Related Products
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About
Cyfeon’s suite of industry‑focused products helps financial services, communications, and energy companies automate critical business functions and accelerate profitability. The Commission and Revenue Share Management system automates and executes contract terms, fees, taxes, and payments on schedule and with precision, based on rules you establish, tracking workflows and auditing approvals to ensure accurate disbursement to internal and external stakeholders and timely collection of franchise fees; the Control Room solution streamlines regulatory compliance by automating watch‑list management, research workflows, outside‑trading monitoring, FINRA submissions, ad hoc reporting, audit trails, and corporate action‑item tracking within an integrated Compliance Dashboard.
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About
The industry’s most comprehensive compliance management platform, trusted by more than 80% of top financial services firms.
The only unified solution to manage the full lifecycle of agent and advisor onboarding and compliance, delivering a seamless user experience and “clear to sell” signal for your distribution partners. Efficiently manage requirements from FINRA, SEC, state DOI and other regulators of the financial services industry. Including Advertising Review, Conflicts of Interest, Branch Audits and more. Everything you need to be aware of, comply with, and demonstrate compliance with relevant regulatory changes, including managing impact on your firm’s policies and procedures. The leading provider of Compliance Education, Product Training and Annual Compliance Programs, RegEd delivers more than one million CE courses and insurance certificates each year.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
IT and compliance leaders seeking end‑to‑end automation for commission processing, regulatory compliance, complaint management, and enterprise data governance
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Audience
Financial services firms interested in a powerful compliance management platform
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCyfeon
Founded: 2011
United States
www.cyfeon.com
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Company InformationRegEd
Founded: 1994
United States
www.reged.com
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Categories |
Categories |
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Complaint Management Features
Case Management
Supported
Complaint Classification
Supported
Corrective Actions (CAPA)
Supported
Customer Complaint Tracking
Supported
Feedback Management
Supported
Forms Management
Supported
Issue Tracking
Supported
Quality Assurance Management
Not Supported
Routing
Not Supported
Self Service Portal
Supported
Social Media Monitoring
Not Supported
Survey Management
Supported
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Integrations
No info available.
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Integrations
No info available.
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