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Average Ratings 0 Ratings

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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$999.00/year
Free Trial Yes 
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 Yes 
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 Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

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 No 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance Yes 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Product Features

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