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Average Ratings 0 Ratings

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features
design
support

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Description

Complyr gives teams across all sectors dedicated complaint management software to record cases, assign work and maintain oversight. It replaces spreadsheets and shared inboxes with a structured record of evidence, documents, notes, actions and decisions. Users can fully configure complaint stages, statuses and flags to fit their process, track deadlines and review progress through dashboards and audit logs. Role-based access helps protect case information. Professional and Enterprise plans add a secure case portal for approved external parties, public case capture forms, document templates and custom reporting. Enterprise includes advanced workflow logic, custom dashboards, scheduled reports, custom integrations and historic data import. Complyr also offers subject access request (SAR/DSAR) case management for data protection teams. Its financial services solution supports FCA DISP complaint processes and Consumer Duty oversight.

Description

RegEd offers the most extensive compliance management platform in the financial services sector, with over 80% of the leading firms relying on its capabilities. This singular solution effectively oversees the entire process of onboarding agents and advisors while ensuring compliance, providing a streamlined experience along with “clear to sell” notifications for distribution partners. It allows for efficient handling of regulations from various authorities, including FINRA, SEC, and state DOI, covering essential areas such as Advertising Review, Conflicts of Interest, and Branch Audits. Additionally, it encompasses all necessary aspects of compliance awareness, adaptability to regulatory shifts, and alignment with your firm’s policies and procedures. As a premier provider of Compliance Education, Product Training, and Annual Compliance Programs, RegEd facilitates over one million Continuing Education courses and insurance certifications annually, ensuring that professionals stay informed and compliant in a dynamic regulatory environment. This comprehensive approach not only enhances compliance but also empowers firms to maintain a competitive edge.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

£147/mth /3 users/Starter Plan
Starter Plan: £49 /mth, billed annually, or £57/mth, billed monthly - min 3 users

Professional Plan: £89/mth, billed annually, or £105/mth, billed monthly - min 5 users

Enterprise Plan: contact Complyr
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 No 
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

Complyr

Founded

2023

Country

United Kingdom

Website

www.complyr.co.uk

Vendor Details

Company Name

RegEd

Founded

1994

Country

United States

Website

www.reged.com

Product Features

Complaint Management

Case Management Yes 
Complaint Classification Yes 
Corrective Actions (CAPA) No 
Customer Complaint Tracking Yes 
Feedback Management No 
Forms Management Yes 
Issue Tracking Yes 
Quality Assurance Management No 
Routing No 
Self Service Portal Yes 
Social Media Monitoring No 
Survey Management No 

Product Features

Complaint Management

Case Management No 
Complaint Classification No 
Corrective Actions (CAPA) No 
Customer Complaint Tracking No 
Feedback Management No 
Forms Management No 
Issue Tracking No 
Quality Assurance Management No 
Routing No 
Self Service Portal No 
Social Media Monitoring No 
Survey Management No 

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 

Compliance Training

Multiple Locations / Departments No 
Online / Self-Paced No 
Anti-Bribery Training No 
Certification Management No 
Conflicts of Interest Training No 
Content Builder No 
Customer Service Standards No 
Customizable Branding No 
Diversity Training No 
Fair Disclosure No 
Federal / State Regulation Compliance No 
Gamification No 
Harassment / Discrimination Training No 
Industry-Specific Courses No 
Instructor-Led Training No 
Interactive Quizzes No 
Progress Tracking No 
Reporting / Analytics No 
Role-Specific Versions No 
Security / Privacy Training No 
Text / Email Reminders No 
Workplace Safety No 

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