Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No images available
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