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
Smarsh is a unified communications intelligence platform that helps organizations manage compliance and risk with confidence. It captures and archives communications across email, mobile, voice, chat, video, and AI-enabled channels in their native formats. Built specifically for regulated industries, the platform supports global regulatory and data retention requirements. AI-powered analytics identify potential risks, misconduct, and emerging issues before they escalate. Centralized access to data streamlines legal discovery and speeds up investigations. Intelligent search, tagging, and filtering uncover insights that legacy tools often miss. Open APIs allow seamless integration with existing compliance and IT systems. Hyperscalable cloud infrastructure supports high-volume data ingestion and export. End-to-end encryption protects sensitive communications data at all times. Smarsh helps organizations turn compliance from a requirement into a strategic advantage.
API Access
Has API
No
API Access
Has API
No
Integrations
Constant Contact
No
Facebook
No
Hootsuite
No
Intulse
No
Microsoft Exchange
No
Microsoft Outlook
No
Microsoft SharePoint
No
Microsoft Teams
No
Moxo
No
MyRepChat
No
Integrations
Constant Contact
Yes
Facebook
Yes
Hootsuite
Yes
Intulse
Yes
Microsoft Exchange
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
Moxo
Yes
MyRepChat
Yes
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
Yes
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
Yes
Vendor Details
Company Name
Commcise
Founded
2013
Country
United Kingdom
Website
commcise.com
Vendor Details
Company Name
Smarsh
Founded
2002
Country
United States
Website
www.smarsh.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
Archiving
Access Control
No
Data Deduplication
No
Document Management
No
Email Archiving
No
Multimedia Archiving
No
Retention Management
No
Storage Management
No
Version Control
No
Web Archiving
No
eDiscovery
No
Call Recording
Archiving
No
Call Sharing
No
Distributed Call Recording
No
Event Triggered Recording
No
File Transfer
No
Instant Retrieval
No
On-Demand Recording
No
Recording Bookmarking
No
Scheduled Recording
No
Screen Activity Recording
No
Video Call Recording
No
eDiscovery
Case Analytics
Yes
Compliance Management
Yes
Discussion Threads
Yes
Document Indexing
Yes
Document Tracking
Yes
Full Text Extraction
Yes
Keyword Search
Yes
Metadata Extraction
Yes
Topic Clustering
Yes
Email Archiving
Access Control
Yes
Backup Management
No
Compliance Management
No
Data Deduplication
No
Data Export
Yes
Encryption
Yes
Retention Management
Yes
Storage Management
No
Threat Protection
No
eDiscovery
Yes