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Description
Complyfile is a user-friendly, cloud-based platform designed for governance, risk, and compliance, specifically tailored for voluntary organizations. We assist volunteer managers in navigating the complexities of running an organization amidst the challenging regulatory and legislative frameworks. By utilizing Complyfile, you can simplify and automate the recruitment process for volunteers. Don’t allow compliance challenges to undermine your organization's safety; let our software handle the heavy lifting for you. With features for tracking application and character reference forms, you can centralize the entire workflow of sending, completing, retrieving, and storing these essential documents. Additionally, you can visually organize and oversee the tasks involved in volunteer recruitment, breaking down overwhelming compliance responsibilities into manageable steps. Enhance your organizational efficiency by setting up smart alerts to proactively address potential compliance concerns, ensuring that your operations run smoothly and effectively. This way, you can focus on what truly matters—empowering your volunteers and fulfilling your organization's mission.
Description
The Compliance Suite platform is a versatile and innovative technology solution designed to facilitate the preparation and submission of various regulatory forms, including the Securities and Exchange Commission’s Form N-PORT, Form N-CEN, Form N-MFP, and Form PF, along with other filing obligations such as Annex IV of AIFMD and CFTC, and NFA Form CPO-PQR. Additionally, it offers comprehensive tools for risk management, performance monitoring, and managing pipeline and relationships within the asset management sector. This user-friendly and scalable solution delivers the adaptability needed to navigate today’s fast-paced business, risk, and regulatory environments. The architecture of Compliance Suite allows for customization, enabling the system to be utilized for purposes beyond just regulatory filings. Furthermore, it serves as a data repository for internal risk assessment and investor reporting, while also featuring a customizable dashboard and fund performance charting capabilities to enhance user experience. Ultimately, this platform empowers asset managers to streamline compliance processes and improve operational efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
ABBYY Mobile Capture
No
AWS GovCloud
No
Appway Digital Banking
No
Cevinio
No
Duvo.ai
No
Infor Talent Science
No
OpenText Core Share
No
Oracle Audience Segmentation
No
Oracle Digital Assistant
No
Oracle Partner Relationship Management
No
Integrations
ABBYY Mobile Capture
Yes
AWS GovCloud
Yes
Appway Digital Banking
Yes
Cevinio
Yes
Duvo.ai
Yes
Infor Talent Science
Yes
OpenText Core Share
Yes
Oracle Audience Segmentation
Yes
Oracle Digital Assistant
Yes
Oracle Partner Relationship Management
Yes
Pricing Details
$67.00/month
https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fcomplyfile.com%2F%23pricing
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
Yes
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
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Complyfile
Founded
2011
Country
Ireland
Website
complyfile.com
Vendor Details
Company Name
Deloitte
Founded
1845
Country
United Kingdom
Website
www2.deloitte.com/content/dam/Deloitte/us/Documents/risk/us-risk-financial-technology-compliance-suite.pdf
Product Features
Volunteer Management
Attendance Management
No
Calendar Management
No
Event Management
No
Group Management
No
Member Directory
Yes
Membership Management
Yes
Recognition Management
No
Registration Management
No
Scheduling
No
Self Service Portal
Yes
Training Management
Yes
Volunteer Profiles
Yes
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
