Alternatives to Renaissance

We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease.

Our tools can automate and streamline compliance management and risk management for financial advisors, banks, brokerage-dealers, collection agencies, and credit unions. Online services are more likely to be requested by clients than any other. Even if they don’t, your board/team will feel more at ease knowing that you have a well-organized and documented compliance program. Our tools are designed to help healthcare companies assess their compliance with HIPAA requirements, maintain policies to ensure compliance, as well as periodically test for compliance. Our range of risk assessment tools automates the complicated task of documenting your organization’s current risk profile against relevant risk frameworks such as SOC2, HIPAA or regulatory requirements. Our hosted ODP software, in addition to consulting services, is packed with more features to ensure the success and sustainability of your program.

AgStockTrade.com is your online resource for buying and selling agricultural shares (stocks, capital units) for top dollars. Our Alternative Trading System (ATS), which provides the most current Internet share matching and trading services, is a system that meets our member's liquidity goals and needs. Variable Investment Advisors, Inc. ("VIA", “we” or “us”) is a broker-dealer that is registered with the U.S Securities and Exchange Commission. It maintains registration to operate as an alternative trading platform ("ATS") and continues to be registered. Please accept the following as a list of general risk factors to be aware of before investing in any issuer listed at AgStockTrade.com.

You don't need to manage multiple systems in order to maintain your core non-trading compliance. Patrina's Integrated Compliance Suite was designed for brokers, RIAs, FCMS, and other non-trading professionals. Patrina is a single platform that automates workflows and provides a 360-degree view of your entire non trading compliance program. Businesses need to adjust their business strategies, change gears, and restructure in order stay competitive. Every business decision you make today will have an impact on tomorrow. However, sometimes it is possible to lose the past through changes. Successful businesses require serious Enterprise Records Management (ERM). Patrina's ERM software provides the power to consolidate and maintain all your electronic records on a secure, globally accessible platform.

Our next-generation real estate web platform. Renaissance is the new benchmark in refinement and performance. It will enhance your online presence and capture your clients. Our Customer Relationship Management system makes it easier than ever to manage your customer relationships. Advanced lead generation tools and systems can help you accelerate your business. Our technology will help you stand out from the rest. Branding is crucial for Realtors, whether you are a broker or a team member. Our brand development agency will help increase leads and win more business.

Fusion advisor is designed for wealth management advisors. It helps them unlock the grates source to new assets from each client household.

Kingdom Trust is an independent custodian that specializes in innovative custody solutions for institutional and individual investors. Clients include Solo 401(k), Self-Directed IRA, Solo 401(k), holders, single-member LLCs and family offices, investment advisors, advisory firms, broker-dealers and private equity funds, sponsors, and other investment platforms (foreign or domestic). The firm's institutional pooled investor vehicle (PIV), custody offering offers a tailored solution for private equity and private debt, digital assets as well as venture capital and fund management. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution allows clients to meet SEC regulatory requirements. The firm offers investment opportunities in alternative assets such as digital currency, real property, precious metals, and private equity.

BITA Wealth is a powerhouse for wealth management, supporting advisors and investment teams, as well as governance divisions. BITA Wealth provides a better experience for clients and advisors through enhanced insight, efficiency, oversight, and control. BITA Risk® has a client AUM of more than PS160bn and is part of the corfinancial™ group. BITA Wealth is an award-winning, innovative software designed for wealth managers with high net worth and ultra-high networth. BITA Wealth gives investment teams, managers, and governance divisions the tools they need for controlled growth and development of their businesses. BITA Wealth is suitable for wealth management companies, broker-dealers and private banks. It also works well with trust companies, family offices, and trust companies. Multi-dimensional investor profiling that considers risk, suitability, ESG characteristics, and preferences. Then, systematically matching these to an investment proposition for a firm.

North Capital Investment Technology Inc. ("NCIT") provides Accredited.AM. North Capital Private Securities Corporation ("NCPS") provides verification services. This wholly-owned subsidiary is a member of FINRA, SIPC and broker-dealer of NCIT. As NCPS is a registered broker/dealer, platforms and issuers can rely on our verification letter to verify compliance with rule 506(c) under the SEC's safe harbour guidance. Accredited.AM is a free service that will verify your accreditation as required by federal law for private placements. You can invest through an increasing number of online platforms and financial institutions once you have verified your status. We protect your privacy and confidential data. Once you have been verified, you can start investing through many online platforms and financial institutions without having to disclose any confidential information about your income, assets, or other personal information.

