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features
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Description

The Compliance Suite platform is a versatile and innovative technology solution designed to facilitate the preparation and submission of various regulatory forms, including the Securities and Exchange Commission’s Form N-PORT, Form N-CEN, Form N-MFP, and Form PF, along with other filing obligations such as Annex IV of AIFMD and CFTC, and NFA Form CPO-PQR. Additionally, it offers comprehensive tools for risk management, performance monitoring, and managing pipeline and relationships within the asset management sector. This user-friendly and scalable solution delivers the adaptability needed to navigate today’s fast-paced business, risk, and regulatory environments. The architecture of Compliance Suite allows for customization, enabling the system to be utilized for purposes beyond just regulatory filings. Furthermore, it serves as a data repository for internal risk assessment and investor reporting, while also featuring a customizable dashboard and fund performance charting capabilities to enhance user experience. Ultimately, this platform empowers asset managers to streamline compliance processes and improve operational efficiency.

Description

IntelligenceBank is a powerful marketing operations platform that helps brands centralize and streamline digital asset management, marketing workflows, and brand governance with built-in compliance tools. Designed for enterprise marketing and compliance teams, IntelligenceBank enables better control over content creation, approvals, and distribution — ensuring faster time-to-market, brand consistency, and regulatory adherence. Key capabilities include a secure Digital Asset Management (DAM) system, customizable marketing workflows, online brand guidelines, dynamic forms, and version-controlled approvals. IntelligenceBank also supports advanced user permissions, audit trails, and legal compliance features such as claims management and regulatory disclaimer libraries. Used by leading organizations across financial services, healthcare, franchising, government, and more, IntelligenceBank integrates seamlessly with creative tools, CMS platforms, and enterprise systems to fit into your existing tech stack. Whether you’re managing creative assets, reviewing campaigns, or enforcing brand and regulatory standards, IntelligenceBank gives you the visibility and control to scale marketing operations confidently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ABBYY Mobile Capture
Adobe Illustrator
Drupal
Exponential AI Enso
LivePreso
Microsoft SharePoint
MySQL Workbench
OpenText Core Share
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Subscription Management
Outreach
P2 for WordPress
PlainID
REACH
ServiceNow IT Operations Management
ServiceNow Integrated Risk Management
Sorbet
Templafy
Veritone Discovery

Integrations

ABBYY Mobile Capture
Adobe Illustrator
Drupal
Exponential AI Enso
LivePreso
Microsoft SharePoint
MySQL Workbench
OpenText Core Share
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Subscription Management
Outreach
P2 for WordPress
PlainID
REACH
ServiceNow IT Operations Management
ServiceNow Integrated Risk Management
Sorbet
Templafy
Veritone Discovery

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$567/month
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

Deloitte

Founded

1845

Country

United Kingdom

Website

www2.deloitte.com/content/dam/Deloitte/us/Documents/risk/us-risk-financial-technology-compliance-suite.pdf

Vendor Details

Company Name

IntelligenceBank

Founded

2009

Website

www.intelligencebank.com

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

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Brand Management

Approval Process Control
Artwork Management
Asset Management
Change Management
Fulfillment Distribution
Project Management

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Marketing Planning

Budgeting & Forecasting
Collaboration
Flowchart
Goal Setting / Tracking
Marketing Calendar
Media Planning
Predictive Analytics
Presentation Tools
Project Tracking
Spend Management

MRM

Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Alternatives

Alternatives