Atlas by CornerstoneCornerstone Licensing Services
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iSpec DMSRemy InfoSource
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Related Products
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About
Atlas by Cornerstone is a compliance platform that helps multi-state financial services businesses obtain and maintain their licenses, surety bonds, state registrations, and other compliance documentation.
Instead of juggling 50 state portals, spreadsheets, and deadlines, you get a single dashboard showing every license, its status, automated renewal tracking so nothing lapses, document storage for certificates and filings, and real-time visibility into applications in progress. Every account is backed by a dedicated licensing specialist.
Atlas centralizes licenses, bonds, documents, filing activity, renewal dates, deadlines, and action items providing real-time status visibility, document storage and downloads, work-history records, due-date tracking, and a state-by-state view of licensing coverage. Each account is supported by a dedicated licensing specialist from initial application through ongoing renewals and expansion.
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About
Sections may be “locked” or editable during contract drafting. Each contract/project is a compilation of individual “template” terms; some of which may be modified to suit each specific project’s requirements (for example, the term, scope etc.). The others are “locked down” or “secured” in order to uphold the organization’s governance and risk management policies (for example indemnity, IPR, and insurance) and are not able to be modified by the project team. No more forgetting to update state and other regulations. Compliance requirements for certain documents are complex. Non-conformance can lead to fines, revoked licenses, and in some cases even criminal liability. Federal and state regulations such as Sarbanes Oxley and HIPAA mandate strict security and privacy guidelines. All clauses/sections in the template library can be assigned review intervals and will send out automated email notifications to their owners whenever the interval has lapsed so that they can be reviewed.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Regulated financial services companies especially in the money transmitter/MSB, lending, mortgage, and debt collection/debt buying industries that operate multi-state.
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Audience
For companies and offices that need a software for the management of documents
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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PricingCustom pricing
Free Version
Free Trial
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Pricing
$29/m/u
Professional $99/m/u
Enterprise on quotation
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCornerstone Licensing Services
Founded: 1998
United States
cornerstonelicensing.com/atlas/
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Company InformationRemy InfoSource
Founded: 2004
Singapore
www.remy-is.com
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
No info available.
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Integrations
No info available.
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