Genesis is the global leader in institutional markets for digital assets and a full service digital currency prime broker. Genesis facilitates digital currency loans, trades and transactions worth billions of dollars on a monthly base. Our team has decades of experience working at top Wall Street banks and a deep knowledge of cryptocurrency markets. Our platform offers a single point for digital asset trading and derivatives, lending, borrowing, custody, and prime brokerage services. All-in-one digital asset solution. Genesis is a full service digital currency prime brokerage. We provide investors with a safe marketplace to trade, lend, and custody digital currencies. Complete large orders quickly and reliably. Our OTC digital assets trading firm is regulated by the SEC and FINRA as a securities broker dealer. Lend and Borrow digital assets and tap into alternative liquidities for hedging and speculating, as well as working capital needs.

We organize securities into three markets according to the amount and quality of information that companies provide. This is done in order to create more efficient and informed financial markets. Our SEC-regulated investors can access data on over 11,000 securities via OTC Link®, ATS. This includes Bloomberg, REDI Technologies, and Thomson Reuters. Alternative Trading System connects leading U.S. broker dealers to provide liquidity and execution services for securities on our exchanges. OTC Link ATS is our SEC-regulated alternative trading platform that connects leading U.S. broker dealers to provide liquidity and execution services for securities traded on our markets. Companies can choose to be traded on Pink or OTCQX by default, or they can also qualify for the OTCQX and OTCQB markets. Corporate Service products offer companies solutions to better engage investors.

The Industry Renaissance that we are currently experiencing is touching all industries. It brings new ways of seeing the world, inventing and learning, producing, trading and trading. ENOVIA offers you new opportunities to deliver transformative product and business innovations that create amazing experiences for your customers. ENOVIA offers a wide range of technical and business applications that can be used by all users in your enterprise. It allows you to securely collaborate with other users to create and execute a successful plan. This plan is flexible and allows for continuous optimization, real time progress tracking, and compliance with regulations and standards to transform market opportunities into market advantages. To achieve sustainable innovation, digitally connect all users within the value network. ENOVIA allows you to define your definition of success.

With the COVID Pandemic, Work from Home (WFH), has become a new reality. Organizations need staff who can work from anywhere they are in order to keep running, serve clients, and monitor risks. GRACE is here for you. La Meer's cloud-based GRACE platform (governance risk and compliance for enterprises) is a web-based platform that allows for industry-specific solutions. It was developed by financial market experts to meet financial market regulations in banks and broker-dealers. Organizations and staff can offer seamless client service, complete oversight, risk management, and assurance from anywhere they are using the cloud-based GRACE suite. Our clients can implement and pay for only the modules or functionality that they require through the modular GRACE platform.

Complex models can be implemented and asset allocations across portfolios monitored easily. Manage order flow across multiple custodians and asset classes. Simple Tax Alpha is possible with Tax Harvesting, Location Optimization and Tax Harvesting. Simple but powerful tools allow you to keep track of cash balances and monitor cash movements intra-day. Connect with a variety of portfolio accounting, reporting and execution systems. Features that ensure trading compliance and data accuracy.

Users can provide real-time rates, contracts and dealer menus via eRating or eContracting. Users can issue policies with electronic signatures, and present products to customers through their own sales channels or their partners. Our network has 140+ partners that allow dealers to connect to the eMenu and DMS systems of their choice. Our policy administration software allows for billing, commissions and cancellations. This allows for seamless coverage rating, contracting and contract remittance. Integrating with your accounting system allows you to create, manage, modify, and change your agents, dealers and coverages. Your agents also have direct access to our Agent Portal. The F&I software allows the Dealer Principal and Field Representatives to access integrated reports for F&I forecasting, sales, and overall dealership performance in real time with powerful analytics.

