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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Every organization generates data that needs to be meticulously tracked and archived in a centralized location, ensuring that all relevant parties can easily access it. Often referred to as 'Content Management' in the contemporary IT landscape, the consolidation of information access and storage is an essential aspect of how companies leverage technology. Media Exchange enhances the process of cataloging and storing various types of data online, making it accessible to those who need it. This platform can be utilized to maintain brand consistency across applications or to oversee the access and dissemination of digital information such as reports or spreadsheets, depending on the preferences of the repository’s developers. What sets Media Exchange apart from other online content management solutions is its complete independence from specific applications, allowing it to accommodate and manage data in any format necessary for your organization's needs. Additionally, this flexibility ensures that businesses can adapt their content management strategies as their requirements evolve over time.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ABBYY Mobile Capture
Agent Payments Protocol (AP2)
Axiell Collections
Cevinio
Exponential AI Enso
Infor Talent Science
MishiPay
MySQL Workbench
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Partner Relationship Management
Oracle Subscription Management
Oracle Unity Customer Data Platform
PlainID
REACH
RedShield
ServiceNow IT Operations Management
TransferMate
Verbio

Integrations

ABBYY Mobile Capture
Agent Payments Protocol (AP2)
Axiell Collections
Cevinio
Exponential AI Enso
Infor Talent Science
MishiPay
MySQL Workbench
Oracle Audience Segmentation
Oracle Digital Assistant
Oracle Partner Relationship Management
Oracle Subscription Management
Oracle Unity Customer Data Platform
PlainID
REACH
RedShield
ServiceNow IT Operations Management
TransferMate
Verbio

Pricing Details

No price information available.
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

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

Piction

Country

Australia

Website

www.piction.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

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

Alternatives

Alternatives

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