Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Rapid and secure development is achieved through a high-quality user interface, such as a mobile application, which allows asset managers to ensure better adherence to MiFID II and similar regulations. This platform not only facilitates compliance with MiFID II but also incorporates an in-house robotic process automation (RPA) system. It effectively manages all types of clients, including both CSA/RCA and non-CSA asset management clients. The solution covers the entire CSA lifecycle, eliminating the need for manual processes and creating a comprehensive audit trail. Automated data checks and workflows guarantee that interactions are consistent, thoroughly reviewed, valued, and approved. Additionally, it empowers Investment Managers to enhance their processes for funding and valuing research services by offering a unified integrated platform. For those who have been using a custodial aggregator or are contemplating the option, there has previously been no alternative to a full-service platform that combines technology and service to oversee your entire program, from reconciliation to payments, until now. This new offering not only streamlines operations but also significantly improves efficiency and compliance across the board.
Description
Movius MultiLine has received full support from both IT departments and compliance teams, ensuring that client interactions remain secure and legitimate, including those conducted through WhatsApp. This innovative platform allows users to effortlessly send trade confirmations and research via text, providing a sense of freedom in communication. IT professionals appreciate MultiLine for its efficiency and user-friendly design, as it meets all necessary compliance standards, can be deployed within a matter of weeks, and empowers users to resolve issues independently without overwhelming them. With MultiLine, you can be confident that all regulatory requirements are addressed, as it includes automatic safeguards for personal information and inappropriate language that adapt and enhance over time. It also enables you to demonstrate that you are effectively capturing communications, allowing for quick searches to address inquiries or investigate potential claims. This unified application integrates business calling, texting, and WhatsApp messaging, ensuring compliance with various regulations, including MiFID II, FCA, SOX, GLBA, FINRA, and many others, making it an essential tool for modern businesses. By utilizing MultiLine, organizations can streamline their communication processes while maintaining strict adherence to compliance regulations.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Commcise
Founded
2013
Country
United Kingdom
Website
commcise.com
Vendor Details
Company Name
Movius Corp
Founded
1999
Country
United States
Website
moviuscorp.com
Product Features
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No
Product Features
Cloud Communication Platform
Audio / Video Conferencing
No
Call Center
No
Call Recording
No
Call Routing
No
Chat / Messaging
No
Fax Management
No
File Sharing
No
IVR / Voice Recognition
No