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Average Ratings 0 Ratings
Description
Archive Intel is a cutting-edge archiving platform that utilizes AI to streamline client communication management while ensuring accuracy. It effortlessly records a variety of communications, such as emails, iMessages, text messages, social media interactions, and more. The software provides a straightforward way to adhere to regulatory standards, leveraging the capabilities of artificial intelligence. Designed by experts who comprehend the hurdles advisors encounter in maintaining compliance, Archive Intel boasts an intuitive interface and efficient workflow that improves user satisfaction and reduces operational costs. Built from the ground up with a focus on compliance, it aligns with SEC Rule 204-2 and 17A-4. This all-encompassing platform also archives diverse forms of communication, including WhatsApp messages, thus covering all bases. With features like free exports and prompt reporting, Archive Intel offers a user-friendly solution that equips firms with the necessary tools for regulatory compliance, making it an invaluable asset for any organization.
Description
Complii is a web-based compliance solution that automates the processing, checking, and management of compliance responsibilities, safeguarding AFSLs, stockbrokers, advisors, and their clients. This innovative software platform eliminates the reliance on paper by providing a secure digital environment tailored to meet the compliance needs of AFS Licensees and brokers. By automating key tasks such as generating ROAs and SOAs based on client profiles, maintaining a 708 expiry register, and creating FOFA FDS letters, Complii streamlines the compliance process significantly. Furthermore, it facilitates electronic opt-ins, updates to online client profiles, disclosures, breach registers, and the establishment of Chinese walls for internal compliance. Complii also enhances advisory practices by offering a comprehensive organizational view of all pending orders that require advice or action. In addition, it features a digital document storage solution, allowing users to efficiently manage their documentation in a secure online environment. Overall, Complii revolutionizes compliance management by integrating various functions into a single, user-friendly platform.
API Access
Has API
API Access
Has API
Integrations
Bloomberg
Facebook
Gmail
Instagram
LinkedIn
Microsoft Outlook
Microsoft Teams
MyRepChat
RingCentral RingCX
Slack
Integrations
Bloomberg
Facebook
Gmail
Instagram
LinkedIn
Microsoft Outlook
Microsoft Teams
MyRepChat
RingCentral RingCX
Slack
Pricing Details
$99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Archive Intel
Founded
2024
Country
United States
Website
archiveintel.com
Vendor Details
Company Name
Complii
Country
Australia
Website
www.complii.com.au
Product Features
Archiving
Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery
Email Archiving
Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
Encryption
Retention Management
Storage Management
Threat Protection
eDiscovery
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation