Category: trusts-benefits
Know Your Client
Keep all your client information in one place for a complete overview.
Document Checklists
Define and track checklists for use in completing compliance requirements.
Expiration Alerts
Easily set alerts for when documents or processes expire.
Risk Profiles
Maintain customizable risk profiles that adhere to industry standards.
Scanning
Easily scan documents and certifications and upload them for use at your discretion.
Reporting
Easy to use dashboards that allow you to keep track of key performance indicators.
Audit Log
Keep track of changes and updates through real time audit logs
Access Control
Verify, update and manage access to files and processes for improved security.
Local Hosting & Storage
Store your documents, files and processes on a local server or in the Cloud.