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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
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
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Product Features
Cloud Communication Platform
Audio / Video Conferencing
Call Center
Call Recording
Call Routing
Chat / Messaging
Fax Management
File Sharing
IVR / Voice Recognition