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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
iDox.ai Suite is an AI-powered document protection platform built for organizations that need to redact, anonymize, compare, and manage sensitive information across large volumes of files. The software automatically detects personal, health, financial, business, and regulated data so teams can remove or obscure confidential content before documents are shared. iDox.ai Suite supports PDFs, scanned files, spreadsheets, and other document formats commonly used in compliance-heavy environments. It can identify and redact PII, PHI, financial details, signatures, logos, confidential business information, and other sensitive content. The platform is designed for legal teams, government agencies, healthcare organizations, life sciences companies, and enterprises that manage privacy-sensitive files. Its data anonymization capabilities help organizations prepare documents for analysis, collaboration, disclosure, regulatory submission, or AI system use without exposing protected information. Document comparison features help teams review changes and verify content differences more efficiently. Compliance reporting tools generate audit-ready documentation that supports internal governance, FOIA processes, legal review, and regulatory obligations. iDox.ai Suite helps organizations improve document security, speed up review cycles, and maintain stronger control over sensitive data.
API Access
Has API
API Access
Has API
Integrations
ABBYY Mobile Capture
AWS GovCloud
Agent Payments Protocol (AP2)
Appway Digital Banking
Cevinio
Duvo.ai
Infor Talent Science
MishiPay
Oracle Audience Segmentation
Oracle Subscription Management
Integrations
ABBYY Mobile Capture
AWS GovCloud
Agent Payments Protocol (AP2)
Appway Digital Banking
Cevinio
Duvo.ai
Infor Talent Science
MishiPay
Oracle Audience Segmentation
Oracle Subscription Management
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10/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
iDox.ai
Founded
2024
Country
United States
Website
www.idox.ai/
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
