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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.
Description
iDox.ai Suite is an AI-powered document protection platform built for organizations that need to redact, anonymize, compare, and manage sensitive information across large volumes of files. The software automatically detects personal, health, financial, business, and regulated data so teams can remove or obscure confidential content before documents are shared. iDox.ai Suite supports PDFs, scanned files, spreadsheets, and other document formats commonly used in compliance-heavy environments. It can identify and redact PII, PHI, financial details, signatures, logos, confidential business information, and other sensitive content. The platform is designed for legal teams, government agencies, healthcare organizations, life sciences companies, and enterprises that manage privacy-sensitive files. Its data anonymization capabilities help organizations prepare documents for analysis, collaboration, disclosure, regulatory submission, or AI system use without exposing protected information. Document comparison features help teams review changes and verify content differences more efficiently. Compliance reporting tools generate audit-ready documentation that supports internal governance, FOIA processes, legal review, and regulatory obligations. iDox.ai Suite helps organizations improve document security, speed up review cycles, and maintain stronger control over sensitive data.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AWS GovCloud
Yes
Agent Payments Protocol (AP2)
Yes
Amazon S3
No
Appway Digital Banking
Yes
Duvo.ai
Yes
Microsoft Exchange
No
Microsoft OneDrive
No
MishiPay
Yes
Oracle Partner Relationship Management
Yes
Oracle Subscription Management
Yes
Integrations
AWS GovCloud
No
Agent Payments Protocol (AP2)
No
Amazon S3
Yes
Appway Digital Banking
No
Duvo.ai
No
Microsoft Exchange
Yes
Microsoft OneDrive
Yes
MishiPay
No
Oracle Partner Relationship Management
No
Oracle Subscription Management
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$10/month
Free Trial
No
Free Version
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
Vendor Details
Company Name
iDox.ai
Founded
2024
Country
United States
Website
www.idox.ai/
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
Data Governance
Access Control
No
Data Discovery
No
Data Mapping
No
Data Profiling
No
Deletion Management
No
Email Management
No
Policy Management
No
Process Management
No
Roles Management
No
Storage Management
No
