Kollate-it

Kollate-it

Werkflo
+
+
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Full spectrum of businesses including corporates, investment banking, law firms, and private equity.

Audience

The software is designed for financial services industry, professional trustees and other regulated entities looking to meet any law, regulation, policy or guideline.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$300 AUD per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.5 / 5
design 4.6 / 5
support 4.8 / 5
Read all reviews

Reviews/Ratings

Overall 5.0 / 5
ease 4.6 / 5
features 5.0 / 5
design 5.0 / 5
support 4.8 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Datasite
Founded: 1968
United States
www.datasite.com

Company Information

Werkflo
Founded: 2020
Australia
werkflo.com.au/kollateit

Alternatives

Alternatives

KYC Portal

KYC Portal

Aqubix Ltd / Finopz

Categories

Categories

Data Governance Features

Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management

File Sharing Features

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Audit Features

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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

GRC Features

Auditing
Disaster Recovery
Environmental Compliance
Incident Management
Internal Controls Management
IT Risk Management
Operational Risk Management
Policy Management

Risk Management Features

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
Internal Controls Management
IT Risk Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Integrations

Datasite Acquire
Datasite Outreach
Datasite Prepare
Microsoft Excel
Microsoft Word

Integrations

Datasite Acquire
Datasite Outreach
Datasite Prepare
Microsoft Excel
Microsoft Word
Claim Kollate-it and update features and information
Claim Kollate-it and update features and information