Securrency powers global digital asset marketplaces through compliance-aware tokenization, account management, liquidity settlement, analytics and reporting. This is for asset issuers and brokers, exchanges and banks. Our institutional-grade, blockchain-based capital markets platform was designed with a unique and patented compliance aware token framework. It meets the high performance, liquidity and regulatory requirements of leading financial institutions. Securrency’s capital markets platform allows you to tokenize any asset using the most comprehensive and patented compliance technology in the industry. This will increase investor access and unlock the value digital assets. Asset managers, banks and broker-dealers can accelerate their adoption of digital assets by tokenizing them in a compliant manner. Digital assets enabled by blockchain are the future of public markets. They will bring greater efficiency and automate compliance.

Since 2016, Kore has been pioneering the way for private companies seeking funds with its top-tier online platform. It streamlines the entire fundraising process, from issuing securities to managing shareholder relations and cap tables. Kore is an All-In-One platform to help companies in their capital raising process. Whether it's a RegCF, RegA+, or RegD offering, we can streamline the way compliantly. Also, our technology boosts investor communications, taking your investor relationships to the next level. Investors, brokers, lawyers, accountants, and investor acquisition experts all benefit from our integrated ecosystem. We also have a lot of educational content to guide companies on their fundraising journey. Our articles, videos, and webinars can assist investors in getting savvy about Private Capital Markets and their opportunities. Perfect for curious minds looking for the latest in Tech and investment insights.

We are the most accurate and efficient AI-powered software suite to meet all your RIA compliance needs. ComplianceGPT automates marketing review. Upload dozens document types to receive compliance recommendations within a minute. This will save you (and your team) countless hours of back-and-forth. Set up employee brokerages once and benefit from automated reporting, preclearance and reviews. We make the employee onboarding process easy by assisting with it. Updates to your code of conduct, compliance manual, and other things. Employees can log in to the Hadrius intuitive UI for easy reporting and document signing.

UMS2000 by Computer Network, a Windows-based utility management software, includes line/tap and meter information. UMS2000 is equipped with a customizable task list and user-friendly drill down menus. This makes data entry easier and allows users to quickly access their individual daily, weekly or monthly projects and/or jobs. UMS2000 provides integrated work management, inventory, mobile service orders and unmatched audit-trail. It also offers rate analysis, CASS certification and GIS interface. Users can define rate codes and have unlimited cycles.

You can increase engagement, work with your client's professional network and family, and get enterprise-grade security. A leading NYC-based fintech consultancy firm has recognized us as the "obvious choice" for organizations due to our focus on estate planning and a simplified user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications about client activity. Prioritize their needs before you make any requests. Collaboration is possible outside of the existing portals (using email and cloud drive links). You can save hundreds of hours of wasted time. Real-time sync with existing cloud drive storage reduces admin time. Emails without attachments and links are less risky for security and compliance. Client inquiries are reduced by a simple, clean interface. Existing portals limit collaboration beyond the main client contact. Collaboration with third parties is possible. Permission-controlled access allows access to the right contacts.

BigHand Business Intelligence powered by Iridium, is a financial BI solution that provides law firms with advanced financial BI. It features role-based reporting and intuitive dashboards to deliver the right financial information to the right person. The flexible data warehouse replaces the manual reporting process with data visibility at all levels, from the firm to individual clients and issues. Self-service analytics allows users to access relevant metrics using their preferred visualization tool. With immediate financial insight, the solution empowers users to improve their cash flow and profitability. Your business systems will provide you with key financial and operational metrics. View data as the single source of truth to determine the performance and profitability of your law firm. Users can get the answers they require instantly. Give actionable data to the people who need it, and enable ad-hoc reporting without code for firms with limited resources. It provides both traditional data storage as well as more advanced analytical capabilities.

Automate your business processes and enforce data compliance in Citrix Podio using GlobiFlow for Podio. Automate almost anything in your Podio account to increase productivity and save time. Citrix Podio workflow automation allows you to automate key tasks as well as set up triggers for time-sensitive actions. Workflow automation is so extensive that you can transform Podio into a dynamic and sophisticated business management system. You can create workflows to automatically create and update records, assign tasks, or send customers customized email notifications when records are updated. You will be notified when any record in Podio has been updated or violated your business rules. Additionally, workflows can be triggered when time-sensitive records reach their target dates. Visual feedback is available in real time by turning any report into graphs or charts that can be displayed in any workspace or app.

