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Description
Cornerstone's Atlas is a comprehensive compliance platform designed specifically for financial services firms operating across multiple states, assisting them in securing and managing their licenses, surety bonds, state registrations, and other essential compliance documents.
Rather than managing a chaotic mix of state portals, spreadsheets, and looming deadlines, users benefit from a unified dashboard that displays the status of all licenses, features automated renewal reminders to prevent lapses, offers secure document storage for certificates and filings, and provides real-time insights into pending applications. Each user receives the support of a knowledgeable licensing specialist dedicated to their account.
Atlas streamlines the management of licenses, bonds, documents, filing activities, renewal dates, deadlines, and tasks, delivering real-time visibility, easy document access, comprehensive work-history records, due-date monitoring, and a detailed overview of licensing coverage across states. With this platform, each client is guided by a dedicated licensing expert from the initial application stage through to continuous renewals and business expansion efforts, ensuring a smooth compliance experience.
Description
ComplyCue provides a solution for contractors, trades businesses, and operators with multiple locations to monitor the renewal of licenses, permits, insurance, and bonds. Users can easily upload various document types, such as PDFs, images, or scans, and the platform employs document extraction technology to accurately identify license numbers and expiration dates, complete with confidence scores. A compliance dashboard categorizes these obligations based on their status and location for better management. To enhance efficiency, automated email reminders are sent out at intervals of 90, 60, 30, 14, and 7 days prior to deadlines. Additionally, renewal links and information about issuing agencies equip teams with the necessary details to address impending obligations effectively. With role-based access, the system caters to the needs of owners, administrators, and managers alike. Furthermore, ComplyCue features a complimentary license and permit checker that currently focuses on trades in California, providing source links and verification labels to ensure compliance with surfaced requirements. This tool not only streamlines the renewal process but also enhances accountability across teams.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
Custom pricing
Free Trial
Free Version
Pricing Details
$49/month
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
Cornerstone Licensing Services
Founded
1998
Country
United States
Website
cornerstonelicensing.com/atlas/
Vendor Details
Company Name
ComplyCue
Website
www.complycue.com
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
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