SelfWealth Integrations

Software for company compliance, which allows professionals to automate workflows and manage company compliance efficiently. You can quickly and easily customize Word documents and email templates (in Plain Text, Rich Text or HTML) with the logo and branding style of your company. World-Class Integration CAS360 integrates with industry-leading practice management, company document, and e-signature providers to provide seamless and efficient services. You can upload, edit, and lodge documents easily. You can also view a document history. All documents for all companies can be quickly filtered from a global document screen within CAS 360. Automated Smart Annual Review filters and alerts to help manage received and upcoming annual reviews. Automated production and delivery of all compliance documents for any change to your corporate registers. Automatically compare your company data with ASIC’s company data.

A platform that integrates, is effective and practical. It helps you make better decisions and manage key areas of your compliance program. Manage third parties throughout their entire lifecycle. This includes compliance risk assessments, screening, monitoring, auditing, reporting, and offboarding. Our platform was designed by former compliance officers. It was built with one purpose in mind: to serve the needs of compliance managers. Our technology offerings are suitable for small businesses to large Fortune 500 companies that deal with thousands of third parties on every continent. You can create customized workflows that are tailored to your company and third-party processes. A standard API model allows you to integrate with hundreds systems, including SAP, Oracle, SalesForce, and HRMS systems.