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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.

About

Streamline AI is an intelligent intake, triage, and workflow automation platform built for in-house legal teams. It provides self-help services at your specific direction and is not a law firm or a substitute for an attorney or law firm. The platform offers features such as AI-powered contract review, workflow automation, matter management, analytics and reporting, and integrations with existing tools. Streamline AI's no-code tool allows you to easily create custom intake forms that dynamically adapt to user responses, automatically routing requests based on the provided answers to fast-track the review and approvals process. It consolidates all requests into one source of truth for efficient management of legal matters from start to finish, providing real-time visibility into request types, the latest review steps, and approval status. The platform also boosts collaboration between legal teams and business stakeholders with a central hub for all request details, comments, etc.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial services firms interested in a powerful compliance management platform

Audience

Legal teams in need of a tool to enhance efficiency and collaboration through workflow automation processes

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

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

RegEd
Founded: 1994
United States
www.reged.com

Company Information

Streamline AI
United States
www.streamline.ai/

Alternatives

Predict360

Predict360

360factors

Alternatives

 Compliance Star

Compliance Star

Thistle Initiatives
Compliance Aspekte

Compliance Aspekte

expertree consulting GmbH
Wordsmith

Wordsmith

Wordsmith AI

Categories

Categories

Integrations

Active Directory
Docusign
Google Drive
Google Workspace
Ironclad
Microsoft OneDrive
Microsoft SharePoint
Okta
OneLogin
PingOne Protect
Salesforce
Slack

Integrations

Active Directory
Docusign
Google Drive
Google Workspace
Ironclad
Microsoft OneDrive
Microsoft SharePoint
Okta
OneLogin
PingOne Protect
Salesforce
Slack
Claim RegEd and update features and information
Claim RegEd and update features and information
Claim Streamline AI and update features and information
Claim Streamline AI and update features and information