Our advanced compliance software solutions are suitable for both large compliance organizations and small RIA compliance groups. SmartRIA is designed to meet the needs of compliance officers, compliance consultants, operations teams, investment advisors and wealth and asset managers as well as the staff who support them. SmartRIA helps businesses like yours prosper. SmartRIA compliance solutions were created to meet the needs of compliance officers, compliance consultants, compliance officers and investment advisors. They also support wealth and asset managers. Imagine starting your week with a bird’s eye view of all your firm's compliance calendar. It's easy to use and can be done in less than a day.

Compliance Star is an online compliance software that provides the right tools to manage risk and monitor performance. Compliance Star allows remote management of FCA Authorised Firms, its operating Units/Agents and their operations via real-time data collection. It also provides reporting and reporting. Compliance Star, a technology-enabled compliance platform, facilitates compliance management, workflows and monitoring of firms authorized by the Financial Conduct Authority. Compliance Star is built on a calendar-based task management system that is 'fail safe'. This system allows for manual and automatic task setting, notifies actions, populates deadlines in a calendar, issues reminders, and monitors for completion. Leading regulatory networks are currently using the platform to reduce compliance burden. It allows for complete tracking of internal regulatory processes. It allows for single-point data access and the ability to generate FCA-required reports.

We provide market-leading solutions that optimize investment, unlock value, and drive growth. Financial institutions can consolidate and streamline their operations with our end-to-end trading and treasury solutions. We provide services to global, regional, and central banks, broker-dealers and insurers, asset managers and pension funds, as well as corporates. We are driven by exceptional people who drive innovation at scale. Solutions for regulatory reporting and risk management. You can meet your immediate regulatory reporting needs while creating long-term value. Front-to-back solutions in capital markets and treasury. Single source of truth enables faster decision-making and more efficient operational processes. It's a difficult task to manage large volumes of trades throughout the transaction lifecycle.

MainPlan CMMS (Computerized Maintenance Management System) is an affordable, flexible and powerful Computerized Maintenance Management System. To improve quality, reduce defects, maximize production, and avoid costly downtime, track and monitor asset maintenance. MainPlan is used in manufacturing, vehicle maintenance, plant maintenance, asset maintenance, spares inventory control, and vehicle maintenance. MainPlan provides a history of maintenance activities that can be traced to ensure Quality Assurance (QA). Take the MainPlan product tour to learn how MainPlan can help your business reduce downtime, cut overtime, and improve productivity. MainPlan CMMS is easy to use and requires little training. The interface is easy to use for non-technical staff thanks to its large menu buttons and memorable icons. You can quickly and easily create work orders, work lists, work pending and maintenance history reports.

A cloud-based solution for Registered Investment Advisors and Broker Dealers. Easy integration and management of client data and accounts. Integrate seamlessly with other productivity applications. Platform compliant with SEC Rule 17a-4. This requires client and account recordkeeping with both instant access and non-immediate (WORM) storage. Keep track of business practices and communications with clients. Manage workflow templates. Optimize sales through prospect classification. Maintain a higher level of control over the organization structure. Monitor who has access to what tasks and who has the responsibility.

LSEG AlphaDesk is a cloud-based order management and portfolio management system (OMS) for the buy side. It simplifies your workflow. Flexible multi-vendor data feeds, multiple electronic trading systems, custodians/prime brokers, and fund administrators are all available. All orders for your firm can be managed in one place. With over 100 fields and flexible groupings, you can track portfolio exposure in real time. Mobile access is responsive so you can stay on top no matter where you are. LSEG AlphaDesk, an award-winning order management (OMS) system and portfolio management (PMS), is a cloud-based, multiasset class, multicurrency order management system and portfolio management for buy-side. It also offers risk and compliance tools.

Insight Legal's cloud-based case management system is the best in efficiency. Insight Legal is a software that was specifically designed for law firms. It provides everything you need to manage all your case files, from start to finish. Users will find a wealth of information and guidance. A centralized matter record, which includes a customized case plan and key dates. It also contains information about the core matter, next steps, and correspondence history. For the firm - total reassurance that your staff has the support of workflows, even if they are working remotely, as well as compliance tools, automatic escalates, and task designation that ensures the right things get done by the right people at the right times.

