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Description
ComplianceDashboard® is focused on streamlining benefits compliance for its users. Our technology-based solutions offer far more than just detailed guidance on legal obligations; they also empower your clients to meet their requirements promptly, efficiently, and confidently. Recognizing that each client has distinct compliance needs, we tailor all our ComplianceDashboard® solutions specifically for them. This level of customization is the standard you should anticipate from another division of Capstone committed to simplifying processes. Additionally, our user-friendly training system, Equip, enhances the Benchmark™ experience, making it not only more effective but also enjoyable for users. With these advancements, we aim to foster a more compliant and stress-free environment for all clients.
Description
WealthWorks+ is a sophisticated software solution designed for the effective management and oversight of trusts, corporations, partnerships, funds, foundations, individuals, estates, and other intricate wealth arrangements, ensuring adherence to administrative and compliance standards. This platform empowers you with complete control over the management and access of your clients' financial assets. Its adaptable framework allows for customization to accommodate organizations of all sizes, while its innovative design guarantees that the system remains current with the latest technological advancements, providing you with confidence in a top-tier software experience. The inclusion of integrated, role-specific dashboards and user-friendly export options streamlines the process of retrieving essential information from the input data, enhancing efficiency and productivity. Additionally, the software's continuous updates ensure that users benefit from the latest features and improvements in wealth management technology.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$999.00/year
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
Compliancedashboard
Founded
2007
Country
United States
Website
www.compliancedashboard.net
Vendor Details
Company Name
WealthWorks
Founded
1995
Country
United Kingdom
Website
thewealthworks.com/wwplus/
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