but also enhances organizational efficiency and accountability.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Chrome OS No 
Cisco Duo No 
Google Sheets No 
Microsoft Excel No 

Integrations

Chrome OS Yes 
Cisco Duo Yes 
Google Sheets Yes 
Microsoft Excel Yes 

Pricing Details

Custom pricing
Free Trial No 
Free Version No 

Pricing Details

$49 per month
Free Trial Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Cornerstone Licensing Services

Founded

1998

Country

United States

Website

cornerstonelicensing.com/atlas/

Vendor Details

Company Name

RenewalTracker

Founded

2010

Country

United States

Website

www.renewaltracker.com

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

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