Top Compliance Management Software Feature

ABLE Origination platform automates the lending process from A to Z: from the loan application to origination, servicing, collection, and compliance. Due to a modular basis, ABLE Origination is highly configurable and scalable. The platform is powered by: - AI-driven technologies and ML algorithms, - 400+ pre-config...

Embed financial products into your business with our platform. Banking With a single, seamless integration, offer FDIC insured banking services to your customers. Process Payments Moving money is simple with easy to deploy credit card processing, ACH transactions etc. Branded Cards Create customized or white-label card...

The easy-to-use compliance management platform. Automate manual tasks, controls and processes by moving to a digital solution. One platform, one process, one overview. A business risk assessment can be completed within 60 minutes. Receive a comprehensive report, heat maps and program tips for policy controls. Collabora...

FundEngine expands basic Salesforce CRM functionality for alternative asset managers. It enables firms to work smarter & streamline the niche processes within fundraising, investor services, deal sourcing, and portfolio management....

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management b...