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Average Ratings 0 Ratings
Description
Effortlessly streamline your commission calculations, implement diverse commission structures, and facilitate payments through ACH. Gain real-time insights with comprehensive reports on financials, production metrics, and forecasts. Oversee all Brokerage listings, encompassing media, marketing efforts, and vendor relationships, while also automatically resizing images. Utilize checklists to ensure your transactions move smoothly towards a prompt closing. Manage essential components such as title, escrow, mortgage, and beyond. Provide your agents with an extensive selection of marketing services and monitor the progress of projects along with their invoicing. Enhance your team's productivity with task assignment capabilities that benefit the entire brokerage. Ensure confidence and tranquility through thorough document management and compliance solutions. Integrate your existing tools to optimize data flow and minimize repetitive data entry. Move away from generic solutions. With Brokerage Engine, you possess the ability to tailor checklists and preserve templates for various types of transactions, enabling a more personalized approach to your processes. This flexibility not only saves time but also enhances the overall effectiveness of your operations.
Description
Our cutting-edge AI-driven software suite stands out as the most effective and precise solution for all compliance requirements related to RIAs and broker-dealers. With our unique ComplianceGPT, the automated marketing review process allows you to upload various document types and obtain compliance suggestions in less than a minute, which can save both you and your marketing team countless hours of communication. Once you've set up employee brokerage accounts, you can benefit from features like automated reporting, pre-clearance, and periodic reviews as needed. We streamline employee onboarding, ensuring that this crucial process is as smooth as possible. Our suite covers everything from political contributions and gifts to outside business activities, as well as updates to your compliance manual and code of ethics. Each employee can easily access their own account through the user-friendly Hadrius interface, making the tasks of reporting and document signing straightforward and efficient. Additionally, our platform is designed to continually evolve, providing you with the latest tools and features to enhance compliance management.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
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
Brokerage Engine
Country
United States
Website
www.brokerageengine.com
Vendor Details
Company Name
Hadrius
Country
United States
Website
www.hadrius.com
Product Features
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