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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Our software stands out as the sole application available that can identify potential "non-compliance" issues prior to authors drafting a "single word." The compliance support report displayed below is automatically created when the project manager establishes a cross-referenced compliance matrix, showcasing just one of the "multiple" compliance support reports generated by our innovative software. Additionally, the automation features in the color review sector equip reviewers with tools that enhance the effectiveness of pink, red, and gold team reviews significantly. Whether you're engaging in an internal rolling review of certain sections of your proposal or embarking on a comprehensive review with your whole team, our automated color review tools expedite the process and simplify the efforts of your review team, enabling them to efficiently provide feedback and recommendations to improve the quality and persuasiveness of your proposal. This streamlined approach not only saves time but also fosters collaboration among team members, resulting in a more polished final document.

Description

Our cutting-edge AI-driven software suite stands out as the most effective and precise solution for all compliance requirements related to RIAs and broker-dealers. With our unique ComplianceGPT, the automated marketing review process allows you to upload various document types and obtain compliance suggestions in less than a minute, which can save both you and your marketing team countless hours of communication. Once you've set up employee brokerage accounts, you can benefit from features like automated reporting, pre-clearance, and periodic reviews as needed. We streamline employee onboarding, ensuring that this crucial process is as smooth as possible. Our suite covers everything from political contributions and gifts to outside business activities, as well as updates to your compliance manual and code of ethics. Each employee can easily access their own account through the user-friendly Hadrius interface, making the tasks of reporting and document signing straightforward and efficient. Additionally, our platform is designed to continually evolve, providing you with the latest tools and features to enhance compliance management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Slack No 
Telegram No 
WeChat No 
WhatsApp No 

Integrations

Slack Yes 
Telegram Yes 
WeChat Yes 
WhatsApp Yes 

Pricing Details

$375 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
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

123PAS

Founded

2009

Country

United States

Website

www.123pas.com

Vendor Details

Company Name

Hadrius

Country

United States

Website

www.hadrius.com

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

RFI

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

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

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