pToolspTools Software
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Related Products
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About
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.
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About
Process automation for NNAs to assist in the issuance of ISINs. Process automation of high volumes of unformatted text information for Exchanges and CSDs. Process automation for LOUs to assist in the issuance of LEIs. pTools solutions are agile and driven by design excellence and outstanding user experience. Our focus is on digital transformation of existing processes in order to mitigate risk, increase efficiency and automation, and improve regulatory compliance and reporting. pTools provides a complete set of transformation services designed to help clients rapidly assess the scale of effort and opportunity for digital transformation projects.
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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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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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Audience
Property management, construction, commercial real estate, franchise management, brokers, government, insurance consultants, education and more
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Audience
Content Management software for everyone
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
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 Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationSmartCompliance
United States
smartcompliance.co
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Company InformationpTools Software
Founded: 1999
Ireland
www.ptools.com
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Alternatives |
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Categories |
Categories |
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Audit Features
Alerts / Notifications
Supported
Audit Planning
Not Supported
Compliance Management
Supported
Dashboard
Supported
Exceptions Management
Supported
Forms Management
Supported
Issue Management
Supported
Mobile Access
Supported
Multi-Year Planning
Not Supported
Risk Assessment
Supported
Workflow Management
Supported
Compliance Features
Archiving & Retention
Supported
Artificial Intelligence (AI)
Not Supported
Audit Management
Supported
Compliance Tracking
Supported
Controls Testing
Supported
Environmental Compliance
Not Supported
FDA Compliance
Not Supported
HIPAA Compliance
Not Supported
Incident Management
Not Supported
ISO Compliance
Not Supported
OSHA Compliance
Not Supported
Risk Management
Supported
Sarbanes-Oxley Compliance
Not Supported
Surveys & Feedback
Supported
Version Control
Supported
Workflow / Process Automation
Supported
Construction Management Features
Accounting Integration
Supported
Budget Tracking/Job Costing
Supported
Change Orders
Not Supported
Commercial
Supported
Contract Management
Supported
Contractors
Supported
CRM
Not Supported
Equipment Tracking
Supported
Estimating
Not Supported
Incident Reporting
Not Supported
Mobile Access
Supported
Offline Access
Not Supported
Residential
Supported
RFI & Submittals
Not Supported
Subcontractor Management
Supported
Timesheets
Not Supported
Franchise Management Features
Appointment Scheduling
Not Supported
Automatic Re-ordering
Not Supported
Commission Management
Not Supported
Construction Tracker
Supported
Contract Management & Signature
Not Supported
CRM
Not Supported
Franchise Intranet
Not Supported
Job Scheduling
Not Supported
LMS / Training
Not Supported
Marketing
Not Supported
Onboarding
Not Supported
Online Store
Not Supported
Reputation Management
Not Supported
Website Manager
Not Supported
Lease Management Features
Billing & Invoicing
Supported
Commercial Leases
Supported
Contact Management
Supported
Landlord Database
Supported
Lease Classification
Supported
Portfolio Management
Supported
Property Management
Supported
Residential Leases
Supported
Retail Leases
Supported
Sublease Management
Supported
Tenant Database
Supported
Policy Management Features
Approval Process Control
Supported
Attestation
Supported
Audit Trails
Supported
Policy Creation
Supported
Policy Library
Supported
Policy Metadata Management
Not Supported
Policy Training
Not Supported
Reporting / Analytics
Supported
Version Control
Supported
Workflow Management
Supported
Real Estate Property Management Features
Billing & Invoicing
Supported
Commercial Properties
Supported
Contact Management
Supported
Credit Check
Not Supported
Expense Management
Not Supported
Insurance Management
Supported
Landlord Database
Not Supported
Late Fee Calculation
Not Supported
Lease Management
Supported
Maintenance Management
Supported
Owner Portal
Supported
Payment Processing
Not Supported
Portfolio Management
Supported
Rent Tracking
Not Supported
Residential Properties
Supported
Tax Management
Not Supported
Tenant Database
Supported
Tenant Portal
Supported
Vacancy Tracking
Not Supported
Website Management
Not Supported
Reporting Features
Customizable Dashboard
Supported
Data Source Connectors
Supported
Drag & Drop
Supported
Drill Down
Supported
Email Reports
Not Supported
Financial Reports
Not Supported
Forecasting
Not Supported
Marketing Reports
Not Supported
OLAP
Not Supported
Report Export
Supported
Sales Reports
Not Supported
Scheduled / Automated Reports
Supported
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Content Management Features
Audio Content
Supported
Customizable Templates
Supported
Document Indexing
Supported
E-forms
Supported
Full Text Search
Supported
Image Editor
Supported
SEO Management
Supported
Text Editor
Supported
Version Control
Supported
Video Content
Supported
Website Management
Supported
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Integrations
Lemonade
Not Supported
MRI Software
Not Supported
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