FoxTrot has been providing great software for the commissions and operations departments for over 23 years. Our mission is to simplify every aspect of the commissions team. This includes replacing Excel with simple statement imports, robust daily blotters, payroll calculations, and streaming broker statements. Because we understand your language, we love broker-dealers of all sizes. We are proud of our warm partnership approach. Our forward-thinking, growth-oriented software can be scaled easily to grow with your business without the need for additional employees. We have developed a "Yes!" approach to solving problems by working closely with our clients. We have a "Yes!" approach to finding solutions. The result is a robust system that can handle almost any type of commission while still providing a solid foundation for daily functions.

Rubix can be used to assess the risk of your counterpart throughout your business relationship. Rubix helps you manage credit risk, build a supply chain and ensure compliance for your business partners around the globe. It is crucial to conduct an on-boarding risk assessment for any new distributor, dealer or customer. If you are a Bank/ Fintech/ NBFC, it is important to conduct an Identity Check (KYC/ AML and Compliance) prior to loan origination. Then, an independent credit risk assessment should be performed at the loan decisioning stage. In today's volatile business environment and interconnected world, a firm's risk profile can change rapidly. Rubix will allow you to monitor your portfolio and track any changes in the firm’s risk profile.

To forward calls to any device anywhere in the world, you can buy a local number from one of thousands of locations. To receive and forward sms messages to your mobile phone or email, you can get a sms number from our company. It is useful for anyone who has a business overseas and wants to comply with corporate privacy policies and protect personal data. Toll-free numbers are a number that you can call for free for all your clients. To show your clients you care, get a toll free number so all your clients can call you for free. VIRTUAL NUMBERS- A virtual number is one that works on forwarding solutions. Forwarding can be managed to any mobile, landline, or sip number. Virtual phone numbers allow your business to have a local presence in another nation. The Renaissance was the first time that creativity was recognized as a result of individual abilities.

Web-based compliance solution that automates, checks, and processes compliance obligations. It protects AFSL's stockbrokers, advisors, and clients. Complii compliance software. What is Complii? Complii is a secure, digital platform that eliminates the need to adhere to paper-based compliance. This customizable software was created to automate, record, and report on AFS Licensee's or Brokers compliance obligations. Complii automates functions like sending ROA/SOA emails based on client profiles, 708 8 expiry Register, FOFA FDS Letter auto-generation, electronic opt-in, online client profile updates, disclosures and breach register. Outstanding Advice. Complii can be accessed by advisors and/or provide a holistic view of the compliance of all outstanding orders that require advice and action. Digital Document Storage. Complii offers a digital document storage solution. All documentation

We organize securities according to the amount and quality of information that companies provide. This helps create more efficient and informed financial markets. OTC Link®, ATS is our SEC-regulated Alternative Trading System that connects top U.S. broker/dealers to provide liquidity and execution services for securities traded on our markets. Companies can choose to be traded on Pink or OTCQX by default, or they can also qualify for the OTCQX and OTCQB markets. Corporate Service products offer companies solutions to better engage investors.

PreIPO®, a global fintech brand, is innovative. This disruptive platform for private equity is designed to maximize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries, issuers, and issuers. PreIPO is a hub that allows Investors (accredited buyers & qualified purchasers, both on-shore & off-shore/family office), to view and seamlessly transact in preIPO deals. We work with financial service industry professionals, such as investment bankers and broker-dealers, private capital, hedge funds, venture capital, and private equity to list their offerings. PreIPO platform provides cutting-edge technology, proprietary tools and insights that optimize distribution, maximize liquidity, and democratize capital formation for investors, intermediaries and issuers.

To-do Lists provides a simple, but powerful interface for managing tasks and checklists. We love simplicity, unlike other to-do management apps that have a single-window interface. Our app allows you to create unlimited stickies-like lists, complete with checkboxes and text. You can customize each to-do list in many ways. You can easily choose the background color, task text color, and font. You can even add a picture to the background if you need it. To customize the list, just right-click on the title or select the item from the main menu. Lists can be resized and moved around the screen. There are many ways to quickly activate Todo Lists and begin typing tasks: use the global shortcut, the menu bar icon, integration via System Services, or right-click on the Dock icon. You can also use the same global shortcut to quickly view your lists.

