Atlas by Cornerstone Description
Cornerstone's Atlas is a comprehensive compliance platform designed specifically for financial services firms operating across multiple states, assisting them in securing and managing their licenses, surety bonds, state registrations, and other essential compliance documents.
Rather than managing a chaotic mix of state portals, spreadsheets, and looming deadlines, users benefit from a unified dashboard that displays the status of all licenses, features automated renewal reminders to prevent lapses, offers secure document storage for certificates and filings, and provides real-time insights into pending applications. Each user receives the support of a knowledgeable licensing specialist dedicated to their account.
Atlas streamlines the management of licenses, bonds, documents, filing activities, renewal dates, deadlines, and tasks, delivering real-time visibility, easy document access, comprehensive work-history records, due-date monitoring, and a detailed overview of licensing coverage across states. With this platform, each client is guided by a dedicated licensing expert from the initial application stage through to continuous renewals and business expansion efforts, ensuring a smooth compliance experience.
Atlas by Cornerstone Alternatives
Filejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.
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Gain full visibility and control over your IT assets, software licenses, usage, and spend with Setyl.
Setyl is a cloud-based IT asset and license management (ITAM) platform that connects to your existing systems with 100+ out-of-the-box integrations.
Use Setyl to manage all your hardware assets, software applications, SaaS subscriptions, licenses, vendors, admins, users, and spend in one place — helping you:
1. Manage both hardware and software assets in one place.
2. Automate and scale daily IT operations, including inventory management and employee onboarding and offboarding processes.
3. Identify and cut wasted IT spend.
4. Prepare for your security audit and stay compliant, including with SOC 2 and ISO 27001.
With its intuitive interface and low learning curve, the Setyl platform offers a user-friendly experience and facilitates collaboration across your organization.
Features include:
• IT asset and license inventory
• Asset lifecycle management
• SaaS subscription, software application, and license management
• Software renewal tracking
• License rightsizing
• Employee onboarding and offboarding workflows
• ISO 27001 and SOC 2 compliance
• Vendor management
• IT spend management and reporting
• 100+ native integrations (Microsoft, Google, MDM, RMM, IAM, HR, helpdesk tools, and more)
• API access
• Fully guided support
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Brico
Brico is an innovative platform that leverages AI to streamline the regulatory licensing process for various financial services entities, such as fintech firms, lenders, money transmission services, debt collection agencies, mortgage companies, and cryptocurrency organizations, guiding them through the complete licensing lifecycle from the initial application stage to ongoing maintenance, compliance reporting, and renewals across all 50 states, all within an integrated and automated framework. The platform gathers and unifies real-time regulatory requirements, providing intelligent checklists and state-specific regulations, allowing teams to submit applications accurately and efficiently while minimizing manual interventions, reducing paperwork, and overcoming the complexities of inconsistent forms and deadlines that typically require cumbersome spreadsheets and multiple tools. Brico enhances operational efficiency with features like automatic form completion through smart data mapping, built-in project and task management that promotes team collaboration, automated reporting cycles with compliance alerts, and serves as a definitive repository for important deadlines, essential documents, and audit trails, ensuring that teams are always equipped with the necessary information. This holistic approach not only simplifies the licensing process but also empowers organizations to maintain compliance effortlessly and adapt swiftly to changing regulatory landscapes.
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TradeGuard
TradeGuard is a compliance management solution designed to help contractors and property managers stay ahead of expired insurance documents and missing subcontractor paperwork. The platform centralizes COIs, licenses, tax forms, OSHA records, bonds, lien waivers, signed contracts, and other required documents in one organized dashboard. Instead of relying on spreadsheets and email reminders, users can set automated alerts at intervals such as 90, 60, 30, 7, and 0 days before expiration. TradeGuard allows subcontractors to upload documents directly through a secure portal link without needing to create an account. Its smart extraction feature reads standard COI forms and insurer-issued PDFs to capture policy details and schedule alerts automatically. The system checks documents against state requirements across all 50 states and Washington, DC, helping users identify missing licenses, registrations, or safety records. TradeGuard also flags policies that fall below required coverage limits and provides a compliance score across the full subcontractor roster. Additional features include tamper detection, PDF metadata analysis, broker confirmation, QuickBooks Online vendor import, and payment compliance review. The platform helps businesses reduce liability exposure, streamline document collection, and enforce compliance before projects begin.
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Pricing
Pricing Information:
Custom pricing
Integrations
No Integrations at this time
Company Details
Company:
Cornerstone Licensing Services
Year Founded:
1998
Headquarters:
United States
Website:
cornerstonelicensing.com/atlas/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Business Hours
Online Support
Atlas by Cornerstone Features and Options
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