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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Renewal Vista is a comprehensive renewal management tool that enables organizations to monitor contracts, subscriptions, licenses, vendor agreements, and other ongoing obligations all in one centralized platform. It allows users to oversee renewal timelines, cancellation deadlines, associated costs, responsible parties, relevant departments, locations, vendors, auto-renewal statuses, supporting documents, and additional notes. The “Needs Attention” feature assists teams in pinpointing renewals that necessitate action before critical deadlines are overlooked, while various tools like dashboards, calendars, reminders, reports, budgets, cost histories, annual expenditures, and vendor concentration metrics enhance transparency regarding future commitments and financial outlays. Furthermore, renewals can be inputted manually or handled through CSV uploads, document intake processes, and incoming email workflows, ensuring a thorough review is conducted prior to any adjustments being made. This multifaceted approach to renewal management not only streamlines operations but also helps businesses maintain better control over their recurring commitments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Custom pricing
Free Trial No 
Free Version No 

Pricing Details

$19/month
Free Trial Yes 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cornerstone Licensing Services

Founded

1998

Country

United States

Website

cornerstonelicensing.com/atlas/

Vendor Details

Company Name

Lob Labs LLC

Founded

2025

Country

United States

Website

lob-labs.com

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

Alternatives

Alternatives

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Renewal Vista

Lob Labs LLC
Expiro Reviews

Expiro

Elixon LTD