Identity Governance and Web Access Management You must ensure that new employees are granted access to all systems and resources necessary to their work. Access that is not necessary for the new position must also be revoked. It is essential that permissions are granted for users who leave the firm or are terminated. To avoid disgruntled users, access to sensitive data and applications must be disabled or removed promptly with traceability.

Your law firm is more vulnerable to cyber risks if it relies on the Internet, wireless connections and mobile devices, as well as other technology. Your law firm could also be at greater risk of data security breaches than you might think. Learn more about Cyber coverage designed for law firms Attorneys have a responsibility to protect client information. Therefore, you need to ensure that your computer systems and computers are protected. USI Affinity is pleased to offer to law firms coverage with Crum & Forster. Crum & Forster provides comprehensive cyber insurance coverage that includes three core components to help entities manage their computers, privacy, as well as other risks. Special endorsements are available for all sizes of firms, whether they are solo practitioners or large companies. Your coverage is tailored and focuses on you.

New bid processes offer transparency and do not expose your bid. Set your limit. You can see where you are in real-time. You can choose from B/W's or offerings. You can remain anonymous and only deal with one counter-party. Straight-through processing with a low commission. Allow bidders to see where they stand and make a new bid. Online access to bid history allows bidders and eliminates the need to follow-up with you. Axis Trading Solutions, Inc. owns and operates the MuniAxis ATS technology platform. RBC Capital Markets, LLC acts as the sponsoring broker-dealer for the MuniAxis ATS. They also clear and settle each trade on the ATS. To learn more about Muni bond trading, click "sign up" or call us. Straight through processing: New bid process, new clearing agent, new commission schedule.

More than 80% top financial services firms trust the most comprehensive compliance management system in the industry. The only unified solution that manages the full lifecycle for agent and advisor onboarding, compliance and delivering a seamless experience to your distribution partners. Manage the requirements of FINRA, SEC and state DOI regulators, as well as other financial services regulators. Advertising Review, Conflicts Of Interest, Branch Audits, and more. You will learn how to comply with regulatory changes and demonstrate compliance, as well as manage the impact on your firm’s policies and procedures. RegEd is the leading provider of Compliance Training, Annual Compliance Programs and Product Training. Each year, RegEd provides more than 1 million CE courses and certificates.

Modern life is very fast. It seems that work is coming from all directions. It can be difficult to keep up with your work load and follow business procedures. Aproove Work Management Software eliminates communication barriers and gives you a complete view of all your work. Our advanced work management software allows you to create business workflows that meet your needs. You can also ensure compliance with automated decision-based actions that can be as flexible as necessary. You will ensure that no compliance steps are missed or corners are cut. Task Management ensures that the right people are assigned to the right tasks at the right time. Aproove Work Management software is more than just a task management tool. It provides the tools necessary to complete the job. Everyone stays on track with automated reminders and early warning indicators that are displayed in a user-friendly dashboard.

Clownfish: Clownfish, anemonefish, and other fish of the family Pomacentridae are members of the subfamily Amphiprioninae. There are 28 species, with one belonging to the genus Premnas and the rest in the Amphiprion genus. In the wild they form symbiotic relations with sea anemones. Depending on their species, clownfish can be yellow, orange or reddish. Some have white patches or bars.

ANALEC believes that technology and software can help full-service brokers-dealers combat the structural decline they face and reset their business models so that they remain sustainable. Our offerings help brokers to increase productivity and cost-competitiveness, as well as improve revenue generation prospects. Over the last decade, institutional stockbroking has faced significant headwinds. Intense competition and regulatory scrutiny, as well as declining commission pools, have all contributed to the economics of this business. We have also seen a growing difference between clients' expectations of value-add versus broker compensation expectations. Investment research as a packaged service has not been commercially attractive.

Create customizable cookie banners, track user consent, inform site visitors of their privacy rights and manage data deletion requests using a simple low-code solution. Affordable privacy compliance solutions are available for businesses with advanced needs and dozens of domains. All support tickets are answered within one hour, and privacy engineers are on hand to answer technical questions. Enzuzo’s core legal policies are updated automatically to keep up with regulatory guidelines. This saves you from having to worry about compliance. Enzuzo’s data privacy platform streamlines even the most complex requirements. Reduce regulatory risks, avoid fines and free up your team's time from non-revenue tasks. Dashboards for data privacy compliance that are built-in, including risk assessment, data requests, consent management, and data access requests. As privacy co-pilots, our team of privacy engineers and compliance specialists will work with you. Data mapping and data governance processes.

