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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

RenewalTracker is a cloud-based software solution designed for managing renewal processes, effectively consolidating the oversight of various recurring items such as licenses, permits, contracts, and certifications while offering customizable organization options based on location, department, or other classifications tailored to specific business requirements. By automating notification emails based on user-defined timelines, it ensures that both authorized personnel and external stakeholders are reminded of upcoming renewals, significantly reducing the risk of missed deadlines and associated penalties. The platform also prioritizes security with role-based access controls, incorporating features like multi-factor authentication and single sign-on, and it facilitates the storage of attachments, centralized electronic file management, and the creation of personalized email templates for effective communication. With the ability to design custom forms and adjust fields and statuses to align with existing workflows, users benefit from intuitive renewal calendars and dashboards that promote proactive management and planning. This comprehensive approach not only streamlines the renewal process but also enhances organizational efficiency and accountability.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Chrome OS
Cisco Duo
Google Sheets
Microsoft Excel

Integrations

Chrome OS
Cisco Duo
Google Sheets
Microsoft Excel

Pricing Details

Custom pricing
Free Trial
Free Version

Pricing Details

$49 per 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

RenewalTracker

Founded

2010

Country

United States

Website

www.renewaltracker.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

Alternatives

Alternatives

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