Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Cyfeon offers a range of specialized products designed to assist companies in the financial services, communications, and energy sectors in automating essential business operations and enhancing their profitability. Their Commission and Revenue Share Management system is designed to automate and implement contract terms, fees, taxes, and payments accurately and on time, according to the rules you set, while meticulously tracking workflows and auditing approvals to ensure precise disbursements to both internal and external parties, as well as the timely collection of franchise fees. Additionally, the Control Room solution simplifies regulatory compliance by automating the management of watch-lists, research workflows, monitoring of outside trading, FINRA submissions, ad hoc reporting, audit trails, and tracking corporate action items, all within a cohesive Compliance Dashboard. This comprehensive approach not only streamlines operations but also ensures that companies remain compliant with evolving regulations.

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 

Screenshots View All

No images available

Screenshots View All

Integrations

ABBYY Mobile Capture No 
AWS GovCloud No 
Agent Payments Protocol (AP2) No 
Appway Digital Banking No 
Exponential AI Enso No 
LivePreso No 
MishiPay No 
MySQL Workbench No 
Oracle Digital Assistant No 
Oracle Partner Relationship Management No 
Oracle Subscription Management No 
Oracle Unity Customer Data Platform No 
Orbiit No 
RedShield No 
ServiceNow IT Operations Management No 
ThetaRay No 
TransferMate No 
Verbio No 
Veritone Discovery No 

Integrations

ABBYY Mobile Capture Yes 
AWS GovCloud Yes 
Agent Payments Protocol (AP2) Yes 
Appway Digital Banking Yes 
Exponential AI Enso Yes 
LivePreso Yes 
MishiPay Yes 
MySQL Workbench Yes 
Oracle Digital Assistant Yes 
Oracle Partner Relationship Management Yes 
Oracle Subscription Management Yes 
Oracle Unity Customer Data Platform Yes 
Orbiit Yes 
RedShield Yes 
ServiceNow IT Operations Management Yes 
ThetaRay Yes 
TransferMate Yes 
Verbio Yes 
Veritone Discovery Yes 

Pricing Details

No price information available.
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 Yes 
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 No 
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

Cyfeon

Founded

2011

Country

United States

Website

www.cyfeon.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

Complaint Management

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

Alternatives

isoTracker Complaints Management Reviews

isoTracker Complaints Management

isoTracker Solutions Ltd

Alternatives

AIFMD Annex IV Reporting Reviews

AIFMD Annex IV Reporting

Matterhorn Reporting Services
ActionTracker Reviews

ActionTracker

SurveySquare.com