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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
We have developed a cloud-based platform that consolidates all your renewal details into a user-friendly dashboard, enabling you to manage your maintenance efficiently and ensuring that no renewal slips through the cracks. The intuitive dashboard prominently displays upcoming renewals, allowing you to plan your cash flow and coordinate with vendors well in advance of their deadlines. Furthermore, with all your information securely stored in a cloud application, the hassle of juggling multiple spreadsheet versions or sending screenshots to your accounting department is eliminated. This streamlined process alleviates the frustration of pursuing late clients and calculating maintenance dates throughout the year, resulting in a more organized approach to managing your renewals. Embrace the simplicity and efficiency of our solution to regain control over your renewal management.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
QuickBooks Online
Pricing Details
Custom pricing
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
Cornerstone Licensing Services
Founded
1998
Country
United States
Website
cornerstonelicensing.com/atlas/
Vendor Details
Company Name
RenewIT 360
Website
renewit360.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
Maintenance Management
Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management