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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Qredible advanced supply chain and quality management systems to help your highly regulated business reduce operating costs and grow your business while reducing enterprise risk. Our unique AI-powered, blockchain-enforced SaaS QMS platform efficiently connects your entire supply chain. Via Qredible's Q-Trust software ecosystem we provide trustworthy and transparent brand information and a compliance repository for all involved: Financial Institutions, Regulators, Merchant Processors, Testing Labs, Marketing and Legal, Compliance, Manufacturers, Distributors, Wholesalers, and Retailers. The Qredible philosophy combines digital commerce with compliance and industry best practices. We enable high-risk companies across the supply chain to protect and maintain their brand credibility using compliance-guided technology. Qredible’s software ecosystem brings transparency to the Supply Chain throughout production, sourcing, manufacturing and distribution. We establish an electronic marketplace enabling members to list their products and services, generate leads for new business from other Qredible platform members, and meet the various regulatory demands of Banks and other financial institutions.

Description

RIA in a Box serves as a robust, all-encompassing compliance management solution specifically designed for Registered Investment Advisers (RIAs) to efficiently manage and monitor their regulatory responsibilities under both SEC and state laws. This platform integrates crucial compliance processes into a single, user-friendly interface, featuring a customizable compliance calendar and log that comes pre-filled with best practice recommendations. Additionally, it automates the registration and filing processes, including the preparation of essential documents such as Form ADVs and Codes of Ethics. The platform also provides extensive archiving of communications across various channels like email, social media, and websites, equipped with advanced filtering and review capabilities. Moreover, it supports a guided annual review process that complies with SEC Rule 206(4)-7, incorporates structured risk assessments linked to compliance policies, and offers oversight tools for monitoring employee activities, which include trading, outside business activities, and attestations. Furthermore, it includes a built-in cybersecurity compliance feature grounded in the NIST framework, ensuring that vendor due diligence is comprehensively addressed. This all-in-one solution empowers RIAs to maintain compliance more effectively than ever before.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Magento
Shopify
Wix
WooCommerce
WordPress

Integrations

Magento
Shopify
Wix
WooCommerce
WordPress

Pricing Details

$149 per month
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

Qredible

Founded

2019

Country

United States

Website

qredible.com

Vendor Details

Company Name

COMPLY

Country

United States

Website

www.comply.com/products/ria-in-a-box/

Product Features

Cannabis

Administrative / HR Management
Business Management
CRM
Compliance Tracking
Cultivation Management
Delivery Management
Dispensary Management
Distribution
ERP
For Hemp & CBD
Inventory Management / Control
Lab Testing
Manufacturing
Payment Processing
Point of Sale (POS)
Reporting / Analytics
Retail Management
Sales Tracking
Seed to Sale
Supplier Management
Supply Chain Management
Toll Processing
Traceability
eCommerce / Online Ordering

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

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