Recordables has been providing software for a wide range of employers for nearly three decades to automate their claims filings, tracking, and reporting. CertAdvisor by Recordables makes it easy to manage compliance of incoming Certificates of Insurance. Our software electronically stores insurance certificates, reports any deficiencies, notifies vendors via automated emails and/or letters, and notifies them of the deficiency. It is now much easier to manage thousands of certificates than it was in the past. Notifications for certificates about to expire, track multiple insurance types, unlimited vendors (different requirements each vendor type), track limits and liability compliance, automate form letters or emails, notify internal departments if vendor deficiencies, vendor notification log. Electronically store certificates and other documents. Notes with spell check feature. Multiple standard reports.

Project Management System is a powerful PHP tool that allows you to manage your projects and create multiple companies within one installation. You can also grant access to different companies and different users. PMS can provide complete project updates, project estimations, assign tasks to specific users, and discuss tasks. It is useful for managing leaves and calculating payrolls. PMS is a one-stop shop for managing your business. The Admin Panel of PMS makes it easy to use and gives you a summary of all users and tasks. Admin can view the project status chart, user's weekly reports, most recent task updates, and leave requests from users.

MetaJure is a tool that helps lawyers find and manage the documents they need instantly. MetaJure helps you get back to your practice by storing all of your documents, automating tedious document management tasks, and making retrieval simple and intuitive. MetaJure automatically indexes and collects all of your emails and documents. No tagging or profiling required. Stop wasting your time searching for documents. Our intuitive keyword search allows you to instantly search all documents in your company. You can leverage your existing work product to gain an advantage over other firms that have difficulty accessing their knowledge. MetaJure was created by lawyers to improve the productivity, quality, and efficiency of lawyers and law offices. MetaJure's founders are well-versed in the challenges of electronic discovery and finding "needles" in the haystack. They have been at the forefront in legal technology for more than 20 years.

Dakota Profiler is powered by an integrated regulatory database. It helps organizations manage local compliance and centralize their global EHS programs. Decision-TreeLogic, which uses Dakota's curated Regulatory Databank, guides users in creating site-specific Compliance Profiles. The profile gauge displays how many regulatory domains are applicable to each site, which ones don't and, most importantly, how many are unknow. Profiler's simple and clear framework groups regulatory domains by task. This allows you to keep track of citations in your tasks and ensures that you have complete compliance calendars and legal registers. Dakota Tracer makes it easy to track and manage tasks from their occurrences until they are closed. Profiler's regulatory hierarchy uses visual indicators that highlight specific changes and prompt review and correction of affected citations. Your teams can prepare for future changes by receiving Regulatory Alert emails.

KeepNote allows you to store class notes, todo list, research notes and journal entries in a simple notebook hierarchy. It also supports rich-text formatting, images and other features. Full-text search allows you to retrieve any note for later use. KeepNote is cross-platform and can be used in Python and PyGTK. It stores your notes in simple, easy-to-use file formats (HTML or XML). It is easy to archive and transfer your notes by simply zipping or copying a folder. KeepNote allows you to customize the icons next to your notes. To change an icon for a note, right-click on it and find the Change Icon menu. The list of icons will appear (see the left screenshot). This feature can be used to mark notes that you like (heart), important, start, exclamation mark or done (check mark).

Dealerweb can help you get the liquidity that you need through our highly efficient wholesale markets, whether you trade electronically, over-the-phone, or a combination of both. Dealerweb is a comprehensive and efficient solution for finding fixed income liquidity. We are an SEC-registered alternative trade system (ATS) and act as an interdealer brokerage (IDB). This allows us to facilitate trades between buyers or sellers via electronic, hybrid, and voice platforms. Our technology services users on electronic, voice, and hybrid trades benefit from both industry-standard trading protocols and tools. This allows for greater operational efficiency as well as better access to liquidity. Access the best bid and offer prices in real time for a variety of products that can be traded simultaneously with multiple dealers.