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Average Ratings 0 Ratings

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ease
features
design
support

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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

Screenshots View All

Screenshots View All

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

Product Features

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Alternatives

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