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Average Ratings 0 Ratings

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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

TradeGuard is a compliance management solution designed to help contractors and property managers stay ahead of expired insurance documents and missing subcontractor paperwork. The platform centralizes COIs, licenses, tax forms, OSHA records, bonds, lien waivers, signed contracts, and other required documents in one organized dashboard. Instead of relying on spreadsheets and email reminders, users can set automated alerts at intervals such as 90, 60, 30, 7, and 0 days before expiration. TradeGuard allows subcontractors to upload documents directly through a secure portal link without needing to create an account. Its smart extraction feature reads standard COI forms and insurer-issued PDFs to capture policy details and schedule alerts automatically. The system checks documents against state requirements across all 50 states and Washington, DC, helping users identify missing licenses, registrations, or safety records. TradeGuard also flags policies that fall below required coverage limits and provides a compliance score across the full subcontractor roster. Additional features include tamper detection, PDF metadata analysis, broker confirmation, QuickBooks Online vendor import, and payment compliance review. The platform helps businesses reduce liability exposure, streamline document collection, and enforce compliance before projects begin.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

Custom pricing
Free Trial No 
Free Version No 

Pricing Details

$150/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 No 
Live Rep (24/7) No 
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) No 
In Person No 

Vendor Details

Company Name

Cornerstone Licensing Services

Founded

1998

Country

United States

Website

cornerstonelicensing.com/atlas/

Vendor Details

Company Name

TradeGuard

Founded

2026

Country

United States

Website

trade-guard.pro

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 

Alternatives

Alternatives

Renewal Vista Reviews

Renewal Vista

Lob Labs LLC